Schedule a call with a Leland team member who can help you explore your options.
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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.
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
Coaching delivered via live sessions.
Services included:
Deal Sourcing
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Get help with Deal Sourcing and Due Diligence.

Joined June 2022
5.0
Traditional Searcher and Operator
I bring both personal and academic experience to coaching in the Search Fund and ETA space. I founded and raised a traditional search fund outside the US, securing commitments from investors across America, Spain, and the rest of the world. The fund was 100% oversubscribed in just three months, after which I led the sourcing process, acquired, and now operate an SME. My MBA at Kellogg gave me deep exposure to the US ETA ecosystem—through coursework, the Zell Fellows program, and peer collaboration—so I understand both US and international dynamics. Beyond my own journey, I’ve had first-hand exposure to self-funded search, as my wife successfully raised and acquired through that model. I also authored a paper on raising search capital, distilling insights on investor expectations and best practices for first-time searchers. This combination—traditional + self-funded perspective, US + international experience, operator + investor view—gives me a unique platform to help aspiring searchers navigate ETA with clarity and confidence. How I Can Help You: i) Deciding whether to raise a Search Fund ii) Raising capital & preparing materials iii) Designing an efficient search strategy & process iv) Evaluating opportunities v) Negotiating a deal vi) Closing a deal & bridging the equity gap vii) Navigating the first 100 days as CEO viii) Long-term strategy & operation Whether you’re still debating if ETA is right for you or already deep into the journey, I can serve as a sounding board and guide at each stage. Coaching is my way of sharing the lessons I’ve learned so you can focus on building a company that becomes a part of you.
5h of coaching