What Mack & Co. does

Mack & Co. is a Dallas, Texas-based private investment firm founded in 2010 by Roszell Mack III that provides strategic advisory and direct investment solutions to global family offices and institutional investors. The firm operates through a holding-company structure with two wholly-owned subsidiaries: Mack & Co. Partners, LP, a Dallas-based SEC-registered investment adviser, and M&Co. Securities LLC, a FINRA member broker-dealer and SIPC member. Its service suite spans six modules: strategic advisory, direct investments, transaction structuring and syndication, customized direct investment vehicles, capital introduction, and fund formation consulting. The firm serves two customer segments: family offices and institutions seeking objective, conflict-free advice and customized solutions (primary), and operators/managers seeking capital introductions and fund formation support (secondary).

The firm's business model is a high-touch, relationship-driven professional services and managed services model with no proprietary technology platform. Revenue is generated through advisory retainers, transaction-based and placement fees, and management of customized investment vehicles across alternative asset classes including private equity and real estate. The go-to-motion is consultative enterprise field sales, leveraging the founder's Goldman Sachs and Salomon Smith Barney investment banking background, a global network of strategic partners, and an internal peer-to-peer network of family offices to source proprietary deal flow. Documented case studies span ultra-wealthy U.S. families with $1.5B liquidity events, $10B+ Middle Eastern families, a $25B foreign private bank, and Forbes 400 families, with engagement sizes ranging from $50M fund formations to $200M+ hospitality placements. The firm filed an SEC Form D in February 2024 raising $3 million of a $10 million exempt offering through Mack & Co. Equity Partners LP, indicating an emerging proprietary investment vehicle alongside the advisory franchise.

Name

Mack & Co.

Legal name

Mack & Co. LLC

Website

https://mackco.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Mack & Co. is a Dallas-based private investment firm founded in 2010 that provides strategic advisory, direct investment, and customized investment vehicle services to global family offices, institutional investors, and alternative asset operators.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Family office advisory
• Investment advisory services
• Direct investment programs
• Fund formation consulting
• Transaction structuring

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Strategic Advisory Fees: Mack & Co. provides strategic advisory services to family offices and institutional investors, delivering unique insights and value-added, innovative financial solutions. This includes reverse inquiry-based consulting to identify client pain points and develop customized investment strategies. Fees are likely structured as retainers or success fees tied to transaction completion.
2. Direct Investment Program Management: The firm works with family offices and institutions to set up customized direct investment programs and make direct investments in various sectors and alternative asset classes. Turnkey solutions include program setup, investment sourcing, transaction structuring, and post-transaction monitoring and reporting.
3. Transaction Structuring & Syndication: Mack & Co. provides advice, consultation, and outsourced support for structuring or syndicating complex and time-sensitive transactions. The firm advises clients throughout a deal's lifecycle, from origination to execution and post-transaction integration and monitoring.
4. Customized Investment Vehicle Management: The firm creates and manages customized investment vehicles for alternative asset classes, including club or direct investments with single investors or commingled investments with multiple investors. Services also include creating tailored investment products and private-label funds dedicated to family offices and institutional clients.
5. Capital Introduction: Mack & Co. leverages its significant relationships with family offices and institutional investors to deliver targeted introductions to leading family offices and institutions for best-in-class operators and managers seeking capital.
6. Fund Formation Consulting: The firm provides comprehensive fund formation consulting services for clients at all stages of growth, including concept evaluation, fund positioning, terms and fees, product ideation and fund strategy, business growth positioning, end-to-end fund setup, marketing, and organizational best-practice review.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Mack & Co. is a private investment firm that provides strategic advisory and direct investment solutions to family offices and institutional investors. Its core offering consists of customized direct investment program setup, transaction structuring and syndication, customized investment vehicles, capital introduction to family offices and institutions, and comprehensive fund formation consulting across alternative asset classes including private equity and real estate.

