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Featured Case Study

Co-Founder of a Hospitality Investment and Operating Platform | Working together from launch in 2021-Present

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The Situation

In 2021, a first-time Co-Founder and Co-CEO launched a hospitality investment and operating platform with no prior experience as a CEO or in management, stepping into a leadership role for the first time.

Why Search Fund CEOs Bet on Themselves

Search fund CEOs aren’t just starting a business—they’re making a bold bet on themselves:

 

  • Ownership: The desire to build something lasting and meaningful.

  • Autonomy: Leaving structured career paths to lead on their terms.

  • Financial Freedom: Pursuing outsized returns and creating long-term wealth.

  • Challenge: Taking on one of the most demanding roles in business.

  • Impact: Driving growth, creating jobs, and shaping the future of their acquired companies.

 

Coaching maximizes this bet. It ensures that the personal investment in becoming a CEO is matched by a commitment to growth, clarity, and excellence in leadership. By navigating the journey with a coach, CEOs can confidently manage the challenges ahead and unlock their full potential.

The Challenge

Many first-time search fund CEOs face the challenge of navigating numerous firsts while feeling overwhelmed by the demands of managing investors, employees, customers, and personal life. Transitioning from searcher to CEO and shifting from working in the business to on it requires constant reinvention and skill development. With unrelenting urgency and tasks, they must focus on what truly matters while delaying gratification to achieve long-term success.

The Solution: Personalized Coaching

Coaching offers a structured, tailored approach to help Search Fund CEOs:

 

  • Develop self-awareness and leadership capabilities.

  • Master decision-making on hiring, organizational design, and systems.

  • Balance professional and personal priorities to avoid burnout.

  • Gain clarity through trusted, discrete conversations with an experienced partner.

How It Works

Our coaching programs provide personalized support to help leaders thrive. With tailored sessions, 360 feedback, actionable tools, and ongoing guidance, we equip you to navigate challenges, strengthen skills, and make confident decisions.

 

  • Tailored Coaching Programs: Weekly or bi-weekly sessions to fit your unique needs.

  • 360 Feedback: Insights from stakeholders to uncover blind spots and strengths.

  • Actionable Frameworks: Proven tools for hiring, communication, and organizational design.

  • Ongoing Support: Access to your coach for guidance on critical decisions.

Why Choose Coaching Now

  • Coaching is not an expense—it's an investment.

  • You can’t be a successful CEO without knowing yourself, and the sooner you set up a way to begin that process the more effective you’ll be.

  • This is the hardest thing you’ll ever do, but you can do it with less self-doubt.

Results

  • 30-40% Uplift in Business Value: Tangible improvements to enterprise value through smarter decisions.

  • Time and Cost Savings: Avoid costly mistakes and accelerate success.

  • Enhanced Leadership: Become a more thoughtful, deliberate, and effective CEO.

  • Improved Relationships: Stronger connections with investors, employees, and family.

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You bring the potential and belief; we’ll help you reduce unforced errors and develop conviction in yourself and your decisions.

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