Between Sept. 16 and Sept. 25, family offices channeled capital into beauty retail, women’s wellness, restaurant chains, real estate, agricultural innovation and cross-border acquisitions. The period also saw two family offices link up to create a new multifamily office and co-investment platform.
Sept. 16 – Michigan-based Mitchell Family Office, founded by entrepreneur Mark Mitchell, acquired Cos Bar, a luxury beauty retailer founded in Aspen in 1976. The deal marks the family office’s entry into prestige beauty and reflects its strategy of investing in heritage consumer brands. (PR Newswire)
Sept. 22 – CapStone Holdings, a family office-structured investment firm founded by entrepreneurs Keith J. Stone and his wife Heather Stone, announced a strategic investment in Joy 101, a fast-growing women’s wellness platform curated by Hoda Kotb. The partnership is aimed at scaling Joy 101’s reach while aligning CapStone with a mission-driven consumer brand. (PR Newswire)
Sept. 22 – OneRyan Global, the family office of tax consultant and entrepreneur G. Brint Ryan, took a minority stake in Mr Gatti’s Pizza, continuing its investment in the iconic restaurant chain. (PR Newswire)
Sept. 23 – The Clymer and Grant families announced the formation of Clymer Grant Family Holdings (CGF Holdings), a new family investment platform designed to coordinate capital across their respective family offices. The move formalizes collaboration between the two families and sets the stage for future joint deals. (PR Newswire)
Sept. 24 – Pivotal Manufacturing Partners and Declaration Partners, the family office of Carlyle Group co-founder David Rubenstein, acquired CFS HQ, a logistics and warehouse property, for $74 million. Declaration Partners is anchored by the family office of David M. Rubenstein. (Business Wire)
Sept. 24 – Generation Food Rural Partners and the George Kaiser Family Foundation invested in CASSIE, Inc., supporting its efforts in agricultural and food innovation. GKFF says its participation underscores its ongoing commitment to mission-aligned capital deployment. (GlobeNewswire)
Sept. 25 – TIC Holding Suisse and Winterberg, a Switzerland-based family investment group, jointly acquired TransGeo SA, a geospatial engineering company. The acquisition underscores continued family capital deployment in cross-border European M&A. (Winterberg Advisory GmbH)