Email Sales

Email Sales

Need product support? Please visit our Customer Support page.





Back to Insights & Analysis

Middle-Market Deal Activity Is Now All in the Family (Offices)

Family offices present middle-market deal opportunities that require careful handling, reveals Merrill expert panel.

Today, family offices represent a significant percentage of middle market M&A and present specific challenges, according to an expert panel on September 24, 2014, moderated by Merrill Corporation Senior Director, Richard Martin.

In the Merrill webinar Middle Market Deal Activity is Now All in the Family (Offices), this expert panel covers:

  • Growth of family offices, with average single-family office assets of $500 million and multifamily office assets reaching $7 billion in 2013.
  • Dealmaking opportunities, with a 50% increase in the number of family offices pursuing investment opportunities in 2013.
  • Key players in family offices, including those with access to organizations such as Tiger21 and Family Office Exchange.

Complexities associated with family office dealmaking, including timeframes, tax implications, independent vetting, corporate governance structures and management team relationship-building.

View Premium Content

Sign up once and access our entire library of premium content—white papers, webinars and reports—at any time.

All fields required*



I agree

This site uses cookies to offer you a better experience. For more information, view our privacy policy.