Navigating Self-Funded Acquisitions

Sam Rosati is a former searcher turned active equity investor in self-funded searches and, given his experiences, an important focus of this conversation is on the evolution of the self-funded market. It used to be the case that self-funded searchers had to create their investor base from scratch, out of pure networking. Now, however, a path is emerging where a searcher can reach out to a recurring investor in self-funded searches, like Sam, and that investor can then make further introductions, helping searchers who started their ETA journeys with few contacts to more easily find pools of equity to back their deals. Sam discusses how searchers find him, including through his SMBootcamp; his thoughts on when self-funded searchers should start reaching out to investors, along with strategies for building relationships with them; the qualities he looks for in searchers and in the businesses they’re looking to acquire; why he finds this to be such an attractive asset class, and more. Listen to learn about this next chapter in search and the many opportunities it brings for self-funded searchers.