Dara Shareef

Description: The Company specializes in the installation of appliances, electrical and plumbing fixtures, water heaters, shower doors, and cabinets through affiliations with nationwide retailers.Key Aspects: • Revenue grew at a compound annual rate (CAGR) of 18.0% from 2022 to the trailing twelve months (TTM) ending June 30, 2025, excluding all one-time income.• The Company's adjusted EBITDA margin was 14.1% for the TTM ending June 30, 2025.• The Company has open-ended installation service agreements and sell, furnish, and install (SF&I) service agreements with nationwide retailers.• The Company has been in operations for over 20 years.Opportunities: • Implement search engine optimization (SEO) on the company website to improve visibility and attract new customers.• Pursue additional installation service agreements and SF&I service agreements with large retail companies to grow revenue.• Offer installation services to ... Less

Description: The Company is a global designer and provider of promotional merchandise, private label accessories, and product packaging, with a focus on cosmetic bags, totes, travel cases, and related products. Through its Northeast, US headquarters and Asia-based offices, the Company delivers comprehensive solutions that include concept development, design, sourcing, manufacturing oversight, quality control, and logistics.Key Aspects: • The Company had an average gross profit and adjusted EBITDA margin of 34.7% and 15.6%, respectively, from 2022 to 2024.• The Company operates an in-house sample room located in close proximity to manufacturers, enabling rapid prototyping, faster iterations, and shorter development cycles.• The Company offers a comprehensive, end-to-end solution by managing design in-house and overseeing product development, contract manufacturing, quality control, and third-party logistic (3PL) providers.• The ... Less

Description: The Company is a boutique software design and development agency specializing in high-quality, custom solutions for mobile, desktop, and enterprise platforms. They provide end-to-end services, including user experience (UX) and user interface (UI) design, iOS, macOS, Android, backend, and cloud development, prototyping, launch strategy, and project management.Key Aspects: • The Company's average adjusted EBITDA margin from 2022 through TTM June 2025 is 7.6%. • Past developments include mobile software utilized by Fortune 500 companies. • The Company has delivered a substantial portfolio of applications for clients ranging from early-stage startups to Fortune 100 companies, including engagements with the National Aeronautics and Space Administration (NASA), IBM, and other recognized corporations.• Possesses cross-platform expertise, enabling delivery of integrated experiences across mobile, desktop, and cloud ... Less

Description: The Company is a disabled veteran business enterprise (DVBE) that specializes in contact center solutions, staffing augmentation, scaling optimization, and information technology (IT) consulting services. The Company has provided its client's services as both a prime and a subcontractor for the last 10+ years.Key Aspects: • Revenue Growth: From 2023 to 2024, the Company's revenue grew 72.1%, due to sizeable projects with its largest clients.• Strong Open Contracts: The Company has secured open contracts totaling approximately $78M as of October 2025, with $44M remaining to be billed.• Consistent Client Base: Management notes that approximately 95% of revenue in 2024 was generated from repeat clients• Extensive Certifications: The Company is certified as a DVBE in 8 states, a veteran business enterprise (VBE) in all 50 states, and holds Service Disabled Veteran Owned Small Business (SDVOSB), allowing priority in ... Less

Description:The Company is an asset-based third-party logistics provider offering a comprehensive suite of transportation services, including drayage to local ports, full truckload (FTL) and less-than-truckload (LTL) transportation, flatbed services, and freight brokerage services. Additionally, The Company provides a range of warehouse services including storage services, heavy lifting services, order fulfillment services, pick-n-pack warehouse services, and special project services. The Company's primary offering is drayage services accounting for an average of 72% of revenue from 2022 to 2024.Key Aspects: • Strong Financial Margins: The Company maintained an impressive average adjusted EBITDA margin of 20.3% from 2022 to 2024. • Client-Centric Approach: The Company prides itself on ensuring a positive client experience through consistent communication and customizable services, going beyond traditional logistics services ... Less

Description:The Company is a healthcare consulting firm specializing in operational and compliance support for providers in the post-acute sector. With an emphasis on operational effectiveness and regulatory guidance, the Company works with care teams to advance clinical performance and support revenue optimization.Key Aspects: • The Company maintained a strong adjusted EBITDA margin averaging 40.1% from 2022 to 2024.• All client contracts are structured as evergreen agreements with monthly billings, resulting in more than 95% of the Company’s annual revenue, on average, being recurring. • The Company has built a strong reputation in the industry through its 20+ year operating history. • The Company’s affiliations with its clients are often long-term and deeply embedded, driven by recurring advisory engagements, regulatory support, and ongoing revenue cycle services.Opportunities:• Further explore affiliations with legal ... Less

Description: The Company specializes in 1031 exchange transactions, offering qualified intermediary services to ensure compliance and facilitate smooth exchanges. The Company processes forward, reverse, and construction exchanges. Additional services include consulting, document preparation, and transaction tracking using statistical analysis system software and cloud-based system, both software as-service (SaaS) providers. The Company's services ensure the highest level of client fund security. With a highly trained staff known for their responsiveness, knowledge, and experience, the Company maintains high client satisfaction and retention rates.Key Aspects: • Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 5.9% and 7.7%, respectively, from 2022 to the trailing twelve months (TTM) ending August 31, 2025.• The Company has a low client concentration, with the largest client representing less than 1% ... Less

Description: The Company is a software solutions provider focused on manufacturing and distribution companies. The Company implements information systems, develops eCommerce solutions, and is apart of the Infor Partner Network (IPN) Program, specifically for its enterprise resource planning (ERP) software, Infor XA (formerly MAPICS). The Company additionally offers consulting services, such as business and technology expertise, for ERP and distribution systems globally. These services help to optimize operations for manufacturing and distribution companies by focusing on Infor systems, integration, training, and custom add-on development.Key Aspects: • The Company maintained a strong average adjusted EBITDA margin of 45.1% from 2022 to 2024.• From 2022 to 2024, an average of 90.2% of the Company’s revenue was derived from recurring contracts, with recurring revenue increasing to 99.3% in the trailing twelve months (TTM) ending ... Less

Description: The Company is a staff augmentation & digital solutions firm specializing in the regulated manufacturing industry, delivering project management, operational excellence, and validation in the regulated manufacturing industry, for pharmaceutical, biotechnology, and medical device clients. The Company compliments its services with Smartsheet digitization solutions, enabling clients to achieve greater project visibility, compliance, and operational efficiency.Key Aspects: • The Company maintained an impressive adjusted EBITDA margin averaging 28.7% from 2022 to 2024. • The Company provides immediate access to a pre-qualified pool of experts, dramatically reducing a client's time-to-hire. • The Company holds Silver Partner status in the Smartsheet Aligned Partner Program, reflecting a strong track record in implementing Smartsheet solutions and delivering advanced capabilities.• The Company is recognized by multiple ... Less

Description: The Company is a premier manufacturer and retailer of artisanal French pastries and confections. Product offerings include desserts, bread and pastries, macarons, coffees, sweet and savory crepes, and Gelato. The Company’s presence in high-traffic areas, including shopping districts and airports, attracts a diverse customer base by capturing both local patrons and transient travelers looking for a premium experience. The Company has expanded its presence through multiple locations, catering to a diverse clientele.Key Aspects: • Strong Revenue Growth: From 2022 to the trailing twelve months (TTM) ending June 30, 2025, the Company's revenue grew at a compound annual growth rate (CAGR) of 14.1%.• Renowned Brand Reputation: Known for authentic Parisian quality, premium ingredients, and elegant presentation, the Company is a top destination for French pastries and a favorite for both daily indulgences and special ... Less

Description: The Company is a luxury furniture and bespoke interior design retailer with three physical showrooms strategically located across the U.S. The Company sources and sells high-end furniture, lighting, home accessories, kitchenware, leather goods, textiles, & specialty items, offering a wide range of prefabricated products and an international variety of designers to create custom-order furniture and accessories tailored to customer needs.Key Aspects:• Strong Revenue and EBITDA Growth: Revenue increased by a 22.8% compound annual growth rate (CAGR) from 2023 to the trailing twelve months (TTM) ending June 30, 2025, while adjusted EBITDA rose by 66.0% CAGR.• Loyal Customer Base: Approximately 65% of total sales in 2024 are from repeat customers.• Geographic Strength: The Company has a showroom strategically located in each of the top three revenue-generating locations within the US home furnishing industry.• Unique ... Less

Description: The Company designs and delivers supply chain programs that align with the geographic, social, and ecological priorities of institutional and wholesale food buyers. Collaborating with farmers, food processors, and other distributors, the Company delivers source-identified regional products such as produce, dairy, meat, and minimally processed items at scale. Additionally, the Company has its own brand line, which holds a trademark designation.Key Aspects: • The Company had a strong growth and financial performance, with sales reaching $15.6 M in the trailing twelve months (TTM) ending August 31, 2025, and gross profit margin averaging 19.9% from 2022 to 2024.• As of August 31, 2025, the Company has an estimated $3.63 million remaining to be billed on its current contracts.• The Company is a Certified B Corporation, indicating it has undergone certification by the nonprofit B Lab for its high standards in social ... Less

Description: The Company is a biomedical equipment repair firm offering repair and maintenance services for a wide range of medical equipment, including patient monitoring devices, defibrillators, fetal transducers, suction regulators, flat panel displays, medical televisions, and public announcement systems. The Company specializes in repairing various types of cabling, such as fiber optic networks, data networks, telephones, intercom systems, and digital signage. Additionally, the Company sells aftermarket batteries, aftermarket patient cables, and hospital-grade televisions. Key Aspects:• Consistent Revenue: Since 2022, the Company has consistently exceeded $3M in revenue, averaging $3.4M from 2022 to 2024.• Positive Industry Reputation: With over 25 years of providing reliable service, the Company has established a strong reputation amongst hospitals and medical facilities in Western, US, resulting in a majority of revenue ... Less

