Building the next generation of search
We invest in search fund entrepreneurs and the companies they build.
Proven track record of success in search
We are previous searchers, business builders and experienced search fund investors, and are excited to provide capital, mentorship and support to exceptional leaders.
Our investing philosophy
COMPANY FUNDAMENTALS
We look for companies with a long history of stable cashflows in growing industries. We prefer companies with recurring revenues, and that don’t require searchers to learn highly technical skills.
AMAZING TALENT
We believe the best searchers will find good companies and turn them into great companies. We look for distinctive intellectual horsepower, grit and a track record of extreme success.
DEAL STRUCTURE
We prefer conservative capital structure with thoughtful scenario planning for both upside and downside outcomes. We want to share in exciting results with searchers and employees.
SUPPORTIVE CAPITAL
We believe in doing the right thing more than squeezing every dollar out of a deal. We view searchers as our partners and community.
Helping searchers succeed
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Experienced due diligence and deal partner. We’ve invested in dozens of private company deals and benefit from 50+ years of experience at Bain & Co., CIBC Capital Markets, Morgan Stanley, and McKinsey.
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We open our network and help connections with customers, key employees, vendors, and advisors, in order to stack the deck in your favor.
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Mentorship and advice from Legate’s partners and investors. We’ve built businesses and navigated many of the challenges you will face.
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We love to invest additional capital when a company is positioned for continued growth. Rob did this in his searcher journey and built Stealth Monitoring to $100+ million annual recurring revenue. We can help you do the same.
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We can roll up our sleeves to help solve problems in sales and marketing, talent, technology, operations, finance, strategy and other areas.
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We are patient investors who love investing for the long term. We are structured accordingly and can hold great companies for longer than a traditional investor.