Search Fund Playbook

searcher profile

May 08, 2020

by a searcher from The University of Michigan - Stephen M. Ross School of Business in Detroit, MI, USA

I’ve read through the Stanford GSB Primer and am working through the HBS Guide. Both are excellent resources, but is anyone aware of something more tactical, like a playbook?

Templates to build off of - financial models, etc. looking to save some time if there’s something floating around already. Thank you for the help!

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commentor profile
Reply by a searcher
from The University of Chicago in Chicago, IL, USA
^redacted‌ has posted a lot of great tactical resources, including a comprehensive guide to setting up a search internship program. a search fund LBO model template, guide to LOIs, pre-launch plan, etc. Very helpful stuff.
commentor profile
Reply by a searcher
from Northwestern University in Los Gatos, CA, USA
I’ve got a bunch I can share related to more of a self-funded traditional ETA approach. This is the messier, yet less sophisticated world of the small owner-operator sellers, Main Street business brokers, SBA, and roll up strategies. redacted if that sounds relevant
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