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.

Connect with a Loan Specialist

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.

For someone who has never bought a business before, having someone who has financed a lot of them is very helpful.”

- Andy Rougeot, Owner RG Maintenance

See how we helped  

Acquisition White Paper

Download the white paper for details and industry insight on what’s involved in a successful acquisition of a software as a service (SaaS) company.


Debt Financing for Searchers

An in-depth discussion of financing options for both the traditional and self-funded ETA searches with Search Fund lending experts, Lisa Forrest and Heather Endresen.

Watch Now

We help you achieve more

We’re on a mission to be America’s small business bank. Our deep knowledge and product expertise help us match you with the best solution to meet your unique needs. We’re proud to invest in America’s business owners because your drive drives us.

Our Search Fund Team
understands your business

From our Search Fund Resource Center

You are about to leave the Live Oak Bank website.

Disclaimer: This link will take you to a website outside of the Live Oak Bank site. The new site may offer a different privacy policy and level of security. Live Oak Bank is not responsible for the products or services that are offered or expressed on other websites.

Yes, I understand. Please continue.

Learn about your California consumer privacy rights & submit a personal information request.