Welcome back, Alex

Here's the state of your acquisition pipeline this morning.

Active theses

1

Targets identified

18

Deals in pipeline

3

Combined pipeline value

£19.4m

Morning Brief

Read the full brief

Insider Media·2 deal impact
A national consolidator just bought its fourth regional self-storage operator this year, and paid up for it.
Consolidators are actively hoovering up exactly the profile of business on your prospect list, and every completed deal both validates the thesis and removes a target.
ONS
Online's share of retail is grinding upward again, and every percentage point needs warehouse space.
E-commerce share is the primary demand driver for storage and fulfilment space in the lower mid-market; a rising line underwrites the revenue side of every target on your list..
HM Treasury / trade press·2 deal impact
The owner's tax bill on exit just went up again, and every adviser in the country is telling them so.
Tax urgency is one of the few forces that moves a comfortable owner from someday to now, and it is working on your prospect pool right now..

Next best actions

Granton Storage Solutions Ltd
Send diplomatic follow-up to Michael Granton after last week's site visit.
Go
Fenwick Forklift Services Ltd
Kick off 100-day plan review with the operations team.
Go
Redgate Warehousing Ltd
Book indicative offer prep call with the deal partner.
Go

Recent activity

Score updated on Pennine Self Storage (+4 Exit Readiness)
12 min ago
Note logged on Granton Storage Solutions
1 hr ago
Six new prospects surfaced by the Hunter
3 hr ago
Fenwick Forklift moved to Post-Acquisition
Yesterday

Pipeline value by stage

£14m

Identify

£8m

Approach

£4.2m

Interview

£0m

Indicative Offer

£8.4m

Diligence

£0m

Completion

£6.8m

Post-Acq.