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From Search to CEO: Mastering the ETA Journey

From Search to CEO: Mastering the ETA Journey

Offered by Andrew G.

5.0

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Find & Evaluate Businesses | Ex-Merrill Lynch & Standard General | CFA

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Studied at United States Military Academy

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Works at Equitable Capital

Description

The Search Fund Coaching package is designed for entrepreneurs who are ready to pursue the ETA path and take ownership of a business. This package offers comprehensive guidance to help you confidently move through every stage of the journey, from shaping your strategy to stepping into the CEO role post-acquisition. Key components of this package can include, but aren't limited to: • Clarify your goals, strengths, and areas for development to ensure you’re prepared for the ETA process. • Compare self-funded, traditional, and incubated approaches to determine the structure that best fits your vision. • Build a differentiated investment thesis and map industries that align with your skills and investor appetite. • Develop polished materials, refine your narrative, and learn effective tactics for securing investor commitments. • Establish a repeatable sourcing engine, including outreach strategies, broker relationships, and deal tracking systems. • Use structured criteria to screen targets quickly and dig deeper into the most promising opportunities. • Learn strategies for structuring offers and managing seller dynamics to reach favorable terms. • Apply a disciplined process to uncover risks across financial, legal, and operational dimensions. • Prepare for the first 100 days post-close, focusing on culture-building, strategy execution, and team management. • Access ongoing mentorship to adjust your strategy, solve challenges, and maximize value creation as an operator. By the end of this package, you’ll walk away with a comprehensive ETA playbook, a refined strategy tailored to your profile, and the confidence to lead a successful acquisition and transition into the CEO seat.


What you'll get from this package

Customized ETA Roadmap – Tailored plan based on your goals, readiness, and fit across ETA models

Investor & Fundraising Playbook – Guidance on crafting your pitch, building relationships, and raising capital

Evaluation & Diligence Frameworks – Tools to analyze targets, run valuations, and conduct disciplined due diligence

Acquisition & Negotiation Support – Strategies for structuring offers, managing terms, and closing deals

CEO Transition Plan – Practical guidance for stepping into leadership and creating value post-close


Additional details

Coaching delivered via live sessions and .

Refund Policy

Services included:

Due Diligence

Investment Analysis

Industry & Company Targeting

Thesis Development

Process Roadmap

Operational Strategy & Support

Board & Investor Management

Funding Strategy

Investor Selection

Deal Sourcing


Andrew G.

Offered by Andrew G.

Joined July 2026

5.0

Find & Evaluate Businesses | Ex-Merrill Lynch & Standard General | CFA

I help serious business buyers find suitable targets, evaluate opportunities and build a disciplined acquisition process. My background includes investment banking in Merrill Lynch’s Consumer and Leveraged Finance groups, institutional investing at Standard General and Claar Advisors, and public-company board service. Standard General’s acquisition and consolidation work in media and gaming gave me a perspective on evaluating businesses, capital structures and acquisition-led growth. I began my own acquisition search in 2015 and submitted letters of intent on three companies, giving me firsthand experience with the decisions and uncertainty searchers face. Today, I am a licensed investment banker affiliated with GT Securities, whose platform has supported more than $50 billion in aggregate transaction value. I am also a CFA charterholder, West Point graduate, Columbia MBA and founder of Victory Vision. My coaching turns your current acquisition challenge into practical work: clear buying criteria, a prioritized search pipeline, financial questions worth investigating and a plan for approaching owners, brokers or lenders. We can work hands-on in Victory Vision, the platform I founded, so you learn a process you can continue using yourself.

Coaches professionally

Experience level: Director

$1,710

30h of coaching