Daily Digest

2026-03-02 · 2 calls · 2h 13m total · deepseek-chat

Executive Summary

### Bottom Line
Conducted a promising interview for a Controller to replace an underperforming outsourced accounting team and advanced negotiations on a complex, no-cash merger to acquire distressed assets and create a market-leading studio services platform.

### Today's Highlights
- **Strategic Merger Negotiations:** Negotiated a no-cash, tax-free asset contribution deal with HPP to acquire Coyote's distressed business, aiming to right-size and dominate the studio services sector.
- **Key Hire for Financial Control:** Interviewed a strong CPA candidate (Maria) for a Controller role to bring financial closing, asset management, and process ownership in-house.
- **Financial Process Overhaul:** Outlined the urgent need to achieve consistent 10-business-day closes and implement reliable financial schedules by replacing outdated Excel processes with new software.
- **Deal Execution Hurdle:** Identified HPP's Victor as a key negotiation obstacle due to ego and past resentment, requiring external pressure from a capital partner (ADC) to close the deal.

### Watch List
- **Merger Negotiation Risk:** HPP's Victor remains a significant blocker; the strategy to engage ADC for top-down pressure is untested and could fail.
- **Financial Distress:** Coyote's core business is losing $20M on $35M revenue, creating urgency but also extreme integration and turnaround complexity if the deal closes.
- **System Implementation:** The plan to implement a new software layer on top of QuickBooks for 6-entity consolidation is a critical dependency for the new Controller's success.

Key Themes

Strategic Acquisition & Merger Financial Process & Control Leadership & Negotiation Operational Turnaround System Implementation

Action Items

4 items

Description From Call Assignee Priority
Advance negotiations with HPP on the no-cash merger structure for Coyote's assets. Negotiating Coyote/HPP Merger & Strategic Path Forward None high
Engage capital partner/banker ADC to apply pressure on HPP's leadership (specifically Victor) to bridge the valuation gap and agree to terms. Negotiating Coyote/HPP Merger & Strategic Path Forward None high
Proceed with next steps in the hiring process for the Controller candidate (Maria). Controller Role Interview: Discussing Process, Transition, and Fit None medium
Plan and initiate the implementation of a new software layer on top of QuickBooks for consolidation and scheduling across 6 entities. Controller Role Interview: Discussing Process, Transition, and Fit None medium