Watermark Advisors Single Family Office

Family Offices and M&A

Family offices continue to grow in prominence in the world of M&A and are increasingly competing against PE firms and strategics for acquisition opportunities.

Single-Family Offices (SFOs) manage wealth of a single-family or individual. Multi-family offices (MFOs) are designed to provide similar services to their SFO counterparts but to a number of wealthy families. According to FINRX, there are approximately 3,500-5,000 family offices throughout the world. In 2020, FINTRX estimates 39% are SFOs and 61% are MFOs. There are an estimated 1,200 SFOs in the US. Assets under management (AUM) range from under $100MM to $5Bn+. The SFO’s investment portfolio typically includes venture investments as well as outright acquisitions of companies, often in industries familiar to the family.

The following table spotlights family office-backed acquisitions over the past 6 months across the USA.

USA Family Office M&A Transactions Last 6 Months
M&A Closed DateAcquirerGeographic Locations [Acquirer]TargetGeographic Location [Target]Business Description [Target]Family Office AUM ($USD MM)
05/13/2021Copley Equity PartnersQuincy, MAPower Solutions Group Ltd.Tipp City, OHPower Solutions Group Ltd. provides NETA-accredited power and automation solutions, focused on timely innovative solutions for high-powered electrical systems.$4,000
05/10/2021Nolan Capital, Inc.Hermosa Beach, CAPyramid Enterprises, Inc.Valencia, CAPyramid Enterprises, Inc. provides managed recreation services.-
05/03/2021Envision CompanyElk River, MNPremier Marine, Inc.Wyoming, MNPremier Marine, Inc. manufactures touring, luxury, and fish and cruise pontoon boats for recreational boaters.-
04/30/2021Beacon Pointe Advisors, LLCNewport Beach, CADMJ Wealth Advisors, LLCGreensboro, NCDMJ Wealth Advisors, LLC is a financial planner and investment advisory firm. $15,000
04/16/2021Beacon Pointe Advisors, LLCNewport Beach, CAD.R. Saur Financial, Inc.Dallas, TXD.R. Saur Financial, Inc. is a registered investment advisor for high net world individuals.$15,000
04/14/2021Mitchell Family OfficeBirmingham, MIAmerican Health Companies, Inc.Franklin, TNAmerican Health Companies, Inc., doing business as American Health Partners, owns and operates senior health care facilities in Alabama, Georgia, Kansas, Mississippi, Missouri, Oklahoma, Tennessee, Texas, and Utah.-
04/01/2021Prime Capital Investment Advisors, LLCOverland Park, KSAssets of Sphere Wealth Management LLCFayetteville, ARAssets of Sphere Wealth Management LLC comprises money management operations and are located in the United States.$9,800
04/01/2021Beacon Pointe Advisors, LLCNewport Beach, CAWealthstreet Investment Advisors, LLCDallas, TXWealthstreet Investment Advisors LLC is an employee owned investment manager.$15,000
03/18/2021Dunes Point Capital, L.P.Rye, NYHy-Tek Material Handling Inc./World Source Integration, IncColumbus, OH and Batavia, IL, respectivelyHy-Tek Material Handling Inc./World Source Integration, Inc represents the combined operations of Hy-Tek Material Handling Inc. and World Source Integration, Inc. Hy-Tek Material Handling Inc. engages in the distribution and rental of material handling solutions for manufacturing, distribution, logistics, retail, pharmaceutical, food, electronics, and automotive industries.$914
03/01/2021Pathstone Federal StreetEnglewood, NJCornerstone Advisors, Inc.Bellevue, WACornerstone Advisors, Inc. is an investment advisory firm.$10,000
03/01/2021Focus Financial Partners Inc. (NasdaqGS:FOCS)New York, New YorkHill Investment GroupSaint Louis, MOHill Investment Group is a registered investment advisory firm. -
03/01/2021Beacon Pointe Advisors, LLCNewport Beach, CAWealth Design, LLCCampbell, CAWealth Design, LLC, is a registered investment advisory firm. $15,000
02/22/2021LeBaronBrown Industries LLCNew York, New YorkNPS Towel & Tissue DivisionGreen Bay, WINPS Towel & Tissue Division comprises towel and tissue, and specialty packaging converter business.-
02/18/2021Moneta Group Investment Advisors, LLCSaint Louis, MOThe Berry Group, LLCWorcester, MAThe Berry Group, LLC provides investments planning advice services.$20,000
02/12/2021Merion Investment Partners; Beverly Capital LLC; Everside Capital Partners, LLCBeverly Capital LLC (Family Office in Evanston, IL);
Everside Capital Partners, LLC (Private Equity firm in New York,
New York);
Merion Investment Partners (Private Equity firm in Radnor, PA)
THE EYE HEALTH GROUP MANAGEMENT, L.L.C.Eatontown, NJTHE EYE HEALTH GROUP MANAGEMENT, L.L.C. owns and operates eye clinic.NA, $213, $425, respectively
01/05/2021Starwood Capital Operations, LLCMiami, FLReverse Mortgage Investment Trust Inc.Bloomfield, NJReverse Mortgage Investment Trust Inc. operates as an integrated finance company that focuses on the reverse mortgage industry.$80,000
01/01/2021Covenant Multi-Family Offices, LLCSan Antonio, TXOliphint Associates, LLCSan Antonio, TXOliphint Associates, LLC, doing business as One Advocate Group, offers financial planning and investment advisory services.$2,300
12/31/2020Beacon Pointe Advisors, LLCNewport Beach, CACDA Group, LLCGreenville, SCCDA Group, LLC provides investment advisory and wealth management services.$15,000
12/31/2020Beacon Pointe Advisors, LLCNewport Beach, CAEssex Wealth ManagementVero Beach, FLEssex Wealth Management is a private wealth manager in the United States. -
12/31/2020Focus Financial Partners Inc. (NasdaqGS:FOCS)New York, New YorkKavar Capital Partners, LLCLeawood, KSKavar Capital Partners, LLC offers wealth management and financial planning services in the United States.-
12/29/2020Shackleton Equity Partners LLCEl Segundo, CAApex Rail AutomationGrass Valley, CAApex Rail Automation manufactures wayside railroad switch and signaling products as well as railyard automation solution technologies.-
12/23/2020NorthCurrent Partners, LLCNew York, New YorkTri-State Water Treatment, Inc.Cape Girardeau, MOTri-State Water Treatment, Inc. designs and manufactures drinking water and water treatment products.-
12/01/2020Focus Financial Partners Inc. (NasdaqGS:FOCS)New York, New YorkFairway Wealth Management LlcIndependence, OHFairway Wealth Management Llc offers wealth management and financial planning services in the United States.-

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