Prototype – sample data
CWClaire Whitman
Deals
Pipeline by stage – sample data mirrored from DealCloud.
NDA 4
| Deal | Sector | Revenue | EBITDA | Bank | Screen | Key date / reason | Owner |
|---|---|---|---|---|---|---|---|
| Project Falcon Aerospace fasteners | Precision manufacturing | $54M | $10.2M | Copperline Partners | – | – | Daniel Park |
| Project Meadow Craft non-alcoholic beverages | Branded food & beverage | $38M | $5.2M | Bluewater Corporate Finance | – | – | Priya Nair |
| Project Beacon Testing and inspection | Business services | $41M | $7.4M | Ashford Lane Capital Advisors | – | – | Rachel Osei |
| Project Quill Payroll and HR outsourcing | Business services | $24M | $5.8M | Stonegate Advisory Group | – | – | Claire Whitman |
CIM review 3
| Deal | Sector | Revenue | EBITDA | Bank | Screen | Key date / reason | Owner |
|---|---|---|---|---|---|---|---|
| Project Summit Medical device components – orthopedic | Precision manufacturing | $48M | $9.6M | Calder Ridge Securities | Pass | – | Tom Brennan |
| Project Keystone Engineered hydraulic components | Precision manufacturing | $57M | $8.3M | Larkspur Capital Markets | Fail | – | Tom Brennan |
| Project Willow Organic granola and bars | Branded food & beverage Add-on · Hearthline Snacks | $35M | $4.4M | Harbor & Vine Partners | Flag | – | Priya Nair |
IC review 1
| Deal | Sector | Revenue | EBITDA | Bank | Screen | Key date / reason | Owner |
|---|---|---|---|---|---|---|---|
| Project Cedar Records management – Ontario | Business services | $19M | $4.9M | Sable Point Advisors | Pass | IC discussion · 12 Oct 2026 | Rachel Osei |
IOI 2
| Deal | Sector | Revenue | EBITDA | Bank | Screen | Key date / reason | Owner |
|---|---|---|---|---|---|---|---|
| Project Ember Precision stampings – medical and industrial | Precision manufacturing | $66M | $11.8M | Calder Ridge Securities | – | IOI due · 16 Oct 2026 | Claire Whitman |
| Project Thistle Premium pet treats | Branded food & beverage | $51M | $8.8M | Bluewater Corporate Finance | – | IOI due · 21 Oct 2026 | Rachel Osei |
Management meetings 1
| Deal | Sector | Revenue | EBITDA | Bank | Screen | Key date / reason | Owner |
|---|---|---|---|---|---|---|---|
| Project Compass Commercial landscaping | Business services Add-on · Meridian Facility Services | $44M | $6.6M | Pinecrest M&A Advisors | – | – | Rachel Osei |
LOI 1
| Deal | Sector | Revenue | EBITDA | Bank | Screen | Key date / reason | Owner |
|---|---|---|---|---|---|---|---|
| Project Northstar Defense electronics enclosures | Precision manufacturing | $73M | $14.5M | Copperline Partners | – | LOI due · 23 Oct 2026 | Daniel Park |
Diligence 1
| Deal | Sector | Revenue | EBITDA | Bank | Screen | Key date / reason | Owner |
|---|---|---|---|---|---|---|---|
| Project Sterling Catheter components | Precision manufacturing Add-on · Kestrel Precision | $29M | $5.9M | Calder Ridge Securities | – | Target close · 20 Nov 2026 | Daniel Park |
Passed 4
| Deal | Sector | Revenue | EBITDA | Bank | Screen | Key date / reason | Owner |
|---|---|---|---|---|---|---|---|
| Project Mosaic Steel fabrication | Precision manufacturing | $39M | $4.8M | Stonegate Advisory Group | – | Oil and gas end markets are too cyclical – EBITDA fell 40% in 2020 | Claire Whitman |
| Project Tundra Fleet maintenance | Business services | $33M | $5.1M | Larkspur Capital Markets | – | Two municipal contracts are 58% of revenue and both rebid in 2027 | Tom Brennan |
| Project Pebble Artisan crackers | Branded food & beverage | $26M | $3.9M | Harbor & Vine Partners | – | Valuation guidance of 11x+ is well above where we can underwrite the business | Priya Nair |
| Project Basalt Tool and die | Precision manufacturing | $12M | $1.6M | Wexford Hall & Co. | – | $1.6M EBITDA is below our $3M minimum and there is no fit for an existing portfolio company | Tom Brennan |