Calyx Capital Partners

Calyx Capital Partners

By
David Dodson, Blake Kavanaugh
2020|Case No.E736| Length 7 pgs.

This case describes the formation of Trista Engel and Jessica Markowitz’s search fund. It begins by describing their process for deciding if they should pursue entrepreneurship through acquisition and, if so, if they should partner together. Upon deciding to raise a search fund, the duo work through the process of fundraising. Surprised by the positive response, they are faced with deciding who they should choose to have as investors.

Learning Objective

Students explore a process for deciding on a partner, and how to build a solid foundation in that relationship. They also learn the importance of creating a criterion for prospective investors before beginning the fundraising process.

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