Case Study · Case

$38M EBITDA platform — sourced in four months

Tahoe Equity · March 10, 2026

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For a middle market sponsor, we identified, qualified, and initiated a multi-asset platform thesis — generating four LOIs within the first 90 days of the engagement.

The mandate

The sponsor had a thesis but no proprietary access. We co-authored the investable definition with their IC, then deployed our research stack and Riverguides network against it.

The numbers

$38M platform EBITDA identified
4 LOIs in the first 90 days
11 days to the first founder meeting
100% proprietary process — no banker, no auction

The takeaway

Proprietary origination is not luck. It is a disciplined engine — and when it’s aligned with a partner who has skin in the game, it compounds.