Lakeshore Commerce
Publicly traded.
Activity
- NO MATERIAL CHANGE — Lakeshore CommerceToday
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Lakeshore CommerceYesterday
NO MATERIAL CHANGE
Research No Material Change · system
- Deliver the cohort package to Lakeshore2d ago
Task Completed · The company CFO
- Diligence submitted — Lakeshore Commerce2d ago
Cohort analysis by dealer size (single rooftop, 2–10, 11+) with NRR and logo retention.
Diligence Updated · The company CFO
- Outbound email — Lakeshore Commerce2d ago
Cohort package delivery
Communication Logged · The company CFO
- NO MATERIAL CHANGE — Lakeshore Commerce4d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Diligence submitted — Lakeshore Commerce5d ago
Methodology note for NRR and churn calculations, reconciled to the financial statements.
Diligence Updated · The company CFO
- NO MATERIAL CHANGE — Lakeshore Commerce6d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Lakeshore Commerce8d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Lakeshore Commerce9d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Lakeshore Commerce12d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Lakeshore Commerce14d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Lakeshore Commerce16d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Lakeshore Commerce19d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Inbound phone — Lakeshore Commerce21d ago
Reyes proposed a three-dealer pilot
Communication Logged · The company Founder
- NO MATERIAL CHANGE — Lakeshore Commerce21d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Lakeshore Commerce → Diligence22d ago
Cohort and retention requests received
Stage Changed · The company Founder
- NO MATERIAL CHANGE — Lakeshore Commerce23d ago
NO MATERIAL CHANGE
Research No Material Change · system
- NO MATERIAL CHANGE — Lakeshore Commerce27d ago
NO MATERIAL CHANGE
Research No Material Change · system
- Approved: Lakeshore Commerce transaction probability → 551mo ago
A verbal range is real interest but not yet paper.
Approval Decided · The company Founder
- Approved: Lakeshore Commerce engagement → 651mo ago
Verbal price range given after the management presentation.
Approval Decided · The company Founder
- PRELIMINARY INDICATION recorded — Lakeshore Commerce1mo ago
Verbal range of $21–24M all cash, recorded at the midpoint. Not a written indication. Halloran expects the number to move on the cohort data.
Offer Recorded · The company Founder
- Lakeshore — range call with Halloran1mo ago
$21–24M, all cash, subject to cohort data and a retention covenant on the top twenty dealers. Halloran was clear it was a verbal range, not an indication.
Meeting Held · The company Founder
- Lakeshore Commerce → Preliminary Interest1mo ago
Verbal range of $21–24M all cash
Stage Changed · The company Founder
- Lakeshore Q2 call: 'dealer acquisition tooling' mentioned four times1mo ago
Strategic interest at the top of the house, coupled with a public constraint on price.
Intelligence Captured · system
- Lakeshore — management presentation1mo ago
Solid, not electric. Reyes wants a pilot with three dealer groups. Halloran asked for cohort data by dealer size and said a range would follow.
Meeting Held · The company Founder
- Lakeshore Commerce → Management Presentation1mo ago
Management presentation
Stage Changed · The company Founder
Stage history
- DiligenceAug 20, 2026
13d in previous stage · Cohort and retention requests received
- Target IdentifiedAug 15, 2026
Entered pipeline · Seeded into the buyer universe
- Preliminary InterestAug 7, 2026
16d in previous stage · Verbal range of $21–24M all cash
- Management PresentationJul 22, 2026
38d in previous stage · Management presentation
- Materials SharedJun 14, 2026
4d in previous stage · CIM shared
- NDA SignedJun 10, 2026
6d in previous stage · NDA signed
- NDA RequestedJun 4, 2026
14d in previous stage · NDA requested
- Executive MeetingMay 21, 2026
38d in previous stage · Reyes and Halloran, in Chicago
- Strategic ConversationApr 13, 2026
18d in previous stage · Discussion of appraisal-to-sourcing extension
- Contact EstablishedMar 26, 2026
7d in previous stage · Halloran replied after a follow-up
- Initial OutreachMar 19, 2026
35d in previous stage · Direct executive email — no warm path available
- Contact IdentifiedFeb 12, 2026
20d in previous stage · Halloran identified
- Acquisition Thesis BuiltJan 23, 2026
35d in previous stage · Thesis built around the appraisal product
- ResearchingDec 19, 2025
18d in previous stage · Baseline research — Tier 1