As a growing percentage of family offices pursue direct private equity investment capabilities, Tyler Swoyer of Consolidated Investment Group, a family office, and David Bain of Family Capital, a family office-focused publication, explore how family offices source and win those deals using certain investment model advantages and a robust deal origination engine.

1. Tyler Swoyer
Consolidated
Investment Group
David Bain
Family Capital
Webinar: How Family Offices Win Direct Deals

2. Connected Growth Platform
Helping600alternativeassetsfirmslead,notlagcompetition

3. About Family Capital:
Family Capital, founded by David Bain, is a modern publishing company dedicated to the global family business
sector. David has more than 20 years’ experience as a financial/business journalist, economist and entrepreneur,
having worked for a number of prominent businesses including the Economist, Schroders, Dow Jones and
Financial News.
David Bain
Founder
Family Capital

4. About Consolidated Investment Group:
Consolidated Investment Group (CIG) is a leading-edge investment company that manages a diverse portfolio
valued in excess of $2 billion. Since its founding in 2003, they have actively invested in private equity, capital
markets, real estate, and philanthropy. CIG seeks to preserve and grow shareholders’ capital for current and future
generations
Tyler Swoyer
Private Equity Manager
Consolidated Investment
Group

5. The Big Picture: Identifying Key Trends
• Why are more family offices moving
direct?
• To source deals, family offices face cost
and expertise challenges
• Must overcome agent/principal conflict
Speakers:
David Bain, Family Capital
Tyler Swoyer, CIG

6. Capturing Advantages in the Family Office Model
Ingredients to winning the deal as a family office:
• Consider a longer term investment horizon – up to and
including “adventurous portfolio plays”
• Sector and industry specialization (i.e. stick to your
knitting)
• Less process driven, more entrepreneurial in decision-
making
Speakers:
David Bain, Family Capital
Tyler Swoyer, CIG

7. Transparency: Value in Winning Deals?
• The downside: a more public profile increases security
and/or reputational issues
• But building trend for family offices to increase visibility
• Four key considerations:
1. Exposure happening anyway
2. Avoid suspicion
3. Showcase commitment to social issues
4. Attract talent and deal flow
Speakers:
David Bain, Family Capital
Tyler Swoyer, CIG

8. The Importance of Talent in Winning Deals
• The move away from the “trusted
lieutenant” and towards the ‘professional
outsider’
• How family offices can compete for top
talent
• The CIG approach
Speakers:
David Bain, Family Capital
Tyler Swoyer, CIG

9. Down the Road: The Future of Direct Investments
• Direct investment trend expected to continue
• Expect widening gap between winners and losers
• Traditional PE will continue to be dynamic in
response to family office trends
Speakers:
David Bain, Family Capital
Tyler Swoyer, CIG

10. Questions?
To learn more about Navatar, please contact Nicholas Donato.
Email: ndonato@navatargroup.com
Phone: 212-863-9655 ext. 3662
To learn more about CIG, please contact Tyler Swoyer.
Email: tswoyer@ciginvest.com
Phone: 303-789-2664 ext. 274
To learn more about Family Capital, please contact David Bain
Email: david.bain@famcap.com
Phone: +44 (0) 771-264-8545