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
Expert help on everything from developing a thesis to buying the company
$7,624.5030h of coaching
Build a compelling roadmap that attracts investors and guides your search
$1,420.255h of coaching
Equip yourself with the tools to raise capital effectively
$1,420.255h of coaching
Get help with Deal Sourcing and Due Diligence.

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.
5h of coaching