CW
Bankers

Harbor & Vine Partners

Chicago · Consumer and branded food

Top tier

Deals received

20

Deal quality

70

Hit rate

25%

Reached LOI

2

Last touch

1 Oct 2026

Deals with us

Project Orchard

Premium frozen desserts

$9.1MTeaser
Project Willow

Organic granola and bars

$4.4MCIM review
Project Pebble

Artisan crackers

$3.9MPassed

Funnel – 24 months

Received

20

NDA

12

CIM

10

IOI

5

LOI

2

What we bid

  • Project Fig · 2025 · 7.5x EBITDA

    Closed – Hearthline Snacks platform

  • Project Clover · 2024 · 8.1x EBITDA

    Lost – outbid at LOI

Email and meeting history

  • Received Project Orchard teaser

    1 Oct 2026 · Email · Claire Whitman

  • Coffee in Chicago – pipeline review for Q4

    18 Sep 2026 · Meeting · Daniel Park

  • Project Pebble passed at IC

    5 Oct 2026 · Email · Rachel Osei

Call prep sheet

Objectives

  • Thank Elena for Orchard and Willow
  • Confirm Q4 pipeline in branded food
  • Explain the Pebble pass in person

Talking points

  • Hearthline wants co-manufacturing add-ons
  • We moved fast on Fig – remind her of our certainty of close
  • Ask what else is pre-marketing in snacks and beverage

  • Elena Marsh

    Managing Director · emarsh@harborvine.example · +1 (312) 555-0161

  • Ben Okafor

    Vice President · bokafor@harborvine.example · +1 (312) 555-0162