Contacts for Self-Funded Search Fund Launch

searcher profile

December 31, 2019

by a searcher from The University of Georgia - Terry College of Business in Atlanta, GA, USA

Hello Searchfunder Community,

I am in the final stages of launching my self-funded search fund in Q1###-###-#### As I finalized my preparation, I am looking to further build out my critical contacts list. I would appreciate if those that have successfully completed a search or are in the search process could recommend contacts they have found valuable and helpful.

Business Brokers - targeting a B2B business in the $250k-$1.5M Adjusted EBITDA range
Lenders - familiar with search fund business model and an SBA lender
Investors - will be self-funding the search but seek potential equity investors for acquisition

During the search I will be physically based in Atlanta, GA but the search will be national.

Thank you everyone and happy New Year!

2
3
204
Replies
3
commentor profile
Reply by a lender
from California State University, Sacramento in Seattle, WA, USA
Hello Patrick. Lisa Forrest with Live Oak Bank Sponsor Finance introducing myself. I've specialized in SBA acquisition financing for 30 + years. Live Oak specializes in SBA (#1 Nationwide lender) and my partner ^redacted‌ and myself focus solely on searchfund lending for both SBA and conventional transactions. DM at ^redacted‌ redacted ###-###-#### I can help walk you through the nuances of deploying SBA capital for the searchfund niche...nationwide.
commentor profile
Reply by an investor
from Boston College in Boston, MA, USA
Hi, Patrick -- I'm a co-founder of Heritage Partners, a middle market PE firm in Boston, spearheading a new venture to bring growth and ownership transition capital to small businesses with a goal of sustaining and growing quality jobs for small communities. Feel free to reach out at redacted
commentor profile
+1 more reply.
Join the discussion