CW
Bankers

Bluewater Corporate Finance

Boston · Consumer and business services

Top tier

Deals received

16

Deal quality

63

Hit rate

25%

Reached LOI

1

Last touch

6 Oct 2026

Deals with us

Project Meadow

Craft non-alcoholic beverages

$5.2MNDA
Project Thistle

Premium pet treats

$8.8MIOI

Funnel – 24 months

Received

16

NDA

10

CIM

8

IOI

4

LOI

1

What we bid

  • Project Thistle · 2026 · IOI due 21 Oct

    Live

  • Project Juniper · 2024 · 6.8x EBITDA

    Lost – seller withdrew

Email and meeting history

  • Pitch – Project Alder pre-marketing

    6 Oct 2026 · Email · Claire Whitman

  • Project Meadow NDA received

    29 Sep 2026 · Email · Priya Nair

Call prep sheet

Objectives

  • Learn more about Alder before launch

Talking points

  • Thistle IOI on track
  • Meridian add-on criteria
  • Hannah Leigh

    Managing Director · hleigh@bluewatercf.example · +1 (617) 555-0171

  • Owen Price

    Associate · oprice@bluewatercf.example · +1 (617) 555-0172