FAMILY OFFICE

Direct investing to diversify, grow, & maximize your impact and returns
Family Offices, UHNWIs, Athletes & Musicians

Direct investing to diversify, grow, & maximize your impact and returns
Family Office, UHNWIs, Athletes & Musicians

the challenge

As Family Offices take more control over their direct investments and wealth creation, it is imperative to partner with experienced executives and advisors to stay competitive.

Increased Competition

The global economy thrives, deal flow accelerates, and competition for investment opportunities intensify. To stay relevant and competitive, it’s critical to participate in direct investing and be active in building innovation today for tomorrow’s future.

World-Class Team

With increased competition comes urgency to supplement your existing team with experienced operators and advisors. Some have established teams of accountants, lawyers, and finance professionals, yet many lack an operating advisor to represent the Family’s investments. Competition for top talent remains fierce, with demand severely outpacing supply.

Long-term Value

Maintaining a healthy and diverse portfolio is critical to long-term value creation, and Family Offices are now acquiring or investing in companies directly. The role of technology and innovation in business has amplified exponentially, and understanding how to leverage this as part of a direct investing strategy is essential.

Meet Greg

STRATEGIC ADVISOR, COACH, AND PARTNER SUPPORTING FAMILY OFFICES ON THEIR DIRECT INVESTING

Greg provides Family Offices, UHNWIs, and Athletes & Musicians access to an experienced operating executive with unique and valuable insights and perspective.

He partners with Brands of One (Athletes, Musicians, Influencers, etc.) to refine their brand and build a portfolio of businesses around them.

services

Deal Flow

Visibility and Access to unique investment and partnership opportunities

  • Leverage Greg’s networks within Venture, Corporate VC, Family Office, and Private Equity communities

  • Consult on market and industry trends and dynamics to inform your investment strategy, scope, and target

Due Diligence

Assess investment viability from holistic perspective

  • Collaborate across finance, legal, and accounting experts to assess partnership and investment opportunities

  • Assess company growth prospects, operational risks, and probability of success based on business team, strategy, and roadmap

Investment Growth

Accelerate and maximize value creation and return on investment

  • Partner with portfolio company operators and leadership teams (may include Board service) to provide deep visibility to Family Office on progress and risks

  • Actively engage to provide hands-on CEO advisory support to accelerate business growth and returns

Business Building

Create portfolio of profitable brands and businesses

  • Partner with Brands of One to build and refine their personal brand anchored on their authentic humanity and life story

  • Collaborate to build and launch businesses around refined brand to create a sustainable portfolio beyond the stage or playing field

TESTIMONIALS

  • Debra Langley, Venture Partner at Lyra Ventures

    “Greg is a force of nature in the world of transformation. His career is a masterclass in building, running, and evolving companies across a diverse range of industries, from cutting-edge tech to sustainable energy to iconic apparel brands. Throughout this incredible journey, Greg has honed a unique expertise at the intersection of strategy, innovation, technology, and partnerships. Beyond his ability to drive bottom line performance, at his core, Greg possesses a level of empathy and commitment to leadership rarely seen in business today.”

  • Elsie Merrill (Greg’s Mom), Chief Mama Bear at My House

    “Greg is an absolute gem – kind, hardworking, and always quick to help others. I’ve watched him turn challenges into opportunities and dreams into reality with unwavering determination. I couldn’t be prouder to call him my son and to witness the incredible impact he’s making in the world. And no matter how big he gets, I’ll always be there to remind him to clean his room and eat his veggies.”

  • Michael Newton, CEO of Qorium & former VP Digital Product Creation at Nike

    “Greg is a pleasure to work with. His fun, engaging and enlightening approach successfully tackles tough problems. His authentic leadership rallies diverse teams and cuts through complexity in large organizations. Greg ensures strategic clarity and alignment but, most importantly, actually gets sh*t done. It’s a rare and valuable combination. " 

  • Mike Amato, Executive Coach, Author, & Former Board Member of Santander UK and Tandem Bank

    “Greg has been successful at every step of his career. He's experienced, super-smart and fluent in leveraging innovation and technology for business outcomes. Most importantly, he inspires trust that shatters the walls of silos by always putting the organization's purpose over any personal agenda. This refreshing...and all too rare...capability allows him to consistently deliver for companies he works with.”

  • Greg Larkin, CEO & Founder of Punks & Pinstripes

    “Greg Merrill is a powerhouse of empathy, strategy, innovation, transformation, and inspiration. He is as adept in the boardroom with 5 people as he is on stage with 5000 people. He has a unique combination of strategic vision and ‘get things done’ execution. And he’s one of the nicest people on Earth, he’s exactly what he looks like: the warmest smile from a man who bench presses 300 pounds.”

  • Susan Newman, Senior Vice President at National Retail Federation

    “Greg was a great speaker on our mainstage! His breadth of knowledge brings a variety of unique aspects to the stage and is a big attendance driver. He was a pleasure to work with and excelled at customizing his presentation around the unique needs of our audience. I would highly recommend adding him to any agenda!!”

  • Dr. Annahita Nezami, CEO at EarthScapeVR

    “It's rare to find someone as humble, adventurous, curious, engaging, and honest as Greg. Since 2017, I've wanted Greg on EarthscapeVR’s Board, and I was persistent until he agreed. I am glad it worked out! Working with Greg has truly been a game-changer for our company. His insights as a strategic advisor have fueled significant growth and transformation. Greg is not only someone I deeply respect and admire, but he's also one of the most engaging individuals I know. His talks are inspirational, high-energy, and packed with actionable lessons on both winning and failure, leaving a lasting impact on everyone in the room. Greg is an invaluable asset as a colleague, friend, and advisor—everyone needs someone like him on their team.”

let’s work together