Hi, I'm starting to work on an industry thesis and am oscillating between a top down approach (looking at macro growth trends, industry market landscape, value chains, etc.) and bottom up i.e., reading IBIS and other reports for inspiration of things I may not have heard of. Now, I find myself gravitating back towards a specific industry to keep exploring in more depth.
Would love to hear from other searchers who are in the search/post acquisition phase: where have you found more success? Staying within one industry and becoming really good at it, or spreading your chances across 2 to 3 industries? Would love to hear about how you made that choice and what you did to improve your chances at a successful transaction.
Industry thesis: Go deep & move within one sector, or spread across a few?

by a searcher from Harvard University - Harvard Business School
More on Searchfunder
Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
36 views
3 comments
Sign in to see all replies.
Create an account.