Search Fund & ETA Coaches

I am highly experienced in ETA, with multiple internships and coursework at Wharton in the space.

I have experience structuring a self-funded search, evaluating deals, conducting due diligence, working with sellers, and modeling post-transaction financials. I can help those who are considering this path, are mid-search, or are in the final innings of a deal. In 2022, as an MBA student at Yale School of Management, I took three courses on ETA and wrote two papers with A.J. Wasserstein, Pioneer in the world of Search and ETA. I fell in love with the model and determined that I needed to find a way to do this for my career. Following my MBA, I interned at a Traditional Search fund investor for the summer and learned a great deal about what investors look for in Searchers. Following a two-year stint in Management Consulting, I decided to pursue a self-funded search in my home state of Utah. After 6 months of full-time search, I found a small company at which I was hired with the intention to acquire the company (Acqui-hire) and which I will close by late Summer 2025.

Hi, my name is Anna and I am excited to get to know you! A bit about me -- I completed a nine-month self-funded search across multiple industries before entering into a multi-unit area development agreement with a national franchise. I have a Harvard MBA and training from the leading professors in ETA. I’m deeply active in the search fund community and I look forward to being your thought partner at any stage of your search journey -- from learning more about the model, to weighing the pros/cons of funded vs. self-funded to ideating during the thesis process, reviewing/providing guidance on PPM creation (if funded), discussing search strategy (proprietary vs. opportunistic), and everything in between!

Welcome to my profile! I have 5+ years of experience in ETA & consulting. I founded Pondr Group where I bought 3 digital marketing companies via self funded searches and sold 1 for a 10x return in 2 years prior to attending Harvard Business School where I have personally met 50+ people who have bought companies via traditional and self funded searches and 50+ investors in the space. I also founded a company Midstone Service Group that buys and holds essential service businesses. I can assist you in searching, due diligence and closing acquisitions With a robust background in both consulting and entrepreneurship, I am well-equipped to guide you through the intricacies of search-fund ventures. As a former Associate Consultant at Bain & Company, I honed my skills in private equity due diligence and growth strategy, which are crucial for identifying and scaling successful acquisitions. Currently, as a Co-founder of Midstone Service Group and Managing Partner at Pondr, I have firsthand experience in building and scaling businesses through strategic acquisitions. My academic journey includes an MBA from Harvard Business School, further solidifying my expertise in business strategy and operations. Let's connect to discuss how I can help you navigate your search-fund journey and achieve your entrepreneurial goals!

I'm an investor with 10 years of experience across hedge funds, growth equity and investment banking. I have more recently spent the last 2 years in the ETA world and been under LOI on 3 businesses including currently in process of closing a 9 location brick and mortar platform. I can discuss all aspects of the ETA process including sourcing, modelling, due diligence and raising money. Previously, I spent the last 10 years in investment banking (Goldman Sachs) and investing (Citadel and Echo Street) focusing on both public equities and private growth equity investments. I graduated first class honors from Queen's University and held multiple internships throughout college in finance including at Goldman Sachs in my junior summer where I received a full time offer.

I started my first company at age twenty-three. I now have five companies I know a MILLION ways not to do things. Check our my kingdom at queenofwraps.com

I bring both personal and academic experience to coaching in the Search Fund and ETA space. I founded and raised a traditional search fund outside the US, securing commitments from investors across America, Spain, and the rest of the world. The fund was 100% oversubscribed in just three months, after which I led the sourcing process, acquired, and now operate an SME. My MBA at Kellogg gave me deep exposure to the US ETA ecosystem—through coursework, the Zell Fellows program, and peer collaboration—so I understand both US and international dynamics. Beyond my own journey, I’ve had first-hand exposure to self-funded search, as my wife successfully raised and acquired through that model. I also authored a paper on raising search capital, distilling insights on investor expectations and best practices for first-time searchers. This combination—traditional + self-funded perspective, US + international experience, operator + investor view—gives me a unique platform to help aspiring searchers navigate ETA with clarity and confidence. How I Can Help You: i) Deciding whether to raise a Search Fund ii) Raising capital & preparing materials iii) Designing an efficient search strategy & process iv) Evaluating opportunities v) Negotiating a deal vi) Closing a deal & bridging the equity gap vii) Navigating the first 100 days as CEO viii) Long-term strategy & operation Whether you’re still debating if ETA is right for you or already deep into the journey, I can serve as a sounding board and guide at each stage. Coaching is my way of sharing the lessons I’ve learned so you can focus on building a company that becomes a part of you.

With over 20 years of experience in finance and strategic advisory, I bring deep expertise to the search fund and entrepreneurial space. In 2008, I personally bought and sold a company, giving me a firsthand perspective on the challenges and rewards of acquisition entrepreneurship. Today, I lead the Transaction Advisory Services practice at Amplēo, where I’ve guided clients through 100+ M&A transactions and helped raise more than $2 billion in capital. My background as a CFO for multiple companies (and taking them through successful transactions) has equipped me to develop and execute growth strategies that drive real results. Beyond technical expertise, I’m passionate about mentoring searchers and entrepreneurs, helping them navigate the complexities of the search journey with confidence and clarity. If you’re pursuing a search fund or exploring acquisition entrepreneurship, I’d love to support you in building your roadmap, avoiding common pitfalls, and achieving your business goals. Let’s connect and discuss how I can help you succeed.

TLDR: Started self-funded search fund in 2023, acquired business 8 months later, have been successfully scaling it ever since. After being the CEO for two private equity backed companies, I wanted to branch out on my own and control more of the pie. I found that constraints from the PE model sometimes negatively influenced business decisions and I wanted to have more control over how to improve and scale a business (not to mention the capital structure). Six months after beginning my search, I submitted the LOI for the business I ultimately closed on two months later. I've been running that business since June of 2024 and we've been growing it nicely while paying down debt. I explored both traditional and self-funded search and completed diligence across a wide range of industries. I've looked at proprietary and brokered deals, received compelling financing terms from lenders and equity investors alike, and have gone through the full ETA cycle. I'm a regular speaker at SMBootCamp and have robust experience with M&A from my previous investment banking and private equity experience. I feel lucky to be doing what I'm doing right now and would love to help others achieve their goals within the Search Fund/ETA space.

In Septembe 2023, I acquired FileOnQ, a GovTech software company. The acquisition was the culmination of a 9-month traditional search. Some of the business characteristics: 1) Strong revenue quality & sticky customer base 2) Great reputation with a 30 yr track record For the past two years, I have been the CEO of FileOnQ.