MergersCorp M&A International Joins the NY Family Office Outlook Forum 2025

The world of wealth management is in a perpetual state of flux, but perhaps no sector feels the pulse of change more keenly than the Family Office. As institutions evolve from purely conservative wealth preservers to sophisticated, growth-oriented direct investors, the strategies they employ—particularly around mergers and acquisitions (M&A)—become paramount. This shifting landscape is the central theme of the IVYFON New York City Family Office Outlook 2025 Forum, and MergersCorp M&A International is ready to meet the challenge head-on.

We are delighted to announce that MergersCorp M&A International will be a key participant at this premier two-day event, held on November 11th and 12th, 2025, at the state-of-the-art Polsinelli offices in New York City. Leading our representation will be Edward Sklar, Chief Operating Officer of MergersCorp, who is set to share his considerable expertise on the trends driving the next wave of family office deal-making.

The Family Office: A Growing Force in Global M&A

Once content to be passive limited partners in private equity funds, family offices are increasingly moving toward direct investment and co-investment models. This is not merely a change in preference; it’s a strategic evolution. Family offices, unlike institutional funds, operate with a unique advantage: patient capital. They are unburdened by fixed fund lifecycles and quarterly reporting pressures, allowing them to pursue long-term value creation, align investments with generational values, and provide stability to acquired businesses—a highly appealing trait for private business sellers.

However, moving from limited partner to lead acquirer is a complex transition. It demands institutional-grade processes, deep due diligence capabilities, and, crucially, a highly skilled M&A advisory partner. This is precisely where the experience of MergersCorp M&A International becomes essential. With a team that spans over 100 advisors in 21+ countries, MergersCorp is uniquely positioned to guide family offices through cross-border transactions and confidential, value-driven acquisitions.

Key Themes for 2025: Where Capital is Headed

The IVYFON Forum will serve as a vital indicator of where family office capital is moving. Several key trends will dominate the discussions, many of which intersect with MergersCorp’s core competencies:

• The Private Equity M&A Landscape: Edward Sklar is scheduled to participate in critical discussions focusing on the Private Equity Outlook for 2025. With M&A volume globally showing resilience—particularly in North America—despite persistent economic volatility, the focus will be on the “flight to quality.” High-quality, well-managed companies continue to attract competitive interest and higher valuations, a clear sign that savvy capital is willing to pay a premium for proven success and resilient business models. Family offices are actively seeking these reliable assets to deploy their significant dry powder.
• Technology and the AI-First Family Office: The rise of Artificial Intelligence and DeepTech is transforming everything, including the family office itself. From optimizing back-office operations to identifying and evaluating investment opportunities, technology is no longer optional. Discussions will cover how to embrace the “AI-First” approach, integrating advanced analytics into investment due diligence, and finding M&A opportunities in the rapidly growing technology sector.
• Strategic Diversification and Resilience: Geopolitical tensions and macroeconomic uncertainty have made portfolio resilience a top priority. The Forum will explore how family offices are strategically diversifying, with reported shifts toward core asset classes like real estate and private credit to seek steady yield and stability. Furthermore, M&A strategies are increasingly focused on shoring up supply chain resilience by targeting local or regional acquisitions.

Edward Sklar’s Perspective: Operational Excellence Meets Strategic Growth

As COO and a veteran M&A Advisor with four decades of experience, Edward Sklar brings a pragmatic, results-driven perspective to the discussions. His focus is not just on identifying a good deal, but on ensuring the operational framework is in place to close it successfully and maximize post-acquisition value.

In the “Private Equity Outlook” panel, Mr. Sklar will likely emphasize the importance of rigorous, international due diligence—a core strength of MergersCorp. With family offices increasingly involved in complex, cross-border transactions, the need for a global network that can provide discreet, expert valuation and negotiation services has never been greater. His insights will be particularly relevant to private business owners seeking a successful exit, as he specializes in guiding sellers to achieve maximum value.

Seizing the Opportunity in a Dynamic Market

The IVYFON New York City Family Office Outlook 2025 Forum is more than just a conference; it’s a critical gathering for those shaping the future of global private wealth. For MergersCorp M&A International, our participation underscores our commitment to being at the forefront of this evolution, connecting exceptional family capital with outstanding investment opportunities worldwide.

We look forward to insightful discussions, strategic connections, and sharing our expertise to help attendees define their investment outlook for the year ahead.