FAMILY OFFICES
THE WHY STATEMENT
CLIENT PROBLEMS
#1
Limited access to high-quality deal flow and institutional-grade investment opportunities.
#2
Valuation challenges and lengthy due diligence processes that delay decisions.
#3
Coordinating co-investments and managing complex stakeholder relationships.
OUR SOLUTION
HOW WE HELP
Family offices struggle with complex transactions, investment strategies, and cross-border deals. Armefin provides tailored investment banking advisory, deal structuring, and capital optimization solutions.
We offer full advisory for family offices, including M&A, fundraising, portfolio restructuring, and strategic investments. Our team handles buy- and sell-side transactions, from target identification to deal closure, maximising value and strategic fit for family office portfolios.
We offer full advisory for family offices, including M&A, fundraising, portfolio restructuring, and strategic investments. Our team handles buy- and sell-side transactions, from target identification to deal closure, maximising value and strategic fit for family office portfolios.
OUR PROCESS
ENGAGEMENT STEPS
ORIGINATE
STEP 1
Deal origination and investment strategy alignment
We start by mapping the family office's objectives, whether related to structuring, governance, or exits. This involves setting the scope, aligning on intent, and identifying the key factors that will shape the approach.
ANALYSE
STRUCTURE
EXECUTE
OPTIMISE
WHERE ARE YOU?
Cross-Border M&A
We advise families on cross-border structuring, considering taxation, legal frameworks, and operational aspects.
We guide approaches for managing assets, investments, and succession across jurisdictions, helping companies navigate regulatory requirements with clarity.
We guide approaches for managing assets, investments, and succession across jurisdictions, helping companies navigate regulatory requirements with clarity.
Governance Solutions
We advise families on cross-border structuring, covering taxation, legal frameworks, and operational considerations.
Our guidance includes asset management, investments, and succession, ensuring smooth navigation of jurisdictions, compliance, and long-term clarity.
Our guidance includes asset management, investments, and succession, ensuring smooth navigation of jurisdictions, compliance, and long-term clarity.
Portfolio Company Exits
We manage strategic exits from family office portfolio investments, including IPO preparation, strategic sales, and secondary market transactions.
Our team advises on exit timing, manages competitive sale processes, and coordinates with banks to maximise realisation.
Our team advises on exit timing, manages competitive sale processes, and coordinates with banks to maximise realisation.
READY TO DISCUSS SPECIFICS?
Get an execution strategy for your requirements.
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