What exactly is a family office? How are they structured, and what goes into their investment decisions? Family offices are common buyers in the middle market, so it pays to understand them. This conversation with Alejandro Levy, a Senior Investment Manager with InvestX Capital, gives you a behind-the-scenes look at what sets family offices apart, the types and sizes of family offices, what role the family office plays in the M&A space, and what a family office focuses on when considering a company to buy.

View the complete show notes for this episode.

Learn More:

• Business Valuation & Return on Investment (ROI)

Additional Resources:

• Download a free copy of The Complete Guide to Selling a Business
• Are you selling a business? Schedule a free consultation now.

Listen to Other Episodes:

• Selling Your Company to a Private Equity Firm vs. a Family Office
• A Broad Look at IPOs, Private Equity, and Preparing for a Sale
• The Private Equity Toolkit – How PE Firms Grow Businesses