We offer strategic advisory and direct investment solutions specifically tailored to meet the complex needs of global family offices and institutions.

Family Offices & Institutions

Objective advice and customized investment solutions, aligned with your interests.

Our unique partnership model and expertise in a broad range of asset classes enable us to provide advice and solutions that are tailored to your distinct profile.

Strategic Advisory

Mack & Co.’s strategic advisory solutions deliver unique insights and value-added, innovative financial solutions to family offices and institutional investors. Leveraging our global network of strategic partnerships, we focus on helping you solve your “pain points” and achieve your strategic and financial objectives. This allows us to be asset-class agnostic and knowledgeable across an array of disciplines.

Direct Investments

We work with family offices and institutions to set up customized direct investment programs and make direct investments in a variety of sectors and alternative asset classes, ranging from private equity to real estate. Our customized, turnkey solutions include program setup, investment sourcing, transaction structuring, and post-transaction monitoring and reporting.

Transaction Structuring & Syndication

We provide advice, consultation and outsourced support to investors that need institutional-quality thought leadership and execution in structuring or syndicating complex and time-sensitive transactions. We advise clients throughout a deal’s life cycle, from origination to execution and post-transaction integration and monitoring.

Customized Direct Investment Vehicles

We create and manage customized investment vehicles for alternative asset classes, ranging from private equity to real estate. Our turnkey programs include club or direct investments with a single investor or commingled investments with multiple like-minded investors. We also create and participate in tailored investment products and private-label funds dedicated to family offices, institutional clients and independent asset managers.

Operators & Managers

Capital introduction and fund formation services.

Mack & Co.’s global family office and institutional relationship network is a key point of differentiation in providing customized advisory solutions.

Capital Introduction

We have developed significant relationships with family offices and institutional investors seeking direct investments with best-in-class operators and managers. We leverage our extensive knowledge of client preferences to deliver targeted introductions to the world’s leading family offices and institutions.

Fund Formation Services

We provide comprehensive fund formation consulting services for clients at all stages of growth, from inception to institutionalization. These services include concept evaluation, fund positioning, terms and fees, product ideation and fund strategy, business growth positioning, end-to-end fund setup, marketing, and organizational best-practice review.

About Us

Uncommon insight, exceptional capabilities and innovative thinking working for you.

Mack & Co. LLC and affiliates is a Dallas, TX-based independent advisory firm focused on providing strategic advisory, direct investments and customized investment solutions to the family office and institutional marketplace.

Known for our exceptional resources, broad experience and problem-solving approach to highly structured transactions, we have deep domain expertise across a variety of alternative asset classes, including private equity and real estate. A key benefit is the access we provide to our proprietary network of external strategic partners and internal peer-to-peer network of family offices and institutional clients.

Reverse Inquiry to Identify Pain Points. Our clients look to us for thoughtful, objective and experienced advice and customized solutions to their unique investment challenges. Our process starts by first understanding your goals and objectives. Only then do we create a customized solution for your investment or business issues.

We provide a differentiated and global perspective by working closely with a core group of strategic partners, family offices, institutions and managers to access proprietary deal flow, execute transactions, make capital introductions and form customized investment vehicles specific to your distinct needs.

Leverage Global Network. Mack & Co. is asset-class and industry agnostic. Rather than offering model portfolios or off-the-shelf investment products, we understand that you have unique challenges and objectives that require a bespoke investment solution tailored to your particular situation. By identifying and leading a team of best-in-class investment partners or solution providers, we work together to execute a customized strategy or transaction mandate to suit your needs. In many instances, Mack & Co. also serves as an outsourced management team member or advisor to our clients during or after implementation.

Customized Solution. The outcome of our process is a customized solution that is tailored to your specific needs, interests and risk/reward profile. We then provide the thought leadership and an outsourced team to lead the execution and implementation of your vision. By working with our global network of strategic partners, Mack & Co. can help you move seamlessly from an investment idea through implementation and execution and ultimately deliver a customized solution that meets your desired outcome.

