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Direct Investing is about continuing to build.

We help families and family offices turn their ambitions into successful direct investment programs.

Why Direct Investing?

For many families, owning private direct investments in operating companies and real estate is a way to continue their entrepreneurial journey. It is an opportunity to grow businesses, create jobs, engage future generations, and create lasting value.

Our Approach

We work alongside family members and family office teams to strengthen investment decision-making and governance throughout the direct investment lifecycle.

Before investing

We assess market opportunities, conduct due diligence, structure and negotiate investment terms and establish a post-investment value creation plan.

After investing

We help implement growth initiatives, navigate leadership transitions, improve underperforming investments and execute liquidity strategies.

Building a Successful Direct Investment Program

Building a successful direct investment program requires more than capital. It requires disciplined decision-making, effective governance, and active ownership.

Prepare Future Owners

Strengthen alignment and ownership readiness across generations.

Invest with Discipline

Create a consistent framework to evaluate opportunities and manage investments.

Create Enduring Value

Help operating companies and real estate investments achieve their full potential.

eBooks & Tools

Implementation Tool

From Gut to Great: A Practical Implementation Tool for Family Office Leaders

Family Office eBook

Why Family Advantage Stewardship Matters in Direct Investing

Advisor eBook

Build Trust by Navigating 5 Off-Platform Risks

How We Help

Engage us for one or all of our four services. We provide you and your team the resources and insights for all your direct investments—from turnarounds to growth opportunities, structured across debt and equity, and spanning multiple geographies and industries.

Program Design

Just Getting
Started

Establish the strategy, structure and process to invest directly.

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Pre-Investment Diligence

Evaluating New Opportunities

Assess market opportunities, conduct due diligence, and negotiate investment terms.

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Post-Investment Risk Management

Managing Existing Investments

Understand what you own, how it is performing, and what to expect in the future.

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Value Creation & Liquidity Solutions

Optimizing and Exiting Investments

Create value in growth and turnaround situations and execute liquidity strategies.

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Common
Situations

Families, family offices, and trusted advisors often seek additional expertise in situations like these:

  • We are making our first direct investment.
  • We are evaluating an investment outside our area of expertise.
  • We need additional bandwidth to support a growing portfolio.
  • We want an independent perspective before making a major decision.
  • One of our investments is not performing as expected.
  • We want to better engage the next generation in ownership.
  • We have inherited a portfolio of illiquid investments and are navigating ownership for the first time.

    • An Owner-Operator Approach Tailored to Your Family

    With firsthand experience as operating executives, principal investors, and family office advisors, we provide an objective perspective and resources to help you make informed decisions that drive successful direct investment outcomes—today and for future generations.

    Tim Wray

    Managing Partner
    Private Investments

    Todd Kellerman

    Managing Partner
    Strategic Advisory



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