Search Funds

Does an MBA Matter in Search? What the Yale Study Found

Box plot from the Yale study titled 'Does an MBA matter?', showing IRR distributions for solo and partnered searchers with and without MBAs

Turns out MBAs might(?) make decent general managers after all.

Yale School of Management studied 155 exited search fund investments and ran a multivariate regression to determine which CEO demographics were most correlated with investor returns.

My takeaways:

  1. The only statistically significant CEO demographic variable* was whether the searcher held an MBA (p = 0.02). Non-MBA searchers underperformed by ~25%pts of IRR. Having at least one MBA on the team increased median IRRs across both solo and partnered searches.
  2. Military experience, IB/PE/consulting backgrounds, and partnerships all showed positive relationships with returns in single-variable regressions. However, these disappeared once the full model controlled for other factors, suggesting they were at most statistically weaker drivers of performance.
  3. The specific MBA program didn’t appear to matter. The paper compared Harvard/Stanford entrepreneurs, vs entrepreneurs from the ‘M7’ group, as well as the ‘Top 15’ schools. It concluded: “There appears to be no critical difference in the ETA CEO IRR outcomes between Harvard and Stanford CEOs and other CEOs”.

That being said, this analysis was performed on a relatively small sample, and the model’s adjusted R^2 was just 0.11. The observed demographics explained ~11% of variation in returns. The other ~89% is presumably driven by other factors such as deal selection, execution—and presumably a bit of luck!

I suspect the MBA variable itself at least partly acting as a proxy for other unobserved factors (e.g. attributes that schools select for in the admissions process, pre-existing wealth, networks, etc.)

Note(s): (*) Geography was another statistically significant variable, however the authors decided that this was “not a demographic characteristic specifically associated with ETA CEOs in the same way as school or functional professional experience”.

Thinking About Selling Your Business?

We help Main Street owners understand what their business is worth and how to prepare for a sale. Book a free, confidential conversation.

Schedule Free Consultation Try the Value Calculator