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Publications · Guides & reports

Guides, reports, and working templates.

Reference material for members and for owners considering a transaction. Our founding position paper is available soon; the remaining editions follow through 2026.

FS | SF · No. 01
Search Funds as an Answer to the Succession Gap
Position paper

Our founding thesis: the DACH succession gap, the three search structures, and the returns evidence behind the model.

Available soon
FS | SF · No. 02
Succession in the DACH-Mittelstand
Report

An examination of the succession gap across German, Austrian, and Swiss family enterprises.

In preparation · 2026
FS | SF · No. 03
Financing an Acquisition
Guide

Capital structures used in search fund transactions, from seller notes to senior debt.

In preparation · 2026
FS | SF · No. 04
Approaching a Business Owner
Guide

Outreach discipline for proprietary sourcing: research, first contact, and the second conversation.

In preparation · 2026
FS | SF · No. 05
Deal Screening Framework
Template

Criteria and scoring sheet for evaluating acquisition targets in the lower mid-market.

In preparation · 2026
FS | SF · No. 06
The First Year as Operating CEO
Report

What running a small Mittelstand company demands in the twelve months after closing.

In preparation · 2026

Sources We Work From

Standing bibliography