Leigh Lommen

Wildcard
DISC Type : isc

Co-Founder at AlphaSearch Inc

Jacksonville, Florida, United States

Overview

Leigh Lommen is a Partner at Winterfell Investments and the Co-Founder of AlphaSearch Inc. , a B2B data platform. His expertise lies in acquiring lower-middle-market companies, informed by a diverse background in quantitative trading, real estate, and franchise ownership. He holds an MBA from Columbia Business School and has experience with coding languages like Python and MATLAB.

Outside of his primary investment roles, Leigh has a background as a professional options trader and has owned and operated franchise restaurants. He has co-authored research on enterprise capital structure and contributed to books on quantitative stock market analysis, showcasing his deep interest in financial markets.

Unique fact: He once helped a family business grow from under $50M to over $200M in revenue through 23 successful acquisitions in a franchisee environment.

Personality Overview

Friendly But Slow

Requires Proof

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Lower Middle-Market M&A
His firm, Winterfell Investments, actively seeks to acquire or invest in companies with $1M to $10M in EBITDA, focusing on family-owned and operated businesses.
B2B Data Platforms
He co-founded AlphaSearch Inc. , a platform using AI to provide M&A professionals with insights into industries and businesses, demonstrating a core professional focus.
Quantitative Trading
Has a background as a CIO for a quantitative asset management firm, a professional options trader, and has contributed to books on quantitative market analysis.

Media Appearances

Leigh has no verified media appearances

Work History

11-2023
Co-Founder at AlphaSearch Inc
1-2022
Principal at Winterfell Investments
9-2021
Founder at Winterfell Investments
5-2016
Franchise Owner at Noodles & Company
1-2012 - 11-2017
CIO at Parallax Quantitative Asset Management

Education

2019 - 2019
Certificate from Columbia University
2013 - 2014
Master of Business Administration (M.B.A.) from Columbia Business School

More Information

Social Presence :

Prographics :

Exp : 28 Location : Jacksonville, Florida, United States Job Level : Senior Designation : Co-Founder at AlphaSearch Inc
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Insights For Selling To Leigh

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leigh is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Leigh

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Leigh move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Leigh take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Leigh

Personality Compatibility


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