Search fund employee smiling and looking out the window

Search Fund Lending

Live Oak’s search fund lending team is solely focused on helping traditional and self-funded search funders access capital to acquire businesses. With over three decades of experience and industry connections, we’ll be by your side to support your investment thesis and growth strategy. We embrace a creative approach to overcoming obstacles and pursuing goals.

Need a little guidance and advice? Contact a loan specialist, they’re ready to help.

Who We Serve

Self-funded Searchers

Plain and simple, we know SBA loans. Not only do we understand the importance of being cash flow-oriented, but we also understand the search fund model. Whether you are a first-time buyer or have years of experience, we can support your acquisition efforts.

Traditional Searchers

Depending on your needs, we have deep knowledge of investment models and all the nuances they may bring. Unlike traditional lenders, we’re familiar with the ins and outs of working with an investor to grow your business.

Independent Sponsors

We understand that there is no “one-size-fits-all” solution when it comes to funding. Our team’s expertise, flexibility and innovation allow us to build customized loan packages tailored to your business acquisition.

Personalized Service You Deserve

We’ll meet you where you are, whether that’s creatively structuring a small business loan or helping you maximize your money with a high-yield savings account. No need to jump through hoops for our attention—get the service you deserve from Live Oak Bank.

SELF-FUNDED SEARCHER OFFICE HOURS

This weekly meeting is for self-funded searchers. We will walk you through the entire financing process and explain how we pre-screen deals prior to LOI. You will also be able to ask questions and benefit from hearing the questions of other searchers.

FREE SEARCH FUND RESOURCES

We are dedicated to helping search funders and have created a robust set of resources to help along the way such as guides, FAQs, podcast interviews and more.

Our Team Understands Your Business

  • Lisa Forrest
    Head of Search Fund Lending

    Email Lisa | 425.999.2042

  • Sarah Andrews, CPA
    Senior Loan Officer

    Email Sarah | 919.523.6975

We're ready when you are

Male using his phone to search for personal banking products

From our resource center

As part of our commitment to supporting small business owners, we have a library of free educational resources available to anyone. Here’s what you can expect to find in Live Oak Bank’s Resource Center:

  • Loan product overviews
  • Marketing tips and tricks
  • Small business fundamentals
  • Live Oak customer spotlights