
Investment Focus
Partnership Profile


Investment Size
Revenue: $10M+
EBITDA: $2M – $15M
EV: $15M – $50M
Add Ons: No minimum EBITDA

Transaction Characteristics
- Majority Buyout / Control
- Seller / management rollover
- U.S. Based
- Preferred first institutional capital

Business Characteristics
- Niche, differentiated service offering
- Consistent track record of organic growth and profitability
- Preferred asset light model
Our Industry Focus
Focused sectors, aligned expertise, long term partnership
We focus on business services, healthcare services, industrial services, and light manufacturing companies – industries we know well and where we see repeatable value creation opportunity. Our model brings together the industry expertise of founders and management teams with our experience scaling companies and our network of seasoned advisors and executives to support disciplined, long term growth.
Business Services

Commercial Services
- Essential, recurring services tied to asset preservation and regulatory compliance
- Fragmented markets with opportunity to build regional density
- Execution driven models where operational excellence drives margin expansion

Residential & HOA-Oriented Services
- Non-discretionary services tied to housing infrastructure and maintenance cycles
- Strong recurring or repeat revenue dynamics
- Resilient demand across economic cycles

Professional Services
- Specialized, technical services and expertise embedded within client operations
- Increasing demand for outsourced expertise among small & medium sized businesses
- Recurring or re-ocurring revenue
Healthcare Services

Specialty Care
- Favorable demographic tailwinds and increasing clinical complexity
- Specialized services with recurring revenues driven by provider and patient relationships
- Scalable multi-site platforms with attractive unit economics

Diagnostics & Consulting
- Essential services embedded in care pathways
- Volume supported by regulatory protocols and testing standards
- Opportunity to build density and referral networks through aligned partnerships
Industrials

Infrastructure & Industrial Maintenance
- Technical, execution-driven services with local barriers to entry
- Recurring maintenance and compliance-driven demand
- Limited exposure to commodity volatility

Light Manufacturing
- Specialized products serving stable end markets
- Repeat customer relationships and recurring order profiles
- Operational and commercial optimization opportunities

Distribution
- Distribution of technical or mission critical products integrated into customer operations
- Purchasing behavior driven by maintenance, repair, and ongoing operational needs
Platform Characteristics


Experienced Leadership
Strong management team with demonstrated success

Predictable Revenue Model
Recurring or re-ocurring revenue and high cash flow generation

Sustainable Competitive Advantage
Clear and defensible value proposition

Diversified Customer Base
Limited customer concentration or clear path to diversification

Resilient Market Dynamics
Recession resilient industries with dynamic growth potential

Opportunity for Strategic Consolidation
Fragmented markets with potential for M&A
