| Business and industrial services sector, as well as in distribution and manufacturing | Target Industries: Business and Industrial Services Distribution Manufacturing Criteria: US-based companies Strong financial health $4M+ EBITDA | $4,000,000 | $15,000,000 |
| Residential, Consumer, and Facility Services B2B, Outsourced and Professional Services Sustainability Solutions, MedSpa and Wellness Services, Pain Management Services, Pet Services, Water treatment and related services | We’re focusing on sectors where we see strong opportunities to create value: Residential, Consumer, and Facility Services B2B, Outsourced and Professional Services Sustainability Solutions – Including waste management, recycling, and ESG-aligned businesses Current Areas of Enhanced Interest: MedSpa and Wellness Services – Aesthetics, IV therapy, hormone therapy and other non-invasive treatments. Pain Management Services - providing surgery alternatives for chronic pain; stem cell therapy, PRP, functional training, etc. Pet Services - Day care, boarding, grooming, training, etc. Water treatment and related services - commercial, industrial; filtration systems upgrades, cleaning, maintenance, chemical delivery, etc. Strategic Add-Ons: In addition to platforms, we’re seeking complementary businesses for several of our portfolio companies. Specific areas include: ARM Solutions - accounts receivable management and debt collection services CJS – Overnight cleaning for boutique hotels and upscale restaurants Squan – Engineering services for fiber and wireless infrastructure; data center infrastructure services | $3,000,000 | $0 |
| Agnostic | Existing Cash Flow: History of profitable growth Management Teams: Best-in-class leadership Business Type: Platform businesses with acquisition add-on potential | $3,000,000 | $15,000,000 |
| Primarily light manufacturing with B2B sales, producing durable goods. | Geography: Headquartered within the continental U.S. Ownership: Preferably family-owned or closely-held partnerships, not previously owned by PE or hedge funds Management & Talent: Commitment to retaining current employees and management post-acquisition | $500,000 | $3,000,000 |
| Technology: Insurance, Proptech, SaaS, FinTech | Buyer Type: Strategic Industries of Interest: Insurance, SaaS, FinTech (PropTech, InsurTech) Goal: Discuss acquisition criteria and potential collaboration | $500,000 | $5,000,000 |
| Aircraft Component Design, Manufacturing, Repair, or Overhaul | Expertise in aircraft component design, manufacturing, repair, or overhaul Proprietary IP or differentiated capabilities Enterprise Value up to $500 million Based in North America, Europe, or Asia | $1,000,000 | $100,000,000 |
| Inspection Company, Janitorial Company, Fire and Water Restoration | Third-Party Safety & Integrity Inspections Life Stage: 3+ years old SDE: $200K - $2M Revenue: $1M - $5M Location: Greater Houston area Industry: Inspections (fire, heavy equipment, tools, lifts, etc.) Situation: Owner stay or strong #2 for transition Janitorial Cleaning Company Life Stage: 10+ years old SDE: $500K - $2M Revenue: $1M - $5M Location: Greater Houston area Industry: Commercial cleaning/Janitorial Situation: Long-term clients with majority contracted services Restoration / Disaster Recovery Life Stage: 5+ years old SDE: $500K - $2M Revenue: $1M - $5M Location: Greater Houston area Industry: Restoration/Disaster recovery Situation: Established presence with growth potential | $200,000 | $2,000,000 |
| Manufacturing | Holding Company Focus: Buys profitable, independent manufacturing businesses Company Overview: Serves hundreds of customers, including local businesses and Fortune 500 companies Operates businesses for the long term What We Look For: Revenue: $5 million - $50 million EBITDA: $1 million - $5 million Location: Eastern and Central United States Sector: Manufacturing, specializing in build-to-print machining and fabrication | $1,000,000 | $5,000,000 |
| IT services & software, business services, industrial & environmental services, and education & training. | Target Companies: Founder-owned or owner-operated businesses EBITDA: $3.0M to $8.0M Focus Sectors: Residential Services IT Services & Software Business Services Industrial & Environmental Services Education & Training Opportunity Type: Change-of-control opportunities | $3,000,000 | $8,000,000 |
| Roofing: Residential and Commercial | Industry Focus: Residential or Commercial Roofing Financials: EBITDA: $3.5M - $10M EBITDA Margins: >8% Revenue Composition: 70%+ from re-roofing or service Insurance or retail-focused Geography: Based in Mountain States, Southwest, Lower Midwest, and Southeast Preference for the hail belt Seller Opportunity: Opportunity to participate in the transaction Ability to roll equity and become part of a larger business expansion | $3,500,000 | $10,000,000 |
| Manufacturing: Specialty Foods, CPG, Healthcare, Equip, Water | Sectors of Interest: Specialty Foods Consumer Goods Healthcare and Pharmaceutical Equipment Energy, Water, and Utility Services Financial Criteria: EBITDA: $2M+ Geographic Focus: Across the United States Key Focus: Financially robust companies | $2,000,000 | $10,000,000 |
| Managed Service Providers / Information Technologies | Industry Focus: MSP (Managed Service Providers) MSSP (Managed Security Service Providers) Cloud Services Client Profile: 90% SMB to midmarket Less than 5% micro businesses (fewer than 5 employees) Key industries: Financial Services Biotech/Pharmaceuticals Professional Services Education Insurance Hospitality Healthcare Financial Criteria: Revenue: $1,000,000 - $3,000,000 Adjusted EBITDA: $250,000 - $300,000 At least 50% MRR (Monthly Recurring Revenue) Geographic Focus: Mid-size city/metropolitan areas (500K+ population) Key cities: Tulsa Oklahoma City Denver Little Rock Dallas Austin Houston San Antonio Las Vegas Phoenix Tampa Orlando Florida Raleigh Charlotte Charleston (South Carolina) Atlanta Detroit PA, OH, NY, MO, KY, KS | $250,000 | $300,000 |
| B2B Services | Funding Source: Personal capital Committed funds from investors Debt from lender network Target Business: B2B services business Location: Operable from Austin, TX Financial Criteria: $750K-$1.5M in SDE with an absentee owner $1.5M-$5M+ in EBITDA with an active or absentee owner | $750,000 | $5,000,000 |
| B2B tech-enabled back-office, white-collar services | Industry: B2B tech-enabled back-office, white-collar services Revenue: $4M - $25M Profitability: EBITDA of $1.5M - $8M Geography: U.S. Transaction Type: Majority stake Company Profile: Preferably with a management team in place, ideally 15+ employees | $4,000,000 | $25,000,000 |
| Outsourced Services, Specialty Medical Products & Devices, Specialty Distribution & Supply Chain, Provider Services | Trusted Partner for building high-performing healthcare companies EBITDA: Up to $15M Revenue Range: $10M - $75M | $0 | $15,000,000 |