Inbox
Claire Whitman’s inbox – read-only.
| From | Subject | Inbox | Type | Status |
|---|---|---|---|---|
| Elena Marsh Harbor & Vine Partners | Project Orchard – teaser Passes all five mandate checks; $9.1M EBITDA founder sale | claire.whitman@ | New process | In Review Queue |
| Greg Tilden Pinecrest M&A Advisors | Project Lantern – teaser Northeast janitorial – fills Meridian's route gap | claire.whitman@ | New process | In Review Queue |
| Dana Whitcombe Wexford Hall & Co. | Project Rivet – teaser Ownership and customer split not disclosed | claire.whitman@ | New process | In Review Queue |
| Victor Lane Marlow Street Partners | Project Dune – teaser Restaurant franchisor – outside our three sectors | claire.whitman@ | New process | In Review Queue |
| Kara Lindqvist Tidewell Advisors | Project Saffron – teaser Owner retiring with no successor; largest grocer 'significant' | claire.whitman@ | New process | In Review Queue |
| Laura Finch Copperline Partners | Project Falcon – NDA 4 standard changes from precedent; nothing unusual | claire.whitman@ | New process | In Review Queue |
| Hannah Leigh Bluewater Corporate Finance | Project Meadow – NDA Sitting unanswered for 9 days; 3 standard changes | claire.whitman@ | New process | In Review Queue |
| Nina Calloway Ashford Lane Capital Advisors | Project Beacon – NDA Customer no-contact clause would block Meridian's sales team | claire.whitman@ | New process | In Review Queue |
| Paul Rennick Stonegate Advisory Group | Project Quill – NDA Banker accepted all our comments on 6 Oct | claire.whitman@ | Live deal | In Review Queue |
| Marcus Hale Calder Ridge Securities | Project Summit – teaser No deal-breakers; 20% margins, top customer 18% | claire.whitman@ | Live deal | In Review Queue |
| Ryan Sutter Larkspur Capital Markets | Project Keystone – teaser Largest customer is 70% of revenue (CIM p. 23) | claire.whitman@ | Live deal | In Review Queue |
| Ben Okafor Harbor & Vine Partners | Project Willow – teaser Margin fell 4 points in two years; top retailer 28% | claire.whitman@ | Live deal | In Review Queue |
| Elena Marsh Harbor & Vine Partners | Project Pebble – teaser Valuation guidance of 11x+ is well above where we can underwrite the business | claire.whitman@ | Live deal | In Review Queue |
| Paul Rennick Stonegate Advisory Group | Project Mosaic – teaser Oil and gas end markets are too cyclical – EBITDA fell 40% in 2020 | claire.whitman@ | Live deal | In Review Queue |
| Ryan Sutter Larkspur Capital Markets | Project Tundra – teaser Two municipal contracts are 58% of revenue and both rebid in 2027 | claire.whitman@ | Live deal | In Review Queue |
| Dana Whitcombe Wexford Hall & Co. | Project Basalt – teaser $1.6M EBITDA is below our $3M minimum and there is no fit for an existing portfolio company | claire.whitman@ | Live deal | In Review Queue |
| Hannah Leigh Bluewater Corporate Finance | Project Alder – early look Pre-marketing call offered on Project Alder – branded beverages | claire.whitman@ | New process | In Review Queue |
| Sofia Brandt Calder Ridge Securities | Project Ember – IOI deadline Banker reminder – IOI due 16 Oct | claire.whitman@ | Live deal | In Review Queue |
| Ryan Sutter Larkspur Capital Markets | Project Keystone – teaser Claire's data room invite expired | claire.whitman@ | Live deal | In Review Queue |
| Greg Tilden Pinecrest M&A Advisors | Project Compass – site visit Banker offered three site-visit dates | claire.whitman@ | Live deal | In Review Queue |
| Amir Haddad Sable Point Advisors | Project Cedar – teaser Amir asks how Cedar went with the team | claire.whitman@ | Relationship | Snoozed |
| Owen Price · Bluewater | Bluewater Q4 newsletter | claire.whitman@ | Relationship | Logged – no action |
| Laura Finch · Copperline | Re: Northstar – QoE draft | claire.whitman@ | Live deal | Filed to Northstar |
| Victor Lane · Marlow Street | Project Dune – follow-up | claire.whitman@ | New process | Linked to Dune teaser |