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

October 10, 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


October 10, 2018
7:30 am - 9:30 am
Event Category:

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


The Ritz-Carlton, Tyson’s Corner
1700 Tysons Boulevard
McLean, VA 22102 United States
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