Structuring Exclusive Family Office Co-Investments
BroadNorth structured a $300 million direct co-investment vehicle for a consortium of three global family offices, granting them exclusive access to a pre-IPO technology infrastructure leader. We managed the entire transaction lifecycle, from proprietary sourcing and deep due diligence to final closing and governance setup. By leveraging our private network, we secured allocation in a heavily oversubscribed round, allowing the families to capture significant upside prior to public listing while maintaining full control over exit timing.
Challenge
Solution
BroadNorth acted as the lead aggregator, pooling capital from the three families into a single special purpose vehicle (SPV) to meet the minimum ticket size. Our team conducted exhaustive technical and commercial due diligence, presenting a unified investment thesis that aligned with the founder’s long-term vision. We negotiated board observation rights and anti-dilution protections. This bespoke structure secured the allocation at a 20% discount to the expected IPO price, positioning the families for a projected 4x return upon listing.