Description: The Company is an interior architectural and design firm known for its thoughtful approach to smart design solutions. The Company has completed high-profile projects for offices, retail spaces, and notable restaurants and bars in the Southeast US.Key Aspects:• Revenue and adjusted EBITDA averaged $6.0M and $1.2M, respectively, from 2022 through 2024.• Staff is compromised of experienced architects and designers with expertise in varied specialties (interior architecture and design).• The Company has strong brand recognition in which several publications and articles detail its most acclaimed projects.• The Company has an esteemed reputation, delivering tailored corporate, commercial, and retail architecture, interior design, and space?planning services for 25+ years.Opportunities: • Establish a dedicated marketing team to drive expansion of the Company’s market share in the Southeast and other regions.• Focus on ... Less

Description: The Company is a public works construction company specializing in the construction of roadway intersections through the installation of advanced traffic management systems, including traffic signals, street lights, video detection sensors, and vehicle sensor loops.Key Aspects:• Consistent Financial Growth: From 2022 to 2024, the Company's revenue grew at a compound annual growth rate (CAGR) of 15.3%.• Industry Reputation: The Company boasts a strong 20-year operating history and a solid industry reputation as a public works contractor, built on its prompt response times, professional execution, and extensive industry expertise.• Knowledgeable Staff: The Company’s team comprises multi-skilled professionals with extensive industry expertise, capable of addressing diverse client needs at every stage of the construction process.• Robust Backlog: As of May 31, 2025, the Company had $40.4 million in open contract ... Less

Description: The Company is a leading manufacturer and provider of advanced climate control solutions. With decades of industry expertise, the Company offers a comprehensive range of hydronic heating and cooling systems tailored for greenhouses, indoor farms, and other controlled environment agriculture (CEA) facilities. The Company's innovative products and services ensure optimal growing conditions, energy efficiency, and sustainability for diverse horticulture and agricultural operations.Key Aspects:• Strong Brand Recognition: With over 45 years of industry experience, the Company has earned a solid reputation and established a leading market position.• Valuable Intellectual Property and Patents: The Company's extensive patent portfolio, proprietary technologies, and robust IT infrastructure are key assets, reinforcing its commitment to innovation and its competitive edge in climate control solutions.• Future-Ready, ... Less

Description: The Company is an award-winning luxury home builder that offers custom design, build, and renovation services for high-end communities and residential neighborhoods in a rapidly growing Southeast market.Key Aspects:• The Company's revenue averaged $18,849,911 from 2022 through 2024.• The Company's average gross profit margin was 19.1% from 2022 through 2024.• The Company's operating facility is strategically located between three of the Company’s primary communities.• The Company utilizes an industry leading project software, which allows its customers to see photo updates, select options, and view Gantt charts.• The Company offers a large portfolio of custom home options and is not limited to any specific home design.Opportunities: • Develop in-house trade services to include cabinet fabrication, cabinet installation, and trim carpentry.• Expand service offerings to include interior design services.• Establish ... Less

Description: The Company is a strategic digital consulting firm focused on helping enterprises modernize, develop resilience and negotiate digital transformation. The Company provides software engineering, data engineering, project & program management, and design expertise. This translates to software and data modernization, adoption of cross-departmental Agile processes & practice, and innovation of the business. Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 27.9% from 2022 to the trailing twelve months (TTM) ending August 31, 2025, with revenue increasing by 70.5% from 2023 to 2024 alone.• Adjusted EBITDA grew at a CAGR of 36.2% from 2022 to the trailing twelve months (TTM) ending August 31, 2025, with margins averaging 18.6% from 2022 to 2024.• Operations are successfully managed in a fully remote capacity, with no physical office location.• All clients are engaged under a master service agreement ... Less

Description: The Company is a leading manufacturer and distributor of polyvinyl chloride (PVC) and aluminum fences, catering primarily to wholesalers and fence installation companies. The Company produces approximately 35% of its PVC profiles domestically through multiple extrusion lines while importing the remaining 65%. Aluminum components are fully imported, with profile assembly handled in-house to ensure quality. The Company distributes fences via full truckload shipments to US customers. Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 24.7% and 16.0%, respectively, from 2022 to the trailing twelve months (TTM) ending August 31, 2025.• The US fencing market was valued at $9.8 billion in 2024 and is expected to expand at a CAGR of 5.3% from 2024 to 2030, according to Grand View Research.• Established expertise with over two decades of experience in the PVC and aluminum fence ... Less

Description: The Company provides talent and digital agency services that span AI strategy and implementation, strategic consulting, user experience (UX) design, web and application development, and staff augmentation. The Company designs and builds websites, platforms, and applications that deliver measurable results, crafts innovative digital experiences, and provides embedded talent and innovation services to help its clients adapt, grow, and lead.Key Aspects:• In the trailing twelve months (TTM) ending May 31, 2025, the Company reached impressive gross profit and adjusted EBITDA margins of 36.8% and 19.1%, respectively.• The Company has developed a range of proprietary methodologies, modular design systems, reusable code libraries, internal tools, trade secrets, and other intellectual property (IP) built through years of innovation and hands-on project delivery.• The Company's client base is comprised of blue-chip ... Less

Description: The Company is a US-based e-commerce focused hemp retailer specializing in premium, federally compliant hemp-derived products, including Tetrahydrocannabinolic Acid (THCA) and Cannabidiol (CBD) flower, edibles, topicals, and pet products. The Company has developed a reputation for award-winning indoor-grown strains. All products undergo third-party laboratory testing to ensure potency, consistency, and compliance with federal regulations.Key Aspects:• The Company's revenue grew at a compound annual growth rate (CAGR) of 32.4% from 2021 through 2024, with an adjusted EBITDA margin reaching 13.9% in 2024.• The seller maintains strong customer retention with an estimated 87% of 2024 revenue being generated from repeat customers.• The Company leverages white-label packaging across its entire smokable product line and extends this practice to select offerings within its edible product portfolio.• The Company ... Less

Description: The Company is a fitness studio franchisor that offers its franchisees turnkey support, including site selection and buildout, marketing, staff training, and operations. The brand focuses on helping deconditioned adults transform their bodies and minds through instructor-led group exercise sessions and coaching members on their nutrition, supplementation, and lifestyle choices.Key Aspects:• 79.4% of the Company's revenue in the TTM ending June 30, 2025, was recurring revenue.• The Company provides strong franchisee support, featuring ongoing training, sales frameworks, exercise programming, and a CRM-managed sales funnel for lead generation.• The Company offers in-house digital advertising services that provide franchisees with full-service digital marketing to drive studio-level sales.• The Company maintains an established, award-winning brand with a nationwide presence.• The Company has diverse revenue streams, ... Less

Description: The Company is a premier electrical and infrastructure contractor specializing in civil infrastructure solutions, including power and communication installations, underground utilities, and other related electrical systems for transportation and public works projects.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 13.3% and 30.6%, respectively, from 2022 to the trailing twelve months (TTM) ending July 31, 2025.• The Company's bonding capacity is $25M for single projects and $50M aggregate.• The Company is a Department of Transportation (DOT)-prequalified contractor across multiple project categories, giving the Company a competitive advantage in securing state and municipal infrastructure projects.• The Company has a strong portfolio of recurring contracts and extensive long-term experience working with government agencies, municipalities, and major general ... Less

Description: The Company is a federal government contractor focused on providing mission-focused, practicable, and actionable solutions for complex cybersecurity problems. The Company offers in-house data engineering, software development, data science, systems engineering, and information assurance services to enable meaningful data analysis across disparate sources. Additionally, the Company ensures the secure operations of some of the United States' most important missions through blue, red, and purple teaming, security monitoring, incident response, forensics, and threat hunting.Key Aspects:• High Financial Growth: From 2022 to 2024, the Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 45.6% and 84.4%, respectively.• Strong Profit Margins: The Company maintained impressive gross profit and adjusted EBITDA margins averaging 49.4% and 11.8%, respectively, from 2022 through 2024.• Robust ... Less

The Company is a well-respected general contractor. The Company provides a complete range of general contracting, construction management, and real estate development services to owners and investors in Southeast US. The Company performs a variety of services, including design-build, design-assist, and pre-construction ... Less

Description: The Company is a leading specialty contracting service provider with three divisions that specialize in earth moving, environmental services, and construction projects throughout the Northeast, US. Key Aspects:• Adjusted EBITDA grew at a compound annual growth rate (CAGR) of 28.3% from 2022 to 2024, with margins averaging 32.9% during the same period.• As of July 15, 2025, the Company has an estimated $5.3 million remaining to be billed in open contracts, all of which is expected to be collected by year-end 2026, according to management. • The Company maintains a bonding capacity of $50 million, with flexibility to secure larger projects as needed due to its strong standing with its bonding agent, according to management.• Management notes that in 2024, more than 90% of revenue was derived from repeat clients.Opportunities: • Implement a targeted marketing strategy to increase brand visibility and diversify the ... Less

Description: The Company is a provider of specialized quality assurance (QA) talent for testing solutions for immersive technologies and smart devices. The Company specializes in providing testers for unreleased products in virtual reality (VR), augmented reality (AR), mixed reality (MR), and wearable device technologies. In addition to supplying highly trained QA professionals, the Company develops proprietary testing tools designed to improve efficiency, accuracy, and scalability within the testing-as-a-service segment.Key Aspects:• Strong Profit Margin: The Company maintained an impressive average adjusted EBITDA margin of 27.3% from 2022 through 2024.• Strategic Partnership With a Blue-Chip Company: The Company has a long-standing relationship, serving as a trusted QA partner across multiple divisions and initiatives, including the testing of unreleased products.• Innovate Through Software Development: The newly launched ... Less

