Family businesses have unique needs that require a trusted advisor with extensive experience - that's Fidus.

Family and Privately-Held Businesses

The partners have been advising family and privately-held businesses in the middle market for three decades. We bring this wealth of experience each time we are introduced to a family or private business owner who is considering exit options. The need to consider exit options can be driven by estate planning issues, management or family succession, or an unsolicited approach from a strategic or financial buyer. We have the experience to guide the owners through the pros and cons of a strategic sale, management buyout or recapitalization and customize a process that best serves their needs. A family or private ownership group in this situation needs a trusted advisor like Fidus who will put the client’s interests first, provide counsel through every step of the process, and achieve an outstanding outcome.