CW
Bankers

Stonegate Advisory Group

Dallas · Industrial and business services

Core

Deals received

13

Deal quality

35

Hit rate

15%

Reached LOI

0

Last touch

5 Oct 2026

Deals with us

Project Quill

Payroll and HR outsourcing

$5.8MNDA
Project Mosaic

Steel fabrication

$4.8MPassed

Funnel – 24 months

Received

13

NDA

7

CIM

5

IOI

2

LOI

0

What we bid

  • Project Gravel · 2025 · 6.5x EBITDA (IOI)

    Dropped after management meeting

Email and meeting history

  • Project Mosaic passed at IC

    5 Oct 2026 · Email · Claire Whitman

  • Project Quill NDA agreed

    1 Oct 2026 · Email · Claire Whitman

Call prep sheet

Objectives

  • Keep Paul close after Mosaic pass

Talking points

  • Less cyclical end markets wanted

  • Paul Rennick

    Managing Director · prennick@stonegateadv.example · +1 (214) 555-0121