Family Offices & Institutions

Direct Investment Program for Off-shore Family

“Pain Point”
A multibillion offshore family office sought to setup a $50 million private equity direct investment program, but the family office lacked the institutional staffing and domain expertise to execute on the desired mandate.

Mack & Co. provided the family with a private equity “primer” to educate the family on its options and was subsequently asked to set up a private equity direct investment program to assist the family in deploying equity capital directly in private companies.

The family office is investing directly versus through third-party managers. As a result, the family office is able to meet their targeted capital deployment levels and achieve a higher return on invested capital.