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Search Funds – The Right Kind of Capital (for the “right” situation) (EPI Chapter)

May 16, 2018 @ 7:30 am - 9:30 am EDT

If you work with clients in the lower middle market that are considering an exit, you’re going to want to come to this session.

What’s a Search Fund? Basically a funded investment vehicle for an entrepreneur to locate, acquire, and operate a single company. Because of the emphasis on the entrepreneur stepping in to take over the reigns, Search Funds are potentially an interesting option for owners that want a more immediate exit.

We’ll be joined by a few “Search Funders” that have raised a fund, executed a search and closed on a deal. Three years into their stint as owners, they’ve been through the full life cycle and have some great insights to share.

We’ll be discussing:
– Understand what a Search Fund is
– Identify situations in which Search Funds are an appropriate capital source
– Understand how Search Funds fit with family businesses
– Understand typical investment criteria for Search Funds

When and Where

  • May 16, 2018 @ RitzCarlton in Tysons
  • 0730-0800 Networking
  • 0800-0900 Presentation

Panelists

Keith Burns is the President of Krueger-Gilbert Health Physics, Inc., where he directs the company’s strategy, operations, finance and administration.Mr. Burns is also the co-managing partner and director of Seneca Creek Partners LLC, a private investment fund. Prior to founding Seneca Creek, he was in the Compliance Department at Goldman, Sachs & Co. where he covered the Principal Funding & Investing, Structured Credit, Short-Term Interest Rates and Third-Party Distribution businesses and led the implementation of key Dodd-Frank risk management initiatives. Mr. Burns also has several years of experience as a corporate attorney with Jones Day and Latham & Watkins LLP, where he led numerous deal teams, and structured and negotiated over $1 billion of private equity acquisitions and financings. Keith received his BBA from Emory University and his JD/MS from Columbia University.

Michael Curry is the Chief Executive Officer of Krueger-Gilbert Health Physics, Inc., where he directs the company’s strategy, sales, marketing and business development. Mr. Curry is also the co-managing partner and director of Seneca Creek Partners LLC, a private investment fund. Prior to founding Seneca Creek, he worked as a MBA associate with HCP & Company and Pareto Capital Group. Prior to obtaining his MBA, Mr. Curry founded Phoenix Bespoke, a men’s custom tailoring business, and served as its CEO for several years. Mr. Curry began his career as an investment-banking analyst in London with Morgan Stanley, where he provided financial analysis and project management for media and communications acquisitions totaling over $6 billion. Michael received his BBA from Emory University and his MBA from the University of Chicago.

Details

Date:
May 16, 2018
Time:
7:30 am - 9:30 am
Event Category:

Organizer

Quantive
Phone:
(888) 827-1624
Email:
info@GoQuantive.com
Website:
www.GoQuantive.com

Cancellation Policy: Refunds available until 5 days out from the event.

Venue

The Ritz-Carlton, Tyson’s Corner
1700 Tysons Boulevard
McLean, VA 22102 United States
+ Google Map
Phone:
+17035064300
Website:
http://www.ritzcarlton.com/en/hotels/washington-dc/tysons-corner