May's Musings on Search, ETA, & More

investor profile

June 01, 2021

by an investor from University of Pennsylvania - The Wharton School in Washington, DC, USA

I write a monthly newsletter on Search, ETA, SMB, & more. I thought I'd share an excerpt of the May edition I sent yesterday below - sign-up at bit.ly/etamusings if want to get on the list (and I'll resend the full May edition later this week for new adds)

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May was a pretty active month for us and in the search community.

Personally, it was nice to meet some searchers in-person for the first time in a long time and gearing up for some travel this summer.

Content & Community -

Traditional Search Model in Excel: Alex finalized a full financial model template in Excel for traditional searchers as well as a simplified traditional search “one-pager” for quick looks at deals (and training). We recently sent it out to searchers who requested it in last month's newsletter - if you didn't receive it or want a copy, just send us a note.

Veteran Search Conference: Alex has been on the planning committed as a co-host & panelist for the free two-hour Veterans ETA 2021 conference being held June 3rd.

We'll be holding a follow-up "FAQ session" for potential searchers on June 8th from 1:00 - 2:30pm EDT (RSVP here). Please pass both along to any veterans you may know who are interested in learning more about search.

Mid-Atlantic Meetup: Live in the Mid-Atlantic region? Inspired by great groups in other cities, we put together a group "Mid-Atlantic ETA" to begin to host gatherings to connect the community in the area.

Check out the group here - first event is June 23rd in DC - please RSVP here. Got ideas or want to help out? Please reach out.

Podcast: Steve's episode "How to Invest in Search" went live on the Think Like an Owner podcast. Alex Bridgeman is a great interviewer and it's been fun hearing from many listeners (many also on this newsletter).

Case Study: Serial entrepreneur and Yale ETA professor A.J. Wasserstein recently completed a new case entitled "On the Nature of Customer Retention and Revenue Analysis" - Steve was excited to be interviewed in Exhibit 4 of the paper on "the investor perspective."



Searcher Opportunities- As we connect with the community, a number of opportunities come up that we'll share in this section

Social Media: Breaking news – after 20 years of eschewing social media, Alex is now live on Twitter and had a great thread on customer concentration. Give him a follow. He promises no puppies, no politics and no grilling photos – just ETA and SMB acquisition info.

Hiring - COO: Our friends at SureSwift Capital (who focus on buying bootstrapped SaaS companies) are looking to hire a COO. Great unique opportunity - check it out.


For full copy of newsletter & future editions - sign-up at bit.ly/etamusings

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Reply by a searcher
from The University of North Carolina at Chapel Hill in Raleigh, NC, USA
I enjoy the musings and the newsletter. Highly recommend to any searchers - especially in the self-funded space.
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Reply by a searcher
from Harvard University in Philadelphia, PA, USA
Thanks Steve! Look forward to getting your newsletter and just joined your MidAtlantic group -- I am in Philly.
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