SolutionsFamily Offices

Institutional deals. A lean team.

Run diligence, integration and value creation with the depth of a large deal team, and see every holding in one view. No new hires required.

A full deal team, without the hiring.

Every deal gets a full integration plan across seventeen workstreams, from finance and legal to people and IT.

One operating partner can run what used to take a team.

Each workstream has an agent who knows the function, plus one who knows the target's industry. Scout keeps them in step.

What you own, when you bought it, and how each company is performing against plan, side by side.

See where the value sits and where the next dollar should go, without an analytics team to build it.

Henry reads across everything you hold, the way a principal would.

Ask any question of the documents and get the answer with the source, limited to what the person asking can see.

A small team gets the reach of a room full of analysts.

Adrian has read every document in the room.

What you'll use

Everything else in Sherpa is there when the deal needs it.