

Let’s Make A Deal Structure
Stop Dreaming And Start Structuring Your Successful Acquisition
Deal-making is HARD. The wrong structure can sink even the most promising opportunity. While there’s an entire toolbox of deal components available to entrepreneurs, how do you know which ones are right for your acquisition?
Join us for "Let's Make A Deal Structure," where we're bringing together experts to break down real-world deal structuring and answer your toughest questions. This isn’t theory—it’s practical insights to help you navigate acquisitions with confidence and close successfully.
Just like our SearcherBoost office hours—live deal reviews with expert feedback—but open to the community.
Got a deal under LOI or recently closed?
Submit it for live review. We’ll select 2-3 deals to break down, offering actionable advice and helping you avoid costly mistakes. Our team will anonymize details for a confidential discussion.
Come join us to level up your deal-making skills and find your winning combo.
Our panelists:
Adam Markley, CEO @ Prox Capital Partners
Jared Johnson, VP / BDO @ First Internet Bank
Joe Spina, Partner @ Cullen & Dykman LLP
Lisa Forrest, Head SBA Lending @ Live Oak Bank
Thank you to our Partners:
Cullen & Dykman LLP - A full-service law firm with dedicated M&A and Operating Solutions that delivers top-tier, cost-effective legal services to Search Funds, Independent Sponsors and more. Contact: Joseph Spina
Oberle Risk Strategies - Specialty insurance brokerage providing industry leading services and complimentary due diligence assessments of commercial insurance and employee benefits needs. Contact: Search Fund Team
Appletree Business Services - A Professional accounting advisory partners for small businesses and the ETA Community from LOI to Exit. Services include QofE, bookkeeping, payroll processing and tax services. Contact: Patrick Dichter
Aspen HR - A 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 them for a HR and PEO Diligence review when under LOI. Contact: Mark Sinatra
About Search Fund Coalition
SFC is a community of Small & Lower Middle Market Business Searchers, Entrepreneurs, Intermediaries, and Service Providers supporting entrepreneurial dreams.