I’ve done a few search fund focused episodes, for instance last week’s episode focused on life during a search. In this episode exploring search funds, Betsy Brandt joins me to talk her preparation in launching her search fund, Forest Park Capital. I wanted to hear more about how a search fund is planned, the benefits of an MBA program, how capital is raised, and so on. Betsy was kind enough to share her experience working in investment banking and operating at a private equity backed company, going through the search program at Harvard, starting and setting up her traditional search fund, and a few advantages of being a female searcher.
This episode is a great review of the many questions asked when considering launching a search. If search is an option you’ve weighed at any point, you will enjoy hearing from Betsy. Enjoy.
Think Like an Owner Sponsors
Live Oak Bank – Live Oak Bank is a seasoned SBA lender focused on search funds, independent sponsors, private equity firms, and individuals looking to acquire small companies. Live Oak has closed billions of dollars in SBA financing and is actively looking to help more small company investors across the country. If you are in the process of acquiring a company or thinking about starting a search, contact Live Oak directly to start a conversation at liveoakbank.com/contactus.
Hood & Strong, LLP – Hood & Strong is a CPA firm with a long history of working with search funds and private equity firms on diligence, assurance, tax services, and more. Hood & Strong is highly skilled in working with search funds, providing quality of earnings and due diligence services during the search, along with assurance and tax services post-acquisition. They offer a unique way to approach acquisition diligence and manage costs effectively. To learn more about how Hood & Strong can help your search, acquisition, and beyond, please email one of their partners Jerry Zhou at [email protected].
Traction Capital Partners – Traction acquires companies in the Pacific Northwest with between $1-5m in EBITDA and has acquired two companies to date. Visit their website or contact one of the partners, Justin Turner, directly to learn more.