Bring Your Business to the Next Chapter
A search fund is a specialized investment vehicle where entrepreneurs raise capital from investors to identify, acquire, and manage a company. This innovative approach ensures that the business is in capable hands, with a focus on sustainable growth and value creation.
Our Process
Introduction
We will connect with you to understand your journey with your business so far and understand your succession plan, as well as introduce ourselves. All information will be kept confidential.
Letter of Intent
We aspire to learn your business in depth and should both parties agree to proceed, we will discuss and send a non-binding Letter of Intent, which outlines our agreement to purchase your business.
Valuation Alignment
We will work together to agree on terms and sign the LOI. Our goal is to arrive at a price and structure that is favorable for you. In addition to equity, we can explore debt and seller financing where appropriate.
Due Diligence
After an LOI is signed, we start the legal documentation process. During this time, we will also continue to learn more about the business and complete our final diligence.
Close Deal
On the day of closing, we will sign final docs, wire you funds, and celebrate together! A post-close plan will be in place to seamlessly transition the company forward.