Deal Pipeline
Legacy HVAC Services
Dallas, TX · $4.8M asking · $910K EBITDA · 7 matched buyers
Current Stage: LOI Received
Onboarding
Active
Matched
4
LOI
5
Diligence
6
Closed
Matched Buyers
7
NDAs Signed
4
LOIs Received
1
Days Active
32
Document Checklist
5-Year Tax Returns
P&L Statements
Bank Statements
Confidential Info Memorandum
NDA (4 signed)
LOI from Mesa Verde Partners
Purchase AgreementPending
Buyer Engagement
| Buyer | Status | Date | Activity |
|---|---|---|---|
| Mesa Verde Partners | LOI Submitted | Mar 28 | $4.6M offer |
| TX HVAC Rollup | Due Diligence | Mar 25 | Data room access |
| Sunbelt Family Capital | NDA Signed | Mar 22 | Reviewing CIM |
| Lone Star Equity | NDA Signed | Mar 20 | Call scheduled Apr 2 |
| Callais Capital | Contacted | Mar 18 | Email opened 4x |
| DFW Services Group | Contacted | Mar 17 | Follow up sent |
| Cypress PE Partners | Identified | Mar 15 | Fit score: 91 |
Letter of Intent Received
Mesa Verde Partners
Family office specializing in essential services acquisitions. $4.6M offer with SBA 7(a) financing. 90-day close timeline. Seller note for 10% of purchase price.
$4.6M
Offer Price
Structure
SBA 7(a)
Down Payment
10% ($460K)
Seller Note
10% ($460K)
Close Target
90 days
Recent Activity
Mar 28
LOI received from Mesa Verde Partners
$4.6M offer, SBA 7(a) structure
Mar 25
TX HVAC Rollup entered due diligence
Data room access granted
Mar 22
NDA signed by Sunbelt Family Capital
CIM sent automatically
Mar 20
NDA signed by Lone Star Equity
Call scheduled for Apr 2
Mar 18
Outreach sent to Callais Capital
Personalized pitch email delivered
Mar 15
New buyer identified: Cypress PE Partners
Fit score 91, HVAC thesis match
Mar 12
CIM completed and approved
22 pages, PDF exported
Mar 1
Financial analysis complete
EBITDA normalized to $910K, 3 add-backs found