Search Fund Primer 2026

The Primer is a practical guide for those contemplating a search fund. It answers frequently asked questions, explains the model, and shares insights from experienced practitioners.

2026 Update:
Four decades have passed since the concept of a search fund was introduced to the business world. Over time, the ingenuity of both entrepreneurs and investors has given rise to a variety of models and deal terms. Search funds continue to evolve and adapt to the times.

This edition reflects developments in the search fund ecosystem that have emerged or become more prominent since the release of the 2021 Primer. It draws on research from the biennial Stanford Search Fund Study and interviews with investors, lawyers, search fund entrepreneurs and other stakeholders. Many exhibits—particularly legal document templates—have been brought up to date.

Bookmark this page for future reference. If you have any questions, contact CES.

Download Search Fund Primer

A Primer on Search Funds: A Practical Guide for Entrepreneurs Embarking on a Search Fund

E958
Peter Kelly, Dom Ng, Kim Latypov, Julie Makinen
2026

Four decades have passed since the concept of a search fund was introduced to the business world. Over time, the ingenuity of both entrepreneurs and…

Search Fund Exhibits 2026

You can download related exhibits from the links below.

Research on Search Fund Characteristics and Returns

Document Title and Links Updated Version Year Source
Stanford Search Fund Study 2024 GSB
IESE International Search Fund Study 2024 IESE

Search Phase Documents

Acquisition Phase Documents

Document Title and Links Updated Version Year Source
Indication of Interest (Asset Deal) 2025 Holland & Knight
Letter of Intent (Asset Deal) 2025 Holland & Knight
Indication of Interest (Stock Deal) 2025 Holland & Knight
Letter of Intent (Stock Deal) 2025 Holland & Knight
Initial Legal Due Diligence Request List 2025 BakerHostetler
Legal Due Diligence Request List 2025 Holland & Knight
Sample Due Diligence Topics 2025 Cerralvo
Legal Memo on Letter of Intent in Mergers and Acquisitions 2025 BakerHostetler
Legal Memo on Mergers and Acquisition Documents 2025 BakerHostetler
Legal Memo on Representation and Warranty Insurance 2025 BakerHostetler

Operating Phase Documents

Document Title and Links Updated Version Year Source
Letter to Employees N/A GSB
Letter to Clients N/A GSB

Goodwin Legal Starter Kit for Searchers

Document Title and Links Updated Version Year Source
Finders Fee Agreement 2024 Goodwin
Indication of Interest 2024 Goodwin
Intern Analyst Agreement - Unpaid 2024 Goodwin
Intern Analyst Agreement - Paid 2024 Goodwin
Internship Nondisclosure Agreement 2024 Goodwin
Letter of Intent 2024 Goodwin
Non-Disclosure Agreement 2024 Goodwin
Non-Disclosure Agreement Joinder 2024 Goodwin
Non-Disclosure Agreement Non-Circumvent 2024 Goodwin

Holland & Knight Legal Starter Kit for Searchers

Document Title and Links Updated Version Year Source
Non-Disclosure Agreement (Advisor) 2025 Holland & Knight
Indication of Interest (Stock Deal) 2025 Holland & Knight
Indication of Interest (Asset Deal) 2025 Holland & Knight
Intern NDA 2025 Holland & Knight
Internship Offer 2025 Holland & Knight
Joinder to Existing NDA 2025 Holland & Knight
Letter of Intent (Asset Deal) 2025 Holland & Knight
Letter of Intent (Stock Deal) 2025 Holland & Knight
Mutual NDA Acquisition Form 2025 Holland & Knight
Referral Partner Agreement 2025 Holland & Knight
Unpaid Internship Agreement 2025 Holland & Knight
Understanding Risks of Unpaid Interns 2025 Holland & Knight
QSBS Note 2025 Holland & Knight