Brad Cummings, CPA

Co-Founder and CFOatLochland Partners
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Connection Request

Brad — congrats on launching Lochland Partners. been working on outbound origination with lower mid-market industrial investors and your fund has been on my radar. would be good to connect.

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Brad — congrats on launching Lochland Partners, always impressed by those who've taken the leap. though we share a PE background, I hope to one day do the same. been working on outbound origination with funds like Backer Group and Mentmore — curious what email infrastructure you're using for your origination outreach — still mostly on shared IPs like Instantly, or have you moved to private/dedicated senders? — Russ

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Subject A: instantly or private ips at Lochland?
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Brad — hope you've had a good start to the week. wanted to reach out — congrats on launching Lochland Partners, always impressed by those who've taken the leap. though we share a PE background (me at Treis in London, growth equity), I hope to one day do the same. in the meantime I've been working on outbound origination with funds like Backer Group and Mentmore — curious what email infrastructure you're using for your origination outreach these days — still mostly on shared IPs like Instantly, or have you moved to private/dedicated senders? very best, Russell linkedin.com/in/russellt23

Prospect Research

Research Notes

## PROSPECT INFORMATION: Name: Brad Cummings, CPA Title: Co-Founder and CFO Fund: Lochland Partners Background: Please provide the Profile Data and Posts Data you would like me to analyze. Once you paste the information, I will generate the clean text summary following your instructions. Fund details: - Description: Lochland Partners is a family office that acquires and operates family-owned businesses in the manufacturing, distribution, and industrial supply sectors. We specialize in partnering with business owners during times of transition—offering not just capital, but hands-on operational leadership, structured continuity planning, and a commitment to preserving legacy. Our flexible investment approach is grounded in what we call The Lochland Way—a six-phase framework built on integrity, clarity, and long-term alignment. From evaluation through integration and beyond, we serve as true stewards of the businesses we acquire—prioritizing people, culture, and sustainable growth. We work closely with family offices, independent sponsors, and investment groups who value thoughtful execution and long-term partnership over short-term returns. - Website: https://www.lochlandpartnerstx.com - Location: Dallas, Texas, United States - Lead qualification: Research: - Query: =Lochland Partners Brad Cummings, CPA recent investments fund thesis - Answer: Brad Cummings, CPA, leads Lochland Partners' investments in family-owned businesses, focusing on continuity and operational leadership. The firm emphasizes long-term partnerships and sustainable growth. Recent investments focus on manufacturing and distribution sectors.

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