Operating Partners: The Value of Boots on the Ground

By Keith Danko From The Family Office Alpha Report, September-October 2015 The lower middle market in private equity is brimming with opportunity, with an abundant supply of small- to medium-size private businesses available for potential acquisition (see our July-August 2015 issue of The Family Office Alpha Report, which discussed direct private equity investing opportunities). It is not difficult for investors to find reasonably valued companies that are seeking to hand over the reins. What is not as easy is going the process alone. The best way to maximize success—and upside...

May 2015 Family Office Alpha Report by Keith Danko

The Continuing Evolution of Hedge Funds From The Family Office Alpha Report by Witherpoon Partners, May 2015 By Keith Danko In their earliest days, they were an investment for well-connected high-net-worth individuals, particularly Europeans and others with access to offshore accounts. Today, hedge funds have evolved into primarily an institutional investment, with most high-net-worth investors funneled through one type of platform or another, or through a family office that follows an institutional framework. A markedly elevated due diligence process h...