TAO Family Office is an independent, full service multi- family office, delivering bespoke complex services to highly discerning high net worth individuals.
תפריט
Private Equity
Our
team
Our team has a proven track record in management of private equity funds across a variety of industries and sectors.
Direct investments typically include involvement in the company at Board level in order to strive towards an efficient and coordinated operational business model.
Based on our extensive experience we serve our clients in transforming single-owner and start-up businesses into
professionally-run structures in order to create real value for our clients.
We have access to unique deal flow of technology companies on their expansion activity worldwide.
Services Provided During the Acquisition Process
Performing initial appraisals on acquisition target Discussions with operational management and assessment of business forecasts Negotiation with existing shareholders Formulating deal structure, including tax planning Instructing lawyers on due diligence, term sheets and transaction documents Formulating management incentive plans.
Active Involvement and Creation of Value
We create value for clients through an active involvement in the company. Our services include:
♦ Giving financial planning.
♦ assistance to the investee company.
♦ Assistance in international business development.
♦ Attendance at Board meetings and key operational meetings to represent investor interests.
Senior management appointments.
Group reorganizations or reconstructions.
♦ Refinancing activities
Ongoing review of financial performance of investee companies and taking action when necessary.
Taxation planning, banking and financial accounting support if necessary.
The disposal process("exit") typically includes:
♦ Negotiation of main terms with buyer
♦ Liaison with executive management to ensure the disposal process is smooth
♦ Taxation considerations.
♦ Instructing lawyers on transaction documents.
♦ Negotiating and structuring future ‘upside’ if appropriate.
Tatyana Tanchelson
Alin Goldshtein
Alexander Potievskiy
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