Prototype – sample data
CWClaire Whitman
Deals2 items in Review Queue
Project Compass
Commercial landscaping · Business services · New Jersey · Add-on for Meridian Facility Services
- Teaser
- NDA
- CIM review
- IC review
- IOI
- Management meetings
- LOI
- Diligence
Revenue
$44M
EBITDA
$6.6M
Margin
15.0%
Ownership
Founder-owned
Owner
Rachel Osei
Received
4 Aug 2026
Deal-breaker screen
Not screened yet.
Banker
Pinecrest M&A Advisors
Greg Tilden · gtilden@pinecrestma.example
Source inbox · rachel.osei@ · received 4 Aug 2026
Documents
- Compass CIM.pdf
- Management meeting notes – 5 Oct.docx
Process timeline
- 4 AugTeaser
- 9 SepIOI submitted at 7.0x
- 5 OctManagement meeting
Decision history
- 2 SepSubmit IOI · IC