Introduction

FODIS is a leading advisory practice capable of delivering a comprehensive suite of direct investment services to single family offices, UHNW investors, and family controlled businesses and holding companies.

FODIS provides a highly skilled and experienced team of direct investment advisors, professionals, operating partners, and family office experts.

To improve the effectiveness of our professional team, FODIS has built a proprietary, data-driven intelligence resource platform, which includes databases, methodologies, and research tools. These are designed to facilitate and enhance the direct investment activities of family offices and UHMW investors who are seeking to invest in operating businesses.

Background

FODIS was formed through the merger of the direct investment services divisions of Headwaters SC, LP’s (HWSC) (established 1982) and de Visscher & Co.'s (established 1990).

In 2003, James Bly and Francois de Visscher formed the Business Growth Alliance ( “BGA”) as a collaborative platform of multiple advisory firms providing owners of family enterprises with a unique suite of services to address the growth, capitalization, generational transition, liquidity, and governance needs of their operating businesses and their owners. This remarkable 15-year history of collaboration was the genesis of FODIS.

With over 60 years of practice experience, FODIS is one of the leading advisory practices skilled at helping multi-generational family offices and enterprises realize the full potential of their direct investments holdings and activities.

Our Credo

We are passionate about the significant purpose, role, and values that families, who own operating businesses and operating assets, bring to our economy, communities, and society, when they develop and sustain the long-term, patient capital of the family in their businesses.

Track Record

Successfully assisted over 350 clients to grow, finance, transition and monetize their private businesses.

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