Investors
Invest alongside an owner-operator
A search fund is a two-stage investment vehicle. First, a small group of investors funds a dedicated entrepreneur — the searcher — to spend one to two years finding a single, high-quality company to acquire.
Then those same investors are invited to fund the acquisition and become equity owners of the business the searcher will personally run. It’s a way to back an exceptional operator and own a piece of a durable private company — with economics that reward the investors who backed the search.
Stage 1
Search capital
A small, committed group funds a focused 1–2 year search for one company.
Stage 2
Acquisition capital
Those same investors fund the equity to acquire and own the business.
Alignment
Step-up economics
Backers of the search earn a step-up and the right to invest pro-rata.
Why Invest
The case for backing a search
The search fund model offers individual investors something unusual: direct ownership of a private company, led by an operator whose interests are fully aligned with yours.
Aligned incentives
The searcher's career and capital are committed to the same single outcome you're invested in.
Proprietary access
Entry into lower-middle-market companies rarely available to individual investors.
An owner, not a holder
A full-time operator leads the business day to day — not a passive financial sponsor.
Patient capital
No forced fund clock. Stonemont Group exits when the timing is right for the company and for you.
Favorable search economics
Early backers receive a step-up and pro-rata rights into the eventual acquisition.
Transparent stewardship
Clear, regular reporting from someone personally accountable for results.
Key Terms
Questions investors ask
The essentials on structure, returns, and timeline. For anything more specific, just reach out.
Stonemont Group is structured in two stages. Search capital is raised first as a small number of units that fund the search. On acquisition, a new entity is formed to own the company, and investors fund the equity alongside acquisition debt.
Search-stage units are sized to invite a small, committed group of investors. Acquisition-stage minimums are set per deal. Stonemont Group is glad to discuss specifics directly.
As an asset class, search funds have historically aimed for venture-like returns with lower loss rates — though past performance is no guarantee and every search is different. Stonemont Group's focus is acquiring a durable, cash-generative business at a sensible price and compounding its value over time.
Expect roughly 1–2 years of search, followed by 4–7 years of ownership before an exit — though the fund won't sell on a clock. Total duration commonly falls in the range of five to ten years.
Investors who fund the search typically receive a step-up on their search capital and the right — not the obligation — to invest pro-rata in the acquisition, aligning early conviction with upside.
You'll receive regular updates during the search and structured reporting after the acquisition: financials, key metrics, and a candid view of how the business is performing.
Investment is limited to accredited investors and offered only through definitive documentation. This site is informational and is not an offer to sell securities.
Investor Materials
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