Prototype – sample data
CWClaire Whitman
Deals1 item in Review Queue
Project Saffron
Specialty spice blends · Branded food & beverage · Tennessee · Add-on for Hearthline Snacks
- Teaser
- NDA
- CIM review
- IC review
- IOI
- Management meetings
- LOI
- Diligence
Revenue
$22M
EBITDA
$3.3M
Margin
15.0%
Ownership
Owner retiring – no successor named
Owner
Priya Nair
Received
7 Oct 2026
Deal-breaker screen Flag
- SectorPassBranded food
- SizePass$3.3M EBITDA – add-on size
- OwnershipFlagOwner retiring; management depth unclear
- Customer concentrationFlagLargest grocer listed as 'significant'
Banker
Tidewell Advisors
Kara Lindqvist · klindqvist@tidewell.example
Source inbox · priya.nair@ · received 7 Oct 2026
Documents
- Saffron teaser.pdf
Process timeline
- 7 OctTeaser received from Tidewell
Decision history
No decisions yet.