Tool Catalog — Lanyard

Featured Tool · 01 / 03

CIM Summarizer

Paste in any confidential information memorandum and receive a structured four-point summary: deal thesis, financial snapshot, key risks, and fit assessment. Configured to your investment criteria and output format.

$500 One-time · includes initial config

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Demo Data · Not from a live client engagement Paste CIM text

Thornfield Capital Partners is seeking $75 million in equity financing to acquire and expand Meridian Industrial Services ("MIS"), a 47-year-old regional provider of specialized industrial cleaning and environmental remediation services operating across the southeastern United States. MIS generated $38.2M in revenue in fiscal 2024, with EBITDA of $5.8M (15.2% margin) and a backlog of $22.1M contracted work as of December 31, 2024. The company serves 180 active clients across petrochemical, manufacturing, and municipal water treatment segments, with no single client representing more than 8% of revenue. Thornfield is proposing a purchase price of $52.5M, representing a 9.1x trailing EBITDA multiple, and intends to finance the acquisition with $35M of senior secured debt at L+425, with the remainder from the equity raise. Key value creation levers identified include geographic expansion into Texas and Louisiana markets (estimated $12-18M revenue opportunity over 36 months), fleet modernization reducing per-job variable costs by an estimated 11%, and implementation of route optimization software to improve crew utilization from 68% to 82%. Primary risks include regulatory exposure to EPA enforcement actions, customer concentration in petrochemical (41% of revenue), and acquisition integration complexity given MIS's family-ownership culture and limited management depth below the founder level.

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Summary · 4-point analysis

Deal thesis Platform acquisition of a 47-year-old industrial services operator with recurring revenue, low customer concentration, and a contracted backlog. Geographic and operational expansion thesis with clear value creation levers across new markets, fleet efficiency, and crew utilization.

Financials $38.2M revenue, $5.8M EBITDA (15.2% margin), $22.1M contracted backlog. Acquisition at 9.1x trailing EBITDA, financed with $35M senior secured debt (L+425) and $17.5M equity against a $75M raise target.

Key risks Petrochemical revenue concentration (41%) creates cyclical exposure. Regulatory tail risk from EPA enforcement in environmental remediation segment. Management depth below founder level is thin — succession and integration risk are material at this purchase price.

Fit assessment Matches lower-middle-market industrial services profile. Geographic expansion thesis is credible but Texas/Louisiana entry will face established incumbents. Recommend requesting 3-year trailing revenue by client segment and EPA compliance history before advancing.

Featured Tool · 02 / 03

LP Report Generator

Generates a formatted quarterly limited partner report from your fund performance data. Choose fund vintage, reporting period, and narrative style — the output matches your template and adjusts the tone based on performance relative to prior quarter.

$1,500 – $3,000 One-time · scaled to template complexity

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Demo Data · Not from a live client engagement

Fund vintage

Reporting quarter

Report style

Generating report

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Featured Tool · 03 / 03

Portfolio Monitor Dashboard

A live dashboard fed from your portfolio company data. Tracks last valuation, quarter-over-quarter change, and flag status across your full portfolio. Configurable alert thresholds surface material changes before they become surprises.

$2,500 – $8,000 One-time · scaled to portfolio size and data sources

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Demo Data · Not from a live client engagement

Company	Last Valuation	QoQ	Trend	Status

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