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Past Roundtables

February 15, 2024: The Evolution of Standard Search Terms: How the Template Originated and What Terms Need Addressing

September 21, 2023: QSBS Acquisition Strategies in Search

February 15, 2023: Recruiting and Information Session Process from the Student Perspective

October 25, 2022: Upgrading Your Team Without Downgrading Your Wallet

February 9, 2022: Value of a Coach for Search Fund CEOs

October 14, 2021: Employee Retention Tax Credit (ERC)

August 19, 2021: Due Diligence in the Search Fund Space: Pitfalls, Ideas and Improvements

July 8, 2021: Liquidity Options for Searcher-CEOs

January 12, 2021: One Year into a Global Pandemic: How the Search Fund Community is Approaching Deals in the New Year

December 8, 2020: Pricing Panel Discussion 

November 13, 2020: Serious Tax Issues for U.S. Investors in Foreign Search Funds
June 19, 2020: Keeping it Simple - Returning to Work without Drama
May 13, 2020: After COVID-19, How Will the Landscape for Searcher be Changed?
April 2, 2020: How CEOs and Boards Can Work with Lenders During Unprecedented Dislocation
September 12, 2019: How and Why Search Fund CEOs are Fired, and What can be Done to Avoid it?
June 14, 2019: Management Systems
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