SEARCH FUNDS – EXPEDITING THE PATH TO BECOMING AN OWNER/CEO

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Dallas Chapter Private Equity CFO Series | VIRTUAL
Open to all members

May 5, 2021 | 4:30 PM - 5:50 PM Central Time

Search Funds – Expediting the Path to Becoming an Owner/CEO

Learn about search funds and the search fund ecosystem by hearing from a successful searcher, an investor, and an active searcher. A search fund is an entrepreneurial path undertaken by one or two individuals (the “searchers”) who form an investment vehicle with a small group of aligned investors, some of whom become mentors, in order to search for, acquire, and lead a privately held company for the medium to long term, typically six to ten years. When successful, this has resulted in a relatively fast path to becoming an owner-CEO, attractive financial returns for both investors and searchers, and growing, well-run enterprises.
^[redacted], Partner, MD Holdings
^[redacted]‌, Managing Partner, Bondcliff Partners
^[redacted]‌, Managing Principal, The Cambria Group

Learning Objectives – Attendees at this program will learn about:

What is a search fund?
How do search funds perform historically?
Perspective and stories from an investor in the space.
Perspective and stories from an active searcher.
Lookback of a successful search, growth of company, and exit by the entrepreneur.

REGISTRATION
This event is open at no charge to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with finance or executive roles in the Private Equity sector. Pre-registration at the FEI Dallas Chapter website is required for all attendees. Registration is open until the start of the meeting.

This meeting will be held on ZOOM Meeting. More information and the attendee link will be provided in the auto-confirmation generated once registration is complete.


SCHEDULE
4:30-4:35 p.m. Check-in
4:35-5:00 p.m. Breakout Sessions & Networking
5:00-5:50 p.m. Program and Q&A | 1.0 CPE

CANCELLATION
To cancel a reservation, contact Nancy Ehlers at [redacted] Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.

https://www.financialexecutives.org/Network/Chapters/Dallas/Events/Dallas-Chapter-Private-Equity-CFO-Series-VIRTU-(2).aspx


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