Meridian Wealth Partners

Investment Committee Memo - Project Falcon

Research Desk · IC Memo · 2026-07-04
Confidential — Prepared for Client

We recommend proceeding to LOI at 7.5x with a CFO transition plan as a condition for Project Falcon, an industrial cleaning company with $42M revenue and $8.1M EBITDA. The market's fragmentation and growth potential support the investment thesis. Key risks include the departing CFO and market competition.

Revenue
$42M
EBITDA
$8.1M
Recurring Revenue
92%
Entry Multiple
7.5x
Equity
$25M
01 · Investment Thesis

The investment thesis is supported by the following pillars: high recurring revenue, fragmented market with potential for consolidation, and steady market growth.

  • High recurring revenue of 92%
  • Fragmented market with top 5 players holding 20% share
  • Steady market growth of 4%/yr
02 · Business and Market Overview

Project Falcon operates in the industrial cleaning sector, with a strong customer base and positive customer interviews.

  • $42M revenue
  • Positive customer interviews
  • CFO departing
03 · Key Risks and Mitigants

Key risks include the departing CFO and market competition. A CFO transition plan can mitigate the risk of CFO departure.

  • Departing CFO
  • Market competition
  • CFO transition plan as condition

Financial Summary

CategoryValue
Revenue$42M
EBITDA$8.1M
Recurring Revenue92%
Entry Multiple7.5x
Equity$25M