CW
Deals

Project Summit

Medical device components – orthopedic · Precision manufacturing · Indiana

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

$48M

EBITDA

$9.6M

Margin

20.0%

Ownership

Founder-owned

Owner

Tom Brennan

Received

2 Oct 2026

Deal-breaker screen Pass

  • Customer concentrationPassTop customer 18%, top 5 at 52%
  • Margin profilePassEBITDA margin 19–21% for 4 years
  • CyclicalityPassElective procedure volumes; recovered fully post-2020
  • Ownership / managementPassFounder staying 2 years; COO named successor

Banker

Calder Ridge Securities

Marcus Hale · mhale@calderridge.example

Source inbox · tom.brennan@ · received 2 Oct 2026

Documents

  • Summit CIM.pdf
  • Data room – 214 files

Process timeline

  1. 15 SepTeaser – pursued
  2. 24 SepNDA signed
  3. 2 OctCIM and data room received

Decision history

  1. 16 SepPursue · Daniel Park