CW
Deals

Project Willow

Organic granola and bars · Branded food & beverage · Oregon · Add-on for Hearthline Snacks

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

$35M

EBITDA

$4.4M

Margin

12.6%

Ownership

Founder plus angel investors

Owner

Priya Nair

Received

5 Oct 2026

Deal-breaker screen Flag

  • Customer concentrationFlagTop retailer 28% – close to 30% threshold
  • Margin profileFlagMargin moved from 16.9% to 12.6% in two years on oat costs
  • CyclicalityPassStaple category
  • Ownership / managementPassFounder CEO to stay

Banker

Harbor & Vine Partners

Ben Okafor · bokafor@harborvine.example

Source inbox · priya.nair@ · received 5 Oct 2026

Documents

  • Willow CIM.pdf

Process timeline

  1. 20 SepTeaser – add-on fit for Hearthline
  2. 30 SepNDA signed
  3. 5 OctCIM received

Decision history

  1. 21 SepPursue as add-on · Rachel Osei