CapitalList

Search Funds

The entrepreneurial path to business ownership through acquisition

What is a Search Fund?

A search fund is an investment vehicle that enables entrepreneurs to acquire and operate a business through a structured process of raising capital, searching for acquisition targets, and executing a purchase.

Key Characteristics

  • Entrepreneur raises capital to search for acquisition
  • Structured search process with defined timeline
  • Investors provide search capital and acquisition funding
  • Entrepreneur becomes CEO of acquired business

Search Fund Model

  • Two-stage financing: search capital and acquisition capital
  • Investor syndicate with shared economics
  • Entrepreneur receives salary and equity participation
  • Exit strategy focused on value creation

Benefits of Search Funds

Advantages for entrepreneurs and investors

Structured Search

Systematic approach to finding and evaluating acquisition targets

Capital Access

Access to significant capital for search and acquisition activities

Investor Network

Access to experienced investors and strategic advisors

Ownership Path

Direct path to business ownership and operational control

Risk Mitigation

Shared risk with investors and structured due diligence process

Exit Opportunities

Clear exit strategy with potential for significant returns

The Search Fund Process

How search funds work from formation to exit

1

Fund Formation

Entrepreneur raises search capital from investor syndicate

2

Search Phase

Systematic search for acquisition targets (typically 18-24 months)

3

Target Identification

Identify and evaluate potential acquisition candidates

4

Due Diligence

Comprehensive analysis and negotiation with target company

5

Acquisition

Execute acquisition with additional capital from investors

6

Operations & Growth

Entrepreneur operates business with investor support and guidance

7

Exit

Strategic exit through sale, IPO, or recapitalization

Target Company Criteria

Characteristics of ideal search fund acquisition targets

Financial Profile

  • $1M - $10M EBITDA
  • Stable, predictable cash flows
  • Strong profit margins
  • Limited capital expenditure requirements

Business Characteristics

  • Established market position
  • Recurring revenue model
  • Diversified customer base
  • Growth opportunities

Investment Structure

How search fund economics work

Search Capital

$300K - $500K

Initial capital for search activities and entrepreneur salary

Acquisition Capital

$5M - $50M

Capital for business acquisition and working capital

Equity Split

20-30%

Entrepreneur's equity participation in acquired business

Ready to Explore Search Funds?

Connect with search fund entrepreneurs and investors

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