Description: The Company is a heavy civil construction contractor for large-scale projects. The company primarily focuses on public sector, heavy civil construction for freeways, bridges, and roads.Key Aspects:• Strong financial performance with revenues growing at a compound annual growth rate (CAGR) of 60.6% from 2022 to year-to-date (YTD) August 31, 2025.• Well-established brand name recognition and reputation.• Long-term, loyal client base, with many clients working with the Company since its inception.• Offers diverse project capabilities.• Secured backlog of approx. $162M as of August 31, 2025, ensuring a robust number of projects.• Prime contractor on 100% of its projects.Opportunities: • Improve bonding capacity to increase the value of projects the Company can bid on.• Expand geographically to reach new clients.• Pursue private-sector work to open a new revenue stream.• Capitalize on Federal Transportation bills to ... Less

Description: The Company is an intensive outpatient programs (IOP) focused on addiction treatments. The Company offers day treatment, group therapy, one-on-one counseling, case management, and structured residential housing.Key Aspects:• The Company's revenue grew at a compound annual growth rate (CAGR) of 30.1% from 2022 through 2024.• The Company achieved an adjusted EBITDA margin of 34.1% from 2022 through 2024.• The Company accepts out-of-state patients.• Residents and non-residents can utilize all services offered.• IOP services are immediate and have no wait times.• The Company's staff is composed of expert licensed therapists.• The Company is licensed with several insurance companies.Opportunities: • Expand service offerings and hours of operation to reach more potential patients.• Bring medical billing in-house to reduce expenses.• Increase marketing to out-of-state clinical stabilization services (CSS) and hospitals ... Less

Description: The business offering consists of two entities. The Company operates a vertically integrated healthcare platform combining non-emergency medical transportation (NEMT) and clinical training under common ownership. The transport division provides Basic Life Support (BLS), Critical Care Transport (CCT), gurney van, bariatric, and event standby services. The training division, according to management, is a national distributor of the American Heart Association’s (AHA) Resuscitation Quality Improvement (RQI) program and offers certifications in numerous medical programs. Serving both individuals and enterprise clients, the training division creates a direct workforce pipeline for the transport division.Key Aspects:• High-Margin, Diversified Revenue Streams: The transport division achieved an average Adjusted EBITDA margin of 23.6% from 2022 to 2024, while the training division delivered average margins of 17.3% over ... Less

Description: The Company has established itself as a leader in senior living community management. Founded with a commitment to quality care, the Company provides a comprehensive range of services including memory care, retirement living, and assisted living. The Company offers 24/7 care and excels in a niche segment of the senior living market, recognized for its specialized services and dedication to the well-being of its residents, across the Company's six communities.Key Aspects:• Strong Operating History: The Company has provided quality care and housing for over 30 years with an experienced executive team with over 95 years of experience in the healthcare industry• High Occupancy Rate: As of October 11, 2024, the Company's six communities have an average occupancy of 89.3%• Expert Staff: The Company has teams of well-trained staff and nurses available 24/7 to assist residents• Strategic Locations: Multiple communities ... Less

Description: The Company is a full-service reconstruction and restoration Company serving Third Party Administrators (TPAs) and homeowners. The Company's primary services include reconstruction, water, content, mold, fire, trauma, and textile mitigation.Key Aspects:• The Company maintained strong financial margins with gross profit and adjusted EBITDA margins averaging 29.9% and 13.7% respectively, from 2022 through 2024.• According to management, as of May 31, 2025, the Company has an estimated $746,545 remaining to be billed in open contracts.• The Company is an approved vendor for five Third Party Administrators (TPAs).Opportunities: • Expand service offerings to include crawlspace remediation to drive revenue growth.• Pursue geographic expansion to broaden client reach.• Increase marketing efforts to insurance carriers and property managers to gain market share.• Enhance the Company's website with search engine ... Less

Description: This opportunity is comprised of two entities referred to collectively as the Company. Entity 1 is a leading provider of comprehensive airport operations and passenger support services, delivering solutions such as facility maintenance, baggage handling, transportation, and terminal operations for major US airports. Entity 2 specializes in aviation security and airport traffic management, offering guard, patrol, and curbside enforcement services to ensure safe and efficient airport operations. The majority of the Company’s revenue is derived from contracts obtained due to diversity, small business, and local certifications.Key Aspects:• Entity 2's revenue and adjusted EBITDA grew 44.5% and 86.0%, respectively, from 2023 to 2024.• The Company holds long-term, multi-million dollar contracts with major airport authorities, providing stable and recurring revenue.• As of April 30, 2025, the Company has no long-term ... Less

Description: The Company is an electric vehicle conversion firm that designs, engineers, and distributes components used to convert classic and performance cars into fully electric vehicles. The Company offers a extensive catalogue of electric vehicle components, such as batteries, chargers, fuses, and drivetrain systems, which are fabricated in-house specifically for electric vehicles. The Company offers comprehensive conversion kits, with high quality components and custom wiring, which can be utilized for a wide range of vehicles.Key Aspects:• Diverse Service Offerings: The Company offers customizable engineering services, DIY conversion kits, and individual electric vehicle components, providing clients with a flexible, one-stop solution for a wide range of electric vehicle needs.• Industry Pioneer: Management notes that the Company is a pioneer in the industry, recognized as the first retailer to offer electric vehicle ... Less

Description: The Company is a physician-directed wellness company that delivers IV hydration therapy through a hybrid model of physical clinics and mobile services. Licensed nurses administer treatments under medical supervision, ensuring convenience, safety, and clinical consistency. The Company operates in high-demand Western U.S. markets through a mix of owned clinics and long-term MSA partnerships.Key Aspects:• Rapid Revenue and Adjusted EBITDA Growth: Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 35% and 30.2%, respectively, from 2022 to the trailing twelve month (TTM) ending May 31, 2025.• Strong Financial Margins: Gross profit and adjusted EBITDA margins averaged 34.0% and 12.4%, respectively, from 2022 to 2024.• Clinical Oversight: All treatments are administered by licensed registered nurses under the supervision of a board-certified physician, ensuring medical-grade safety, consistency, ... Less

Description: The Company is a staffing firm specializing in temporary and permanent placement solutions. The Company provides staffing solutions across a broad range of market segments, including pharmaceuticals & biotechnology, manufacturing, insurance, consumer products, professional services, real estate, and financial services. The Company extends its reach nationally by delivering staffing solutions across the US.Key Aspects:• The Company maintained an impressive average adjusted EBITDA of 18.8% from 2021 through 2024.• The Company utilizes a sophisticated database system with a proprietary search algorithm to connect with nearly 80,000 professionals nationwide.• With a long-standing presence in the industry, the Company is widely recognized for its consistent delivery of high-quality staffing services.Opportunities: • Pursue geographic expansion to broaden the Company's footprint and capture additional market ... Less

Description: The Company provides information technology (IT), staff augmentation, and research & development (R&D) services. The Company specializes in IT modernization, and orchestrates a flexible workforce ecosystem to build cloud and artificial intelligence (AI) solutions that enhance business outcomes for the aerospace and public sectors.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 44.0% and 144.2%, respectively, from 2022 through the TTM ending June 30, 2025.• The Company's client base is comprised of blue-chip organizations, including NASA and the USDA.• 43.8% of revenue in the TTM ending June 30, 2025, was derived from recurring revenue contracts.• The Company is an Upwork Enterprise Partner, an Amazon Web Services (AWS) Select Tier Services Partner, a WordPress VIP Public Sector Partner, and a DataRobot Partner.• The Company received the highest possible ... Less

Description: The Company provides innovative, economical alternatives to window replacement. The Company is a technology-driven, service-based business that provides glass restoration services. The Company's services are cheaper, faster, and less invasive than window replacement. The Company has extensive experience ranging from single panels in a home to complex problems on high-rise buildings.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 32.3% and 40.4%, respectively, from 2022 through 2024.• Proven, scalable business model with two unique growth strategies tailored to specific markets.• The Company holds contractual, exclusive rights to use patented technology for developing its own equipment for large-scale projects.• The Company holds exclusive rights to use patented technology for training its technicians.• The Company’s glass restoration services are ... Less

Description: The Company is an information technology asset disposition (ITAD) company specializing in routing electronic waste (e-waste) to be reused or recycled. The Company offers collection, data destruction, and recycling services. Collected items are handled securely, and components are sold for reuse, recycling, or scrapping.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 11.5% and 18.3% from 2022 through the trailing twelve months (TTM) ending July 31, 2025.• e-Commerce sales accounted for an average of 83.3% of revenue from 2022 through the TTM ending July 31, 2025.• The Company is International Organization for Standard (ISO) 14001 and Sustainable Electronics Recycling International (SERI) R2 certified.• The Company developed a robust and proprietary building event system for interacting with customers.Opportunities: • Advertise the Company's mobile hard drive ... Less

Description: The Company holds the position of a leading LED display brand in the professional Audio Visual (AV) industry on a global scale. The Company expertise lies in the design, development, and distribution of cutting-edge LED display technology for both semi-transparent and direct view LED displays. The Company strategically outsources the production to multiple manufacturers in China, ensuring that products meet the highest customer specifications. The Company portfolio ranges from large format LED video walls to architectural media façade, LED sculptures, and immersive spaces. Key Aspects:• Strong Gross Profit Margins: Gross profit margins have averaged 35.9% from 2022 to 2024, reflecting efficient cost management, strong pricing power and higher profits potential.• Secured Future Revenue: The Company has approximately $3.2MM million remaining to be billed on contracts in progress as of March 17, 2025.• Negotiation ... Less

Description: The Company is a wholesale producer of high-quality sourdough loaves and Italian-style grissini breadsticks. The Company offers a range of non-GMO organic and regular sourdough loaves in multiple formats (round, boule, sliced) and five flavors (traditional, garlic, rosemary, whole grain, and asiago). The Company's grissini breadsticks come in three varieties: traditional, sea salt, and parmesan. The Company serves a nationwide customer base through grocery store chains and third-party distributors.Key Aspects:• Strong Revenue Growth: The Company has achieved a compound annual growth rate (CAGR) of 24.4% from 2022 to trailing twelve months (TTM) ending June 30, 2025.• Consistent Revenue: Management notes that 100% of revenue is from consistent weekly orders.• High Gross Profit Margin: The Company's gross profit margin averaged 41.6% from 2022 to 2024.• Optimized Efficiency: The Company's recent investments in ... Less

