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Acquiring Minds

Family Offices for Searchers: A Primer

25 Sep 2025

Description

James Bohannon of family office Belzberg & Co. explains the FO world and its untapped potential for searchers & sponsors.Topics in James’s interview:What is a family office?Family office capital sustains private marketsYou may wear jeans, but there are tradeoffsPrivate, insular nature of family officesHow to network with family officesWhen it makes sense to exit to a family officeLong-term holds are a good fitPlaying defense and offense within family officesFamily offices do not need to raise capitalFamily offices may be friendlier to smaller dealsReferences and how to contact James:LinkedInGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or [email protected] and mention Acquiring MindsLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

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