Prototype – sample data
CWClaire Whitman
BankersTop tier
Calder Ridge Securities
Cleveland · Industrials and medical device
Deals received
17
Deal quality
97
Hit rate
35%
Reached LOI
3
Last touch
7 Oct 2026
Deals with us
| Project Summit Medical device components – orthopedic | $9.6M | CIM review |
| Project Ember Precision stampings – medical and industrial | $11.8M | IOI |
| Project Sterling Catheter components | $5.9M | Diligence |
Funnel – 24 months
Received
17
NDA
11
CIM
9
IOI
6
LOI
3
What we bid
- Project Sterling · 2026 · 8.0x EBITDA
LOI signed – in diligence
- Project Anvil · 2025 · 7.2x EBITDA
Lost – strategic buyer
Email and meeting history
Project Ember IOI reminder – due 16 Oct
7 Oct 2026 · Email · Claire Whitman
Project Summit CIM received
2 Oct 2026 · Email · Tom Brennan
Sterling diligence check-in
24 Sep 2026 · Call · Daniel Park
Call prep sheet
Objectives
- Confirm Ember IOI timing
- Signal strong interest in Summit
Talking points
- Kestrel Precision appetite for finishing capacity
- Sterling diligence on track for November close
Marcus Hale
Managing Director · mhale@calderridge.example · +1 (216) 555-0133
Sofia Brandt
Director · sbrandt@calderridge.example · +1 (216) 555-0134