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Description
Sourcing is a numbers game, and building a disciplined system is key to success. This package equips you with the tools to generate, organize, and track a steady stream of acquisition opportunities. From CRM setup to lead lists and outreach scripts, you’ll establish a sourcing engine that runs efficiently and grows over time. Key components of this package can include, but aren’t limited to: • Design and set up a sourcing CRM (Airtable, HubSpot, or Excel). • Identify and load at least 100 pre-qualified leads. • Build scripts and templates for consistent outreach. • Learn how to measure sourcing effectiveness and iterate.
What you'll get from this package
Design and set up a sourcing CRM (Airtable, HubSpot, or Excel)
Identify and load at least 100 pre-qualified leads
Build scripts and templates for consistent outreach
Learn how to measure sourcing effectiveness and iterate
Additional details
Coaching delivered via live sessions.
Services included:
Deal Sourcing
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Joined July 2026
5.0
Find & Evaluate Businesses | Ex-Merrill Lynch & Standard General | CFA
I help serious business buyers find suitable targets, evaluate opportunities and build a disciplined acquisition process. My background includes investment banking in Merrill Lynch’s Consumer and Leveraged Finance groups, institutional investing at Standard General and Claar Advisors, and public-company board service. Standard General’s acquisition and consolidation work in media and gaming gave me a perspective on evaluating businesses, capital structures and acquisition-led growth. I began my own acquisition search in 2015 and submitted letters of intent on three companies, giving me firsthand experience with the decisions and uncertainty searchers face. Today, I am a licensed investment banker affiliated with GT Securities, whose platform has supported more than $50 billion in aggregate transaction value. I am also a CFA charterholder, West Point graduate, Columbia MBA and founder of Victory Vision. My coaching turns your current acquisition challenge into practical work: clear buying criteria, a prioritized search pipeline, financial questions worth investigating and a plan for approaching owners, brokers or lenders. We can work hands-on in Victory Vision, the platform I founded, so you learn a process you can continue using yourself.
$612
5h of coaching