Family Office Deal Execution & Due Diligence
Institutional-grade screening, diligence and execution support for family offices doing direct deals.
Image · Family Office Deal Execution & Due DiligenceMost family offices run two- or three-person investment teams against institutional-scale data rooms — two-thirds say diligence time and cost is the hardest part of direct investing, and many who bought outside their expertise are now halting directs altogether. Matchpoint acts as the family office’s deal team: screening curated opportunities, running due diligence, negotiating structure and terms, and overseeing execution through close — so principals commit time only to decisions, not process.
As part of our Alternatives practice, Matchpoint Partners has originated and led $2+ billion of transactions across four continents, and every alternatives mandate is led by a partner, from first call to close.
Our role on family office deal execution & due diligence mandates
- Curated deal screening against your mandate
- Outsourced due diligence and data-room management
- Structure and term negotiation on your side of the table
- Board-level oversight support post-investment
Select transactions
Representative alternatives mandates led by Matchpoint partners.
Sell-side exit of a distressed US trophy landmark hotel.
Series-D raise for a tertiary healthcare hospital group.
JV equity — land acquisition and development capital.
Sell-side M&A and Series-B for an online insurance aggregator.
Research relevant to this area
Original analysis and decision frameworks from the Matchpoint team.
Family Office Deal Execution & Due Diligence — frequently asked questions
Below roughly USD 250m of direct allocations a full deal team rarely pays for itself; renting institutional capability per deal keeps the economics rational.
We advise and execute for you; where appropriate we also bring co-investors alongside from our network.
Institutional-grade diligence on a mid-size deal commonly runs USD 100–200k; on a USD 10m ticket that is a 1–2% drag, which is why renting execution per deal usually beats building a permanent team below roughly USD 250m of direct allocations.
The documented failure modes are adverse-selected deal flow, under-resourced diligence and buying outside the family’s sector expertise — many offices are now pausing direct programmes for exactly these reasons.
No — the committee keeps every decision. We do the screening, diligence, negotiation and execution work that turns a two-person team into an institutional process.
It covers US pre-IPO secondaries, curated deal access for private equity funds and family offices, PE/VC fund placement, and AI data-centre investments — for qualified investors.
Pre-IPO secondaries, GP- and LP-led secondaries, co-investments, PE/VC fund placement and SPVs, plus thematic exposure to AI data centres, digital infrastructure and the energy transition.
Access is for qualified investors — primarily PE funds, family offices and institutions — subject to eligibility, suitability and counterparty terms.
Engagements ordinarily combine a retainer with a success fee. Terms are agreed in writing before work begins and calibrated to the mandate’s size, scope and complexity.
Most mandates reach a first term sheet within 30 days, depending on diligence readiness and structure; closing follows once terms are agreed.
A short, confidential scoping call and NDA; we structure the requirement and prepare materials, then run a competitive process across our 5,000+ investor and lender relationships, and negotiate to close — with a partner leading at every step.
Matchpoint Partners is based in the UAE and runs cross-border mandates across the UAE, KSA, India and the UK, with active deal activity in wider Europe, Singapore and the United States.
Matchpoint undertakes corporate finance, financing, M&A and fund-placement mandates from USD 5m upwards, subject to mandate fit, diligence, applicable regulation, capacity and a written engagement. The partner team has originated and led $2+ billion of transactions.
Use the enquiry form, email contact@matchpoint-partners.com, or call/WhatsApp +971 55 345 6487. Every mandate is led by a partner from the very first conversation.
Yes. Confidential information is handled under the engagement terms and any applicable non-disclosure agreement.
More in Alternatives
Put an institutional deal team behind your next deal
Book a scoping call — share the deal under review and we will show you exactly what our execution support covers, priced per mandate.
Matchpoint decision framework
Family-office direct investments: from mandate to diligence
Editorial update: 2026-09-07
A family office considering direct investments needs a repeatable way to compare opportunities against its own objectives. Begin with investment constraints and decision authority rather than a general request for deals. The following screening process is an educational framework and does not represent an offer, a recommendation or verified opportunity availability.
Write an investable mandate
Specify sectors, countries, capital type, investment size, ownership preference, holding period and liquidity constraints. Record concentration limits, exclusions and required governance rights. Separate the decision-maker’s approved criteria from preferences still under discussion. Establish how exceptions will be approved so that a persuasive opportunity does not silently change the mandate.
Use a staged evidence request
Screen a non-confidential summary first. After appropriate checks and agreements, reconcile the financial history, ownership, financing, commercial contracts and management assumptions. Assign specialist legal, tax and technical work explicitly. Identify which data comes from management, independent records or third-party reports and record unresolved inconsistencies rather than averaging them away.
Prepare an accountable investment decision
The committee pack should show thesis, valuation, downside, proposed rights, funding needs and exit assumptions. Separate reasons to proceed from conditions to resolve before commitment. Define monitoring information and the owner of post-investment actions. An attractive forecast should not conceal the capital required if performance is slower or further financing is unavailable.
Decision preparation checklist
- Approved mandate and exclusions
- Counterparty and ownership evidence
- Independent specialist scope
- Downside liquidity and concentration review
- Decision conditions and monitoring responsibilities
Practical questions
How can a family office screen opportunities consistently?
Use the same mandate criteria and evidence stages, with explicit approval for exceptions and a record of why opportunities advance or stop.
Is a projected return enough to approve an investment?
No. Examine the assumptions, downside, liquidity, rights, counterparty evidence and implementation responsibilities alongside any projection.
Related decision paths
Discuss your decision with Matchpoint
Start with a non-confidential brief covering the objective, jurisdictions, current stage, timing and open decisions. Any engagement is subject to fit, jurisdictional review, written scope and agreed fees. Please do not submit confidential third-party information through a public form.
Request a mandate discussionFounder credentials: Chennakeshav (CK) Adya
This paper is part of a continuing series on the structure of private and alternative markets. The views expressed are the author's own. The paper is for information only, describes market structure in general terms, and does not constitute investment, legal, tax or regulatory advice or a recommendation in respect of any security, vehicle or counterparty.
