Family office investment criteria
What single and multi-family offices look at when qualifying a private equity opportunity — ticket sizes, sectors, governance and alignment.
1. Ticket size & structure
Direct family office tickets typically range from €2M to €25M for minority equity, with larger commitments routed through club deals or co-investments. Structure (equity, preferred, convertible, mezzanine) is evaluated alongside liquidity horizon — most families underwrite a 5–8 year hold.
2. Sector preferences
Recurring themes include real estate (core+ and value-add), hospitality, healthcare, technology with proven revenue, energy transition, and consumer brands with international potential. Sector fit is usually less about thesis and more about the family's operating heritage.
3. Governance & alignment
Information rights, board observer seats, reserved matters and co-investor alignment are non-negotiable. Founder skin-in-the-game and a clean cap table weigh more than projections.
4. Qualification framework
A typical first screen: management quality, defensibility of the asset or business, downside scenario, exit path, and reputational fit with the family. Anything that cannot be answered in one page rarely survives the second meeting.
5. How MV Capital qualifies a deal
We pre-screen opportunities against these criteria before any introduction. Sponsors receive direct feedback; family offices receive only the deals that match their mandate. See our family office services or submit an opportunity.