Friends of the Firm

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AUA Equity Partners logo image

Operationally-focused lower-middle market investment firm partnering with family-owned businesses or companies benefiting from the growth of the U.S. Hispanic population within our dedicated sectors.

Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $20 million and $200 million. We have earned a reputation over more than 30 years as a highly competent and ethical team that helps families and founders achieve maximum value in a transaction.

The Cambridge Family Enterprise Group (CFEG), founded in 1989, is a global advisory, education, and research organization dedicated to helping enterprising families navigate the new economy and achieve multigenerational success.

We are passionate about the significant purpose, role, and value that families who own operating businesses bring to our economy, communities, and society.

REGENERATION has focused on supporting family businesses for over 25 years. We help our clients to increase business and wealth while making their families stronger.

Family Firm Institute (FFI) logo

The Family Firm Institute (FFI) is an international professional membership organization dedicated to providing interdisciplinary education and networking opportunities for family business and family wealth advisors, consultants, educators and researchers and to increasing public awareness about trends and developments in the family business and family wealth fields.

Pitcairn logo

Pitcairn is one of the leading multi-family offices, dedicated to helping families sustain and grow their substantial, often complex financial assets and supporting the unique heritage of its clients across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office industry since its inception as a family office in 1923. Today, Pitcairn continues to redefine the family office experience for generations of the world’s wealthiest families.


PATHNORTH draws its members from CEOs and principal owners of middlemarket companies and those in comparable leadership positions. PATHNORTH members interact with a variety of accomplished business and thought leaders whose insights and life journeys will challenge and inspire us, while broadening our definition of success.

Business Growth Alliance (BGA) logo

de Visscher & Co., LLC is co-owner, Founding Member of Business Growth Alliance (BGA), an International Affiliate Network of seasoned, professional services firms, which are dedicated to providing growth advisory and investment banking services to middle market and family-owned companies and their principals.