Who We Work With
Our advisory approach is designed for leaders who understand that true value isn't created in quarters but compounds over generations.
Each brings unique perspectives and challenges, united by a commitment to building something enduring
Entrepreneurs who have built significant businesses and are now focused on long-term value creation, strategic acquisitions, or thoughtful succession planning.
You're facing questions like:
Multi-generational investment offices seeking strategic guidance on direct investments, portfolio construction, and governance structures that align with family values.
You're navigating challenges like:
Established companies navigating the complex intersection of family, ownership, and business dynamics while preparing for generational transitions.
You're working through issues like:
Owner-operated holding structures seeking to optimize portfolio approach, capital allocation strategies, and management across diverse business units.
You're focused on questions like:
Beyond their diverse backgrounds, our clients share distinctive characteristics
Many have worked with us across multiple ventures or family generations
They value trusted advisors over transactional services
They prefer meaningful conversations over public prominence
Their financial and business lives are deeply intertwined
They maintain international connections, often spanning continents
They seek advisors who understand their core principles
They recognize that the best solutions emerge from deep understanding
They measure success in decades rather than quarters
How our approach has helped businesses create value across generations
CASE STUDY
A third-generation family manufacturing business was facing a critical juncture. Strong in their home market but struggling to expand internationally while maintaining their quality-focused culture.
We designed a governance framework that balanced family control with professional management, created cultural integration protocols for acquisitions, and developed a 10-year leadership development program for next-generation family members.
Learn How We Can Help →"INVRT helped us see our business as a system rather than a collection of assets. The governance framework they designed has allowed us to grow globally while strengthening our family values."
— Third-Generation CEO
Systems Assessment
Portfolio Redesign
Synergy Realized
CASE STUDY
A private holding company with diverse portfolio businesses was achieving adequate returns but missing the potential for transformative value creation through portfolio synergies.
We helped identify reinforcing loops between portfolio companies, redesigned governance to encourage collaboration while maintaining autonomy, and implemented dynamic capital allocation based on system-wide value creation potential.
Explore Our Holding Company Services →Perspectives from leaders who've partnered with us to build enduring enterprises
"Paul and INVRT brought a perspective we hadn't considered—viewing our business as an interconnected system rather than separate divisions. This shift in thinking has fundamentally changed how we approach growth and capital allocation."
Founder & CEO
Technology Holding Company
"The acquisition framework INVRT developed ensured we only pursued targets that would strengthen our culture and capabilities. Three acquisitions later, we're a stronger, more coherent business."
Second-Generation Owner
Industrial Services
"INVRT helped us design a succession plan that honored our family's legacy while attracting world-class talent. The governance structure has enabled us to think and act like a century-old company."
Family Office Principal
Multi-Generational Wealth
"Working with INVRT isn't like hiring consultants—it's like adding a deeply thoughtful partner who cares as much about your long-term success as you do."
CEO
Consumer Goods Company
Our experience spans industries and continents, always focused on enduring value
Manufacturing & Industrial
Technology & Software
Consumer Goods
Financial Services
Healthcare & Life Sciences
Real Estate & Infrastructure
Professional Services
Media & Entertainment
Europe
Ireland, UK, Germany, Switzerland, France
North America
United States, Canada
Asia-Pacific
Singapore, Hong Kong, Australia
Middle East
UAE, Saudi Arabia
If you share our commitment to building enterprises designed to create value across generations, we'd welcome a conversation about how we might work together.