Package Description:

This package is designed for active searchers who want a trusted sounding board and thought partner throughout their journey. Over a six-month engagement, I dedicate ~5 hours per week to working with you on the full spectrum of challenges that arise during the search process. 💼Why Work With Me I’ve walked the walk: I raised a traditional search fund, ran a 20-month search process, and successfully acquired a company that has been generating returns above the IRR threshold from day one—without an exit. During my search I: ▶️Screened 10,095 companies across multiple sectors. ▶️Reached out to 1,113 companies and received replies from 535—a nearly 50% reply rate, far above the industry average. ▶️Passed on 6 businesses that were later acquired by other search funds—good enough for an acquisition, but not good enough for me. I’m demanding by design, and that discipline is exactly what I help searchers develop so they acquire only the highest-quality opportunities. This isn’t theory — it’s battle-tested experience that I bring to every client relationship. 🪜 What I can Help you With: For a 6-month period, I’ll act as your go-to consigliere — your sounding board and partner throughout the search journey. Whether you’re just starting out or about to close a deal, I’ll help carry some of the weight and bring the benefit of my own experience to the table. My role is to ensure you stay disciplined, avoid common pitfalls, and ultimately acquire a business that is not only great, but truly successful. ▶️Search Strategy & Execution Structuring your process, setting priorities, and building efficient systems to generate high-quality deal flow. ▶️Operations Setup Setting up workflows, CRMs, and organizational processes to run your search smoothly and efficiently. ▶️Sector & Opportunity Evaluation Building investment theses, assessing industries, and identifying where to spend time. ▶️Due Diligence Advisory Support during diligence to test assumptions, stress-test business models, and ensure you don’t miss red flags. ▶️Financial Modeling & Financing Guidance on modeling, valuation, and financing structures. ▶️Negotiation Advisory Support on IOIs, LOIs, SPAs, Shareholders’ Agreements, and strategies to bridge equity gaps. Unlike one-off coaching sessions, this is a committed partnership. For six months, you’ll have direct access to someone who’s been through the entire journey—from fundraising, through screening thousands of companies, to closing and operating a successful acquisition. My goal is simple: to help you move faster, avoid common mistakes, and acquire a business you’ll be proud to own and operate.