Benevolent

Private Equity

We invest in profitable, growing small-to-mid market companies with strong business models, records of revenue and earnings growth and the leadership capable of sustaining that growth

Featured News

News

March 25, 2024

In the dynamically shifting landscape of business funding and growth strategies, private equity (PE) stands out as a beacon for entrepreneurial ventures aiming for rapid expansion and transformation. Private equity is not just an investment mechanism; it’s a partnership that can propel businesses to new heights. This guide delves into the essence of private equity, its workings, and why it might be the lever your business needs to catapult to the next level.

March 19, 2024

Private equity firms and venture capital investors have a significant role to play in the success of Opportunity Zones. Their expertise, financial resources, and commitment to long-term growth make them ideal partners for investing in these designated areas. By leveraging their networks and industry knowledge, private equity and venture capital firms can identify high-potential investment opportunities that align with their investment strategies.

March 14, 2024

When considering investment opportunities within Opportunity Zones, it’s crucial to conduct thorough due diligence. Factors such as location, market demand, economic indicators, and local development plans should be carefully assessed. Engaging with experienced professionals, such as real estate developers, financial advisors, and tax experts, can provide valuable insights and mitigate risks.

March 8, 2024

Opportunity Zones have emerged as a powerful tool for economic development and community revitalization in the United States. With the goal of spurring investment in distressed areas, these designated zones provide tax incentives to investors while promoting job creation and economic growth in low-income communities. In this comprehensive guide, we will explore the fundamentals of Opportunity Zones, their benefits, and the potential impact they can have on local economies.

March 1, 2024

Single-Family Office vs. Multi-Family Office vs. Hybrid-Family Office: One of the key decisions a family will make is whether to select a single-family office (SFO), a multi-family office (MFO), or a hybrid-family office (HFO).

The choice often depends on factors such as the size of the family’s wealth, the complexity of their financial needs, and their preference or need for personalized attention.

February 28, 2024

The roles and responsibilities of family offices differ between types of family offices, whether they are a single-family office (SFO), multi-family office (MFO), or a hybrid-family office (HFO).

Each family office can also choose their focus and what services they wish to provide and responsibilities that they may wish to take on.