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Dallas Chapter Private Equity CFO Series | VIRTUAL

 

Search Funds – Expediting the Path to Becoming an Owner/CEO

Learn about search funds and the search fund ecosystem by hearing from a successful searcher, an investor, and an active searcher.  A search fund is an entrepreneurial path undertaken by one or two individuals (the “searchers”) who form an investment vehicle with a small group of aligned investors, some of whom become mentors, in order to search for, acquire, and lead a privately held company for the medium to long term, typically six to ten years. When successful, this has resulted in a relatively fast path to becoming an owner-CEO, attractive financial returns for both investors and searchers, and growing, well-run enterprises.
Dan Henn, Partner, MD Holdings
Dan Doud, Managing Partner, Bondcliff Partners
Paul (Lew) Davies, Managing Principal, The Cambria Group
 
Learning Objectives – Attendees at this program will learn about:

  • What is a search fund?

  • How do search funds perform historically?

  • Perspective and stories from an investor in the space.

  • Perspective and stories from an active searcher.

  • Lookback of a successful search, growth of company, and exit by the entrepreneur.

 

REGISTRATION

This event is open at no charge to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with finance or executive roles in the Private Equity sector.  Pre-registration at the FEI Dallas Chapter website is required for all attendees.  Registration is open until the start of the meeting.
 
This meeting will be held on ZOOM Meeting.  More information and the attendee link will be provided in the auto-confirmation generated once registration is complete.
 

SCHEDULE

4:30-4:35 p.m. Check-in
4:35-5:00 p.m. Breakout Sessions & Networking
5:00-5:50 p.m. Program and Q&A | 1.0 CPE
 

STRATEGIC PARTNERS

DLA Piper
Holmes Murphy
UMB Bank
Weaver
 

CANCELLATION

To cancel a reservation, contact Nancy Ehlers at nancy.ehlers@feidallas.org.  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows. 
 

CPE CREDIT

This event offers 1.0 CPE credit to all attendees who meet attendance criteria, i.e., present for the required amount of time and answer the required number of polling questions. 
 
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
 
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.00
Experience Level: Basic
Prerequisites/advance preparation: None
 

CONTACT

Nancy Ehlers
FEI Dallas Chapter Webinar Facilitator & CPE Manager
973-903-5068
nancy.ehlers@feidallas.org | www.feidallas.org
 


Speakers

Mr. Paul Davies

Managing Principal
The Cambria Group

Mr. Dan Doud

Managing Partner
Bondcliff Partners

Mr. Dan Henn

Partner
MD Holdings

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.