An in-depth, even intimate understanding of a family and its different dynamics, politics and concerns is also crucial.
The Burman Family Holdings is expected to source, and structure, most deals, and may also manage the syndicate, going forward.
With 30 years’ corporate finance advisory experience in the UK and internationally, Simon has led multiple transactions involving mergers and acquisitions, joint ventures, public and private equity fund raisings, debt financings and restructurings.
Locally incorporated entities, and particularly SPCs, offer a huge range of potential benefits to wealth holders and creators.
The merger of the two family offices, announced earlier this month, will create an entity with more than $3 billion under management.