Focus Strategies Investment Partners
  • Webinar Series: Name

    2024 Focus Strategies Investment Banking Webinar Series

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?

Lauren Greenwood

Host

Lauren Greenwood

Vice President at
Focus Strategies

Neal Leonard

Guest

Neal Leonard

Chief Executive Officer of Leonard Holding Company

Kevin Wong

Guest

Kevin Wong

Chief Investment Officer of Lang Partners