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Contact Boulay’s Search Fund Team

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Navigating the complexities of acquiring and growing a business is a large feat. At Boulay, we’ve been supporting the search fund ecosystem since 2005, providing customized accounting and advisory services to help you succeed at every stage of the ETA process. From formation and deal sourcing to acquisition support and post-close services, our Search Fund Advisors support you every step of the way. Let us be the steady beat behind your success—contact us today to learn how we can help you achieve your goals.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.