Description: The Company is a leading provider of emergency and non-emergency medical transport (NEMT) services, serving a diverse range of patients through healthcare providers. The Company offers facility-to-facility transfers, residence-to-facility transport, 911 emergency response, and airport transfers, leveraging a modern ambulance fleet equipped for advanced life support (ALS) and basic life support (BLS). Operations are supported by a 24/7 dispatch and billing infrastructure, with a strong focus on clinical excellence, regulatory compliance, and patient safety.Key Aspects:• The Company's adjusted EBITDA grew at a compound annual growth rate of 63.4% from 2022 to 2024.• The Company maintained an average revenue of $30.6M from 2022 to 2024, with 70.1% of 2024 revenue being derived from NEMT services.• Revenue is generated by a diverse payor mix, including hospitals, Medicaid, Medicare, private insurance, and ... Less

Description: The Company is a full-service catering business and event venue rental provider. The Company caters both offsite and onsite at its approximately 52-acre property that has five venues to host weddings, social gatherings, corporate events, and more. Key Aspects:• Average gross profit and adjusted EBITDA margins of 50.6% and 18.9%, respectively, from 2021 through 2023• Operates from an approximately 52-acre estate, which is included in the sale of the Company• Five kitchens spread across the estate• Capability to host nearly any event, with completely customizable venues• Low client concentration: No single client accounted for more than 2.5% of revenue in 2023• Over 85 years of operating historyOpportunities: • Hold public events on the estate grounds to bolster revenue and further diversify revenue streams• Establish a formal marketing strategy to reach more potential clients• Grow the off-premise catering portion ... Less

Description: The Company is a full-service commercial contractor specializing in site preparation for public and private sector projects. The Company’s core services include demolition and abatement, with additional capabilities in excavation, hauling, wildfire debris removal, drainage, sewage systems, and recreational infrastructure. The Company's primary service offering is demolition, accounting for over 80% of revenue annually.Key Aspects:• Strong Financial Margins: The Company maintained impressive gross profit and adjusted EBITDA margins, which averaged 49.2% and 14.6%, respectively, from 2022 through 2024.• Robust Backlog: As of July 2025, the Company has $1.2M in secured backlog.• Licenses and Certifications: The Company holds extensive licensing, including general engineering licenses across multiple states, as well as specific licenses for handling hazardous materials.• Specialty Service Offerings: The Company's ... Less

Description: The Company is a used commercial vehicle dealership specializing in light and medium duty fleet vehicles tailored to the needs of small businesses and trade contractors. Serving a broad customer base of owner-operators and small enterprises, the Company facilitates vehicle acquisitions primarily for work-related use. The Company offers end-to-end solutions, including financing through a trusted network of lenders and access to aftermarket products such as service contracts and commercial insurance.Key Aspects:• The Company's gross profit and adjusted EBITDA margins averaged 23.8% and 7.4%, respectively, from 2022 through 2024.• The Company utilizes a digitally driven sales model, converting online inquiries into on-site transactions through search engine optimization (SEO) and third-party platform exposure.• The Company operates from a scalable real estate footprint with highly visible auto-zoned properties.• The ... Less

Description: The Company is a full-scale entertainment and production enterprise delivering high-quality event experiences for private occasions. With a primary focus on bands, DJs, musicians, and event production services, the Company combines over 35 years of expertise with a commitment to excellence and customization.Key Aspects:• Revenue for the primary operating entity increased at a compound annual growth rate (CAGR) of 17.6% from 2022 through the TTM ending June 30, 2025.• The Company's intellectual property (IP) includes registered trademarks, branded bands, musical charts, and musical software programming.• The Company has preferred vendor status with more than 50 venues in and around the Tri-State area, and in the Midwest.• The Company utilizes a dedicated event planning application (app) and support team to centralize communication and planning.Opportunities: • Capitalize on plans to add additional bands, DJs, and ... Less

Description: The Company is a unique experiential marketing support agency with premium event staffing capabilities and extensive access and expertise in executing activations for nationwide experiential events. It has over 20 years of experience in managing campaigns of every size and scale for companies operating in various industries.Key Aspects:• Strong EBITDA Margins: The Company's adjusted EBITDA margins have remained strong, averaging 23.0% from 2022 to 2024.• Proprietary Database: The Company possesses a proprietary database of over 50,000 brand ambassadors & contractors that the company utilizes for events.• Expert Team In-Place: Knowledgeable and skillful team with the expertise and capabilities to take on a wide range of projects while keeping a personalized focus on the client• Brand Recognition: The Company boasts a strong brand reputation within the industry amongst its clients.Opportunities: • Expand Customer ... Less

Description: The Company is an independent family-owned medical testing facility specializing in diagnostic imaging and radiology. The Company provides diagnostic imaging scans and radiology reports for four main modalities which include magnetic resonance imaging (MRI), computed tomography (CT), ultrasound, and X-ray scans. The Company’s primary focus is to serve the local and surrounding communities, ensuring that patients get the best care and are treated with dignity. Key Aspects:• Revenue and EBITDA Growth: The Company's revenue and adjusted EBITDA increased at compound annual growth rates (CAGRs) of 3.4% and 2.0%, respectively, from 2022 through TTM June 2025.• Strong EBITDA Margin: The Company boasted a high adjusted EBITDA margin of 14.6% in 2024.• Deep Community Connections: For over 20 years, the Company has proudly served communities in the Western, US earning a stellar reputation and developing strong affiliations ... Less

Description: The Company is full-service flooring company that provides a wide range of products including carpet, vinyl planks, and hardwood flooring. The Company also provides consultation & design services, installation, and repair & maintenance.Key Aspects:• Strong Financial Margins: The Company's gross profit and adjusted EBITDA margins averaged 33.5% and 9.6%, respectively, from FY 2022 through FY 2024.• Secured Future Revenue: As of July 2025, the Company had more than $1.7M in secured contract value.• Long-Standing Presence: Throughout its more than 25-year operating history, the Company has developed a strong reputation for the quality of its products and professional services.• Stable Supplier Relationships: Since its inception, the Company has developed long-term relationships with multiple suppliers.Opportunities: • Diversify Flooring Selection: Expand material offerings to include products such as porcelain and ... Less

Description: The Company is comprised of four entities that make up a specialized aviation support and security services provider operating in locations in the Southeast and Southwest US. The Company offers a range of services, including baggage handling system support, access control, employee and product inspections, and destination management for large commercial clients.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 31.1% and 34.9%, respectively, from 2021 to 2024.• Long-standing contracts in place with major airport authorities and transportation providers ensure consistent revenue streams.• Serves a diverse range of clients including government entities, transportation hubs, hospitality groups, and large-scale event organizers.• As of December 31, 2024, the Company has no long-term debt.Opportunities: • Expand geographically by replicating the Company’s proven airport service ... Less

Description: The Company operates as a broker, wholesaler, and retailer of marketing data, specializing in the production of customized databases, targeted mailing, telemarketing, and email lists.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 10.4% from 2021 through 2024.• The Company averaged an 12.2% adjusted EBITDA margin from 2021 through 2024.• Strategic marketing agreement with Dunn & Bradstreet (D&B) for over 25 years.• The Company sells data from nearly 80,000 data sources.• Employees are seasoned data experts with an average tenure at the Company of over 12 years and over 20 years in the industry.Opportunities: • Increase the size of the sales team to increase sales and market share.• Benefit from the company's lean operational structure to continue natural growth.• Continue the Company's SEO investments, which have led to an increase in lead generation.• Consolidate the Company's brands under ... Less

Description: The Company is a residential fiberglass inground pool and spa contractor. The Company provides complete excavation and installation services, as well as add-on products and services such as decks, perimeter tile, various pool finishes, built-in water features, light-emitting diode (LED) lighting, and automatic covering systems.Key Aspects:• Revenue and adjusted EBITDA averaged at $6.0M and $1.9M, respectively, from 2022 through 2024.• Gross profit margins averaged 53.7% from 2022 through 2024.• Staff possesses the necessary skills to not only install the pool but also to design and install pool additions.• Successfully installing fiberglass pools and spas since 2008.• Low customer concentration and strong market presence in local region.Opportunities: • Penetrate the commercial building market to generate additional customers.• Expand service offerings across the Central and Western United States.• Create ... Less

Description: The Company is a mass production painting contractor that specializes in new construction of residential buildings, such as apartments, townhomes, and single-family homes. The Company works directly as a trade subcontractor for builders and general contractors for new construction contracts throughout the Northeast, US. The Company offers interior & exterior painting services, as well as project estimates, though management notes that the majority of revenue (approximately 90%+) is derived from interior painting services.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 13.0% and 57.7%, respectively, from 2021 to 2024.• Gross profit margins averaged 25.9% from 2021 to 2024, increasing at a CAGR of 14.0% during that same period.• Backlog of $20.8 million as of May 31, 2025, all of which is expected to be collected within the next 18 to 24 months, according to management.•  ... Less

Description: The Company is a commercial construction subcontractor that procures and installs window treatments and specialty construction items as part of its comprehensive installation, project management, and estimation services provided to top commercial general contractors.Key Aspects:• The Company maintained average gross profit and adjusted EBITDA margins of 36.4% and 11.5%, respectively, from 2022 through 2024. • As of May 13, 2025, the Company had $6,513,965 remaining to be billed on current contracts, a $1.5 million increase compared to the same date in the previous year. • According to management, an estimated 95% of 2024 revenue was derived from repeat clients, underscoring the Company's high-quality services and exceptional reputation. • The Company holds preferred dealer status with primary industry vendors, securing advantageous discounts and credit terms for its product and material purchases. • The ... Less

