Brief sent 08:00SG
Friday 30 October
Good morning, Saurabh.
2 need you·0 done without you
Project HalyardDoesn’t tie out06:20
FY25 EBITDA is $0.5M apart, CIM vs model
CIM p.31$11.4M
Model r.44$10.9M
Atlas asked in Q&A. Likely the one-off lease gain in Q3.
CIM p.31Model · r.44
Keystone GroupGone quiet07:40
No data room visits in 9 days
Data room views · 5 wk
14
days
to IOIs · Fri 13 Nov
DatasiteOutlook
Fri 30 Oct
09:30Halyard · mgmt pres dry runPrep notes
11:00Northwind Capital · IOI questionsPrep notes
15:00Project Cobalt · screening reviewPrep notes
16:00Free after that
081012141618
Worth a look
Halyard football field
Precedents moved up · EV
$90M$190M
Project Meridian
7 of 11 lenders opened the CIM
Datasite
Atlas LogisticsBuyer
New CFO, ex-Ryder M&A
RMRuth Moss · started 26 Oct
Crustdata
That’s everything. Enjoy your morning.