Skip to main content

Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by Andrew B.

5.0

()

Transition from corporate to Independent Sponsor / Search / Roll-up

Cornell University Logo

Studied at Cornell University

Anza Partners Logo

Hiring Manager at Anza Partners

Description

Once you’ve identified a target, moving quickly and confidently is essential. This package provides the legal and analytical tools you need to structure offers, conduct due diligence, and secure favorable terms. With templates, checklists, and practice scenarios, you’ll feel equipped to handle negotiations and diligence like a seasoned operator. Key components of this package can include, but aren’t limited to: • Draft a reusable Letter of Intent (LOI) template • Build a diligence checklist across financial, legal, and operational areas • Learn negotiation frameworks to manage seller dynamics • Walk through a mock diligence process for practice


What you'll get from this package

Reusable LOI Template

Due Diligence Checklist

Mock Diligence Memo Example


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Due Diligence


Andrew B.

Offered by Andrew B.

Joined December 2025

5.0

Transition from corporate to Independent Sponsor / Search / Roll-up

Transitioned from traditional finance (IB / PE / HF) to a lower middle market independent sponsor focused on B2B services buy-and-build strategy. Successfully raised pool of capital from HNWIs, Family Offices, etc. and have closed on / am operating multiple businesses/ Knowledgeable on sourcing, capital raising, LMM debt financing, diligence process and watchouts, LMM / SMB CEO role, building executive layer to run business, etc.

Experience level: Executive

$612

5h of coaching