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Axial Radar: Waiting, Watching, Learning

Axial Radar

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Happy Friday and welcome to another edition of Axial Radar!

Family Offices are well versed in the wait, watch, and learn strategy when it comes to making investment decisions. What began as small allocations to select private equity fund managers, as an example, has evolved into full fledged direct PE investment capabilities.

According to a recent survey conducted by Citi Private Capital Group, 48% of family offices with less than $500M of AUM, now have more than 25% of their portfolios allocated to direct PE investments. At the same time, however, those family offices are increasingly approaching the asset class with more caution due to increasing competition over a decreasing pool of targets (38% reported a “neutral” sentiment towards PE). Head over to this week’s featured Industry Trends article to read more about how family offices are increasing allocations to direct PE investments, while keeping a watchful eye on the growing competition in the space.

Our featured buy-side members this week include a sector focused PE firm, a global family office, and a holding company focused on hospitality, energy and real estate. On the sell-side we’ll introduce you to a leading M&A advisory firm and a full service investment bank.

Click here to follow Axial on LinkedIn and stay up to date on the latest trends in the world of Lower Middle Market deal making.


Axial

Featured Members

Akoya Capital

Akoya Capital Partners
Private Equity Firm

Akoya Capital, LLC is a sector-focused private equity firm that invests in middle market businesses with attractive growth prospects. The firm brings together industry leaders, investment worthy executives, and private sources of capital to execute acquisition-based strategies to create significant value for sellers, management and investors. The Akoya team is highly experienced and has complementary capabilities and a track record of success in executing transactions and accelerating value creation.

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The Bridlebrook Group

The Bridlebrook Group
M&A Advisory Firm

Since 2003, The Bridlebrook Group has been at the forefront of the market for confidential business sales and mergers & acquisitions for profitable companies. As the Philadelphia area’s leading business intermediary, The Bridlebrook Group selectively represents well-run companies and their owners who expect the highest degree of professional representation. The firm’s broad base of knowledge and experience enables them to provide owners with a competitive edge when it comes to confidentially marketing and selling their business for maximum value.

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StoneCalibre

StoneCalibre, LLC
Family Office

Founded in 2012, StoneCalibre is an international private investment firm with offices located in Los Angeles, Paris and London. The firm is focused on corporate divestitures, buy & builds and special situations opportunities via control transactions. To date, StoneCalibre has acquired 31 companies throughout North America and Europe through 7 different investment platforms.

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Westlake Securities

Westlake Securities
Investment Bank

Westlake Securities provides a full range of investment banking to established privately-held and publicly-traded middle market companies. The Westlake team works closely with management and investor groups on capital related assignments including mergers and acquisitions, private equity recapitalizations, equity capital raises, debt placements, and institutional sales and trading.

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TRT Holdings

TRT Holdings, Inc.
Family Office

TRT Holdings, Inc. (“TRT”) is the holding company and investment arm of the Rowling family, with large interests across hospitality (Omni Hotels & Resorts), energy and real estate. TRT also has a diversified portfolio of private investments spanning a number of industries including healthcare services, business services and manufacturing. The firm offers an alternative approach to traditional private equity – with a permanent, patient capital base they have the ability to be a long term partner for founders and management teams.

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Not an Axial Member yet?

This week from
Middle Market Review

Investment Banking Fee Update (Virtual Roundtable)
Read More

Axial’s LMM Deal Digest: November 2021 Edition
Read More

From Sportswriter to M&A Advisor
Read More

Seven Ways Family Offices are Different from Other Buyers of Lower Middle Market Companies
​​​​​​Read More

Industry Trends

Family Office Survey 2021

Source: Citi Private Capital Group

Get in Touch

Reach out to dani.forman@axial.net to learn more

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