Description: The Company is a digital media content creation agency and a leader in a niche and growing industry. The Company's primary focus is to create substantive and high-quality videos, photo libraries, and other multimedia assets to help clients build strong brand images and optimize recruitment efforts.Key Aspects:• Revenue and adjusted EBITDA averaged $2.6M and $574K, respectively, from 2022 through 2024. • Adjusted EBITDA margins averaged 22.2% from 2022 through 2024. • Proprietary interview and content creation methodology based on years of experience within the industry. • An experienced team of creative content creators, including marketing strategists, videographers, editors, photographers, graphic designers, and more. • Master service agreements (MSAs) in place with clients.Opportunities: • Capitalize on the Company’s remote team and international projects to continue expanding globally. • Continue to capitalize ... Less

Description: The Company is a comprehensive advertising agency focusing on brand-building strategy, content creation, social media, video production, and design, as well as full creative services for a diverse clientele, including established blue-chip companies and emerging businesses.Key Aspects:• The Company's average revenue was $2,252,541 from 2022 through 2024. • The Company's adjusted EBITDA margin averaged 9.2% from 2022 through 2024. • The Company maintains Master Service Agreements (MSAs) with all clients, renewed annually, though a minority choose triennial renewal • The Company has won numerous awards for outstanding quality of work • The Company's branded videos on Instagram and TikTok have amassed a total of 41 million views, resulting in over 2.4 million engagementsOpportunities: • Leverage the existing client relationship with a large client to enable the Company to collaborate with all of its brands • ... Less

Description: The Company is a wholesale supplier to the Convenience Service Industry, coffee roasters, and coffee distributors. The Company provides replacement parts, installation supplies, display fixtures, water filters, leak detectors, cleaning supplies, and related accessories.Key Aspects:• The primary entity's revenue grew at a compound annual growth rate (CAGR) of 20.0% from 2021 to 2024. • The Company is well-established and recognized, and its ownership has guided it through more than 30 years in the industry. • The Company maintains a robust inventory of parts and products, including proprietary, trademarked water filtration products. • The Company is the distributor of replacement parts of the leading Bean to Cup of coffee brewers and ice machines sold in the US. • The Company is an authorized distributor for five of the largest water filter companies in the industry. • The Company is a dominant provider in the ... Less

Description: The Company is a high-end event furniture rental business. The Company rents out luxury furniture, dinnerware, décor, and more for events such as weddings, galas, and corporate & private events.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 24.7% and 11.5%, respectively, from 2021 through 2024. • The Company maintained an average adjusted EBITDA margin of 26.5% from 2021 through 2024. • No single client generated more than 4.2% of revenue in 2024, underscoring the Company's low client concentration. • The Company's luxury product offerings lead to increased margins.Opportunities: • Gain market share through geographic expansion. • Increase revenue by expanding product & service offerings, such as event planning. • Search engine optimize the Company's website to gain online exposure and reach more potential clients. • Increase margins by continuing to expand into the ... Less

Description: The Company is a full-service glazing business with over 60 years of industry experience, providing high-quality glazing services to both commercial and residential clients. The Company specializes in projects such as storefronts, curtain walls, windows, doors, skylights, and frameless glass walls for commercial buildings, as well as shower enclosures and windows for residential homes. Operating primarily within its region, the Company has built a strong reputation for its craftsmanship, reliability, and attention to detail in delivering custom solutions for its clients.Key Aspects:• Strong Revenue: From fiscal year end (FYE) 2022 through FYE 2024, the Company's revenue averaged $6.4M. • Strong Brand Recognition: The Company has developed a strong reputation and market presence through its 60+ years of operating history. • Secured Contracts: The Company has $7.1M in open contracts, with $3.4M remaining to be ... Less

Description: The opportunity consists of two entities: a cabling contractor and a communications equipment and service provider. Company 1 is a cabling contractor with a focus on voice, data, video, and fiber optic cables. Company 2 sells, designs, and provides installation services for various communications equipment. Ownership will consider the sale of each entity individually or as a collective sale.Key Aspects:• Company 1 and Company 2 have average gross profit (GP) margins of 19.9% and 22.4%, respectively, from 2021-2024. • Management notes that the Company has recurring revenue contracts and a customer repeat purchase rate of 92.1% in 2024. • Company 2 has exclusive distributor agreements in place for products sold to the educational and commercial markets. • Company 1 and Company 2 are licensed and certified to work on public projects, schools, and low-voltage work. • Company 1 holds a Master Service Agreement (MSA) ... Less

Description: The Company is a premier provider of specialized industrial services. The Company is recognized for its technical expertise and safety-first culture in executing complex demolition, dismantling, and rigging projects. The Company serves a diverse client base across the United States, including leading pharmaceutical, energy, manufacturing, and public sector organizations.Key Aspects:• The Company has strong client affiliations with Fortune 500 companies, government agencies, and major construction firms. • The Company has a long-standing Master Service Agreement (MSA) with a client, which was renewed through 2034, making the Company a preferred vendor. • In 2024, 50% of the Company’s revenue was generated from repeat clients. • The Company has an aggregate bonding capacity of $10M. • The Company has a proven ability to execute turnkey projects involving multiple service lines under one contract. • The Company is ... Less

Description: The Company owns and operates a technology-based client-centric architecture platform to secure and manage architecture and related services. They have developed the first of its kind cloud-based pricing and proposal tool, built specifically for architects and designers. This tool is effectively used by the Company and is available for purchase on a subscription basis nationwide.Key Aspects:• Proprietary Technology: The Company's proprietary pricing tool is a revolutionary way for architects, designers & clients to get faster, fully customizable pricing and proposals • Scalable Platform Positioned for Growth: The Company developed a robust backend platform that can handle, track and manage multiple complex projects. • Optimized Architecture Website: The Company's architecture website is optimized for search engine visibility, lead generation and improved engagements. • Streamlined Process: The Company’s process ... Less

Description: The Company is a multi-division construction services provider with three integrated subsidiaries. Its core operating entity delivers specialized commercial construction services, including concrete restoration, waterproofing, and construction management, primarily throughout the Southeastern, US. A second subsidiary serves as a dedicated construction arm to a longstanding client, offering aligned service capabilities. The third subsidiary functions as a centralized cost center, supporting administrative and internal operations.Key Aspects:• Revenue for the core operating entity averaged $50.7 million from 2022 to 2024. • As of April 29, 2025, the Company has approximately $57.3 million in backlog. • The Company was established 30+ years ago with a strong industry reputation. • As of May 2025, the Company has completed over 3,000 projects and has worked with more than 500 different clients. • Management notes that ... Less

Description: The Company is a manufacturer and distributor of advanced medical equipment & medical software, specializing in cardiovascular and neurocognitive monitoring technologies. The Company designs and manufactures state-of-the-art medical devices used to monitor physiological activity. The Company’s products serve a range of medical disciplines, including neurology, cardiology, pulmonology, and endocrinology. The Company includes a manufacturing entity in Europe and distribution entity in the US.Key Aspects:• Recurring Revenue: In 2022, the Company introduced a software licensing fee starting in the second year of product ownership, driving increased service revenue with continued growth expected as more customers reach the two-year mark. • Positive Industry Reputation: The Company has manufactured and distributed high-tech medical equipment for over 30 years, establishing the Company as a well-known brand with a ... Less

Description: The Company is an award-winning architectural firm that provides planning, architecture, and interior design services with innovative solutions for the housing, hospitality, commercial, and non-profit sectors. The Company's work focuses on both client needs and delivering solutions through exceptional service and design quality, to create projects that can efficiently be brought to fruition.Key Aspects:• The Company's revenue grew at a compound annual growth rate (CAGR) of 13.4% (excluding PPP loan income) from 2021 to 2024, with an average adjusted EBITDA margin of 10.0% during this time. • As of May 16, 2025, the Company has approximately $1.2 million in scheduled billings across 82 active projects through August 2025. • The Company typically recognizes 30% more in monthly billings than is scheduled for each month, according to management. • The Company employs a skilled team of architects, project managers, and ... Less

Description: The Company is an electrical contractor specializing in commercial and residential electrical solutions. The Company provides new construction electrical services, fire alarm installation, electric panel upgrades, design-build, preventative maintenance, electric vehicle station installation and repair, and numerous additional services.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 35.7% from 2021 through 2024. • The Company maintained an average adjusted EBITDA margin of 9.6% from 2021 through 2024. • Minimal client concentration: No single client accounted for more than 4.8% of the Company's 2024 revenue. • The Company’s electricians are cross-trained between both commercial and residential services, offering service flexibility and a larger, more diversified client base. • The Company purchased the assets of a competitor in 2023, which included a list of 14,000 customers.Opportunities: • ... Less

Description: The Company is a leading provider of sweeping services, disposal solutions, maintenance porter services, comprehensive facility services (CFS), and snow removal throughout the New England region. Established more than two decades ago, the Company operates year-round, 24/7, to meet the diverse needs of its commercial clients for all seasons. The Company's has several recurring revenue streams in place throughout all service offerings, with 100% of income from both facility services and snow removal classified as recurring.Key Aspects:• Revenue and adjusted EBITDA grew at a compound annual growth rates (CAGRs) of 11.4% and 41.0%, respectively, from 2021 to 2024. • In 2024, approximately 83% of revenue ($16.4M) was derived from recurring revenue contracts. • Management notes that, on average, most services operate within a range of 40-60% margins, with municipal sweeping specifically ranging between 35-55% margins, ... Less

Description: The Company specializes in high-quality polymer flooring systems, terrazzo solutions, concrete coatings, and polished concrete solutions. The Company delivers customized flooring solutions designed to enhance durability, safety, cleanability, and aesthetic appeal for a range of commercial and industrial applications.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 5.1% from 2021 to 2024. • Gross profit margins averaged 22.1% from 2021 to 2024. • As of February 2025, the Company has a backlog totaling approximately $600,000 in revenue to be recognized in 2025. • Management notes that in 2024, approximately 65% of revenue was generated from repeat clients. • Over 20 years of operating history with a reputation for exceptional customer satisfaction and high-quality flooring solutions. • Diverse product offerings, including polymer flooring systems, concrete coatings, and polished concrete, ... Less

