Family Businesses - Lindsay Goldberg

Every Business is Different and Each Family’s Situation is Unique

At Lindsay Goldberg, we pride ourselves on assuming the position of stewards of legacies for family businesses. We recognize that serving as a collaborative partner requires gaining a deep understanding of a family’s aspirations, values, and needs.

We have spent our careers nurturing meaningful relationships that create the trust, knowledge, and insight that have allowed us to grow so many family businesses. Through lower leverage levels, tax-efficient structuring, focus on company culture, and disciplined acquisitions, we have established an expertise in finding the right business solution for families. The following are some select examples:

See how Lindsay Goldberg has partnered with family businesses

A 200-year-old family business with over one hundred shareholders

Lindsay Goldberg partnered with the family to offer liquidity to those family members who wanted it, while providing growth equity and the expertise to facilitate international expansion for family members who wished to grow and remain invested in the business.

A dedicated founder who wanted to step back from day-to-day management but to continue to support the company’s future

Lindsay Goldberg partnered with the founder to help grow the business while staying true to the culture he had built, and structured a creative path for the founder’s estate to remain invested in the company’s future growth.

A family owned business with 100-year roots in the industry

Lindsay Goldberg partnered with the family to replace outside investors, support the company’s Asian expansion, and acquire and integrate complementary technological platform offerings.

A family owned company with a reputation for dependably delivering critical infrastructure services to utilities

Lindsay Goldberg partnered with the family to provide a liquidity solution and help grow the business, while creating a path for the family to ultimately return to majority ownership.

A founder seeking a steward to grow his company and preserve his legacy

Lindsay Goldberg brought capital, experience, and international networks to the business, while facilitating staying true to the company’s culture and its continued investment in the local community.

A regional family business poised for national expansion and seeking access to capital markets

Lindsay Goldberg provided transactional expertise and a capital solution to grow the business through acquisitions and facilitated the development of expansive M&A opportunities.

An entrepreneur with a novel strategy in a mature industry

Lindsay Goldberg offered the founder a partner that could support growth in order to execute a buy-and-build strategy.

A 200-year-old family business with over one hundred shareholders

Holistic Family Partnerships

In our long and successful history of partnering with family businesses, we have developed an intimate understanding of the diverse opportunities presented to families and the unique challenges they face.

The Lindsay Goldberg team, working alongside our world-renowned advisors and drawing on the broad expertise of the CEOs of our portfolio companies, has the capabilities and perspectives to help family businesses effectively navigate a wide-range of concerns and opportunities, including:

Business strategy and industry-specific trends

Family business governance

Family office structuring

Personalized family off-sites and individual sessions led by our Affiliate Partner, Professor Raphael Amit, Chairman of the Wharton Global Family Alliance

We look forward to meeting your family and learning more about how we can help you achieve your goals and empower your business to reach its potential.