Magistral Consulting

  Family Office Investment Trends: Embracing Innovation and Change       Historical Investment Trends Conventionally, a  family office  has usually taken the conservative route, with a heavy bias towards traditional assets such as equities, bonds, and real estate. This is a slightly deviated trend in the recent year. In fact, during 2023, with the onset of economic uncertainty, more than half of the family offices hiked fixed income and started moving into safer havens, while there was a retreat from public equity, with 38% of the family offices reduced exposure to equities. Drivers of Change Our research, where applicable, allowed multiple responses and uncovered some important drivers behind this change in investment trends at a family office: on the back of rising inflation, rising interest rates, and geopolitical conflicts notably US-China relations in the top echelons of concerns for family offices globally. If we rank the major concerns among a family...

  Crafting an Effective Confidential Information Memo   Introduction After experiencing a turbulent time, the  Merger and Acquisition  sector is finally exposed to some light in the market. With the increasing diversification among businesses, investors, strategic acquirers, and alike interest holders they are utilizing more of their consciousness to understand the position of their business in order to strategically analyze and highlight the strengths and weaknesses related to the collaboration aspect of the businesses. A confidential information memo unfolds both the qualitative and quantitative aspects of any potential deal for an investor or potential buyer, the summary structure of the document allows the interested ones to measure the level of excitement for the opportunity. With a non-legally binding feature, the document answers the obvious and gives details about the investment’s growth potential. Current Scenario of Merger and Acquisition Market Essential C...