Product details

The case follows Josh Greenberg and John Fowler, two recent graduates from the Stanford GSB, as they complete the entire search fund process. It covers the formation of their search fund vehicle, Montebello Capital, their 16-month search phase, the acquisition of Aero Logistics, the operation and growth of the company, and the eventual exit. The case discusses many of the personal and professional elements of the search fund model. The case aims to give a realistic view of the search fund process from both the entrepreneur and investor perspective. The objective is to have students better understand the search fund model, including its benefits and drawbacks, allowing them to assess it critically and determine if it is an option that may be of interest to them.