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Privately Held and Family-Owned

Businesses

Helping business owners achieve their vision of success

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Objective advice and capital as you navigate private business ownership

Your vision for your business is yours and yours alone. When working with privately held and family-owned businesses, we begin by developing an understanding of your business’s values, capital needs, governance structures, succession plan, and long-term strategic objectives, then build an investment plan to help you grow your business, strengthen governance and communication practices among stakeholders, and ultimately transition your business – all in line with your values and definition of success. As a privately owned business ourselves, we leverage the full resources of the firm to help other business owners achieve their goals.

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Capital to Grow and Support Your Business

Capital can take many forms. Seedvest works with you to understand your business and industry in order to provide debt or equity capital in a manner that will best help you support or grow your business

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What we Offer

CORPORATE ADVISORY

Our Corporate portfolio management team is committed to offering objective, practical advice and customized investment strategies to help you achieve your specific business and personal goals. Comprised of senior corporate finance experts, we have extensive experience working with business owners and managers on M&A and financing transactions.

INVESTMENT SOLUTIONS

Wealth planning rooted in your values to help you achieve your near- and long-term goals

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COMMERCIAL LOANS

Flexible, secured lending in the form of personal loans and lines of credit. let us be your first call when you need flexible loans to grease the wheels in your Financial Independence journey. Contact us at investorservices@seedvests.com for more enquiries about our loan services.

Our commitment to putting clients’ interests first fosters long-term relationships built on trust

We leverage deep domain and industry expertise to provide you with unique financing structures and access to key executives, investors, and deal flow