Meetings
6 upcoming · 14 debriefed · 1 past its time with no debrief. A debrief converts what was said into owned tasks and, where warranted, a proposed score change for review.
| Meeting | Buyer | Scheduled | Status | Sentiment | Next action |
|---|---|---|---|---|---|
| Solstice — management session Management session for Strand, Dubois and the Fund IV deal team. | Solstice Equity Partners | Sep 20, 2026 | Upcoming | — | — |
| Meridian — IOI follow-up with Lin Confirm IOI timing against the LOI round. | Meridian Automotive Group | Sep 19, 2026 | Upcoming | — | — |
| Kestrel — participation decision with Bennett Ask directly whether Kestrel intends to bid before the LOI round. | Kestrel Dealer Systems | Sep 15, 2026 | Upcoming | — | — |
| Arcadia — LOI terms negotiation Agree the earnout hurdle and cash-at-close split, and set the LOI signing date ahead of their board meeting. | Arcadia Auctions | Sep 13, 2026 | Upcoming | — | — |
| Vantage — IOI revision call with Whitfield Decline exclusivity and ask for a revised IOI with a higher cash component or a collar on the stock. | Vantage Retail Cloud | Sep 12, 2026 | Upcoming | — | — |
| Lakeshore — cohort review with Reyes and Halloran Walk through the cohort analysis by dealer size and ask for the range in writing. | Lakeshore Commerce | Sep 11, 2026 | Needs debrief | — | — |
| Meridian — management presentation (Atlanta) Management presentation to Lin, Adeyemi and the Halverson corp dev team. | Meridian Automotive Group | Sep 5, 2026 | Debriefed | Positive | Send Keane the channel-conflict analysis within a week. |
| Arcadia — IOI walkthrough with Okafor and Ferris Understand the IOI's earnout mechanics and their board timetable before responding. | Arcadia Auctions | Sep 1, 2026 | Debriefed | Positive | Counter: hurdle to $8.0M and cash at close to $23M, or hold EV and move $1.5M from earnout to cash. |
| Brightpath — Vaughn and Ferreira (Tempe) Establish whether Brightpath is a bidder or a customer. | Brightpath Auto | Aug 30, 2026 | Debriefed | Positive | Send the model; gauge appetite for the formal process. |
| Cardinal — dinner with Camden and Holt Customer relationship; QBR follow-up. | Cardinal Automotive Group | Aug 11, 2026 | Debriefed | Very Positive | Keep as a customer first. Log the interest. |
| Lakeshore — range call with Halloran Get the number. | Lakeshore Commerce | Aug 7, 2026 | Debriefed | Positive | Convert to a written IOI after the cohort package lands. |
| Solstice — platform conversation with Strand and Dubois Test the platform thesis before Fund IV closes. | Solstice Equity Partners | Aug 1, 2026 | Debriefed | Positive | NDA once the fund closes. |
| Lakeshore — management presentation Management session. Pike (CFO) declined to attend; Halloran and Reyes plus two analysts. | Lakeshore Commerce | Jul 22, 2026 | Debriefed | Positive | Deliver cohort package; ask for the range in writing. |
| Vantage — management presentation (Pleasanton) Full management session with the CSO, corp dev, product and their CISO. | Vantage Retail Cloud | Jul 14, 2026 | Debriefed | Positive | Deliver the security package; prepare a stock-consideration position. |
| Arcadia — management presentation (Buffalo) Full management session: product, numbers, team, roadmap. Leave with a stated intent to bid. | Arcadia Auctions | Jul 10, 2026 | Debriefed | Very Positive | Deliver the three requests inside a week. Okafor to confirm IOI timing. |
| Lakeshore — Halloran and Reyes (Chicago) Establish Reyes as the operating sponsor and Halloran as the corporate one. | Lakeshore Commerce | May 21, 2026 | Debriefed | Positive | NDA and CIM. |
| Meridian — Adeyemi and Lin (Atlanta) Executive meeting with the wholesale president. | Meridian Automotive Group | May 13, 2026 | Debriefed | Positive | NDA via Halverson legal. |
| Vantage — Marsh and Whitfield: framing the deal Move from a product conversation to a corporate one. Get Whitfield engaged. | Vantage Retail Cloud | May 8, 2026 | Debriefed | Very Positive | Whitfield to send their NDA. |
| Arcadia — executive conversation with Marcus Bell Get the CEO into the conversation and secure agreement to an NDA. | Arcadia Auctions | May 3, 2026 | Debriefed | Positive | Countersign the NDA; prepare the CIM pack for delivery within a week of signature. |
| Kestrel — Bennett and Tran Strategic conversation. | Kestrel Dealer Systems | Apr 28, 2026 | Debriefed | Neutral | NDA and CIM; do not chase. |