12pm - 1pm

How to Build Schedule Blocks

C. Doe

2016 Mobile Ad Summit
Wednesday
, 
April 
24
 at 
12:00PM
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12pm - 1pm

How to Build Schedule Blocks

C. Doe

Breaking Down The Brokered Deal Game

Friday
, 
September 
27
 at 
7:00pm
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Beat The Odds With Brokered Deals

 

This month, we're completing the second half of our deal-type miniseries by breaking down brokered deals. Unlike with proprietary search, utilizing a broker introduces you to a curated marketplace of vetted businesses—but still has its own complexities. This panel will offer insights into effectively leveraging broker relationships, discerning the quality of listings, navigating the competitive bidding environments that are typical in brokered settings, and much more. 


If you want tools and mindsets to strategically approach brokered deals, this event is for you. Join a diverse group of searchers, operators, and partners from across the ETA ecosystem to take your entrepreneurial game to the next level. 

Industry Experts 

Christine Conrow

ANTEI Search Fund

Self Funded Searcher


Lisa Forrest

Live Oak Bank

Sponsor Finance/M&A Lending


Kyle Griffith

The NYBB Group

Managing Partner, Broker


Nick Haschka

Owner, The Wright Gardner

Investor, Cub Investments

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Andrew Hoffman

Founder, Search Fund Coalition

Searcher, HYTEN Partners

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SCHEDULE

 12:00 PM EST

 

HQ Opening


12:00 PM -12:10 PM EST

 

Deal Team Introductions


12:10 PM - 2:00 PM EST

Open Deal Team Discussion & Small Group Networking


SCHEDULE

 12:00 PM EST

 

HQ Opening


12:00 PM -12:10 PM EST

 

Deal Team Introductions


12:10 PM - 2:00 PM EST

Open Deal Team Discussion & Small Group Networking


Our Panelists

Jackie Hirsch

Founder


Crowne Atlantic Properties


Sam Rosati

FOUNDER / CO-FOUNDER

PURSUANT CAPITAL

SMB LAW GROUP

Company Name

Ben Tiggelaar

FOUNDER


BARDO CAPITAL

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A Special Thanks To Our Partners

 can also send over a W9 if needed.

Byline Bank is known for creative SBA loan structuring specializing in financing seven figure change of ownership transactions.


Cayne Crossing is a 

 

GKG Risk Advisors

A Special Thanks To Our Partners

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Oberle Risk Strategies

Leading specialty insurance brokerage providing industry leading services and complimentary due diligence assessments of commercial insurance and employee benefits needs. Reach out for a risk free insurance assessment once under LOI. 


Contact: Search Fund Team

 

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First Internet Bank

Leader in small business finance, offering industry leading expertise and customer service across SBA loan offerings.

Contact: Jared Johnson

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AspenHR

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 and contact us for a HR and PEO Diligence review when under LOI.


Contact: Mark Sinatra

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Rapid Business Plans

Experts in business plans, feasibility studies and export business plans for companies that need SBA 7(a) loans, investor visas, and leaseholder plans.

 

Contact: Ross McClellan

 


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Rejigg

Platform where small businesses are sourced, bought and sold. Introducing off-market business owners directly to buyers.


 

Join the platform today


About our partners

Citrin Cooperman is a nationally recognized, top 25, full-service accounting and advisory firm dedicated to the search fund and independent sponsor communities

About Search Fund Coalition

A Community for Small & Lower Middle Market Business Searchers, Entrepreneurs, Intermediaries and Service Providers supporting entrepreneurial dreams

Don't Miss Out, Join Our Event!

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