I’m continuing to focus on specific themes within small company investing and this episode focuses on owner outreach during a search. My guests for this episode are JR De Agostini and Max Artz from Peterson Partners who ran their own search and are now running the search investment fund at Peterson. Our conversation covers how to craft your message to owners, filter through owners who aren’t actually interested in selling, build relationships, and a short detour near the end on the Pittsburgh Steelers and Cleveland Browns.
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