Family offices
From finding the right company to building value after close, we bring finance, transaction and operating leadership to family offices acquiring and owning operating businesses.
We agree the mandate with you, then research and screen operating companies so your team spends time on the right conversations.
We connect the financial story to the work underneath it and separate what is known from what still needs verification.
We turn the investment case into an operating plan and stay close to the decisions that drive value.
We work alongside your team, portfolio-company management and specialist advisers across sourcing, diligence, finance and integration. Every engagement is scoped individually, with responsibilities agreed before work begins.
About Business Dad Energy →Relevant operating-company work
Acquisition target research and screening, evaluation and financial modeling, diligence coordination, embedded or interim CFO leadership for portfolio companies, integration, reporting, cash and capital planning, and ongoing operating support.
Sourcing is mandate-based. We agree the investment criteria with you, then map the market, research candidate companies and screen them against those criteria so your team spends time on the right conversations.
We work alongside your legal, tax, diligence and financing specialists with clear responsibilities. Management keeps ownership of decisions; we lead or support the finance and operating work before and after close.
Send a short note about the mandate, operating company or finance need. Every engagement is scoped individually, with responsibilities agreed before work starts.