Direct Investment Execution

Direct Investment Planning Direct Investment Execution Risk & Return MeasurementDirect Investment Oversight

While many Family Offices are attracted to direct investments, most need supplemental resources to implement their direct investment plans.

We can enhance access to deal flow through our proprietary research, and provide professional resources to support Direct Investment execution; including due diligence, valuation, and structuring, financing and closing support.

Direct investments can offer greater control and flexibility, plus lower costs and better long-term returns than investments in private equity funds or other asset classes. However, originating and executing direct investments also requires different professional staff resources than are required for capital allocation to other classes of investments. BGA Affiliates provide experienced direct investment professionals on an outsourced basis.

Our skilled professional team members can assist with:

  • Analysis of mega-trends & validation of long-term industry segment trends
  • Analysis of key competitors and competitive trends with an industry segment
  • Proprietary research and origination of direct investment targets
  • Due diligence of originated targets
  • Negotiation of acquisition & investment terms
  • Assistance with financing and closing direct investments

With regard to originating direct investments, certain BGA Affiliates have developed an approach to proprietary research and connections in the family business industry to develop prioritized direct investment targets. Such proprietary research can assist our clients with originating direct investments on a negotiated basis, enabling them to bypass participation in auction processes.

One of our BGA Affiliates, de Visscher & Co, has also pioneered the practice of "Families Investing In Families". For more than a decade, they have researched and developed access to a significant number of family offices and business owning families who are seeking to co-invest with other families in direct investments.