At Oleet & Co. our commitment is not to the transaction, but to the client. Our experience has taught us that if we make a long-term commitment to understanding our clients, we can provide them with more appropriate counsel when the need for transactional guidance should arise.
We are known for our longstanding relationships with a number of well-established family offices that have direct investment initiatives. As a result, when shareholders and management seek an investor with the ability to commit capital for ten or more years, we offer an uncommon ability to assist in finding such a partner.
Our firm does not gravitate toward advising on broad auctions where bids are submitted by funds who direct their efforts toward making short-term investments of three to five years. Rather, we believe that we can best serve shareholders and management when we can support them in taking a long view – an approach that is philosophically consistent with our own understanding of how value is created.
We have discovered that this path, while less traveled, provides a superior outcome for certain companies. While we often find that this approach resonates with family-held companies seeking liquidity or growth capital, increasingly we hear from a broader audience of shareholders and management who recognize the value that long-term capital can provide.
In select circumstances, we advise clients of our firm in debt capital markets transactions.
M&A / Strategic advisory:
Capital markets advisory: