Current Buy-Side Mandates

BUSINESS SERVICES:

Accounting And Professional Services:

• Seeking partnership with accounting/professional services firms.

• Offering long-term capital, growth expertise, and collaborative partnership.

• Interested in acquiring 60-100% of the business.

• Locations: US and Canada.

• Nationwide with at least $1 million EBITDA.

Association Management:

• National AMC backed by private equity seeking add-ons in association management.

• Services: Membership, marketing, financial, events.

• Desired revenue: $3MM+.

• Location: U.S.

• Nationwide with at least $1 million EBITDA.

Commercial Janitorial Services:

• Private equity firm seeking acquisitions in janitorial services.

• Focus: Growth, operational excellence, long-term value.

• Nationwide with at least $1 million EBITDA.

Commercial Services:

• Private equity-backed holding company seeking acquisitions in commercial services.

• Focus: Enhancing service offerings through branding, technology, and support.

• Nationwide with at least $1 million EBITDA.

Electronic Security Services:

• Looking to partner with providers of electronic security services.

• Nationwide with at least $1 million EBITDA.

Funeral Homes & Services:

• Seeking acquisitions in the funeral home industry.

• Nationwide with at least $1 million EBITDA.

Independent Insurance Brokers & Agencies:

• Seeking partnerships with independent insurance brokers and agencies.

• Nationwide with at least $1 million EBITDA.

Live Event Production:

• Seeking partners in live event production and AV support.

• Target: Companies with revenues of $10M with a minimum of $2M EBITDA.

• Nationwide US & Canada

Managed Service Provider:

• Seeking IT managed service providers in mid-Atlantic and southern states.

• Focus: Growth and value enhancement.

• Nationwide with at least $1 million EBITDA.

Pest-Control Services:

• Seeking acquisitions in pest control and commercial landscaping.

• Target markets: South and Southeastern U.S.

• Nationwide with at least $1 million EBITDA.

SEO, Digital & Internet Marketing:

• Interested in acquiring firms specializing in SEO and internet marketing services.

• Nationwide with at least $1 million EBITDA.

Special Education Services:

• Provider of special education and ABA therapy seeking partners in mental health services and special education.

• Focus: Northeast U.S., with EBITDA minimums of $.5MM in existing and $1MM in new geographies.

• Nationwide with at least $1 million EBITDA.

Third-Party Administration:

• Looking to acquire firms specializing in third-party administration

• Nationwide with at least $1 million EBITDA.

Trade & Technical Schools:

• Interested in partnering with trade and technical schools.

• Nationwide with at least $1 million EBITDA.

DISTRIBUTION:

Industrials:

• Seeking partnerships with distributors in factory automation, valves & actuation, instrumentation, and fixed gas detection.

• Focus: Advanced sensing technologies, automation, productivity, safety.

• Target EBITDA: $1MM to $6MM (up to $20MM).

• Location: U.S. and Canada.

• Nationwide with at least $1 million EBITDA.

Pet Health Products Distribution:

• Private equity-backed buyer seeking add-ons in the pet health product sector, including vaccines, medications, supplements, and grooming products.

• Target revenue: $5MM – $50MM.

• Location: U.S. or Canada.

• Nationwide with at least $1 million EBITDA.

Power Transmission Components and Bearings Distribution:

• Large private equity group seeking add-ons in transmission and bearing distribution.

• Target products: Drives, brakes, bushings, clutches, controls, couplings, gears, motors, seals.

• Focus industries: Food/Beverage, Bulk Materials, Chemical, Unit Handling, Steel.

• Target revenue: $3MM – $75MM+, EBITDA: $500k – $15MM.

• Location: U.S., Canada, Mexico.

• Nationwide with at least $1 million EBITDA.

Utility and Infrastructure Construction:

• Family-owned supplier of industrial safety supplies looking to partner with value-added distributors and suppliers in the Utility and Infrastructure segments.

• Seeking businesses in the Pacific Northwest with revenue: $5MM – $10MM, EBITDA up to $2MM.

• Key products: PPE & safety supplies, traffic safety, site supplies.

• Nationwide with at least $1 million EBITDA.

Water Treatment Testing / Laboratory Products & Testing Services:

• Seeking companies in value-added distribution and manufacturing of water treatment testing products.

• Target markets: Industrial water treatment, food & beverage, environmental.

• Desired revenue: At least $5MM.

• Nationwide with at least $1 million EBITDA.

FOOD & BEVERAGE:

Packaging Equipment Company:

• Seeking acquisition of a leading packaging equipment firm with a strong product and aftermarket service and parts offering.

• Targeting companies that serve sectors such as food, beverage, pharmaceuticals, and personal care.

• Desired revenue: $20-$100M, EBITDA: $6-$7M.

• Location: Anywhere in the U.S.

• Aim: To secure a company with a large installed base driving recurring revenue from maintenance and spare parts.

• Nationwide with at least $1 million EBITDA.

MANUFACTURING:

Industrial Engineered Products:

• Private equity firm seeking acquisitions in the industrial engineered products sector.

• Focus: Maintenance, repair, and operations (MRO).

• Offering growth opportunities and collaborative partnerships.

• Target: Companies with established OEM relationships.

• Nationwide with at least $1 million EBITDA.

Manufacturer of Specialty High Performance Coatings:

• Seeking complementary acquisitions in the specialty coatings sector.

• Focus: Industrial, OEM, MRO market segments.

• Desired partners: Brands dedicated to product innovation, quality, and customer service.

• Nationwide with at least $1 million EBITDA.

Manufacturers of Engineered Products:

• Seeking complementary manufacturers of precision stampings, assemblies, and other engineered components.

• Target markets: Aerospace/Defense, Automotive, Medical, Agricultural.

• Flexible transaction structures available.

• Nationwide with at least $1 million EBITDA.

Material Handling and Packaging Equipment:

• Looking for partners in industrial automation for handling and packaging systems.

• Focus: Engineering, manufacturing, system integration, and turnkey solutions.

• Desired revenue: $10M – $25M, min 10% EBITDA.

• Nationwide with at least $1 million EBITDA.

MULTI-INDUSTRY:

Industry-agnostic:

• New England-based private investment group seeking scalable companies in various industries.

• Ideal for companies needing professionalization and scaling.

• Nationwide with at least $1 million EBITDA.

RESIDENTIAL SERVICES:

Residential & Commercial HVAC:

• Looking for partnerships with companies specializing in residential and/or commercial HVAC services.

• Nationwide with at least $1 million EBITDA.

SERVICES:

Environmental Services:

• Looking to partner with companies in environmental protection and remediation.

• Focus areas: Mold, asbestos, air and water quality, hazardous waste.

• Nationwide with at least $1 million EBITDA.

Fire Safety Systems:

• Looking to partner with companies providing fire safety systems and services.

• Nationwide with at least $1 million EBITDA.

Plants And Landscape Services:

• Seeking partnerships with landscaping service providers.

• Focus: National expansion, biophilic design, commercial interior landscaping.

• Nationwide with at least $1 million EBITDA.

Remediation & Environmental Cleanup:

• Seeking companies providing remediation and environmental cleanup services.

• Nationwide with at least $1 million EBITDA.