Explore how private capital drives growth in the lower middle market with tailored investments, flexible financing, and strategic support. Join the USA Economic Forum and Financing Tour to connect with investors and unlock opportunities in key sectors.
Business owners need access to specialized professionals who understand the nuances of business growth and the intricacies of the sale process. With a well-structured network of investors and advisors, middle market companies can unlock their potential, secure the right financing, and position themselves for long-term success.
Choosing the right M&A advisor or investment banker is crucial for business owners looking to grow or exit their business. M&A advisors specialize in middle-market transactions and provide tailored guidance for mergers, acquisitions, and sales, while investment bankers focus on larger deals and capital raising through equity, debt, and other structured financing. Conducting due diligence on their experience, licensing, network, and expertise in alternative financing is key to selecting the right professional for your specific business needs.
The term “family office” is often misunderstood and frequently misused by wannabe brokers, inexperienced founders, and business owners with limited access to the real family office network. While not every family office you come across is a scam, many interactions with these so-called “family offices” will likely be a waste of time.
This shift is indicative of what some are calling an "inheritocracy," where family wealth is more likely to lead to success.