Description: This Company is a small-batch, artisanal coffee roasting company with a long track record and proven profitability. The Company produces a wide portfolio of whole bean and ground coffees—ranging from proprietary blends and single-origin offerings to flavored specialty roasts, alongside a chef curated café menu featuring deli sandwiches, locally sourced fresh-baked goods, tea, other non-coffee beverages, and branded merchandise. With multiple high-traffic retail café locations, a growing e-commerce presence, and a robust wholesale program serving restaurants, upscale markets, and boutique hotels and resorts, the business generates diversified and recurring revenue streams.Key Aspects:• Established Organic Coffee Brand: Over 20 years of operating history with USDA organic certification, strong brand equity, and regional recognition in the Western, US. • Vertically Integrated Operations: The 4,000 sq. ft. roasting ... Less

Description: A fast-growing, physician-supervised medical weight loss and aesthetics platform in the Western, US, operating under a compliant MSO structure with two established clinics. The Company offers a subscription-based model centered on FDA-approved GLP-1 therapies, supported by B-12 injections, red light therapy, and body contouring. Patients follow a structured monthly program with telehealth consults, weekly treatments, and personalized coaching. With strong margins, high retention, and scalable operations, the Company is well-positioned to capitalize on the surge in demand for medically guided weight loss.Key Aspects:• Strong Financial Performance: The Company maintained strong average gross profit and adjusted EBITDA margins of 82.5% and 31.4%, respectively from 2023 through 2024. • High-Growth Industry Position: The Company operates at the convergence of medical weight loss and aesthetics, capitalizing on ... Less

Description: The Company fabricates and installs stone and hard surface countertops for single- & multi-family homes, high-rises, restaurants, bars, and hotels. Stone care products, sinks, and faucets are offered at the Company’s retail locations. The Company typically works with national home builders who construct hundreds to thousands of homes each year.Key Aspects:• Adjusted EBITDA and revenue grew at compound annual growth rates (CAGRs) of 35.5% and 24.4%, respectively, from 2021 to 2024. • The Company's revenue grew 27.5% from 2023 to 2024. • The Company has multiple affiliations with national homebuilders, resulting in additional out-of-state projects to service these clients. • As of May 2025, the estimated revenue for work under signed contract is $49.89M. • In 2021, the Company added countertop care products and chemicals to the product lineup. • The Company opened a second showroom in 2024 to showcase additional ... Less

Description: The Company is an environmental services firm specializing in providing comprehensive services for environmental assessments, compliance, restoration, and remediation projects. The Company provides a broad suite of environmental solutions, including shoreline and aquatic habitat management, maintenance of water features and aeration systems, control of invasive plant species, erosion mitigation, and support for stormwater infrastructure, enabling clients to effectively navigate environmental challenges and regulatory obligations.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 34.7% and 116.8%, respectively, from 2022 to 2024. • The Company maintains a robust portfolio of recurring maintenance contracts, providing consistent revenue and long-term client relationships. • The Company's bonding capacity is approximately $10 million. • The Company has an established reputation ... Less

Description: The Company is an agricultural company specializing in comprehensive irrigation solutions. The Company's services include irrigation system design and installation, automation systems, cost-sharing consulting, parts supply, and repair and maintenance support. The Company is committed to responsible water use and stays at the forefront of technology and automation to ensure efficient and sustainable agricultural practices.Key Aspects:• The Company maintained strong financial margins with gross profit and adjusted EBITDA margins averaging 34.4% and 12.3%, respectively, from 2022 through 2024. • The Company has a strong client base with management estimating 77% of revenue being generated from repeat clients in the trailing twelve months (TTM) ending April 30, 2025. • As of May 2025, the Company's backlog is approximately $3.5 million. • The Company has been in business for over a decade.Opportunities: • Focus on ... Less

Description: The Company is a premier hardscape design and construction firm based in the Northeast, US, specializing in creating high-end outdoor living environments for residential and commercial clients. The Company focuses on the design and installation of patios, walkways, retaining walls, outdoor kitchens, fire features, and custom masonry work. Complementing its core hardscape offerings, the Company also provides winter services, excavation, and landscape installations, allowing for year-round client engagement and diversified revenue streams.Key Aspects:• Revenue and adjusted EBITDA have grown at compound annual growth rates (CAGRs) of 11.4% and 50.9%, respectively, from 2022 to the trailing twelve months (TTM) ending March 31, 2025. • The Company’s gross profit and adjusted EBITDA margins averaged 62.0% and 16.0%, respectively, from 2022 to 2024. • Seasonal services, including landscaping and snow removal, support a ... Less

Description: The Company is a leading wholesaler of hard surface flooring and area rugs, serving a broad customer base across 47 US states and three international markets. The Company sources its products from domestic and international manufacturers to offer a diverse and fashion-forward product portfolio.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 17.5% from 2021 to 2024. • The Company had an average gross profit margin of 23.8% from 2021 through 2024. • With over 30 years of industry experience, the team brings extensive knowledge and leadership within the home fashion market. • According to management, the Company had a 90% repeat customer rate in 2024. • The Company serves customers across 47 US states and 3 countries internationally. • The Company serves a broad and diversified customer base, with approximately 4,500 customer accounts in its database and 810 active accounts in 2024. • Product ... Less

Description: The Company is a full-service restoration and general contracting firm. The Company specializes in property damage restoration caused by water, fire, wind, and mold. While the Company has two offices in the Northeast and Southeast US, management notes that only the Northeast location will be included in the transaction.Key Aspects:• Revenue averaged $4.5M from 2022 to 2024. • Gross profit margins averaged 44.1% from 2022 to 2024, with total costs decreasing by 16.7% during the same period. • Management notes that approximately 80% of revenue each year is derived from repeat business. • The Company offers 24/7, 365 immediate response service to clients. • The Company is a one-stop shop for inspections, testing, mitigation, remediation, and reconstruction. • Operating with several licensed and certified experts, the Company has a strong, well-experienced team that is in-house. • Management notes that the Company has ... Less

Description: The Company designs and sells audio networking products and develops associated technologies. The Company's products, powered by proprietary digital audio transport technology, enable performers to create customized monitor mixes. These systems integrate with analog or digital consoles and distribute audio, data, and power. The Company's solutions are used in live sound, studios, and fixed installations, offering flexibility, high-quality audio, and ease of use.Key Aspects:• The Company's gross profit and adjusted EBITDA margins were an impressive 56.2% and 23.9%, respectively, in 2024. • The Company has developed revolutionary products and technologies, with an ongoing commitment to innovation that drives differentiation in the market. • All products are designed internally and manufactured in the United States. • The Company possesses proprietary data, systems, technology, patents, trademarks, and trade secrets. ... Less

Description: The Company is a manufacturer of high-quality firearm components.Key Aspects:• The Company's average revenue was $3.3M from 2021 to 2024. • Gross profit and adjusted EBITDA margins averaged 77.7% and 35.1% respectively, from 2021-2024. • The Company has exclusive access to six patented product designs. • All products are manufactured in-house. • Management notes in 2024, 80% of revenue is from repeat customers. • The owners have over 30 years' experience in the aerospace engineering and manufacturing space.Opportunities: • Finalize obtaining an export license to sell to European distributors. • Create second and third shifts to increase sales. • Pursue military contracts to increase sales.Headquartered:• Southeast, USCurrent Markets:• The Company's market segments include original equipment manufacturers, distributors, dealers, retailers, and military and law enforcement throughout the US.Real Estate:• The Company ... Less

Description: The Company is comprised of two entities that distribute high-end, customizable kitchen and bathroom fixtures, tile, luxury appliances, outdoor spas, and specialty outdoor appliances, all designed to meet the unique needs of commercial, residential, and retail customers. With a focus on exceptional customer service, the Company combines expert guidance, innovative design, and a curated selection of premium products to transform spaces into functional and visually appealing environments.Key Aspects:• Average gross profit and adjusted EBITDA margins of 39.7% and 24.1%, respectively, from 2021 to 2024. • Low customer concentration, with the largest customer accounting for approximately 2% of revenue in 2024. • Diverse product offering with 60+ brands and 5,000+ high-quality products. • Strong market presence and reputation developed throughout the Company's long-standing operation. • Fully customizable services ... Less

Description: The Company is primarily a business-to-consumer (B2C) online retailer offering high-end pool and spa products, saunas, automotive care, lawn care equipment, and outdoor goods. The Company sells its products through various online platforms, with additional in-person retail and maintenance & installation services provided via a physical storefront. In 2024, the Company's owners acquired another entity that performs pool-building and is expected to be included in the sale of the Company.Key Aspects:• In 2024, 98% of the Company’s revenue was generated through e-commerce channels, with the remaining 2% coming from its physical retail location. • From 2022 to 2024, the Company's revenue grew at a compound annual growth rate (CAGR) of 18.1%. • Management estimates the Company's inventory value to be approximately $2-3M at any one time. • The Company holds limited authorized dealer status for several brands. • Products ... Less

Description: The Company is a flooring product manufacturer that manufactures and imports product as well as represents a variety of flooring manufacturers, importers, and home furnishing businesses. The Company provides its clients with extensive product knowledge, experience, and sales support.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 9.4% and 9.0%, respectively, from 2022 through 2024. • The Company maintained impressive average gross profit and adjusted EBITDA margins of 74.3% and 23.1%, respectively, from 2022 through 2024. • The Company has exclusive representation agreements in place with 21 flooring manufacturers. • The Company's sales representatives and agents have deep product knowledge and experience.Opportunities: • Increase production, inventory, sampling, and marketing of the Company's products to drive sales expansion. • Expand the rugs product line to increase ... Less

