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Search Fund Financing

Fueling entrepreneurship through acquisition

Having the right banking partner is essential to your success. 

As a self-funded searcher, you're ready to hit the ground running, bypassing the struggles of a start-up, avoiding decades of working your way up through the ranks of business.

You need assurance that the lender you're partnering with has the expertise and determination to get you and your business loan to the finish line.

Bruce isn't just familiar with the search fund process, he has decades of experience in this space.

This allows him to be intimately aware of what works and what doesn't when it comes to search fund lending. Bruce has helped countless individuals and partners become millionaires. He values transparency and honesty and that's what you need when dealing with this multi-faceted process. From the nuances of commitment letters to expediting the final closing, you'll know you've made the right decision with Bruce. 

Underwriting a search fund transaction is complex and so much more than checking the boxes. 

First Bank of the Lake’s search fund underwriting team has decades of experience and industry connections to help self-funded searchers access capital to acquire a business.

Combine your vision with our expertise!

We're committed to helping searchers acquire a business.

Bruce has a proven track record of successfully financing search fund transactions.

  • Significantly reduce the time and expense associated with the acquisition process
  • Smart options
  • Speed to market

With Bruce & First Bank of the Lake you’ll experience:

  • True Cash Flow Lending
  • Expert Advice & Support
  • Quick Responses
  • Experienced Underwriters & Closing Team
  • An executive loan committee who understands the search fund model

Some of the features of First Bank of the Lake’s SBA 7(a) program.

  • Longer terms for cash flow enhancement
  • Increased liquidity for next opportunity
  • Streamlined underwriting and closing process

From start to finish, we’re here for you!

You’ll have the support of a nationwide preferred lender with an experienced underwriting and closing team. We’re ready to guide you through each transaction.
  • Deal Dynamics
  • Due Diligence Process
  • Industry Insights

Don't search anymore. You've found the right lender.  Have a conversation with Bruce, our search-fund financing expert to see if your plans line up with a successful search fund deal with First Bank of the Lake.  

There's no commitment, but you're likely to come away more prepared for the journey ahead. We can help get your deal to the closing table!  

All loans are subject to credit approval. Restrictions and limitations may apply. First Bank of the Lake does not provide tax, legal or investment advice. All decisions concerning these matters should be made in conjunction with your professional advisors.

We're more than your lender. We're your lending partner.

Here are just a few testimonials our clients were kind enough to share about their experience with Bruce. 

"Bruce and the team at First Bank of the Lake were extremely helpful and easy to work with throughout the entire process of securing and closing my loan. I would highly recommend them to anyone with loan or banking needs"

"Bruce provided significant added value in our transaction - above and beyond that which could be provided by any traditional banker. He was a great sounding board when things got tough. Bruce's guidance and advice ultimately enabled us to achieve a successful outcome for all parties. 
I can confidently say that this transaction may never have been completed had we gone with anyone but Bruce! He was a trusted partner in our transaction and I would not hesitate to work with him again in any future transaction."

"Bruce is by far the most knowledgeable person in his space and more importantly he was involved in my process from start to finish! I have spoken to numerous lenders and Bruce was by far the most professional, knowledgeable, and accessible at all times throughout the entire process. I would highly recommend him to anyone prior to or during the acquisition process."

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What will you need in order to apply for an SBA loan?

Download one of our handy checklists!