Family offices invest directly, but without valuation infrastructure
they regularly overpay.
Family offices are the fastest-growing buyer group in mid-market M&A. But without dedicated transaction infrastructure - deal sourcing, valuation, due diligence, integration - systematic overpayment and portfolio inefficiencies result.
Family-office-proven. Valuation-strong. Long-term oriented.
Why family offices systematically overpay in direct investments
We've identified attractive targets but have no standardised valuation methodology for portfolio comparability.
Our deal sourcing is opportunistic - we react to offers instead of actively searching for the right targets.
We've invested but have no systematic value creation strategy for our portfolio companies.
We want to build a buy-and-build programme but have no experience with serial acquisitions.
Does this sound like your situation?
Let's clarify in a free initial consultation whether and how we can help.
Family office M&A: between direct investment and PE logic
Our approach for family office M&A
Investment strategy and screening
Definition of acquisition criteria: sectors, size, geography, minimum. Building a systematic screening process.
Valuation infrastructure
Establishing standardised valuation methodology: multiple benchmarks, templates and sector comparisons for consistent decisions.
Due diligence and transaction
Complete transaction support: commercial, financial, legal and operational DD. SPA negotiation and closing management.
Value creation and portfolio optimisation
Post-closing support: 100-day plan, operational improvements, buy-and-build strategy and portfolio reporting.
- Investment strategy and screening criteria
- Standardised valuation methodology and benchmarks
- Complete transaction support (DD to closing)
- Value creation plan and portfolio reporting
Typical results of our family office advisory
Valuation correction vs. initial offer
Deal flow increase through active sourcing
Value creation horizon
Standardised valuation methodology
Results depend on investment strategy, sector and portfolio size.
What does missing M&A infrastructure cost?
- Systematic overpayment: Without benchmarks, family offices pay on average 10-20% above market price.
- Opportunity cost: Purely opportunistic sourcing misses 80% of relevant targets in the market.
- Portfolio inefficiency: Without active value creation, participations stagnate and generate no excess returns.
- Exit weakness: Participations without documented value creation achieve 15-25% lower multiples at exit.
Frequently asked questions about portfolio M&A for family offices
Further M&A topics
Build M&A infrastructure for your family office.
We establish standardised valuation, sourcing and DD processes - so every investment stands on a solid foundation.
