Investing in Small Businesses
A fair and reasonable partner to small business owners and their employees
Lower Middle Market Private Equity Investors
We partner with management teams and small family-and-founder-owned business owners to provide financial flexibility and unlock value.
Our approach to structuring and transitioning companies through a transaction is always flexible and collaborative. Business continuity and employee retention are top priorities, as we believe these are critical components of a successful partnership.
We target established companies that have strong customer relationships and local market presence but have room for improvement on back-office infrastructure and growth capabilities.
We seek to partner in the following situations:
Founders and family ownership groups looking for a full or partial exit
Companies seeking capital for acquisitions or organic growth initiatives
Companies looking to divest non-core assets or business units
Industry Focus
Consumer Services
B2B Services
Building Products
General Industrial
Enterprise Value
Less than $75M
Equity Investment
$20-50M through the life of platform
Revenue
Less than $75M
EBITDA
Less than $7M
Financial Criteria
Our investment philosophy is centered around establishing partnerships with business owners and management teams.
Target Characteristics
Our investment philosophy is centered around establishing partnerships with business owners and management teams.
Equity Investment
Leading local market presence and established customer relationships
Mission Critical Offering
Provides essential products or services
Fragmented Competitive Landscape
Opportunity for add-on acquisitions
Predictable Revenue
Through contracts or recurring demand
Free Cash Flow
Strong free cash flow conversion
Value Creation Strategy
Our investment philosophy is centered around establishing partnerships with business owners and management teams.
1. Complete Strategic Add-on Acquisitions
2. Leverage Network of Industry Experts
3. Expand Geographic Footprint
4. Enter Adjacent Product and Service Categories
5. Optimize Business Positioning for Attractive Exit
Current Portfolio
Our investment philosophy is centered around establishing partnerships with business owners and management teams.
Regional provider of essential home and facility services including maintenance, repair and replacement of plumbing, water filtration, and HVAC systems for residential and light commercial customers.
Provides maintenance, repair, and replacement of plumbing systems for property managers, light commercial, and residential customers.
Provider of residential and light commercial plumbing and HVAC maintenance, repair, and replacement services.
Provides maintenance, emergency repair and replacement of HVAC systems and water boilers for residential and commercial customers.
Provider of residential and light commercial plumbing and HVAC maintenance, repair, and replacement services.
Provides maintenance, emergency repair and replacement of HVAC systems and water boilers for residential and commercial customers.
Current Portfolio
Our investment philosophy is centered around establishing partnerships with business owners and management teams.
Regional provider of essential home and facility services including maintenance, repair and replacement of plumbing, water filtration, and HVAC systems for residential and light commercial customers.
Provides maintenance, repair, and replacement of plumbing systems for property managers, light commercial, and residential customers.