
About this episode
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 markets
- You may wear jeans, but there are tradeoffs
- Private, insular nature of family offices
- How to network with family offices
- When it makes sense to exit to a family office
- Long-term holds are a good fit
- Playing defense and offense within family offices
- Family offices do not need to raise capital
- Family offices may be friendlier to smaller deals
References and how to contact James:
Get 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 Minds
Learn more about Walker Deibel's done-with-you buy-side advisory:
Work with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:
Connect with Acquiring Minds:
- See past + future interviews on the YouTube channel
- Connect with host Will Smith on LinkedIn
- Follow Will on Twitter
Edited by Anton Rohozov
Produced by Pam Cameron
Get every episode summarized
Each time Acquiring Minds publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Acquiring Minds

Buy a Business with Your Tax Bill
Acquiring Minds

First-Timer Buys a $15m Business in Distress
Acquiring Minds

An Engineer's Mini Berkshire: 2 Auto Shops in 1 Year
Acquiring Minds

Right-Tail Outcome for a Husband & Wife Search Fund
Acquiring Minds