Prototype – sample data
CWClaire Whitman
Deals1 item in Review Queue
Project Lantern
Commercial janitorial – New England · Business services · Massachusetts, Connecticut · Add-on for Meridian Facility Services
- Teaser
- NDA
- CIM review
- IC review
- IOI
- Management meetings
- LOI
- Diligence
Revenue
$28M
EBITDA
$3.4M
Margin
12.1%
Ownership
Two founders
Owner
Tom Brennan
Received
6 Oct 2026
Deal-breaker screen Pass
- SectorPassBusiness services
- SizePass$3.4M EBITDA – add-on size
- GeographyPassNortheast – fills Meridian route gap
- OwnershipPassFounders open to rollover
- MarginPass12.1%
Banker
Pinecrest M&A Advisors
Greg Tilden · gtilden@pinecrestma.example
Source inbox · tom.brennan@ · received 6 Oct 2026
Documents
- Lantern teaser.pdf
Process timeline
- 6 OctTeaser received from Pinecrest
Decision history
No decisions yet.