Your Bespoke Solution Begins Here
Your Addicus team combines unsurpassed wealth management, investment banking, private equity, and financial consulting experience with the unmatched inventiveness required to maximize and protect wealth for you and your family.
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Addicus Private Wealth is comprised of three core services to deliver our clients the comprehensive strategies to optimize their wealth creation. Addicus Private Wealth provides family office services to high-income entrepreneurs and high net worth families who have sophisticated planning needs. Addicus Advisory, an independent Registered Investment Advisory (RIA), matches clients with world-class asset managers while overseeing the relationship to ensure clients’ interests are always put first. Addicus Risk Management provides tax-favorable strategies to protect and transfer wealth.
Is there a way for me to enjoy this money with my children now while still leaving them a generous inheritance?
Addicus Capital Advisors works with our clients’ middle-market companies – on both buy side and sell side projects – with investment banking services that help expedite sustainable growth. From structured arrangements that support both buy and-build M&A and organic growth strategies, to a long-term partnership, we facilitate capitalization and provide governance support to drive value creation while protecting shareholder interests.
The substantial premiums that DSO buyers are paying for highly profitable practices is one of the most prominent factors influencing sellers to consider offers from DSO buyers in lieu of selling to a private buyer.
As we’ve worked with clients over the years, they have often asked us to be
a “second set of eyes” to evaluate a range of private deals. Today, Addicus
principals not only analyze these deals, but often support the deals with their own capital and provide opportunities for other Addicus clients to participate. We also identify our own bespoke private investment opportunities. When we identify those opportunities that we believe can achieve outsized returns on a risk-adjusted basis, Addicus positions its own capital alongside investors as a true co-investor.
No matter how successful you’ve been at one thing, doing something new is a big step you never want to take alone.
The Addicus Consulting Group was formed to be the combined strategic intelligence center and tactical execution arm for clients. As such, members of the Consulting Group team identify opportunities, develop plans, present options, and execute approved initiatives – enabling clients to spend their time focusing on their day-to-day business objectives instead of trying to orchestrate their complicated financial lives. The Consulting Group also specializes in complex personal and corporate projects – everything from succession planning to restructuring, from financing or refinancing to estate planning, from acquisition and disposition transactions to opportunity zone planning – and many others.
This land, for me, was about being able to grow something, build something that would do good for a long, long time.
Allow us to introduce ourselves
Contact us today and we will be happy to provide more information about Addicus and schedule an introductory meeting.