Professional SMB Investing for Family Offices
Access institutional-grade search fund co-investments with $10K minimums. Diversify into lower middle market private equity alongside experienced operators.
Asset Class Performance
Why Family Offices Choose Search Fund Investing
Professional access to lower middle market private equity with institutional due diligence and operator alignment—previously available only to larger institutional investors.
Portfolio Diversification
Access to lower middle market private equity with different risk-return profiles than traditional PE or public markets.
Professional Due Diligence
Institutional-grade investment committee process with detailed financial analysis, management assessment, and market validation.
Risk-Adjusted Returns
Target 3-5x returns over 5-7 year holding periods with lower correlation to public market volatility.
Downside Protection
Owner-operator alignment, industry experience requirements, and systematic risk assessment reduce principal loss risk.
Operator Partnership
Co-invest alongside seasoned executives who will run the business day-to-day with significant personal capital at risk.
Professional Structure
SEC-compliant fund structure with institutional-grade legal documentation and investor protections.
Professional Investment Process
Every deal follows our institutional investment committee process with comprehensive due diligence and qualified investor presentation.
Deal Sourcing
Our network identifies quality SMB acquisition targets with strong fundamentals and growth potential.
Due Diligence
Investment committee conducts comprehensive financial, operational, and market analysis.
LP Presentation
Qualified family offices receive detailed investment memorandum and participate in management presentations.
Co-Investment
Committed LPs co-invest alongside the operator with professional legal structure and ongoing reporting.
Deal Sourcing
Our network identifies quality SMB acquisition targets with strong fundamentals and growth potential.
Due Diligence
Investment committee conducts comprehensive financial, operational, and market analysis.
LP Presentation
Qualified family offices receive detailed investment memorandum and participate in management presentations.
Co-Investment
Committed LPs co-invest alongside the operator with professional legal structure and ongoing reporting.
“The search fund model provides our family office access to quality lower middle market deals that were previously only available to larger institutional investors. The professional due diligence process and operator alignment give us confidence in the investment thesis.
Risk Considerations
As with all private market investments, family offices should carefully evaluate the risks before investing in search fund opportunities.
Small business investments carry inherent operational and market risks
Illiquid investments with 5-7 year typical holding periods
Concentrated positions in individual companies vs. diversified funds
Execution risk dependent on operator capabilities and market conditions
Important: Investing in search funds should be part of a diversified portfolio. Consult with your investment advisor to determine appropriate allocation percentages.
Related Resources
SMB Investing 101
Complete guide to investing in small and medium businesses.
For Institutions
Institutional investment opportunities in the lower middle market.
For RIAs
How registered investment advisors access SMB investments.
Search Fund Investing
Learn how search fund investing works and returns.
Co-Investing Guide
Guide to co-investing in SMB acquisitions.
Compare Strategies
Compare investment strategies and platforms side by side.
Ready to Explore Search Fund Investing?
Join our network of family offices and institutional investors accessing professional search fund co-investment opportunities.