CW
Deals

Project Quill

Payroll and HR outsourcing · Business services · Texas

1 item in Review Queue
  1. Teaser
  2. NDA
  3. CIM review
  4. IC review
  5. IOI
  6. Management meetings
  7. LOI
  8. Diligence

Revenue

$24M

EBITDA

$5.8M

Margin

24.2%

Ownership

Founder-owned

Owner

Claire Whitman

Received

22 Sep 2026

Deal-breaker screen

Not screened yet.

Banker

Stonegate Advisory Group

Paul Rennick · prennick@stonegateadv.example

Source inbox · claire.whitman@ · received 22 Sep 2026

Documents

  • Quill NDA – agreed.docx

Process timeline

  1. 22 SepTeaser – pursued
  2. 25 SepNDA marked up and returned
  3. 6 OctBanker accepted markup

Decision history

  1. 23 SepPursue · Claire Whitman