Reference library

Investment glossary

Essential terms and definitions for small business acquisition, search funds, and entrepreneurship through acquisition (ETA).

58 terms

Accredited Investor

An individual or entity that meets SEC-defined financial thresholds ($1M+ net worth or $200K+ income) and is legally permitted to invest in unregistered securities like private equity, hedge funds, and search funds.

Legal and Regulatory

Also known as: Qualified Investor, Sophisticated Investor, High Net Worth Individual

Acquisition Thesis

A strategic framework defining what types of businesses to acquire, including industry focus, size criteria, and value creation plan.

Strategy

Add-Back

An expense added back to reported earnings to calculate adjusted EBITDA, typically representing one-time costs or owner-related expenses that won't continue post-acquisition.

Financial Metrics

Asset Purchase vs Stock Purchase

Two fundamental M&A structures: asset purchases buy specific business assets/liabilities while stock purchases acquire entire corporate entities, each with distinct legal, tax, and risk implications.

Deal Structures

Also known as: Asset Deal vs Stock Deal, Asset Acquisition vs Equity Acquisition

Bolt-on Acquisition

A smaller, complementary acquisition added to an existing platform company to expand capabilities, geography, or product offerings.

Investment Structures

Business Broker

A professional intermediary who facilitates the sale of small businesses, typically earning 8-12% commission on completed transactions.

People & Roles

Capital Call

A formal request from a fund manager for investors to contribute a portion of their committed capital, typically issued when investments are made.

Fund Operations

Carried Interest (Carry)

The share of investment profits paid to fund managers as performance compensation, typically 20% of profits above a preferred return hurdle.

Fund Economics

Churn Rate

The rate at which customers stop doing business with a company, a critical metric for recurring revenue businesses and a key due diligence focus area.

Metrics

Co-Investment

Direct investment alongside a search fund or private equity manager in a specific portfolio company, typically offering lower fees and higher alignment than traditional fund structures.

Investment Structures

Also known as: Side-by-Side Investment, Direct Co-Investment, Parallel Investment

Confidential Information Memorandum (CIM)

A detailed document prepared by sellers or brokers providing comprehensive information about a business for sale, including financials, operations, and growth opportunities.

Deal Process

Customer Concentration

A risk metric measuring revenue dependency on top customers. High concentration (>20% from one customer) is a red flag in acquisition due diligence.

Risk Assessment

Data Room

A secure repository for sharing confidential documents during M&A due diligence, typically organized by category with controlled access and activity tracking.

Due Diligence

Deal Flow

The pipeline of investment opportunities available to a buyer or fund, sourced through brokers, direct outreach, networks, and proprietary channels.

Deal Process

Debt Service Coverage Ratio (DSCR)

A lending metric measuring a business's ability to pay its debt obligations, calculated as cash flow divided by total debt service. SBA loans typically require 1.25x minimum.

Financing

Dry Powder

Uncommitted capital available for investment, representing the funds that private equity firms have raised but not yet deployed.

Fund Operations

Due Diligence

The comprehensive investigation process where buyers verify business information, assess risks, and validate assumptions before completing an acquisition, typically taking 30-60 days.

Deal Process

Also known as: Due Diligence Review, Business Investigation, Buyer Verification

Earnout

A contingent payment structure where sellers receive additional consideration based on future business performance, typically used to bridge valuation gaps and share risk between buyer and seller.

Deal Structures

Also known as: Contingent Consideration, Performance-Based Payment, Earnout Provision

EBITDA

Earnings Before Interest, Taxes, Depreciation, and Amortization - the primary profitability metric used to value small businesses, typically resulting in 3-5x EBITDA purchase price multiples.

Financial Metrics

Also known as: Earnings Before Interest, Taxes, Depreciation, and Amortization, Operating Cash Flow, Seller's Discretionary Earnings

EBITDA Multiple

A valuation metric expressing enterprise value as a multiple of Earnings Before Interest, Taxes, Depreciation, and Amortization, commonly used to price small and medium-sized business acquisitions.

Valuation Metrics

Also known as: EBITDA Multiple, Earnings Multiple, Cash Flow Multiple, EV/EBITDA

Enterprise Value

The total value of a business including both equity and debt, representing the price a buyer would pay to acquire 100% of the company's operations.

Valuation

Entrepreneurship Through Acquisition (ETA)

Business strategy where MBA-educated professionals acquire and operate existing profitable companies rather than starting new ventures, popularized by Harvard and Stanford business schools through search fund programs.

Business Strategy

Also known as: ETA, Buy-Then-Build, Acquisition Entrepreneurship, Search Fund Model

Escrow

A neutral third-party arrangement where funds or documents are held until specific conditions are met, commonly used in M&A to hold purchase price deposits and holdbacks.

Deal Process

ETA (Entrepreneurship Through Acquisition)

A business strategy where entrepreneurs acquire existing companies rather than starting from scratch, reducing startup risk while gaining immediate cash flow and established operations.

Investment Strategies

Also known as: Acquisition Entrepreneurship, Buy-Then-Build

Exclusivity Period

A contractual period (typically 60-90 days) during which the seller agrees to negotiate only with one buyer, allowing focused due diligence without competition.

Deal Process

General Partner & Limited Partner (GP/LP)

The two main parties in a PE fund structure: the GP manages investments and operations, while LPs provide capital and have limited liability and involvement.

Fund Structure

Holdback

A portion of the purchase price held in escrow after closing to cover potential post-closing adjustments, indemnification claims, or seller obligations.

