Formed as a single family office in 2003, Hagan Capital Group initially focused on direct investments, market trading, and private investment transactions.

 

Since its founding, the firm has advised on transactions and investments exceeding $2.5 billion involving funds, accredited investors, family offices, and investment management firms. In 2017 the organization transitioned from a proprietary investment vehicle into an advisory platform.

 

Today Hagan Capital Strategies operates as an independent merchant banking advisory, assisting clients with private capital transactions, mergers and acquisitions, and strategic financial structuring across multiple sectors.

 

Founder Chad Hagan is the author of a Palgrave Macmillan (Springer) book examining the global family office industry. He also serves as an investor and company director across a range of businesses in the United States and the United Kingdom.

 

Hagan Capital Strategies is managed by a small team based in Atlanta with an extended network of consultants and partner advisers in New York, Miami and London.

The firm operates on a low volume, high engagement model focused on select transactions and long term advisory relationships.

The firm is majority owned by Wessex Investments International, the successor entity to the original Hagan Capital Group single family office structure established in 2017 to oversee the family’s investment and philanthropic interests.