Cover Image for Acquisition Deal Team Office Hours
Cover Image for Acquisition Deal Team Office Hours
Avatar for Search Fund Coalition Events

Acquisition Deal Team Office Hours

Virtual
Registration
Registration Closed
This event is not currently taking registrations. You may contact the host or subscribe to receive updates.
About Event

Connect With Entrepreneurs & Experts For Ultimate ETA Success

ETA can be complex—but what if you could bring your questions straight to the experts?

​At our next Deal Team Office Hours, you’ll do exactly that.

​Join a coalition of seasoned pros across finance, debt, equity, operations, legal and more who know what it takes to get deals done. We'll start with a brief intro panel and then break out into small groups for hands-on insights tailored to your journey.

​This is your chance to cut through the noise, gain clarity, and move closer to your acquisition goals.

​Don’t miss it—secure your spot now to turn questions into actionable next steps.

Our Deal Team Office Hours Are Different

The SFC Platform enables for simultaneous small group networking. This isn't a one-sized-fits-all Zoom call. 

Hop between rooms and meet other Searchers & ETA Experts. Control your networking and personal learning experience.

Meet The Deal Team Advisors:

Adam Markley - CEO and Founder @ Prox Search Capital

Patrick Dichter - Owner @ Appletree Business Services

Culver Hackel - Account Specialist @ Oberle Risk Strategies

Jared Johnson - VP of Business Development @ First Internet Bank

Joshua Tyrrell - Senior Vice President @ AspenHR

Scott McKenzie - Principal & Transaction Advisor @ Baker Newman Noyes

Lisa Forrest - Head of Search Fund Lending @ Live Oak Bank

Avnit Sekhon - Director of M&A @ Treewalk Consulting

Joseph Spina - Partner @ Cullen & Dykman LLP

Michael Trachtenberg - Founder @ Main Street Capital Network


Thank you to our Partners:

Cullen and Dykman LLP: A full-service law firm with dedicated M&A and Operating Solutions that delivers top-tier, cost-effective legal services to Search Funds, Independent Sponsors and more. Contact: Joseph Spina

Aspen HR: White Glove PEO, HR, Payroll, and Benefits Partner for search funds, alternative investment firms and their portfolio companies. Receive large company benefits at a fraction of the cost. Contact: Mark Sinatra

Oberle Risk Solutions - Specialty insurance brokerage providing industry leading services and complimentary due diligence assessments of commercial insurance and employee benefits needs. Contact: Search Fund Team

First Internet Bank - Leader in small business finance, offering industry leading expertise and customer service across SBA loan offerings. Contact: Jared Johnson

Appletree Business Services - Professional accounting advisory partners for small businesses and the ETA Community from LOI to Exit. Services include QofE, bookkeeping, payroll processing and tax services. Contact: Patrick Dichter

Live Oak Bank: A finance leader dedicated to the support of Small Business Entrepreneurs and the Search Fund Community. Contact: Lisa Forrest

Baker Newman Noyes: Assurance, Tax, and Advisory Services that Deliver Results. Founded to create opportunities for our clients, our employees, and our communities. Contact: Scott McKenzie


About Search Fund Coalition

SFC is a community of Small & Lower Middle Market Business Searchers, Entrepreneurs, Intermediaries, and Service Providers supporting entrepreneurial dreams.

Avatar for Search Fund Coalition Events