Seeking Family Office Consultant / Entrepreneur – Fractional or Remote Opportunity
We are looking for an experienced consultant, entrepreneur, or investment professional who has established a family office or worked in a leadership capacity within a small, entrepreneurial family investment office.
We bring over 10 years of hands-on experience acquiring, operating, and successfully turning around healthcare facilities. As we continue to grow and diversify our investment activities, we are seeking a more structured and institutional approach to acquisitions, investment evaluation, organizational development, and portfolio oversight.
Our objective is to establish a family investment office that builds upon our existing operating expertise while creating a scalable platform for future acquisitions.
Our investment strategy focuses on acquiring controlling ownership interests in privately held, underperforming businesses, typically with EBITDA ranging from $1 million to $5 million. We intend to create long-term enterprise value through operational improvements, stronger management teams, and disciplined capital allocation.
We do not intend to invest in publicly traded companies, fractional or minority ownership interests, or passive investment portfolios. Our focus is on direct acquisitions where we can exercise operational control and actively influence business performance.
We are seeking someone who can help us:
- Develop a structured investment and acquisition strategy.
- Establish standardized processes for deal sourcing, underwriting, due diligence, and acquisition execution.
- Design an appropriate organizational structure and governance framework for our family investment office.
- Recruit and build a capable investment team, including a Chief Investment Officer (CIO) and investment associates.
- Implement disciplined investment decision-making, performance monitoring, and reporting processes.
- Create a scalable platform that supports our expansion into industries beyond healthcare.
We are not starting from scratch. We have substantial experience acquiring and rehabilitating operating businesses. What we are looking for now is someone who can help us formalize our approach, introduce institutional-quality processes, and build the organizational infrastructure necessary to support our next phase of growth.
We are particularly interested in professionals with experience in private equity, lower-middle-market acquisitions, business turnarounds, or building family investment offices.
Initially, we prefer a fractional or consulting engagement, with the possibility of expanding the relationship as our investment activities grow.
This opportunity can be fully remote, and we are open to qualified professionals regardless of geographic location.
The ideal candidate will combine strategic thinking with practical execution experience and understand how to transform an entrepreneurial investment operation into a disciplined, scalable investment platform.