Family Office Co-Investing: Negotiating Deals


In order for two family offices to successfully work out a co-investing deal on a commercial and fair basis, both sides have to understand what the other party cares about. Negotiators need to understand what is ‘market’ so that they can come to a ‘down the middle’ deal without unnecessary haggling. 

During this webcast, experts will talk through the market for deal terms, what really matters to each side and why, and how the terms get negotiated in real life situations. War stories and case studies will be shared. 

By the end of this webcast, attendees will be able to:

  • Describe the 5 key deal points the principals should care about
  • Explain how terms get negotiated in real life
  • Understand what the standard process is for getting a co-investment deal done
  • Explain how much the minority investor can or should piggy-back off the lead investor’s work

Date Published: Wednesday, September 22, 2021

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.