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Package Description:
Whether you're a traditional or self-funded searcher, you need to ensure your financing package - and eventually cap table - are set up to maximize your success. People underestimate the value of getting financing right - and the impact it has on your day-to-day management and ultimately, your ROI. Let's set you up for success well before you close on a deal.
What you'll get from this package
A clear strategic framework to determine the optimal equity/debt financing package.
A list of potential equity and debt investors to reach out to to support your investment.
Additional details
Coaching delivered via live sessions.
This is not one size fits all coaching. I work to deeply understand what success looks like for you and ensure that we put the right processes in place to maximize your chance of success.
Services included:
Funding Strategy
Investor Selection
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
More packages from Jim
Custom hourly · $299/hr
Get help with Deal Sourcing and Due Diligence.
Offered by Jim T.
Joined September 2025
5.0
Successful Search Fund/ETA Operator with full search cycle expertise
TLDR: Started self-funded search fund in 2023, acquired business 8 months later, have been successfully scaling it ever since. After being the CEO for two private equity backed companies, I wanted to branch out on my own and control more of the pie. I found that constraints from the PE model sometimes negatively influenced business decisions and I wanted to have more control over how to improve and scale a business (not to mention the capital structure). Six months after beginning my search, I submitted the LOI for the business I ultimately closed on two months later. I've been running that business since June of 2024 and we've been growing it nicely while paying down debt. I explored both traditional and self-funded search and completed diligence across a wide range of industries. I've looked at proprietary and brokered deals, received compelling financing terms from lenders and equity investors alike, and have gone through the full ETA cycle. I'm a regular speaker at SMBootCamp and have robust experience with M&A from my previous investment banking and private equity experience. I feel lucky to be doing what I'm doing right now and would love to help others achieve their goals within the Search Fund/ETA space.
$870
3h of coaching