Who it is for
Partners at member firms, and owners of firms thinking about joining, who want to understand what outside investment could mean for their firm, their clients and their people.
Why the Alliance expects to bring in an outside investor over time, the kinds of investors likely to be interested, and how the partners will weigh them, with clients and staff first.
As firms grow more valuable, the succession math changes, and outside capital becomes part of the long-term picture. This paper explains why the Alliance expects to bring in an outside investor at some point, the kinds of investors likely to be interested, and how that decision will be made, as openly as we can today.
What it covers
- Why outside investment is part of the Alliance's long-term picture, and the succession math behind it
- The three broad kinds of investors: private equity, larger firms in our industry and family offices, and what each tends to look for
- Why the right fit matters more than the biggest number
- How the decision gets made, and how much say the partners have
- Why care for clients and staff guides every step
What it does not do
Nobody can say today who the investor will be, and this paper does not try. It explains how that decision will be made, who will make it and what they will weigh when they do.
Get the full paper
Request a copy.
Tell us where to send it and we will email you the PDF.