Family Office Opportunity Advisory

We filter. You decide.

Your investment team is too valuable to spend its time on deals that do not belong on a senior desk. We handle that.

Request a Conversation →

Attention has become the scarce resource.

Most family offices do not lack opportunities. They lack confidence that what reaches their senior team deserves to be there.

What We Do

01

Mandate Calibration

We begin with a structured conversation: not just criteria, but how your office actually makes decisions. Risk appetite, preferred structures, relationship dynamics, and the patterns that have historically earned your conviction. That understanding is the foundation everything else is built on.

02

Opportunity Judgment

We apply judgment, pattern recognition, and network perspective — not checklist diligence. When a deal arrives, we ask whether it fits the way you think, not just whether it clears a threshold. What we pass forward has earned our confidence.

03

Curated Delivery

Qualified opportunities arrive as a one-page brief: investment thesis, key risks, mandate fit rationale, and a clear recommended action. Senior review begins where our work ends — as it should.

We identify what warrants senior attention and decline everything else on your behalf.

Built by an investor,
not a broker.

Sean evaluates opportunities under the same constraints faced by the offices he serves: limited time, finite attention, and a low tolerance for distraction.

His perspective is that of a principal who has allocated capital, not an intermediary compensated by completed transactions. When we decline an opportunity on your behalf, no one loses a fee. When we surface one, it is because it genuinely passed our judgment.

That alignment is the product.

What Engagement Looks Like

  • 01
    Mandate Calibration One structured conversation: your criteria and how you actually decide.
  • 02
    Ongoing Screening Continuous. We review inbound flow without requiring anything from your team.
  • 03
    Curated Briefs Delivered as opportunities qualify. One page: thesis, risks, fit, action.
  • 04
    Review Calls On your schedule: monthly, quarterly, or as needed. Never on ours.
  • 05
    No Minimums No minimum deal volume. No retainer tied to activity level.
Sean Heberling, CFA — Founder & CEO, Marion Street Capital

About

Sean Heberling, CFA

Founder & CEO  ·  Marion Street Capital

“The best family offices don’t want more deal flow. They want better confidence in the deals they see.”
·  linkedin.com/in/seanheberling  →

Sean built Marion Street Capital on one observation: the most sophisticated investors in the world are also the most time-constrained. His work across capital markets, deal structuring, and investor relations, with relationships spanning family offices, PE sponsors, founders, and institutional advisors, produced a practiced view of how the best-run offices actually transact. This service is the direct product of that experience.

Why We See Different Opportunities

  • · Established relationships with family office CIOs and MFO investment committees
  • · Active dialogue with PE sponsors, independent sponsors, and institutional advisors
  • · Founder and operator network producing direct and early-stage deal flow
  • · Pattern recognition built from evaluating opportunities across structures and sectors

Who We Serve

The offices we partner with share one thing in common:

their investment teams are too valuable to be functioning as screeners.

Multi-Family Offices

Established MFOs with active direct investment programs face a structural challenge: inbound deal flow has outpaced the capacity to evaluate it. Bankers, founders, and placement agents all compete for the same hour on a CIO’s calendar. We serve as the first filter, ensuring the investment team only engages with what is genuinely relevant to their mandate.

MFOs with active PE, co-investment, or private credit mandates and a senior team that allocates time as carefully as capital.

Single-Family Offices & Principals

Principals managing generational wealth often operate with lean investment teams relative to the deal flow they receive. They have a mandate, a check size, and a clear philosophy, but finite bandwidth to separate signal from noise. We provide that bandwidth without adding headcount.

SFOs with an active direct deal mandate and a principal who remains the primary investment decision-maker.

One conversation.
Three questions.
No commitment.

We will tell you plainly whether this engagement is the right fit for your office.

Request a Conversation → sean@marionstreetcapital.com
Marion Street Capital