

Acquisition Deal Team Office Hours
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.