McCombie Group grows, capitalizes, and transitions middle-market family businesses with $20 to $400 million of revenues. With an emphasis on preserving values and legacy, we provide a customized comprehensive solution and access to long-term family office capital. We add value and align our interests by investing our time, resources, and capital into our client-partners’ success.

Unpacking PE: Characteristics & Implications

Unpacking Private Equity: Characteristics & implications by asset class The term private equity is often treated as a catchall, used interchangeably to describe a broad variety of investments.  Such loose use of the phrase fails to capture the range of nuanced business ownership strategies it refers to and risks branding an entire asset class with…

Rules-based Investing: A “how to guide” for targeting & assessing direct investment opportunities

Rules-based investing: A “how to guide” for targeting & assessing direct investment opportunities In previous whitepapers, we have discussed how family offices and high-net worth individuals should limit their direct investments to opportunities (e.g. industry, asset class, etc.) where they exhibit a comparative advantage.  In sticking to their proverbial ‘sweet spot’ investors are more likely…

Operating Businesses: A Means to Create & Sustain Wealth

  Operating businesses: A means to create and sustain wealth Even well before the Great Recession, America’s popular perception of prosperity has been undergoing a gradual, nevertheless, sustained shift back toward generating value through direct business ownership.  Silicon Valley entrepreneurs and founders, rather than Wall Street fund managers, are the new “poster children” for outsized…