We deliver private, accretive, not-for-sale targets for discerning, professional Family Office clients.
Tell us about your mandate
A consolidated timeline of our
Determine StrategyAdvisor and client determine the ideal target company profile for acquisition.
Market ResearchExtensive market research for identifying targets using multiple data resources
Target SelectionBifurcate and prioritize client list into most relevant and likely buy-side targets
Doc CreationCreation and dissemination of relevant acquisition support and marketing documentation, including preliminary preparation for target integration.
Deal OriginationDirect phone calls, mailers and emails are sent to key stakeholders within target companies
Information GatheringTarget info gathering including, transaction interests, financial history and deal timeline.
Deal NegotiationClient assistance through negotiation of specific deal points, terms and structure. Letter of Intent (LOI) submission including general price, terms and structure
Due DiligenceDue diligence assistance, including data room set-up and data processing. Purchase Agreement assistance. Collaboration with legal and accounting teams to facilitate seamless DD and closure
CloseExecute Definitive Agreements, fund and asset transfers.
Target IntegrationComplete project management of target integration per the outline from the planning stage.
An experienced senior team of buy-side M&A professionals.
Series 79, 82, 63
Nate has been assisting clients on the buy and sell-side of M&A transactions for over 10 years.
As an experienced M&A advisor and licensed investment banker, Nate has assisted dozens of companies complex, project management-driven processes for optimizing private acquisition outcomes. Previous buy-side engagement include electrical & transformer manufacturing, oil & gas, emulsion control systems, software-as-a-service (SaaS), fintech and digital marketing software/services companies. Nate is based in Seattle, Washington.
The best deals are always not-for-sale.
Series 79, 63
Corbin has been advising clients on strategic acquisitions for the last three years.
Corbin is an experienced media auditing executive, working with former Fortune 1000 clients in cloud computing, retail, affiliate marketing and real estate sectors to optimize business and financial operations metrics. Corbin is based in Las Vegas, Nevada.
The best deals are sourced primarily from hustle and grind.
Simple pricing for complex solutions
Family Office Consulting Solutions
Helping Family Office clients optimize M&A strategies
High net-worth and ultra-high net-worth individuals and families seeking a family office management firm to assist in consulting on specific investment strategies and tactics trust the Nead & Co. team of investment and finance professionals. With decades of meaningful experience, the internal and extended team of individual accredited and institutional-sized investors with whom we work is unparalleled.
Using a time-tested and confidential approach to family offices services, our team adds strategic insight and practical solutions for preserving family wealth, particularly through times of family transition. With internal research and consulting teams with expertise in legal, tax and investments the Nead & Co. team is able to deliver exceptional, tailored assistance to each client and client family.
We work with wealth advisors, accountants and attorneys to draw on years of expert opinion for assisting across the ecosystem for the complex issues that are inherent in most wealthy families. Apart from custom private equity and wealth advisory solutions, our clients receive expert training, including custom business strategy and expert research assistance for long-term planning needs.
We work with other family office management organizations to provide custom solutions for a wide variety of needs within wealthy families. Family office consultants at Nead & Co. work in a strategic way to increase the efficiency and impact of non-public, private investment opportunities in middle-market companies, including real estate opportunities. Contact us today for more information.