Description: The Company specializes in commercial site development and underground utility construction. The Company excels in handling complex projects, focusing on developing sites and installing essential utilities and systems, including underground retention ponds and utility pipes. With a reputation for innovation, the Company consistently provides effective solutions for challenging and intricate construction projects.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 30.4% and 33.2%, respectively, from 2021 to 2024. • As of March 31, 2025, the Company had $30.5 million in work-in-progress across 18 active projects, with $16.7 million remaining to be billed. • The Company self-performs the majority of its specialized work, relying on subcontractors only for tree clearing and demolition, ensuring greater quality control and project efficiency. • A strong management succession plan ... Less

Description: The Company is a full-service executive search and outsourced human resource (HR) consulting firm, specializing in organizational training, professional development, executive coaching, employee relations, performance management, HR audits, compliance, benefits administration, recruitment, and talent acquisition for leadership roles.Key Aspects:• The Company's total revenue growth was 20.3% from 2021 to 2024. • The Company's adjusted EBITDA margin averaged 9.7% from 2021 to 2024. • As of March 10, 2025, the Company has $5M in active signed contracts. • Management estimates that in 2024, 84% of revenue was generated from repeat clients. • The Company has a reoccurring revenue model for all HR contracts. • The Company has cultivated long-standing relationships with clients, ensuring consistent customer retention.Opportunities: • Expand into new market segments to grow the client base and revenue. • Enhance executive ... Less

Description: The Company is a software solutions company, focusing on mobile technology and digital transformation for its financial institution clients. The Company primarily designs, develops, and deploys custom mobile enterprise software. In addition, the Company provides various consulting services, as well as servicing maintenance contracts.Key Aspects:• Diverse product suite and revenue streams, including a significant recurring maintenance segment representing approximately 73% of revenue in 2024. • Extensive intellectual property with a digital transformation & production-ready product suite, all developed by in-house teams. • 100% client retention rate, a result of superior customer service and inherent mobile banking stickiness. • Expedited client discovery & onboarding process, promoting an increased rate of leads developing into signed contracts. • Multiple award-winning company, recognized largely for the ... Less

Description: The business offering consists of two established entities. Company 1 is a full-service agency specializing in brand strategy, creative design, and traditional marketing offering services such as brand development, advertising, print and video marketing, and strategic messaging. Company 2 focuses on data-driven online marketing, providing website development, search engine optimization (SEO), advertising, social media marketing, content creation, email marketing, and analytics to enhance digital performance. While Company 1 builds strategic brand identities through traditional methods, Company 2 leverages digital strategy and engagement tools to drive measurable online results.Key Aspects:• Company 1 gross profit and adjusted EBITDA margins averaged 45.2% and 14.7%, respectively, from 2021 to 2024. • In 2024, Company 2 generated approximately 5.1% of its revenue from monthly recurring revenue (MRR) from website ... Less

Description: The Company is a retailer of home appliances to homeowners, businesses, and builders. The Company provides outstanding customer service, quality products, and low prices. The Company also provides service after the sale with its in-house service department.Key Aspects:• Revenue and adjusted EBITDA grew at a compound annual growth rate (CAGR) of 6.9% and 7.1% from 2021 to 2024, respectively. • Average gross profit margin of 33.2% from 2021 to 2024. • The Company has over 70 years of operating experience, strong brand recognition in its area, and has maintained an A+ BBB rating since 1960. • High-volume of customers served each year, receiving, on average, nearly 7,500 service calls and 7,700 delivery and installation orders. • The Company maintains partnerships with well-known, high-quality manufacturers.Opportunities: • Continue to expand product offerings and develop new manufacturer relationships to attract new ... Less

Description: The Company is a commercial cleaning and facility maintenance service provider, with approximately 65% of its annual revenue generated from recurring business. The Company offers comprehensive cleaning, floor care, maintenance, and painting services, catering to industries including financial institutions, daycare facilities, private schools, medical offices, clean manufacturing, and commercial buildings.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 13.0% and 17.2%, respectively, from 2021 to 2024. • The Company's adjusted EBITDA margins averaged 25.8% from 2021 to 2024. • The Company offers a wide range of cleaning and facility maintenance services, providing comprehensive, tailored solutions to clients. • The Company has a strong reputation for delivering high-quality, reliable services with a focus on client satisfaction. • The Company operates with a team of skilled ... Less

Description: The Company is a fully integrated platform operating within the solar and building services sectors, consisting of three synergistic entities. With over 40 years of experience, the core business serves as a leading engineering, procurement, and construction (EPC) provider of solar energy systems for both residential and commercial markets. Its affiliated entities expand on that foundation by offering solar-optimized roofing solutions and advanced engineering and design services. Together, they deliver comprehensive solutions across solar, roofing, and engineering—driven by strong brand recognition, long-standing relationships, and a dedicated leadership team.Key Aspects:• The Company averaged growth profit margins of 30.1% from 2021 through 2024, with a notable increase to 38.1% in 2024. • The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 55.9% and averaged over $1 million from 2021 to ... Less

Description: The Company is a premier dealer specializing in commercial furniture and architectural walls, providing cutting-edge interior design services to industries such as commercial, healthcare, education, and hospitality throughout the United States. Renowned for its project development and management expertise, the Company is a trusted dealer for businesses seeking innovative and functional workspace solutions.Key Aspects:• The Company has a strong market position with scalable operations, leveraging its experienced workforce, trusted subcontractors, and supplier affiliations to meet growing demand. • Authorized dealer of furniture and architectural walls, with over 100 brands that provide access to high-quality, innovative products with strong brand recognition. • Leverage existing relationships across a diversified customer base to drive cross-selling initiatives between furniture and architectural walls. • The ... Less

Description: The Company specializes in the installation of screen enclosures for pools and patios, featuring clear views and solid beam construction. The Company also offers pool cage and patio screen repairs.Key Aspects:• The Company's average revenue was $3,078,966 from 2021 to 2024. • The Company's gross profit margin averaged 46.4% from 2021 to 2024. • The Company's average adjusted EBITDA margin was 7.3% from 2021 to 2024. • Management estimates that as of April 14, 2025, the Company has approximately $282k in backlog. • The owner of the Company holds exclusive rights to a unique patent utilized by the Company.Opportunities: • Expand service offerings to commercial organizations to open a new revenue stream. • Improve internet presence and marketing to improve visibility and attract new clients. • Expand the Company's service area into surrounding counties to continue to grow market share. • Increase focus on ... Less

Description: The Company is a licensed nurse registry caregiver referral agency that connects seniors with certified caregivers to assist with non-medical, daily activities, enabling them to continue living independently at home. The Company offers personalized, affordable services from background-checked caregivers to meet each client's unique needs.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 39.88% from Company inception in 2018 through 2024. • The Company maintained an impressive average adjusted EBITDA margin of 20.1% from 2021 through 2024. • The Company has an internal network of skilled and qualified healthcare professionals, including CNAs and HHAs, who undergo comprehensive training and credentialing to ensure the highest standard of care. • The Company has a growing client base, with approximately 80% of revenue generated from repeat clients in 2024.Opportunities: • Expand into additional ... Less

Description: The Company is a leading developer and producer of specialty chemicals for niche markets. With a strong focus on exports, the Company provides specialized technical sales support globally, requiring extensive travel to serve its customers effectively.Key Aspects:• The Company's gross profit (GP) margins averaged 29.2% from 2021 through 2024. • Highly regarded by customers through providing reliable, consistent products shipped efficiently and effectively; 96% of 2024 revenue is from repeat customers. • Equipped with in-house testing and manufacturing capabilities that ensure quality control, efficiency, and faster time to market. • Engaged in marketing and selling through exceptionally strong technical service worldwide to niche markets. • Knowledgeable staff with a unique skill set in problem-solving and manufacturing. • Proactive in presenting new chemical options, types, and products demonstrated to ... Less

Description: The Company is a Midwest-based manufacturer and supplier of ready-mix concrete, serving customers from three strategically located facilities. In addition to concrete production and delivery, the Company offers a comprehensive range of building materials, including gravel, sand, stone, topsoil, masonry supplies, finishing tools, wire mesh, concrete sealers, and contractor-grade boots. The Company's diverse product portfolio supports residential and commercial construction projects, ensuring high-quality materials and reliable service to its customers.Key Aspects:• Average gross profit margins of 27.1% from 2022 to 2024. • The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 4.2% from 2022 to 2024. • Strategically located to serve a broad customer base and key markets. • Management notes of an established and loyal customer base with recurring demand. • Highly recognized name with strong ... Less

Description: The business offering is a combination of two entities: one specializing in the retail installation and customization of residential and commercial fences in various styles and materials, and the other a fabricator and wholesaler of high-quality PVC and aluminum fence products. Together, they provide a comprehensive range of fencing solutions, from fabrication to installation.Key Aspects:• From 2021 to 2024, gross profit margins for the retail entity and the distribution entity have averaged 32.6% and 25.1%, respectively. • In-house fabrication capabilities, driving cost efficiency and reducing expenses. • Over 45 years of operating history with a reputation for exceptional customer satisfaction and high-quality fencing solutions. • Diverse product offerings, including PVC, chain-link, wood, aluminum, and composite, customized to meet unique customer needs. • Strong market presence and reputation in Florida, a ... Less

Description: The Company is a design and management consulting firm specializing in custom designs and project management of advanced audiovisual (AV) and multimedia environments. The Company provides AV consulting services, including discovery of needs, project budgeting, facility and infrastructure design, competitive bidding documents, and management of the implementation process. The Company has an extensive track record of success, having completed tens of thousands of AV projects for its blue-chip clients across the globe, including many landmark, superstructure, and world headquarters projects for Fortune 500s.Key Aspects:• Combined adjusted EBITDA margin of 24.8% in the trailing twelve months (TTM) ending July 31, 2024 • Combined backlog of more than $3 million, as of November 18, 2024 • Zero long-term liabilities as of fiscal year-end 2022, 2023, and as of July 31, 2024 • Blue-chip clients, including several Fortune ... Less

