CW
Bankers

Pinecrest M&A Advisors

Philadelphia · Business services

Core

Deals received

13

Deal quality

38

Hit rate

15%

Reached LOI

0

Last touch

5 Oct 2026

Deals with us

Project Lantern

Commercial janitorial – New England

$3.4MTeaser
Project Compass

Commercial landscaping

$6.6MManagement meetings

Funnel – 24 months

Received

13

NDA

8

CIM

6

IOI

2

LOI

0

What we bid

  • Project Compass · 2026 · 7.0x EBITDA (IOI)

    Live – management meetings

Email and meeting history

  • Project Compass management meeting

    5 Oct 2026 · Meeting · Rachel Osei

  • Project Lantern teaser

    3 Oct 2026 · Email · Tom Brennan

Call prep sheet

Objectives

  • Schedule Compass site visit

Talking points

  • Meridian Northeast route density

  • Greg Tilden

    Managing Director · gtilden@pinecrestma.example · +1 (215) 555-0181