Family Offices

Build Wealth That Lasts

You have the capital. We have the deal flow. Find direct investments that match your legacy, without the 2/20 fees.

The Challenge

Capital Ready, Deal Flow Lacking

Fee Fatigue

Why pay 2/20 for beta? Direct investing is the only way to generate true alpha and control your destiny.

The 'Banked' Trap

If a deal is on a banker's desk, it's already too expensive. Real value is found off-market.

Generational Misalignment

PE funds have a 5-year clock. You have a 50-year horizon. You need assets that endure.

Resource Constraints

You're a lean team managing significant capital. You need a force multiplier to cover the market.

How We Help

Proprietary Access

Off-Market Originator

Bypass the auction. We identify family-owned businesses that have never been shopped.

Thesis-Driven Filtering

Don't waste time on deal flow that doesn't fit your mandate. We filter for legacy, not just EBITDA.

Direct-to-Owner

Speak founder-to-founder. We facilitate the introduction, you build the relationship.

Example

"We want to acquire operating companies in healthcare services directly"

Old way: Reviewing CIMs from large IBs, paying 12x EBITDA + 2/20 fees
Financesaur: Sourcing a 4x EBITDA family business off-market, direct entry

See How It Works

Ready for Direct Access?

Skip the middleman. Build your own deal flow.

🦖 Book Your Demo