David's Articles
David has been writing and blogging for over 10 years
Most Recent Articles:
The First Hire is the Most Critical Family Office Hire
Photo by Clem Onojeghuo on Unsplash One of the first senior analysts I worked for when I began my career on Wall Street was quick to explain to me his theory that the background of the person running equity capital markets (ECM) within an investment bank would...
“We Only Do Good Deals” – The Conclusion
Photo by Dustin Tramel on Unsplash For the last four weeks, we have been working through a series exploring the trend for family offices to engage in private equity deals directly, aka "direct deals" vs. allocating to traditional private equity fund managers. ...
“We Only Do Good Deals” is Not An Investment Strategy – Part 4
Photo by Frederick Warren on Unsplash In our series on the challenges of family offices choosing to directly invest in companies, we have considered the human capital of a family, the competitive landscape of M&A, and the challenges of deal sourcing. The...
“We Only Do Good Deals” is Not An Investment Strategy – Part 3
“Water, water, everywhere, but nary a drop to drink” Photo by Omar Gattis on Unsplash For the last several years, doing 'direct deals' aka buying businesses outright vs. investing in private equity funds has been en vogue for family offices. The allure of...
“We Only Do Good Deals” is Not An Investment Strategy – Part 2
Too Many Fish in the Sea? Last week in Part 1 of our series, we looked at the role of the family itself in doing "good deals" and why the family itself can either be an asset or liability in any sort of direct investment strategy. Specifically, we considered...
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Other Reflections
Occasionally, we wade into different waters, here are our best reflections
Family Office and Family Wealth
These articles were all drafted prior to David joining Greycourt in September 2023. He actively blogs on similar subject matter here.
- Pursuing 100 Years is Tough – and Not For All Families
- The Centrality of Investment to the Legacy Family
- How Fast Must a Family’s Assets Grow?
- Distribution Rate – The Only Variable a Family Can Control in Investing
- The Greatest, but Tenuous, Advantage for Family Investment
- The Value of Investment Advice vs. Its Cost
- What You Should Know Before Marrying Rich
- The Primary Risk for G1 Wealth Creators Starting a Family Office
- The Three Hardest Things For Family Enterprises to Do and Why
- What Do You Pay the People Who Make You Money?
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Nashville, TN
info@davidcwellsjr.com