Alternative Investments for Your Clients
Offer professionally managed search fund co-investments. Help clients diversify with institutional-quality private equity previously available only to larger portfolios.
Asset Class Overview
Enhance Client Portfolios with Professional Alternatives
Provide clients access to institutional-quality search fund investments with comprehensive due diligence, transparent reporting, and fiduciary-friendly processes.
Portfolio Diversification
Offer clients exposure to lower middle market private equity with different risk-return characteristics than traditional asset classes.
Institutional Due Diligence
Present investments backed by professional investment committee analysis, financial modeling, and comprehensive risk assessment.
Fiduciary-Friendly Process
Transparent fee structure, detailed investment memorandums, and institutional-grade documentation support fiduciary responsibilities.
Educational Resources
Access research, case studies, and educational materials to help explain the asset class to clients and prospects.
Client Value Creation
Differentiate your practice by offering access to institutional-quality alternative investments typically reserved for larger portfolios.
Time-Efficient Access
Participate in professionally-sourced and vetted opportunities without building internal private equity capabilities.
Ideal Client Profiles
Search fund investments can enhance portfolios for various client segments seeking alternative investment exposure with professional management.
High Net Worth Individuals
Diversify beyond public markets with professionally managed private equity exposure
Business Owners
Leverage expertise in SMB operations with co-investment alongside experienced operators
Retirement Portfolios
Target steady cash flows and capital appreciation for pre-retiree wealth building
Complete Due Diligence Support
Every investment opportunity comes with comprehensive analysis and documentation to support your fiduciary responsibilities and client communications.
Investment Committee Memorandum
Comprehensive analysis including financial projections, market assessment, and risk factors
Management Presentation Materials
Operator background, business plan, and growth strategy presentation for client meetings
Risk Assessment Framework
Systematic evaluation of operational, financial, and market risks with mitigation strategies
Performance Reporting Templates
Monthly and quarterly updates formatted for client portfolio reporting
Compliance Features
- SEC-compliant private placement structure
- Institutional-grade legal documentation
- Monthly investor reporting and transparency
- Professional fund administration and custody
- Detailed risk disclosures and suitability guidelines
“Our clients appreciate having access to the same quality of private market deals as larger institutional investors. The professional structure and reporting make it easy to incorporate into our fiduciary process.
Getting Started is Simple
Begin offering search fund co-investments to qualified clients in three straightforward steps.
Partner Registration
Complete advisor partnership registration and review investment guidelines and client suitability requirements.
Client Education
Use our educational materials to introduce qualified clients to the search fund asset class and evaluate fit.
Investment Access
Receive deal flow notifications and present vetted opportunities to interested clients with full documentation.
Related Resources
For Family Offices
How family offices invest in search funds and SMB acquisitions.
For Institutions
Institutional investment opportunities in the lower middle market.
SMB Investing 101
Complete guide to investing in small and medium businesses.
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.
Enhance Your Investment Platform
Join RIAs across the country offering clients access to professional search fund co-investments with institutional-grade due diligence and reporting.