Direct Investment Oversight

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

Direct Investments require specialized oversight and governance support and, often, corporate development and growth plan implementation services, or even total 100% active management support.

Through BGA, clients can access specialized services focused on monitoring and growing the value of our clients' equity invested in private companies.

While direct investments offer many benefits, they are not without risk given the concentrated and illiquid nature of such holdings. For each direct investment held by a client, a plan for governance and oversight needs to be developed and implemented.

Unlike many firms in the direct investment services space, we have a strong team of Senior Managing Directors who have deep experience from serving as C-Level executives or board members of family business holding companies or upper middle market businesses, which were grown significantly during the term of their involvement. When a client needs active oversight, board or fiduciary, or even executive management level support for a direct investment, BGA has team members who can help.

This can also be important as businesses grow and transition from one generation to the next. Often the ownership structure becomes more complex, as control is shared among a larger and more diverse group of stakeholders (e.g. future generations of family members, family trusts or entities, directors and management, or outside investors). Evolving and transitioning ownership and control requires rigorous and effective shareholder and corporate governance processes, and sometimes skilled persons who can provide deep advisory guidance, or hands-on support for trustees, boards or shareholders.