Ivory Capital Group hosted the first of a series of invite-only breakfast events for Ultra High Net Worth family offices, seeking to invest in private companies. The event was held at the Ivy restaurant in Soho, London and hosted 10 top tier family offices. Attendees represented over £2 billion in investable assets and hailed from the UK, Middle East and North America.

A key route to market for any company wishing to sell should be considering an exit to an established and professional family office, alongside exploring a private equity or strategic trade exit.

Ivory Capital Group maintains strong relationships with CEOs, CIOs and Principals of global family offices who consider the investment of capital directly into a portfolio of private companies pivotal to their strategy, growth and preservation of family wealth and through these unique relationships we are able to source and offer alternative exit routes for our clients in our M&A advisory arm – Ivory Capital.

Many of the family offices in attendance are also engaging with the Ivory Investment Club and benefiting from unique access into both proprietary and third-party private deal flow that is traditionally difficult to source and access. This composes of alternative and real assets, as well as SMEs looking for an exit solution.

Key themes discussed were the challenges family offices face in sourcing relevant deal flow, the best approaches to due diligence ahead of a transaction, how to best approach post-acquisition strategy and how to incentivise management teams.

There was a clear consensus that supporting vendors beyond just capital is key in both winning a deal process and deriving strong returns both for investors and vendors throughout the investment period. This support may take the form of mentorship from a family that has already excelled in a certain industry and the facilitation of entry into new markets or products and services.