Direct Deal Capabilities
Owning equity in private companies can be exceptionally rewarding
We have helped several client families participate in direct minority ownership of rapidly growing private operating companies. Similar to real estate, private operating companies can serve as superior wealth generators because of the compounding of their enterprise value with meaningful tax benefits. Such undertakings require significant due diligence and a combination of experience, intuition, and financial competence.
We have helped source, analyze, and negotiate private deals directly, often based on the interests of a client family in a particular industry niche where they have expertise, such as health beverages or digital retailers. We also have close relationships with many of the preeminent private equity firms that allow us to provide unique access for our clients. In some cases, we co-invest directly with these firms in emerging companies that they have identified and provide on-going leadership support. Several of these investments have proven extraordinarily successful.
The case studies described herein are intended to illustrate Manchester Capital Management’s approach to developing personalized solutions to our clients’ unique investment management problems. These examples should not be considered to be recommendations for any particular client and are not intended to demonstrate a pattern of success or guarantee positive performance. Because our recommendations are individually tailored based on each client’s individual needs, there is no guarantee that our approach to managing any client’s account will share some or all of the characteristics as the situations depicted.
Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision.