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private equity

January 30, 2015

Multiple jurisdictions, private equity, generational mathematics, soft services and professionalisation are some of the trends set to rock the family office sector in 2015, according to three family office experts.

Multiple jurisdictions, private equity, generational mathematics, soft services and professionalisation are some of the trends set to rock the family office sector in 2015, according to three family office experts.

Andrew Porter is head of research at Campden Wealth and leads its annual Global Family Office Report project. His top five trends for 2015 are:

August 21, 2014

US women are showing a greater interest in alternative investments than men, according to new research, challenging traditional stereotypes that female investors are risk averse.

US women are showing a greater interest in alternative investments than men, according to new research, challenging traditional stereotypes that female investors are risk averse.

According to research by US investment firm MainStay Investments, 60% of women surveyed expect alternatives to become a core part of their portfolio over the next five to 10 years.

By comparison, only 47% of men expect the likes of commodities, private equity, and hedge funds to become a “mainstream” part of their investment holdings over that same period.

August 18, 2014

Shares in US holding company Berkshire Hathaway could provide an “interesting alternative” for family offices that are currently turning to private equity funds and direct deals for long-term returns, a private investment adviser says.

Shares in US holding company Berkshire Hathaway could provide an “interesting alternative” for family offices that are currently turning to private equity funds and direct deals for long-term returns, a private investment adviser says.

Last week voting stock in the company, headed by Warren Buffett, surpassed $200,000 a piece. The next most expensive stock on the US market is Seaboard Corp, says financial data company FactSet, selling for a meagre $2,883.

April 19, 2012

French luxury company LVMH has not been in contact with perfume and makeup retailer Douglas Holding about taking a stake in the family business, despite a media report to the contrary.

French luxury company LVMH has not been in contact with perfume and makeup retailer Douglas Holding about taking a stake in the family business, despite a media report to the contrary.

March 29, 2012

German media conglomerate Bertelsmann, controlled by the Mohn family, will consider either listing on the stock exchange or bringing in private equity investment in a bid to access finance for growth.

German media conglomerate Bertelsmann, controlled by the Mohn family, will consider either listing on the stock exchange or bringing in private equity investment in a bid to access finance for growth.

That’s according to a spokeswoman for the family business, who told CampdenFB that a decision hasn’t been made on “how or when” Bertelsmann will bring in outside investors.

March 27, 2012

Members of two of Canada’s largest family businesses, Maple Leaf Foods and Empire Company Limited, have joined forces to start a private equity firm aimed at investing in mid-sized companies.

Members of two of Canada’s largest family businesses, Maple Leaf Foods and Empire Company Limited, have joined forces to start a private equity firm aimed at investing in mid-sized companies.

SeaFort Capital, launched on 26 March, will focus on businesses with profits between $2 million (€1.49 million) and $10 million, said a statement from the private equity firm.

February 19, 2012

On the face of it, private equity and family businesses should be allergic to each other. But the truth about their interaction is a little more complex.

On the face of it, private equity and family businesses should be allergic to each other. Family businesses are long-term affairs, while private equity houses are often characterised as wham-bam-thank-you-mam-merchants who just want to maximise profit and get out after five years. Some family business owners look with suspicion at private equity. But the truth about their interaction is a little more complex.

July 29, 2011

The family behind French chip card maker Oberthur is in talks to sell part of the business to outside investors, in an attempt to fund a bid to purchase a UK company.

The family behind French chip card maker Oberthur is in talks to sell part of the business to outside investors, in an attempt to fund a bid to purchase a UK company.

According to the Financial Times, the Savare family, which currently owns 92% of the maker of SIM cards and electronic passports, plans to retain a 40% stake and sell the remaining to private equity bidders.

August 26, 2010

Selwyn Parker analyses why institutional investors are starting to appreciate the family business ownership model

Until the global financial crisis overturned the prevailing wisdom of institutional investors, the UK family-controlled brewer and pub owner Fuller, Smith & Turner was considered almost an anachronism in a highly-leveraged world. Listed on the London Stock Exchange, the firm had such low borrowing levels that it was shunned by most analysts and big investors in favour of much more highly-geared rivals who had not, in the phrase of the period, "tied up capital in the business".

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