WNM Solutions: Self-Funded Search Investor & Fractional CFO
Hey there Searchfunder!
I'm relatively new to this community, so I've been mostly in listen mode since I joined. I wanted to understand the problems searchers face across the deal life cycle and how my skillset (M&A investment banking and corporate strategy / business development) can be beneficial to the ecosystem. I'm approaching this space primarily as an investor, but feel that I can add value as a service provider as well. As such, I'd like to formally announce WNM Solutions, a firm I've launched that aims to back great searchers with capital and provide Fractional CFO services to support new owner-operators post-close. Below are the spark notes on the investing mandate and scope of services for Fractional CFO support:
Investing Mandate:
- Primarily focused on minority investments alongside self-funded searchers with significant professional experience
- Targeting asset-light businesses with: $1M - $2M in EBITDA, strong resistance to AI displacement, defensible competitive moats and an operating history of 10 years or more
- $50K - $100K check size
Fractional CFO Scope:
- Construct a formal budget and implement financial planning architecture that translates operational priorities into cash flow impact
- Provide analytical support for strategic decisions around capital allocation and growth initiatives
- Assist with lender and investor reporting
- Note: Fractional CFO services can be totally independent of an investment (and visa versa)
I feel it's also important to note that scale is not my objective here. I'm focused on doing a handful of great deals with strong operators and deliberately keeping my Fractional CFO client list small to maximize the value I contribute as a truly embedded part-time finance executive. If you're a searcher with a deal under LOI looking for capital or you've recently acquired a business and feel that you could use some additional finance support, I would love to hear from you!