Cobblestone has entered into a collaborative agreement of cooperation with Bank Sarasin of Basel, Switzerland to conduct global invesment banking transactions, asset gathering and mutual global expansion initiatives. Founded in 1841 the bank is one of Swizterland's leading private banking institutions.


Citywealth article: Helping Families in business expand using private equity

The international family- proper tax and estate planning is a must when there is a U.S. family member

By Cantor & Webb P.A. - click here

See Cobblestone's articles and resources, click here.


"Why Invest on a Global Basis"

Article by Philip Stibold and Eugene O'Malley - click here.

See Cobblestone's articles and resources, click here.


Raising external growth capital while retaining family control
How many times has this situation happened to your family business?

Family business owner is offered an attractive sole source acquisition from another family-owned business in your industry due to retirement or succession.

Unfortunately the family is unprepared to respond in a timely fashion. The seller cannot wait while the family gets its act together!

The family business owner needs a proactive approach with a well-organized plan and methodology to execute when attractive opportunities become available.
1. Start by appointing a very senior lead person to manage the process.
2. Have various pre-approved financing sources available on short notice: private equity, direct investment from insurance companies, or investment capital from other collaborative families.

   

Founded in 1989, Cobblestone Advisers provides customized, discretionary financial advisory and capital raising services to principals of private companies, families, and individuals. Cobblestone provides this service to clients who have "special situations" requiring independent objective advice resulting in a well designed and executed financial and operating solutions. These "special situations" require growth capital for acquisitions, joint ventures, recapitalizations, special projects, and shareholder liquidity resolution.

Cobblestone was established by our Managing Partner, Mr. Eugene O'Malley, who has been actively engaged in trans-Atlantic advisory for the past 19 years, to provide custom solutions to client specific business situations. Cobblestone is a transaction-based firm with a focus on combining various capital requirements and techniques to achieve a specific result. We work with a broad range of financing capabilities including private equity funds, mezzanine funds, hedge funds, structured finance groups, pension funds, and insurance companies to execute our client's financing requirements.

Cobblestone utilizes a project management approach with all of our assignments. Each assignment is customized in content and personnel to meet the expressed need of our client. We organize our team with the most highly qualified international specialists to craft and execute complicated client solutions. Our assignments range in complexity, duration, and specialist composition in the achievement of our client's objectives. This customized "specialist team" approach assures our clients well thought out superior solutions, executed in a timely, cost effective, and discreet manner.

Clearinghouse Exchange

Cobblestone Advisers offers our relationships the opportunity to source investment projects

Investment Opportunities

  • Next generation electronics green company - Holland
  • Distressed Media Acquisition (SPV) - Germany
  • Later stage private equity fund - Europe
  • Industrial Real Estate Park - Romania
  • Professional/technical services business - Mexico
  • Mega Real Estate Beach Development( 6.4k hectares) - Mexico

Opportunities Sought

  • Complex distressed cross-border transactions minimum 50 million USD.
  • Hidden Value investment themes -$250 million available
  • Minority positions in family owned businesses with global capital expansion needs.


Cobblestone Advisers is currently active (April 08) with "on-the-ground" implementation and execution engagements in the following countries.
  • Brazil
  • China
  • Germany
  • Holland
  • India
  • Mexico
  • Romania
  • USA - East Coast to Florida
© 2008 Cobblestone Advisers, LLC
   
Expert Collaborative Network
Cobblestone has established a global network of collaborators and experts around the globe whose expertise and know-how can provide our clients with relevant current market, industry expertise and knowledgeable experts in many varying disciplines. The network is created on a referral basis only and built upon both current and future demands to satisfy our clients objectives. These relationships are knowledgeable and qualified which ensures the highest levels of execution skills, integrity, and velocity to the transaction.
CEO CORNER
The Seven Weaknesses of a Family Business. Click here to download PowerPoint file
THE CUTTING EDGE
By Alan Capper, past Chairman of Saatchi and Saatchi's global public relations - click here
AN INSIDERS VIEW OF EMERGING MARKETS
Coming Soon!
THE HUMAN FACTOR
ETHICS, EFFECTIVENESS AND PRINCIPLES by Bill Haldane - click here


Rio de Janiero Wharton conference. Presentation by Eugene O'Malley "Entrepreneurship: "Conversation about financing of entrepreneurial ventures".

BRAZIL-One-on-One"
Cobblestone offers customized services for creation and implementation of cross border collaborative partnerships for businesses seeking participation. This customized service will add local well screened relationships with significant know-how, effectiveness and velocity to your expansion plans.

Cobblestone Advisers - Global Family Collaborative
Cobblestone Advisers - Global Family Collaborative (GFC) is a community of substantial expansion- minded global family business owners that share common goals, values and principles and want to jointly enhance their business network while tapping into available expertise and resources around the world. The GFC facilitates relationships with substantial global families seeking cross border business expansion and market entry.

The Family Business Conference
Milan, 4/05
Download program