Tim Kiely’s Post

CNBC's Inside Wealth has partnered with FINTRX to create the first ever list of Top 10 Family Office Dealmakers -- a ranking of family offices that made the largest number of investments in start-ups in 2024. The data has plenty of caveats, but the list of active dealmakers offers a rare window into the fiercely private world of family offices and where they're putting their money. This year, family offices are all about AI, energy and biotech. Many of the top dealmakers are names most Americans have never heard of (Arthur Hayes, Guillaume Houze) and some are well-known billionaires including Bernard Arnault, Laurene Powell Jobs and Peter Thiel. Read the full article from Inside Wealth, the leading newsletter for family office news and analysis. https://lnkd.in/eQ6GRJSf Sign up for the Inside Wealth weekly newsletter here: www.cnbc.com/insidewealth #familyoffice #familyoffices #wealth #wealthmanagement #investing

Family offices are changing the investment landscape.Many of them operate out of the public domain - but their impact is huge and expected to grow even more exponentially!! Many are well run businesses with CEOs and have strong investment teams.The aim is to continue and maintain the legacy of the family - possibly through multiple generations. A great space to get involved with.HBS has a great course taught by Professor Christina Wing and Professor Lauren Cohen - a great way to understand the space and learn about the governance of family offices for your own family or if you want to be part of a family office as an investment manager. #familyoffice #hbs

It's all about creating an experience that focuses on what's important to the investor. When advisors do that, they establish a tighter connection with their wealth owners.

If you were in Huntington Beach last month, you may have seen Summit CEO + Co-Founder Reed Colley's Future Proof session with Brighton Jones' Carley Dillon: "𝘏𝘶𝘮𝘢𝘯𝘪𝘻𝘪𝘯𝘨 𝘠𝘰𝘶𝘳 𝘗𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘸𝘪𝘵𝘩 𝘛𝘦𝘤𝘩." This is Summit's core motivation, because as Chief Revenue Officer Bob Conchiglia, CIPM says in this interview, "It's much more about the investor's life and that connection between the advisor and that investor." See why it's our core motivation. https://lnkd.in/dhpuKa3G #Summit #FinTech #WealthTech #HumanCentered

🚀 *Scaling personalized advice is the key to engaging today’s clients! In today’s competitive landscape, advisors must differentiate themselves to earn more clients and build lasting relationships. In my recent conversation with Erkko Etula from Brooklyn Investment Group, we explored how financial advisors can serve Millennials and Gen Z through personalized, tax-efficient strategies—without increasing costs. Operational Alpha and tech-driven solutions help firms scale advice across complex portfolios, creating more meaningful engagement. Catch the full interview for more insights! 👇   Flyer Financial Technologies Wealth Management EDGE #WealthManagement #FinancialPlanning #NextGen #OperationalAlpha #ClientEngagement

What are the benefits of operational alpha? 📢 Erkko Etula, CEO and Co-Founder, Brooklyn Investment Group, joined Rusty Sommer, Managing Director – Strategic Partnerships, Flyer Financial Technologies, to try and answer the big question, “how do you serve the portfolio in a personalized way, while making it tax and cost-efficient?”. Take a watch to find out where “operational alpha” comes into this, what it means to Brooklyn Investments, and how it could be implemented into your firm >> http://spr.ly/6041WOYJX #WMEDGE #personalization #operationalalpha

Last week, our team participated in SuperReturn’s 2024 SuperInvestor Conference, where we exchanged insights and connected with leading innovators and decision-makers across private markets. Head of Secondaries Nicholas Lawler participated in the Secondaries Summit, where he joined an onstage panel about the proliferation of mid-market GP-led transactions. During the session, Nick discussed how this trend is leading to smaller transaction sizes, smaller syndicates and more exclusivity, highlighting the importance of having strong pre-existing relationships and the capital to lead and structure deals. He also shared how the continuation vehicle market has split into three main segments: fund wrap-ups, mid-life complexity and trophy assets. At Churchill, we are mainly focused on trophy assets, which are high-performing businesses that a private equity sponsor could sell, but opts to hold onto for longer to keep growing value. Typically, there are one or two of these per fund. 

Players in the VC world have access to tons of tools like what we're building at They Got Acquired Data. How badly does the lower-to-middle market M&A community want insight on private transactions, bootstrapped company sales, and who's buying? We're about to find out.

🎙️ We are thrilled to announce that our Founder and CEO, Akshay Arora, will be moderating a fireside chat at SuperReturn Middle East! Akshay will be leading an engaging discussion with Christiaan de Lint, Managing Partner at Headway Capital Partners , on the topic: "Investment Modernized: The Rise of Independent Sponsors." In this session, they’ll explore how independent sponsors are reshaping #privateequity, offering unique flexibility, deal structures, and opportunities for both investors and entrepreneurs. From sourcing niche opportunities to building strategic investor relationships, this conversation will provide deep insights into the evolving landscape of private equity. 🔥 Join us as we dive into: -The advantages of the independent sponsor model in today’s market -Real-world examples of successful transactions -Key strategies for managing risk and aligning interests between sponsors and investors Don’t miss this opportunity to gain exclusive insights into one of the most dynamic trends in private equity today. #PrivateEquity #IndependentSponsors #SuperReturnME #EuphoriaCapital #InvestmentStrategies #FiresideChat #SRME #VentureCapital

I had the pleasure of interviewing Daniel Holmlund, founder of the Alternative Investing Club, as he shared his unique journey from a tech career to real estate investing. We dive into community investing, the importance of cash flow, and the vast opportunities his club explores, from traditional real estate to unconventional assets like whiskey and litigation finance. It’s an episode packed with perspectives on building wealth beyond the stock market. Don’t miss it! #fundfriday #realestateinvesting #lonestarcapital