Oleet & Co. is a merchant banking firm known for its longstanding relationships with well-established family offices that pursue direct investment initiatives. From Boston to Beijing, these organizations span diverse geographies, but they share in common a principled commitment to making value-oriented investments.

By coming to understand how a particular family office approaches its work, we are able to provide a range of advisory services that may include facilitating a collaborative, multi-generational relationship with a like-minded family office or providing investment banking counsel to an affiliated operating company.

It is uncommon for a family office to maintain an active relationship with a merchant banking firm like Oleet & Co. Accordingly, we are grateful for the opportunity to provide long-term counsel to investors who believe, as we do, that value is created by hard work – not by financial engineering.

We believe that we can best serve stakeholders when we can support them in taking a long view – an approach that is philosophically consistent with our own understanding of how value is created. We have discovered that this path, while less traveled, can provide a superior outcome.