Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by Edgar C.

5.0

()

Traditional Searcher and Operator

Kellogg School of Management (Northwestern) Logo

Admissions Committee at Kellogg School of Management (Northwestern)

Barclays Logo

Admissions Committee at Barclays

Package 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


Edgar C.

Offered by Edgar C.

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.

Experience level: Executive

10+ people coached for Search Fund & ETA

Open to working with clients outside the U.S.

$612

5h of coaching

Sign in
Free events