A friend's broker referral, a 7-month diligence marathon, and a deal in an industry he never planned to enter – Brett shares how he and his partner acquired Windmill Wellness Ranch, a residential addiction treatment center in Texas.
Traditional vs. self-funded search (his wife settled that debate), building lender relationships early, navigating out-of-network healthcare deals, and why your first months should be spent listening, not changing. Brett now also invests in searchers alongside his father.
Chapters
(00:00) Intro
(08:07) Navigating the Search Fund Landscape
(16:23) Finding and Evaluating Deals
(19:34) The Deal That Almost Wasn't
(25:06) Closing the Deal and Day One
(33:15) Reflections and Investing in Searchers
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