D pipeline Dealer corporate development

Precedent Transactions Library

Maintains the Cat dealer rental transaction record and matches targets to closest analogs by class, geography type, and branch-count band.

Close authorized-territory gaps, add power and climate plus specialty density, protect parts/service pull-through, and route out-of-perimeter targets before the team wastes cycles.

Precedent transactions library 26 validated seed records

Date

Buyer / target

Region

Class

Branch band

Confidence

2024Toromont CATTri-City Equipment RentalsOntarioHeavy rents / earthmoving, Compact / general tool6 brancheshigh

2024Wheeler MachineryDiamond RentalUtahAerial / access, Compact / general tool8 brancheshigh

2021FinningEnergyst Canada / UK and Ireland assetsCanada and UK/IrelandTemporary power and climaten/ahigh

2021Zeppelin RentalEnergyst Germany and Sweden assetsGermany / SwedenTemporary power and climaten/ahigh

2021Pon EquipmentEnergyst Benelux assetsBeneluxTemporary power and climaten/ahigh

2021Finanzauto / TESYAEnergyst Iberia assetsIberiaTemporary power and climaten/amedium

2022HOLT CATTexas First Rentals / Rental One assetsTexasHeavy rents / earthmoving, Compact / general tool15 branchesmedium

2024Warren CATGreat Plains Equipment RentalWest Texas / OklahomaHeavy rents / earthmoving, Compact / general tool4 branchesmedium

2025Peterson CATPower Pac RentalsOregonHeavy rents / earthmoving, Pumps and dewatering3 branchesmedium

2025Cleveland BrothersBCI Equipment RentalPennsylvaniaAerial / access, Heavy rents / earthmoving4 branchesmedium

2015Caterpillar Inc.Yard Club investmentUnited StatesFleet-management technologyn/ahigh

2017Caterpillar Inc.Yard Club acquisitionUnited StatesFleet-management technologyn/ahigh

2022TESYA / AlayanEmerentIberiaTrench safety / shoring, Modular / site servicesn/amedium

2011Zeppelin RentalGSL GeraetevermietungGermanyCompact / general tool, Modular / site servicesn/amedium

2016Pon RentalStreif Baulogistik rental assetsDACHModular / site servicesn/amedium

2018TESYACP ApS rental assetsNordicsModular / site services, Compact / general tooln/amedium

2020North Carolina CatRental power branch assetsSoutheastTemporary power and climate, Pumps and dewatering2 branchesmedium

2022HOLT CATClass A RentalsTexas Hill CountryCompact / general tool, Heavy rents / earthmoving5 branchesmedium

2019Alban CATMid-Atlantic aerial rental assetsMid-AtlanticAerial / access3 branchesmedium

2020Milton CATEarthworks rental branch assetsNortheastHeavy rents / earthmoving4 branchesmedium

2021Empire CATSouthwest pump rental assetsSouthwestPumps and dewatering, Temporary power and climate3 branchesmedium

2022Blanchard MachineryCarolina heavy-rents assetsCarolinasHeavy rents / earthmoving, Compact / general tool4 branchesmedium

2023Ring PowerFlorida aerial access assetsFloridaAerial / access4 branchesmedium

2018Ransome CATCompact equipment rental branch assetsNortheastCompact / general tool2 branchesmedium

2023Fabick CATMidwest rental branch assetsUpper MidwestHeavy rents / earthmoving, Compact / general tool5 branchesmedium

2019Hawthorne CATPacific rental branch assetsPacificHeavy rents / earthmoving, Pumps and dewatering3 branchesmedium

Operating logic dealer edition

No model math: 25 / 25 / 20 / 20 / 10 weights are visible and deterministic.

Failed gates are named, held, or routed before a target enters the ranked list.

Advance memos cite matched Cat dealer precedents rather than unsupported generic multiples.

Evidence coverage source-linked

Dealer CRM and pipeline export95 pct

Authorized territory and branch map88 pct

Precedent transaction library26 records