Hypothetical Inexperienced Investor

July 24, 2024
by an investor from Duke University - The Fuqua School of Business in Lexington, KY, USA
Suppose the hypothetical investor existed:
- Mid 30's, 5 years out from a top-10 MBA program
- Operating family business in the Midwest, $15M Revenue in the manufacturing industry
- Capital available to invest with searchers, particularly interested in working with self-funded searchers who are ready to acquire and need additional capital
- Limited experience investing with searchers/operators
- Provide value to searcher/operator as a peer operator able to be more informal than more experienced advisors. High willingness to provide time and effort to support searcher/operator in whatever manner is needed.
Is there an appetite from this sort of investor? Is this type of investor common? What advice would you give this person?
from Eastern Illinois University in 900 E Diehl Rd, Naperville, IL 60563, USA
from University of Pennsylvania in Miami, FL, USA