Milton Street Capital
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Deal alertApex Roofing: sponsor IOI $122M · declined · 14:22 ETPipeline3 new industrial opportunities — specialty mfg, HVAC services, building productsPortfolioPurgeRite Q1: revenue +14%, EBITDA +18% — above planIC reminderCardinal review materials due FridayBanker activityJamie Harrison: 2 new CIMs this weekPortfolioProVeyance signed LT supply agreement with strategic OEMForecastCardinal 3-yr overshoot avg +19.7% — applies to current pipelinePortfolioKreg Therapeutics bariatric line on track for Q3MarketIndustrial services multiples +0.3× QoQ · building products -0.4×PortfolioZXP commissioned Houston lubricant blending lineDeal alertApex Roofing: sponsor IOI $122M · declined · 14:22 ETPipeline3 new industrial opportunities — specialty mfg, HVAC services, building productsPortfolioPurgeRite Q1: revenue +14%, EBITDA +18% — above planIC reminderCardinal review materials due FridayBanker activityJamie Harrison: 2 new CIMs this weekPortfolioProVeyance signed LT supply agreement with strategic OEMForecastCardinal 3-yr overshoot avg +19.7% — applies to current pipelinePortfolioKreg Therapeutics bariatric line on track for Q3MarketIndustrial services multiples +0.3× QoQ · building products -0.4×PortfolioZXP commissioned Houston lubricant blending line

Workspace · Francis Carr

Welcome back, Francis.

Pipeline today. Sources cited on every answer.

As of —
↵ run
Active deals
18
+2 WoW22 may · 07:45 et
IC reviews pending
4
+1 WoWaging >21 days
Pipeline value
$487M
+12.0% WoWtx value, weighted
Banker meetings
7
+1 WoWnext: rachel tang 14:30

Today · —

3 meetings match a template
    08:30Debrief
    Stephen Hammel · Industrial pipeline strategy review
    30 min · Floor 2 conference
    10:00Internal
    Industrial pipeline · all sub-sectors
    60 min · Investment team · Boardroom
    13:00Lunch
    Jamie Harrison · Lincoln Intl.
    75 min · Brennan's, 711 Smith St
    15:30IC Meeting
    Cardinal revisit
    45 min · IC committee

Templates

Recent activity

  • 21 MayCardinal Q1 results in · pending IC review
  • 17 MayIC PASS · Apex Roofing · gap +18% to seller mark
  • 13 MayPurgeRite Q1 review · revenue +14%, EBITDA +18% · above plan
  • 28 AprZXP signed LT lubricant supply contract with strategic OEM

Intelligence

Refreshed —

Suggested

Demo dataNot prod