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

searcher profile

September 11, 2023

by a searcher from Columbia University - Columbia Business School in Austin, TX, USA

Hello search fund community,

My name is Justin Charles. I recently launched 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 gained hands-on operational experience in software, serving as the lead technical engineer and directing a multidisciplinary team at a logistics & supply chain software company in a consulting capacity for ~1 year. In addition, I co-founded an eCommerce logistics business with my parents during high school and college—a business they continue to operate today.
I am 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 SMBs.

- Coming from a small business family, I am attuned to the day-to-day realities and resource constraints typical of smaller enterprises, and I am aware of the operational/due diligence considerations in dealing with smaller companies.

My Background - (2021-Present) Investor/Entrepreneur: Managed my personal investments and consulted for software companies, exploring an 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 but focused on larger metros (e.g. Austin, Houston, Dallas, San Diego, Los Angeles, Denver, Miami, New York, Boston). - 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
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commentor profile
Reply by a lender
from Eastern Illinois University in 900 E Diehl Rd, Naperville, IL 60563, USA
Welcome to Searchfunder. Happy to assist on the financing side. We are a Commercial Loan Brokerage shop with over 500 funding partners and over 50 SBA funding partners. If there is anything we can do to assist, please just reach out to me here or directly at redacted Good luck with your search.
commentor profile
Reply by an investor
from Ohio Wesleyan University in Charlotte, NC, USA
Justin - Welcome to the group. Exciting chapter ahead for you. Happy to discuss your search. Good luck!
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