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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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CASE STUDY

How Ouroboros Group Leverages FINTRX

2017

Year Founded

Financial Services

Industry

$4B+

Asset Under Management

Ouroboros Group

Overview

Ouroboros Group is a private investment firm specializing in middle-market corporate acquisitions and operations. The firm works within a diverse set of industries, including manufacturing, healthcare, and consumer goods.

 

Ouroboros Group also has a minority investment arm specializing in early-stage and minority investments within the consumer goods vertical.

"Wonderful platform that has produced high-quality capital leads and has helped in building out our capital pipeline for existing and future investments."

Samantha Ory
Samantha Ory
General Partner, Ouroboros Group
SUMMARY 

Case Study

Ouroboros Group is a private investment firm specializing in middle-market corporate acquisitions and operations. The firm works within a diverse set of industries, including manufacturing, healthcare, and consumer goods.
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Their Challenge

For those looking for co-investment opportunities, the largely untapped family office space offers a wealth of resources. Family office funding is seen as incredibly desirable thanks to its exemption from institutional mandates, long-term staying power, and general flexibility. However, family offices are notoriously difficult to infiltrate, and even if you identify one that matches your use case, it can become extremely difficult to conduct research and identify relevant contacts.

It is from this pain point that Ouroboros Group joined the FINTRX platform. Since their initial adoption of the platform, Ouroboros has substantially expanded its family office network and has made connections with family offices that are well-matched for their co-investing goals.

Upon speaking with Samantha Ory, General Partner at Ouroboros and FINTRX seat holder, she outlined their decision to use the FINTRX platform. Despite having worked with family offices in the past, and being uniquely familiar with the ecosystem, they were looking to expand their current rolodex.

The FINTRX platform would enable them to identify family offices that were looking for co-investment opportunities within the same industries as they were. As they were looking for 'co-investment capital and connections in order to close new deals,' FINTRX provided the resources needed to expand upon their network.

In the end, Ouroboros could identify several family offices that matched their particular use-case, using the extensive filters and search capabilities the FINTRX platform offers.

The Outcome

Today, Ouroboros Group is successfully using the FINTRX platform to network and garner profitable financing partnerships. With access to our vast dataset of over 3,000+ investors and 11,500+ family office professionals, their team is finding value from the information FINTRX offers.

"FINTRX has greatly assisted in the expansion of their family office network, thus "allowing quality capital connections to be made." - Samantha Ory, General Partner at Ouroboros Group

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