Deal Structure

Holdco (Holding Company)

A parent entity that owns controlling interests in one or more operating businesses, commonly used in search fund and SMB acquisition structures to separate ownership from operations.

Deal Structure

Illiquidity Premium

The additional return investors expect for holding assets that cannot be easily sold or converted to cash, typically 2-4% above comparable liquid investments.

Fund Economics

Indemnification

Contractual protection where the seller agrees to compensate the buyer for losses arising from breaches of representations, warranties, or specific known issues.

Legal

Indication of Interest (IOI)

A preliminary, non-binding proposal from a buyer expressing interest and approximate valuation range, typically submitted before receiving detailed financials.

Deal Process

Internal Rate of Return (IRR)

A metric measuring investment performance as an annualized rate of return, accounting for the timing and size of all cash flows. Search funds target 25-35% IRR.

Performance Metrics

J-Curve

The typical return pattern of PE funds showing initial negative returns as fees exceed gains, followed by positive returns as investments mature and exit.

Performance Metrics

Letter of Intent (LOI)

A non-binding preliminary agreement outlining the key terms of a proposed acquisition, including price, structure, timeline, and due diligence requirements before executing a definitive purchase agreement.

Legal and Documentation

Also known as: LOI, Term Sheet, Memorandum of Understanding, Intent to Purchase

LOI (Letter of Intent)

A preliminary agreement between buyer and seller outlining key deal terms including price, structure, timeline, and conditions before formal due diligence and definitive purchase agreement.

Deal Process

Also known as: Letter of Interest, Term Sheet, Indication of Interest

Lower Middle Market

Companies with $1-10 million in annual EBITDA, representing the sweet spot for search funds and smaller private equity investments with less institutional competition and higher growth potential.

Market Segments

Also known as: Small-Mid Market, SMB Market, Lower Mid-Market, Smaller Middle Market

Management Fee

An annual fee charged by fund managers to cover operational expenses, typically 2% of committed capital during the investment period and 2% of invested capital thereafter.

Fund Economics

Multiple

A valuation metric expressing business value as a multiplier of earnings (EBITDA or SDE), commonly ranging from 2-6x for SMB acquisitions.

Valuation

Multiple on Invested Capital (MOIC)

A performance metric showing total return as a multiple of original investment, calculated as total value divided by invested capital. Search funds target 3-5x MOIC.

Performance Metrics

Non-Compete Agreement

A contractual restriction preventing the seller from competing with the acquired business for a specified time and geographic area, typically 3-5 years.

Legal

Non-Disclosure Agreement (NDA)

A legal agreement protecting confidential business information shared during M&A discussions, required before accessing detailed company data.

Legal

Personal Guarantee

A legal commitment where a business owner agrees to be personally liable for business debt if the company cannot pay, commonly required for SBA loans.

Financing

Platform Company

An initial acquisition that serves as the foundation for a buy-and-build strategy, with bolt-on acquisitions added to create scale and value.

Investment Structures

Preferred Return (Hurdle Rate)

The minimum annual return LPs must receive before the GP earns carried interest, typically set at 8% in private equity funds.

Fund Economics

Proprietary Deal

An investment opportunity sourced directly without broker involvement, typically resulting in less competition and better pricing for the buyer.

Deal Process

Quality of Earnings (QoE)

A comprehensive financial analysis that verifies the accuracy, sustainability, and cash generation ability of a target company's reported earnings, identifying adjustments that impact valuation and deal structure.

Due Diligence

Also known as: QoE, QofE Study, Financial Due Diligence, Earnings Quality Analysis

Representations and Warranties Insurance (RWI)

Insurance that covers losses from breaches of seller representations in M&A transactions, increasingly common in deals over $20M.

Risk Management

Rollover Equity

When a seller reinvests a portion of sale proceeds into the acquiring entity, maintaining ownership stake and alignment with the buyer's success.

Deal Structure

SBA Loan

Government-backed financing that covers 70-90% of small business acquisition costs at below-market rates, requiring 10-15% buyer equity and personal guarantees from borrowers.

Financing

Also known as: SBA 7(a) Loan, Small Business Administration Loan

Search Fund

An investment vehicle where a searcher raises capital to find, acquire, and operate a single small business, typically generating 3-5x returns over 5-7 years.

Investment Structures

Also known as: Traditional Search Fund, Funded Search

Searcher

An entrepreneur who systematically searches for, acquires, and operates a small business, typically through a search fund or self-funded search model.

People & Roles

Self-Funded Search

A search model where entrepreneurs fund their own search for an acquisition target, often using personal savings or debt, rather than raising capital from investors.

Investment Structures

Seller Financing

A deal structure where the business seller provides a loan to the buyer for 10-30% of the purchase price, typically offering better terms than traditional financing while ensuring seller confidence in the business.

Financing

Also known as: Owner Financing, Seller Note, Seller Carryback

Seller's Discretionary Earnings (SDE)

A cash flow metric used to value small businesses, calculated as net income plus owner compensation, benefits, and discretionary expenses.

Financial Metrics

Stock Purchase

An acquisition structure where the buyer purchases ownership shares directly from shareholders, acquiring all assets and liabilities of the entity.

Deal Structure

Transition Period

The time after closing when the seller assists the buyer in transitioning the business, typically 30-90 days but can extend to 12+ months for complex businesses.

Deal Structure

Vintage Year

The year a private equity fund makes its first investment or closes on capital, used to benchmark fund performance against peers from the same time period.

Fund Operations

Working Capital

The operating liquidity of a business, calculated as current assets minus current liabilities. In M&A, working capital targets determine post-closing adjustments.

Financial Metrics

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