Investor Perspective on Self-Funded Search

Acquiring Minds

Register here for the webinar, Legal Office Hours: Common Legal Diligence Issues

• https://bit.ly/3YQP2lp

Niklas James, Adam Borcz, and Tony Cappeart reflect on terms, risk & reward of the still-young self-funded search model.

Topics in Search Investor Roundtable:

• White collar buyers of blue collar businesses
• Desirable traits for searchers
• Balancing investor returns and personal gains
• 3 common modeling mistakes
• Role of put options in deals
• How searchers sabotage their own deals
• Realistic expectations for business growth
• Hope is not a strategy
• Operational experience trumps finance knowledge
• Self-funded search terms

References and how to contact panelists:

• Niklas James LinkedIn
• Adam Borcz LinkedIn
• Tony Cappaert LinkedIn
• Adam Borcz’s Acquiring Minds interview
• Niklas James’s Acquiring Minds interview

Work with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:

• Matthias Smith of Pioneer Capital Advisory

Get complimentary due diligence on your acquisition's insurance & benefits program:

• Oberle Risk Strategies - Search Fund Team

Connect with Acquiring Minds:

• See past + future interviews on the YouTube channel
• Connect with host Will Smith on LinkedIn
• Follow Will on Twitter