INTRO: SELF-FUNDED SEARCHER W/OPERATIONS AND INVESTING EXPERIENCE

Hello search fund community,

My name is Justin Charles. After serving as a Senior Analyst at Spyglass Capital Management, LLC, I kicking off a search to acquire a business. My career spans approximately 7 years as a generalist analyst at two institutional investment firms. Most recently, I've acquired hands-on operational experience in software, serving as the lead technical engineer and directing a multidisciplinary team (engineers, data scientists & project managers) at a logistics & supply chain software company for ~1 year in a consulting capacity. In addition, I co-founded and helped build an eCommerce logistics business with my parents during high school and college—a business they continue to operate today.
I am actively looking to connect with investors and SBA lenders who complement my skill set and would be interested in seeing deals as my sourcing progresses. I invite potential partners to direct message me. Fellow searchers – please feel free to reach out. I’m always interested in meeting new people.

Why Partner with Me? - My career blends investing acumen with operations and team leadership skills. I have experience in both analyzing investments in large public companies and in hands-on operations within small/medium sized businesses.

• Coming from a small business family, I am attuned to the day-to-day realities and resource constraints typical of smaller enterprises and that the diligence process can be different than that of evaluating larger businesses/transactions.

My Background (2021-Present) Investor/Entrepreneur: Managed my personal investments and consulted for software companies, exploring and validating a desire to pursue a more operations-focused path. (###-###-#### Senior Analyst, Spyglass Capital Management LLC.
(###-###-#### Junior Analyst, Edgewood Management LLC.
Education: Columbia Business School, MBA, Value Investing Program (2018); Davidson College, B.A. in Economics###-###-#### and Varsity Baseball (NCAA Division 1).

My Search - Type: Self-funded, Industry-focused

• Geography: Open to all U.S. locations and willing to relocate from Austin, TX, but focused on relatively larger metros (e.g. Austin, Dallas, Houston, Denver, San Diego/Los Angeles, Phoenix, Boston, New York, Miami, etc.)
• Industries: Aerospace Manufacturing/MRO, Commercial Cleaning/HVAC, Fire/Safety Inspection Services, IT Services, Financial Services, Healthcare Services, Light Manufacturing/Assembly, Software/TMT (if the price makes sense, given my software background).
• Sales Channel: B2B only; no B2C
• Ideal Opportunities: Will offer a mix of organic growth, efficiency gains through process improvement, and potential for additional acquisitions.
• Financials: EBITDA between $1 million and $2 million