Investment banking & PE background. Worked in start-ups, raised a search fund, sourced thousands of deals, worked with hundreds of businesses, investors and family offices across industries in the lower middle market.
Is your organization looking to grow through acquisition? I have spent my entire career on both sides of the table of the acquisition process. I can help you hone your acquisition strategy, develop an "deal pipeline" and assist you with the entire deal process from sourcing to closing.
Each year, hundreds of aspiring entrepreneurs raise a 'search fund' to search for a company they plan to acquire & operate. If you're considering this path and want unfiltered, unbiased feedback--contact me. I raised a search fund and have been in touch with hundreds of other 'searchers' and search fund investors. I can help you determine if this is the right path for you, help you get ready for fundraising and guide you along the process. I currently work with a handful of high potential search fund clients to assist in their acquisition search process. I can help with:
- Decision to raise a search fund
- Understanding economics of a search fund
- Proofreading PPM
- Fundraising strategy
- Search process
- Deal sourcing
- Due diligence
- Debt & equity raise for the acquisition