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Whether you`re a financial advisor looking to address the important needs of your clients, running an endowment, or simply imagining your own financial future, we want to be at your side. And we know one strategy doesn`t fit all. Our network of nine global investment firms – each an industry leader with decades-tested experience and deep knowledge in their dedicated domains – provides specialized capabilities across a scope of asset classes and strategies to meet your specific investment goals.
Ten Oaks Group is a family office focused on corporate carve-out and divestiture opportunities in the lower-mid market, across industries and geographies, with EBITDA of up to $50m. We typically focus on corporate carveouts or companies in transition but will consider an investment in any opportunity with long-term value creation potential.
Service Investment USA Inc is a Kirkland, WA-based company in the Financial Services sector.
Carl Marks is a New York, NY-based company in the Financial Services sector.
NNN REIT (NYSE: NNN), a real estate investment trust, owns more than 3,400 single-tenant stores in 49 states leased to more than 380 retailers in 37 lines of trade. NNN has increased its annual dividend for 34 consecutive years and, as of June 30, 2023, has a 30-year average annual total return of 11.1%. The company was formed in 1984 and began trading on the New York Stock Exchange in 1994. Our strict adherence to high standards, precision analytics and proven investment strategies have generated consistent returns for our shareholders for more than three decades.