Search Fund Team

ABOVE AND BEYOND

Trust your insurance due diligence process to specialists who are experienced at finding the most beneficial outcome for you as the searcher.

Our Search Fund practice is led by August Felker. August is a former search funder with deep and long-standing ties with many of the investors, service providers, entrepreneurs and operators in the search fund community. Over the past decade August has led several hundred insurance due diligence projects for search funds of all types—including self-funded, traditional, and single sponsored.

OUR PROCESS

Oberle’s due diligence offering is 100% free of charge. By relying on Oberle’s expertise and experience, Searchers win back time and peace of mind during the frenetic closing phase of their search.

STEP 1:
Analysis.

Beginning in the diligence phase, we assess the pros and cons of the insurance program of the target acquisition.

STEP 2:
Recommendations.

We summarize our findings in a detailed Due Diligence Report.

STEP 3:
Implementation.

At closing, we implement the recommendations and findings outlined in our report. These often include bidding out the program, implementing risk management strategies, and mitigating coverage gaps. Happily, in nearly all of our engagements we’ve been able to improve pricing and/or coverage.

» «

Based on our intimate familiarity with the search model, we’ve created custom coverage forms that broaden coverage and enhance coverage for searchers and their investors.


 EXAMPLES OF SEARCH FUND-SPECIFIC INSURANCE PROGRAMS INCLUDE:

•  Directors and Officers Liability
•  Employment Practices Liability
•  Cyber
•  Reps and Warranty Coverage