Acquiring Minds

Family Offices for Searchers: A Primer


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James Bohannon of family office Belzberg & Co. explains the FO world and its untapped potential for searchers & sponsors.

Topics in James’s interview:

  • What is a family office?
  • Family office capital sustains private markets
  • You may wear jeans, but there are tradeoffs
  • Private, insular nature of family offices
  • How to network with family offices
  • When it makes sense to exit to a family office
  • Long-term holds are a good fit
  • Playing defense and offense within family offices
  • Family offices do not need to raise capital
  • Family offices may be friendlier to smaller deals

References and how to contact James:

  • LinkedIn

Get a free review of your books & financial ops from System Six (a $500 value):

Learn more about Walker Deibel's done-with-you buy-side advisory:

  • The Acquisition Lab

Work with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:

  • Pioneer Capital Advisory

Connect with Acquiring Minds:

  • See past + future interviews on the YouTube channel
  • Connect with host Will Smith on LinkedIn
  • Follow Will on Twitter

Edited by Anton Rohozov
Produced by Pam Cameron

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Acquiring MindsBy Will Smith

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