Family Offices are increasingly being sought after as investment sources. As we fast approach the greatest transition of wealth in modern history, Patient Equity recognizes that you represent sellers looking for creative ways to monetize their businesses. Many are not solely interested in an immediate liquidity event; but rather seek management assistance; business modeling expertise and other forms of intellectual capital and transition guidance.
Patient Equity provides access to sources of such long-term or “patient equity” investment across the country. Our team keeps our intermediaries apprised of new listings; key transactions; recent success stories and more. Our growing database of family office profiles and deal listings is easily searchable.
Free of charge to all investment bankers and intermediaries, we encourage you to submit all lower middle market deal descriptions for inclusion on our platform. As we are committed to only posting current deal flow, we respectfully ask that you only submit applicable deals (those which have come to market in the last 120 days and have a minimum of $750k in annual cash flow).
Patient Equity reviews all submissions within one business day, and we will notify you when it posts or the reason(s) it was rejected. We strive to keep our listings fresh, and deals will age off our system after 4-5 months from the time they come to market.