SEARCH FUND ADVISORY SERVICES
Successfully Navigating Entrepreneurship Through Acquisition (ETA) with Gray, Gray & Gray
Looking to acquire and grow a privately held company? Gray, Gray & Gray’s Transaction Advisory Services team specializes in supporting entrepreneurs throughout their search fund journey, from formation to acquisition and beyond.
Gray, Gray & Gray assists emerging entrepreneurs with finding, acquiring and purchasing businesses they can manage and develop, offering them a pathway to business ownership. We provide guidance on the process of securing acquisition capital, fostering transparent communication, clarifying each party’s objectives and laying the groundwork for success.
Through our integrated Power of More® services, we are well positioned to help entrepreneurs navigate the intricacies of fund structuring.
The Power of More® Means Comprehensive Support for Aspiring Entrepreneurs
Entrepreneurs working through search funds can benefit from Gray, Gray & Gray’s over 80 years of experience collaborating with entrepreneurs across various industries and company growth stages. Our Power of More® approach means you have access to the full resources of our entire family of companies and that we will serve as your strategic partner throughout the search fund lifecycle.
Our Search Fund & ETA Services Include:
Pre-Transaction Support:
- Business planning and structuring guidance
- Financial and tax advisory during formation
- SALT (state and local tax) guidance for multi-state operations
- Deal sourcing assistance and evaluation
Transaction Support:
- Comprehensive due diligence services, including cybersecurity and system assessments
- Deal structuring optimization
- Assist legal counsel with transaction documents
Post-Acquisition Services:
- Post-close accounting, including purchase price allocation and opening balance sheet presentation
- Net working capital true-up support
- Technology integration, including ERP systems
- Financial reporting and compliance
- Income tax planning and compliance
- Long-term strategic planning for growth or future acquisitions
Why Choose Gray, Gray & Gray for Your Search Fund?
Full-Firm Resources: Access to our dedicated Transaction Advisory Services practice, Strategic Business Planning team and our affiliate investment banking firm to support capital raising and eventual exit planning.
One-Stop Shop Approach: We eliminate the need to coordinate multiple advisors by providing integrated services that can:
- Help evaluate target companies
- Provide thorough due diligence
- Handle all ongoing compliance and reporting needs
Advisory Partnership: Our team becomes an extension of yours, offering insights based on decades of experience guiding entrepreneurs through complex transactions and business growth cycles.
National Reach: While headquartered in New England, our firm supports clients located across the country, giving you flexibility as you search for acquisition targets in various geographic markets.
Entrepreneurial Mindset: Our team thinks like entrepreneurs. We understand the unique pressures, timeline considerations and capital constraints that search funders face when evaluating opportunities.
Specialized Knowledge: We’ve developed expertise specifically in the search fund model, with professionals who understand the nuances of investor relations, capital raising and the operational transition following acquisition.
Growth-Oriented: Beyond the transaction, we focus on helping you build sustainable value in your acquired business through strategic planning, operational improvements and financial optimization.
Right-Sized Service: Unlike larger firms where search funders might get lost in the shuffle, we provide personalized attention while still offering comprehensive capabilities to support your venture at every stage.
Experience the Power of More®
Gray, Gray & Gray’s Transaction Advisory Services team understands the unique challenges search funders face. From navigating investor relationships to evaluating potential acquisitions and implementing effective post-close strategies, our experienced professionals provide the guidance needed for successful entrepreneurship through acquisition.
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News & Events
DealTalk: Build Value Through the Team
Gray, Gray & Gray Director of Strategic Business Planning Bryan Pearce spoke on the Smart Business Dealmakers Network’s DealTalk program about strategic business planning and building value in your organization. Watch the Full Episode!
Boston Dealmakers 2022 Panel Discussion
Review the panel discussion on Getting to the Point of Sale, moderated by Gray, Gray & Gray Managing Partner, Jim DeLeo and featuring expert insights.
Our Team
Let us help you transform your entrepreneurial vision into reality through the search fund model. Contact our Transaction Advisory Services team today to discuss how the Power of More® can support your journey from search to successful business ownership.
