Develop Your Acquisition Finance Strategy
Whether you're a traditional or self-funded searcher, you need to ensure your financing package - and eventually cap table - are set up to maximize your success. People underestimate the value of getting financing right - and the impact it has on your day-to-day management and ultimately, your ROI. Let's set you up for success well before you close on a deal.
What's included
This is not one size fits all coaching. I work to deeply understand what success looks like for you and ensure that we put the right processes in place to maximize your chance of success.
- A clear strategic framework to determine the optimal equity/debt financing package.
- A list of potential equity and debt investors to reach out to to support your investment.
Meet your expert
Jim T.
Successful Search Fund/ETA Operator with full search cycle expertise
After spending 7 years leading companies for a San Francisco-based private equity firm, I decided to start a Search Fund and pursue the Entrepreneurship Through Acquisition (ETA) model. 8 months after beginning my search, I closed on a business and have been running that business since June 2024. I have deep experience conducting diligence, acquiring financing, and acquiring and operating businesses. If you want to successfully navigate the process, I'm your man to guide you through each step!