Roszell Mack III, Chief Executive Officer and Managing Member, founded Mack & Co., LLC, the holding company for all Mack & Co. related affiliates, entities and subsidiaries in 2010. He is also the Chief Executive Officer and Managing Partner of Mack & Co. Partners, LP, a Dallas-Texas based registered investment adviser.  Prior to this, he was co-founder of Ascend Venture Group, LLC, a New York-based venture capital firm. He was also an investment banker with Goldman Sachs & Co. and Salomon Smith Barney, where he facilitated the origination, structuring and execution of mergers and acquisitions, and executed capital raising and private placement transactions for a global base of family office and institutional clients.

Mr. Mack graduated from Yale University and earned an MBA from Harvard Business School. He serves on the board of directors of Sanara MedTech Inc. (NASDAQ: SMTI) and the boards of trustees of The Edwin Gould Foundation and the Vanderbilt-Ingram Cancer Center in Nashville, TN.

Susan Levy Giles, Managing Director, Head of Operations, joined Mack & Co. Partners, LP in 2023. Before assuming this role, Ms. Levy Giles worked in various global positions of increasing responsibility and authority with Fortune 500 companies such as Sealed Air Corporation, BF Goodrich, Morgan Stanley, FMC, and Progressive Insurance. Prior to embarking on her corporate career, Ms. Levy Giles worked in the civil litigation group of the Pennsylvania Attorney General’s Office.

Ms. Levy Giles earned her Juris Doctorate degree from Temple University School of Law, a Master of Science degree from Columbia University, and her undergraduate degree from Spelman College. She currently serves on the board of directors of Bryn Mawr Rehabilitation Hospital Foundation within the Main Line Health System.

Inobat Karras, Managing Director, Head of Direct Investments, joined Mack & Co. Partners, LP in 2023. Before assuming this role, she was a Principal and member of the investment team at Interlock Partners, an early-stage technology venture capital firm, where she was responsible for sourcing, evaluating and executing new investments. In addition, Ms. Karras past roles include working with one of Central Europe’s premier investment groups, J&T Finance Group, specializing in private banking and family office management. Her responsibilities included overseeing the strategy and operations of the bank and real estate holdings in Moscow, Russia.

Ms. Karras holds the designation of certified Chartered Financial Analyst (CFA). She earned her Master of Business Administration degree from SMU Cox School of Business, a Master of Sciences degree from the Czech University of Life Sciences Prague, and her undergraduate degree from the University of West Bohemia, Czech Republic.

Nicholas Shevloff, Managing Director, Head of Capital Advisory, joined Mack & Co. Partners, LP in 2024. Prior to this role, he held the position of Head of Investor Relations and new business development at High Post Capital, a private equity and venture capital firm founded by Mark Bezos. He has also held senior leadership positions at Numis, Société Générale, JP Morgan, and Bear Stearns where he built and managed institutional equity sales teams. Mr. Shevloff brings extensive expertise in global capital markets and capital formation activities and heads the capitalization of Mack & Co. Partners’ direct investments and third-party capital raising activities.

Mr. Shevloff is a qualified barrister-at-law in the United Kingdom, having graduated from The Inns of Court School of Law in London. He obtained his undergraduate degree from London Metropolitan University, formerly known as London Guildhall University.

Richard Zack, Chief Compliance Officer and General Counsel joined Mack & Co. Partners, LP in 2024. Before his current position, he occupied similar roles at Bleakley Financial, Group, a $9 billion RIA, and Wainwright Investment Counsel, a $5 billion RIA. Mr. Zack is also a FINRA arbitrator and has served as a Branch Chief at the U.S. Securities and Exchange Commission in Washington, D.C. With extensive experience in capital markets, legal matters, and compliance risk management, he has also held executive leadership positions at various financial institutions, including the National Bank of Canada and Bank of America.

Mr. Zack earned his Master of Laws in Taxation from Georgetown University Law Center, a Juris Doctorate from Rutgers University Law School, and his undergraduate degree from Emory University.

Case Studies

We position our clients for success.


Send us a message.

We are interested in hearing from you. For general inquiries about Mack & Co.’s solutions or services, please send us a message by completing the form below and selecting an area of interest.