Focus Strategies Investment Banking Webinar Series

Webinar 1 – Emerging Role of Family Offices in M&A

Join us for our first webinar of 2024, as we discuss how family offices are becoming an important part of the investment community and are assuming a greater role in M&A. We will talk 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?
• Are there specific industries that are typically more attractive to family offices?

Host

Lauren Greenwood

Vice President at
Focus Strategies

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Guest

Neal Leonard

Chief Executive Officer of
Leonard Holding Company

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Guest

Kevin Wong

Chief Investment Officer of
Lang Partners

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