Product overview

Mack & Co. is a Dallas, Texas-based private investment firm offering a suite of strategic advisory and direct investment solutions. The core offering consists of six integrated service modules: Strategic Advisory (providing financial solutions and insights), Direct Investments (customized investment programs), Transaction Structuring & Syndication, Customized Direct Investment Vehicles, Capital Introduction, and Fund Formation Services. These services are designed for family offices and institutional investors, with the company leveraging its proprietary network of strategic partners to deliver bespoke investment solutions across alternative asset classes including private equity and real estate. The firm operates through its registered investment adviser subsidiary Mack & Co. Partners, LP.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Advisory

Quantifiable outcome

• A family office client achieved first closing on $200 million hospitality real estate fund concurrent with an attractive acquisition opportunity
• +3 more outcomes

Named customers9 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Multi-Billion Real Estate ManagercoreStrategic or Co-development PartnerMack & Co. partnered with a multi-billion real estate manager to create and structure a bespoke and customized sub-advised real estate vehicle for a $25 billion Middle Eastern private bank's clients. The partnership combined the bank's client base and distribution with Mack & Co.'s structuring expertise and the real estate manager's asset management capabilities.
• Global Strategic Partners NetworkcoreStrategic or Co-development PartnerMack & Co. identifies and leads a team of best-in-class investment partners and solution providers to execute customized strategies or transaction mandates. The firm works closely with a core group of strategic partners who provide proprietary deal flow, enable transaction execution, and support capital introductions and customized investment vehicle creation.
• Peer-to-Peer Family Office NetworkcoreStrategic or Co-development PartnerMack & Co. has developed an internal peer-to-peer network of family offices and institutional clients that enables the firm to bring together like-minded investors for co-investment opportunities. This network was instrumental in forming an investment committee with members from several family offices for peer-to-peer sharing of investment ideas and solutions.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• CAIS: CAIS is a alternatives marketplace connecting fund managers with wealth advisors and family offices. Directly comparable to Mack & Co.'s capital introduction and customized investment vehicle services for the family office market.
• iCapital Network: iCapital operates a technology platform providing wealth managers and family offices access to alternative investments including private equity, private credit, and hedge funds. Competes directly with Mack & Co.'s capital introduction and customized vehicle offerings.
• Cresset Asset Management: Cresset is a multi-family office providing UHNW families with strategic advisory, direct investments, and family office services. Closely comparable to Mack & Co. in targeting ultra-wealthy families with bespoke advisory and alternative asset solutions.
• Glenmede: Glenmede is a Philadelphia-based investment and wealth advisory firm serving UHNW families, foundations, and endowments with discretionary portfolio management and family office services. Comparable in serving sophisticated family clients with bespoke solutions.
• AlTi Tiedemann Global: AlTi Tiedemann Global is a publicly-traded global multi-family office and strategic advisory firm providing wealth structuring, alternative investments, and family office services to ultra-wealthy families — directly competitive with Mack & Co.'s UHNW advisory focus.
• Ascent Private Capital Management: Ascent Private Capital is a UHNW wealth management firm providing family office services, alternative investments, and bespoke advisory to high-net-worth families. Highly comparable to Mack & Co.'s bespoke, conflict-free advisory model.
• Brown Brothers Harriman (Wealth Management): Brown Brothers Harriman is a privately-held financial services firm with a significant wealth management division serving UHNW families, foundations, and endowments with personalized advisory and alternative investment access — competing for the same family office clientele.

Broad incumbents

• Houlihan Lokey: Houlihan Lokey is a global investment bank with strong M&A, capital markets, and fund placement/advisory practices. Operates at broader scale but overlaps with Mack & Co.'s transaction structuring, fund formation, and capital introduction mandates.
• Evercore: Evercore is a leading independent investment bank providing M&A advisory, capital raising, and private funds advisory services. Larger and broader but competes for the same family office and institutional advisory mandates Mack & Co. pursues.
• Lazard: Lazard is a global financial advisory and asset management firm with deep relationships in family office and institutional advisory, including M&A and capital raising. Overlaps with Mack & Co.'s strategic advisory and capital advisory offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mack & Co.