Webinar 1 – Emerging Role of Family Offices in M&A
In our first webinar of 2024, we discussed how family offices are becoming an important part of the investment community and are assuming a greater role in M&A. We talked with special guests Neal Leonard, Chief Executive Officer of Leonard Holding Company, and Kevin Wong, Chief Investment Officer of Lang Partners, about various topics, including:
- The different characteristics of a family office vs. private equity.
- Why family offices are becoming more of a factor in middle market M&A.
- How do family offices make investment decisions?
- What are typical business and financial strategies of family offices?

Host
Lauren Greenwood
Vice President at
Focus Strategies

Guest
Neal Leonard
Chief Executive Officer of Leonard Holding Company

Guest
Kevin Wong
Chief Investment Officer of Lang Partners
