Schedule a call with a Leland team member who can help you explore your options.
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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
Reusable LOI Template
Due Diligence Checklist
Mock Diligence Memo Example
Coaching delivered via live sessions.
Services included:
Due Diligence
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Get help with Industry & Company Targeting, Deal Sourcing, and .

Joined January 2026
Experienced Investor & Business Buyer | Goldman Sachs, Citadel, Echo Street
I'm an investor with 10 years of experience across hedge funds, growth equity and investment banking. I have more recently spent the last 2 years in the ETA world and been under LOI on 3 businesses including currently in process of closing a 9 location brick and mortar platform. I can discuss all aspects of the ETA process including sourcing, modelling, due diligence and raising money. Previously, I spent the last 10 years in investment banking (Goldman Sachs) and investing (Citadel and Echo Street) focusing on both public equities and private growth equity investments. I graduated first class honors from Queen's University and held multiple internships throughout college in finance including at Goldman Sachs in my junior summer where I received a full time offer.
5h of coaching