Johnson Manufacturing Precision Metal Fabrication · Akron, OH | Qualification - Seller financials verified
- Owner interview complete
- Engagement letter signed
CompleteClick to open → | Marketing - CIM distributed to 38 buyers
- 12 NDAs executed
- Listing closed to new buyers
CompleteClick to open → | Buyers - 3 finalists evaluated
- 1 selected buyer
- Backup buyer on standby
CompleteClick to open → | LOI - LOI executed at $4.6M
- 60-day exclusivity granted
- Diligence period begins
CompleteClick to open → | Due Diligence - All financials delivered
- Site visit completed
- Buyer questions resolved
CompleteClick to open → | Contracts - Purchase Agreement Version 8 uploaded yesterday
- Seller attorney returned three revisions
- Waiting for broker review
Needs AttentionClick to open → | Closing - Closing date targeted for next month
- Escrow agent identified
- Wire instructions pending
Not StartedClick to open → |
Coastal Comfort Air HVAC Services · Charleston, SC | Qualification - Owner financials reviewed
- Recasted EBITDA at $640K
- Listing agreement signed
CompleteClick to open → | Marketing - Teaser sent to 96 buyers
- CIM downloaded 27 times
- 9 NDAs executed
CompleteClick to open → | Buyers - Two strong finalists
- Lender pre-approval on file
- Backup buyer engaged
CompleteClick to open → | LOI - LOI signed at $2.2M
- 45-day diligence window
- $50K earnest deposit posted
CompleteClick to open → | Due Diligence - Buyer requested financial statements
- Three documents outstanding
- Meeting today at 2:00 PM
Needs AttentionClick to open → | Contracts - Drafting begins after diligence
- Counsel assigned both sides
- Template prepared
Not StartedClick to open → | Closing - Target close in 6 weeks
- Escrow to be selected
- Lender underwriting pending
Not StartedClick to open → |
Treasure Marine Marina & Boat Storage · Stuart, FL | Qualification - Slip income verified
- Land appraisal complete
- Listing agreement signed
CompleteClick to open → | Marketing - CIM sent to 48 strategic buyers
- 16 NDAs executed
- Strong inbound interest
CompleteClick to open → | Buyers - 4 qualified buyers in process
- Two finalists identified
- Site tours completed
CompleteClick to open → | LOI - LOI executed at $6.1M
- 60-day diligence window
- $100K earnest deposit
CompleteClick to open → | Due Diligence - Buyer requested 3 years of financial statements
- Environmental study outstanding
- Due Friday
Needs AttentionClick to open → | Contracts - Counsel selected both sides
- Template under preparation
- Awaiting diligence sign-off
Not StartedClick to open → | Closing - Target close in 8 weeks
- Title work pending
- Wire instructions pending
Not StartedClick to open → |
ABC Logistics Regional Trucking & 3PL · Memphis, TN | Qualification - Owner financials verified
- Fleet appraisal complete
- Listing signed
CompleteClick to open → | Marketing - CIM distributed to 64 buyers
- 21 NDAs executed
- Three site visits booked
CompleteClick to open → | Buyers - Two strategic buyers, one PE group
- All three lender-pre-approved
- Finalist selection underway
CompleteClick to open → | LOI - Two LOIs received this week
- Counter-LOI sent to top buyer
- Seller reviewing terms
In ProgressClick to open → | Due Diligence - Diligence room prepared
- Checklist drafted
- Awaiting LOI execution
Not StartedClick to open → | Contracts - Counsel identified both sides
- PA template prepared
- Pending LOI
Not StartedClick to open → | Closing - Estimated 90-day close
- Lender underwriting pending
- Escrow TBD
Not StartedClick to open → |
Martin Marine Services Commercial Vessel Services · New Orleans, LA | Qualification - Seller financials verified
- EBITDA recasted at $720K
- Listing agreement signed
CompleteClick to open → | Marketing - Teaser sent to 72 buyers
- 4 NDAs executed this week
- CIM finalized Tuesday
In ProgressClick to open → | Buyers - Two buyers in early conversations
- First site visit next week
- Two more reviewing CIM
In ProgressClick to open → | LOI - Anticipated within 30 days
- Term sheet template ready
- Seller expectations aligned
Not StartedClick to open → | Due Diligence - Data room shell prepared
- Checklist template ready
- Awaiting LOI
Not StartedClick to open → | Contracts - Counsel not yet engaged
- Template prepared
- Awaiting LOI
Not StartedClick to open → | Closing - Target close Q4
- Lender list prepared
- Escrow TBD
Not StartedClick to open → |
Sunrise Packaging Custom Corrugated Packaging · Phoenix, AZ | Qualification - Owner interview complete
- Financials under recast
- Engagement letter circulating
In ProgressClick to open → | Marketing - CIM not yet drafted
- Buyer list being built
- Awaiting qualification
Not StartedClick to open → | Buyers - No buyer activity
- Pipeline being built
- Awaiting CIM
Not StartedClick to open → | LOI - Not yet in market
- Term expectations gathered
- Pending marketing
Not StartedClick to open → | Due Diligence - Data room not opened
- Checklist not built
- Pending LOI
Not StartedClick to open → | Contracts - No counsel engaged
- Pending LOI
- Not yet in scope
Not StartedClick to open → | Closing - Not yet scoped
- Target Q1 next year
- Pending all earlier stages
Not StartedClick to open → |