| AI | Team: Seasoned team of AI technologists, operators, and investors Investment Focus: Business services providers Revenue: $15M - $80M EBITDA: Positive EBITDA (no other profitability requirements) Geography: HQ in the USA (offshore is acceptable) Industry Focus: Outsourced BPOs Call/contact/chat centers | $0 | $20,000,000 |
| Agnostic No Construction/ No Restaurants: DFW Area | Location: Company operations in or nearby the DFW Metroplex Financials: $750K+ EBITDA 70% recurring revenue (preferably renewing contract revenue) Business History: 10+ years of operating history Customer Base: Low customer concentration (no customer >20% of revenue) | $750,000 | $1,250,000 |
| SAAS: Health Care, Municipality | Business Age: 5-7 years in business Revenue: Gross revenue over $1,500,000 Industry Focus: Education Teaching Health and Medical | $250,000 | $15,000,000 |
| Service Businesses 1.5+ cashflow / SAAS Businesses 3m ARR+ | Business Type: Services business with $1.5M+ cash flow SaaS business with $3M+ ARR Exit Timeline: Owner seeking to exit in 0-3 years Growth Criteria: Demonstrated business or industry growth Financials: Gross margin of 30%+ Industry Characteristics: Part of a fragmented industry Geography: Texas, Colorado, Idaho, Arizona, Michigan, East Coast, Pacific Coast | $1,500,000 | $5,000,000 |
| Flat glass building materials industry (distribution, wholesale, and retail) | Industry Focus: Flat glass building materials (distribution, wholesale, and retail) Geography: Across the US Financial Criteria: EBITDA: $3M - $6M+ Growth Potential: Ability to serve clients nationally | $3,000,000 | $7,000,000 |
| B2B and Residential Services | Industry Focus: Non-discretionary B2B services Home services Value-add distribution Exclusions: No new construction exposure No restaurants No e-commerce or retail Key Criteria: Recurring revenue streams Unique market niche Seller Profile: Retiring owner seeking the right buyer to care for their people | $1,000,000 | $3,000,000 |
| Vocational and Trade School | Industry Focus: Education Types of Programs: CDL (Commercial Driver’s License) training Trade schools Certification courses Target: Educational institutions and training programs in these sectors | $1,500,000 | $5,000,000 |
| Government Services, Telecom, Transportation/Logistics, Manufacturing, and Business Services | Founded by Marine Corps Veterans with a focus on leadership, integrity, and growth Investment Ethos: Focused yet flexible, with preference for low-tech, high cash flow businesses Sectors of Interest: Government Services Telecom Transportation/Logistics Manufacturing Business Services EBITDA Target: $2M - $6M, indicating strong profitability and potential for expansion Geographic Focus: US and Canada Objective: Deliver significant value and impact through operational excellence | $2,000,000 | $6,000,000 |
| High-skill Services and Education Technology | Industries: Digital Services IT Services IT Consulting Managed Services Professional Services Digital Transformations Healthcare Services Specialized Staffing Education Technology Revenue: $10M - $100M (Sweet spot: $20M - $50M) EBITDA: Positive, $1M - $20M (Sweet spot: $5M - $10M) Geography: Preferred: US Viable: Canada, EU Offshore offices welcome | $1,000,000 | $50,000,000 |
| Pressure Vessels, Storage Tanks, Heat Exchangers and Non-Architectural Steel Fabrication, | Target Sectors: Pressure Vessels Storage Tanks Heat Exchangers Non-Architectural Steel Fabrication EBITDA Range: $3M - $10M Ownership Preference: Prefer full ownership but open to strategic partnerships Geographic Focus: North America Goal: Align with growth strategies and operational framework | $3,000,000 | $10,000,000 |
| Residential Services | Equity: $20M with bank partners About Us: Three Midwest partners with 20+ years in residential services Own plumbing and locksmith companies One partner previously 3rd largest shareholder in Neighborly Pursuing long-term cashflow, not focused on PE fund IRR targets Deal Criteria: EBITDA: >$650K - $3.5M Valuation: 3-6x EBITDA Revenue: 80%+ residential service & replacement Company Types: Plumbing, HVAC, electrical service, locksmith, foundation repair, garage doors, lawn care, property management, AV/home automation, etc. Location: Texas Exclusions: Avoiding construction & commercial/industrial services | $650,000 | $3,000,000 |
| Industrial / Commercial Services. Home Services. Distribution | 10+ history | $800,000 | $2,500,000 |
| Small vertical market software companies Environment, Health, and Safety (EHS) Compliance Communication (Email, Mail, Text) Grain, Seed, and Farm Management | Target Companies: Small vertical market software companies Revenue: $500K - $10 million | $500,000 | $10,000,000 |
| Pet Crematory | Pet Crematories across the USA | $0 | $1,000,000 |
| Medical, Cosmetic, B2B | Revenue: $5M–$25M+ EBITDA: $1.5M–$7.5M Gross margins: 50%+ Revenue growth: 10%+ annually Focus on consumable or disposable healthcare products Products may include: Class 2 medical devices Cosmetic products Over-the-counter (OTC) items Established niche market leadership Predominantly B2B customer base Strong repeat revenue models Diversified customer base (no single customer accounting for more than 20% of revenue) | $2,000,000 | $10,000,000 |