20 years of dedication

LGI (Leland Group, Inc.) offers a unique distinction over large national firms and independent dealmakers – a balance that provides the best of both worlds to a select client base of California based business owners.

Over the last 20 years, our team has completed and advised on over $500 million worth of transactions globally.

It is our business to understand the needs of a business owner at any stage of their business growth or sale process. To do this we have developed an operating model based on a top to top managed process designed to maximize transaction success and ensure each client feels like they are our team’s single priority.

You are more than a deal

It is more than academics. Completing a successful transaction requires a M&A professional who has real world experience of running and operating a business. Understanding the dynamics that play between value, key employees, family members, and a founder’s love/hate relationship with their business provides a framework to accomplish a successful transaction.

We believe that each successful transaction we manage represents more than financial gain. Our founding team has experienced the transaction process from all perspectives; as owners, operators, investors and bankers all while working within the middle market. This personal shared experience, allows for our team to lever a critical understanding of the business owner’s perspective in every transaction we manage.

To deliver the best quality service to each client, our team only works on a modest engagement volume at any given point in time. Rather than turn your transaction over to an analyst or associate team, our principals manage all mission critical elements of the transaction, soup to nuts. We believe this leads to higher close rates, increased client satisfaction and a more personal approach to a very personal transaction.

The LGI difference

  • Proven ability to close with a 20 year track record
  • White glove service provided by Managing Directors on every client engagement
  • Selective in client engagement volume to allow for the highest level of delivered value and optimum close rates

To create a truly value added transaction we believe we must be 100% aligned with our clients as a true deal partner. Because of this, we limit our engagement counts to ensure that each LGI client has a truly best in class experience.