Cedar Ridge Apartments
A Multifamily Investment Opportunity — Charlotte, NC
Presented by Meridian Capital Partners · Confidential — For Accredited Investors Only
The Opportunity in Plain English
We are acquiring a 124-unit apartment community in Charlotte at a price 55% below what the prior owner paid two years ago. The building is already 90% occupied and generating income from day one.
Deal Snapshot
Purchase Price$11,500,000
Total Equity Raise$4,750,000
Target IRR (Base)22.5%
What this means for you: On a $250K investment, ~$14,500/yr in distributions plus ~$425K total return at sale.
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Acme Trading LLC
February 2026 Bank Statement Reconciliation
Reconciled to First Republic Statement #4521 · 312 transactions reviewed
Reconciliation Summary
All February activity matched against the operating ledger. Three discrepancies require attention: a $3,840 ACH that posted twice, two vendor payments without matching invoices on file, and a Stripe payout off by $112 against the deposit batch.
Period Totals
Total Inflows$284,300.41
Total Outflows$267,540.18
Net Movement$16,760.23
Action required: Three items must be resolved before close — see Section 4 (page 5).
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Northstar Logistics
Weekly Performance Brief — Apr 28 to May 4, 2026
For: Leadership Team · Distributed Mondays at 7am ET
The Week in Plain English
Revenue tracked 4% ahead of last week, but driver utilization fell from 78% to 71% — the third consecutive weekly decline. Two routes (TPA-04 and ORL-12) ran consistently below 60%. Customer NPS held steady at 64.
Operating Snapshot
Revenue$148,200
Loads Delivered412
On-Time Rate94.2%
Recommendation: Pull driver-level data this week to confirm whether the issue is dispatch or capacity. Three weeks of decline is a pattern, not noise.
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Verde Apparel Co.
Q1 SKU-Level Margin Audit — Jan to Mar 2026
Cross-referenced across Shopify, Amazon, and wholesale channels
What the Numbers Show
The top 12% of SKUs drive 68% of gross margin. The bottom 30% sit below your 25% margin floor — most are slow-moving accessories acquired in last fall’s overordered PO. Channel mix matters: Amazon margin runs 8 points lower than direct.
Quarter at a Glance
Total Revenue$1.42M
Blended Gross Margin41.3%
SKUs Below Margin Floor47
Bottom line: Discontinuing the 47 at-risk SKUs would lift blended margin to ~46% with negligible revenue impact in the scenarios tested.
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Project Magnolia
Roll-up Acquisition Memo — Confidential
Prepared for: M Holdings LP · Internal use only
The Opportunity in Plain English
Three HVAC service businesses across Tampa, Sarasota, and Lakeland — same vertical, complementary territories. Combined trailing revenue $4.8M, EBITDA $1.1M. All three sellers are motivated by retirement timelines within the next 18 months.
Deal Snapshot
Combined Enterprise Value$5.5M
Blended EBITDA Multiple5.0x
Equity Required (35%)$1.65M
Synergy thesis: Shared dispatch and consolidated bookkeeping should lift blended EBITDA margin from 23% to ~28% within 18 months post-close.
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