Looking for Data on Family Office Investment Levels

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April 19, 2021

by a searcher from Indiana University (System) in Dallas, TX, USA

Does anyone have, or know where I can find, good data on the trends in family office investment in SME businesses over the last ten years?

Specifically I'm looking for numbers of acquisitions, dollars invested, minority v majority interests acquired and the types of companies.

Looking forward to the responses!

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Reply by a searcher
from University of Pennsylvania in Toronto, ON, Canada
I am currently working with with and M&A Advisory (Buy and Sell Side). We have an partnership with an family office and work with several of them.. So, In generalities, We look at 5x EBITDA for an LBO even if 90% cash is upfront. These types of transactions (debt raise) can be financed in 120 days.

In regards to an Minority position, Debt is still easy but and equity raise is harder in general as we may have several things to look upon (In general, atleast 10% ANOI).

In terms of dollars invested, Most SFO's looking at exceeding >1M EBITDA.

Type: Most of them are Industry agnostic.

Hope this helps!
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Reply by a searcher
from The University of Chicago in Chicago, IL, USA
I don't have any of this data, but please share if you find anything worthwhile. I'm in the process of standing up a family office right now. Have talked to a few others in the space, and there's a ton of variety both in size and mandate. Happy to talk if helpful.
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