Description: The Company is a wholesale supplier of premium beads, offering an extensive selection of glass beads, semi-precious stones, pearls, and brass findings. The Company caters to artists, jewelry designers, and boutique retailers who seek unique, customizable components for handcrafted creations. With a commitment to quality and craftsmanship, The Company provides distinctive bead collections that elevate the artistry of each piece.Key Aspects:• Revenue has averaged $1.45 million from 2011 through 2024 • Adjusted EBITDA grew at a compound annual growth rate (CAGR) of 8.2% from 2021 to 2024. • Gross profit and adjusted EBITDA margins averaged 45.8% and 26.5%, respectively, from 2021 through 2024. • A diverse product offering with an estimated 5,500 custom-designed Czech glass beads & buttons. • An established customer base, with approximately 80% of 2024 revenue generated from repeat customers and no single customer ... Less

Description: The Company sells, installs, and services industrial electrical equipment and energy storage equipment for broadband providers, utility companies, manufacturing companies, distribution companies, warehouses, and data centers.Key Aspects:• The Company's revenue increased at a compound annual growth rate (CAGR) of 17.6%, excluding one-time income, from 2021 to 2024. • As of January 1, 2025, the Company has over 40 projects in progress, which is expected to generate $874,900 in revenue. • The Company's excellent reputation in the immediate and surrounding regions is a testament to its more than 51-year operating history. • The Company delivers superior customer service 24/7. • The Company's products have a long serviceable life, providing a high rate of repeat business. • Operational systems and tools have been put in place to allow the Company to service large customers.Opportunities: • Expand existing customer ... Less

Description: The Company is a full-service fresh fruit and vegetable, Global Food Safety Initiative (GFSI)-certified processor and wholesaler that packs and cuts any item to meet the customer’s specific needs. From organic and kosher products to local produce, the Company has the capabilities to get the exact product customers need for their businesses. With nearly three decades of experience, the Company has been supporting local farms and its community by focusing on product quality, extended shelf life, premier customer service, and micro testing.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 12.2% and 55.7%, respectively, from 2021 to 2024. • High repeat customer base of approximately 95% each year, with management noting that many top customers have been working with the Company since its inception. • In operation for more than two decades, with product quality, extended shelf ... Less

Description: The Company is a podcast interview booking agency. The Company books entrepreneurs as guests on targeted podcasts in their niche, allowing them to speak to their target audience and build their brand, as well as helping them maximize their return on investment through group coaching calls and personalized interview audits.Key Aspects:• Revenue averaged approximately $2 million from 2021 to 2024, with gross profit margins averaging 82.4% during that same time. • Adjusted EBITDA margins averaged 18.0% from 2021 to 2024. • In 2022, no one client accounted for more than 2% of total revenue. • Operations are fully remote with no physical operating facility. • Utilizes the custom, in-house developed database that houses information for thousands of podcasts, including contact methods and client connections. • The service delivery team operates as an Agile Scrum team, which maximizes efficiency and increases ... Less

Description: The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services for businesses and individuals.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 6.2% and 7.5%, respectively, from 2021 through 2024. • The Company maintained an impressive average adjusted EBITDA margin of 62.0% from 2021 through 2024. • Minimal client concentration: no single client generated more than 3.4% of the Company’s revenue in 2024. • Approximately 95% of the Company’s revenue in 2024 was derived from repeat clients, according to management. • Dedicated and experienced staff members: the Company's key employees have tenures of 17 and 20 years.Opportunities: • Search engine optimize the Company’s website to increase online visibility and reach more potential clients. • Establish a ... Less

Description: The Company is a manufacturer of high-precision optical components, film coatings, and other infrared products to support complete CO2 high power, low power, and fiber laser systems.Key Aspects:• From 2021 to 2024, gross profit and adjusted EBITDA margins averaged 67.4% and 7.9%, respectively. • Diverse product offerings, with no one segment representing more than 40% of overall revenue each year. • As of January 2025, the Company has over $270k remaining to be billed on current orders. • Operating in a world-class facility with access to advanced manufacturing equipment, clean rooms, and laboratories. • Global distribution network with a presence in over 85 countries. • Actively working to obtain contracted maintenance programs for military, aerospace, and industrial clients are in place, ensuring predictable, recurring revenue streams.Opportunities: • Continue strategic expansion into military and defense ... Less

Description: The Company is a well-established full-service custom metal fabrication shop. It is a distributor of culvert pipes, drainage products, stabilization fabric and septic chambers, multi-plate pipe arches, aluminum boxes, and snowplow parts. The Company also offers fabrication services utilizing a combination of computer numerical control (CNC) machines and a skilled team of licensed welders.Key Aspects:• Revenue averaged $12,567,474 from FY2021 to FY2024, with an average gross profit (GP) margin of 18% in the same period • No single customer generated more than 4% of revenue in FY2024 • Over two million pounds of materials in stock to meet quick turnaround times • Management estimates repeat customers account for 85-90% of sales in FY2024 • The Company has an experienced, highly knowledgeable staff and a team of certified welders • The Company provides diverse product and service offeringsOpportunities: • Expand the ... Less

Description: The Company is a manufacturer and distributor of adult wellness products. The Company wholesales and distributes various lines of cosmetics, over-the-counter (OTC) drugs, and personal lubrication. Some of the Company's products are also recognized as medical devices. In addition, the Company offers custom marketing pamphlets and merchandising displays for its products.Key Aspects:• The Company has maintained an average adjusted EBITDA margin of 42.9% from 2021 to 2024 • As of December 31, 2024, the Company holds no long-term debt • Well-established Company with over 25 year operating history • The Company holds trademarks for its brand name and key product names • Management developed and formulated some of the Company's proprietary products • Many proprietary products are produced at the Company's warehouseOpportunities: • Add additional production lines in the current operating location to increase onsite ... Less

Description: The Company is a global sales performance company with over eight decades of combined experience in sales, sales coaching, and sales training. The Company’s sales consulting and learning alignment approach allows the creation of custom programs that are unique and relevant to its clients, which enables the client to achieve their business goals quickerKey Aspects:• The Company's revenue grew 10.3% from 2021 through 2024. • The Company's average gross profit (GP) margin was 79.9% % from 2021 through 2024. • The Company's average adjusted EBITDA margin was 35.0% from 2021 through 2024. • Product delivery includes e-learning, classroom, virtual, and hybrid learning (classroom & hybrid) using a third-party learning management system (LMS), interactive learning maps, and competitive classroom-based sales simulations.Opportunities: • Build a sales team to target new markets outside of healthcare. • Leverage the success ... Less

Description: The Company has over 50 years of experience providing full-service residential and commercial roofing services in the southeast market. The Company specializes in re-roofing, roof replacements, maintenance & repair servicesKey Aspects:• Revenue and adjusted EBITDA averaged $5,726,746 and $1,424,782, respectively from 2022 through 2024 • Adjusted EBITDA margin averaged 24.9% from 2022 to 2024 • As of January 2025, the Company has approximately $2.6M in total value for projects in progress. • According to management, 80% of 2024 revenue was from repeat customers • Approximately 93% of the Company's revenue in 2024 was from HOA associations and condominiums • Re-roofing and roof replacements accounted for 95.5% of 2024 revenue, amounting to $4,402,844, and maintenance and repair services accounted for 4.5% amounting to $209,191 • The Company is a fully licensed roofing and general contractor • In operation for over ... Less

Description: The Company is a retail flooring provider that offers installation and restoration services primarily to residential customers. The Company has over 40 years of experience in its local markets.Key Aspects:• From 2022 to 2024, the Company averaged approximately $563k in adjusted EBITDA and maintained an average gross profit margin of 42.2% • As of December 2024, the Company has a backlog of approximately $1.08M. • In 2024, the Company served an extensive customer base, with no single customer accounting for more than 4% of total revenue. • Approximately 70% of the Company's sales in 2024 came from returning customers or referrals. • With over 40 years in operation, the Company has built an excellent reputation in its market for professionalism, quality products, installation, and service. • The Company is a premier service provider to agents of a national insurance company. • The business operates as a turnkey ... Less

Description: The Company operates as a stand-alone retail storefront that provides durable medical equipment (DME) sales, rentals, and supplies.Key Aspects:• Gross profit margins and adjusted EBITDA margins averaged 87.9% and 28.9%, respectively, from 2021 through 2024. • The Company operates as a stand-alone storefront, offering DME with high margins. • Prioritizes consulting with and evaluating patients directly, resulting in a five-star Google review. • Management notes that the majority of revenue each year is derived from rentals, while one-time sales contribute minimal revenue. • The Company offers DME to hospice clients and has two hospice contracts in place as of Q1 2025. Note: In addition to the storefront, the offering may include a manufacturer of orthotics for a select number of patented products and a provider of medical equipment and services for home health care and long-term patient needs. The financial ... Less

Description: The Company is a collection of indoor entertainment centers featuring trampoline parks, laser tag arenas, arcades, and other family-friendly attractions. With multiple locations, the Company serves a diverse customer base including families, groups, and event organizers, providing engaging recreational experiences tailored for all ages.Key Aspects:• Combined adjusted EBITDA averaged $1.7M from 2022 to 2024 • Established regional presence with multiple locations across the U.S. • Strong brand recognition and reputation developed throughout the Company's 10+ years of operation • Active social media presence with 62K+ followers across Instagram, Facebook, TikTok, and YouTubeOpportunities: • Enhance revenue streams through the addition of new attractions and the integration of innovative technologies at existing locations • Develop partnerships with schools, corporate clients, and community organizations for group ... Less

Description: The Company is a distinguished international importer and distributor specializing in boutique wines sourced from small to medium-sized wineries globally. The Company boasts a diverse and extensive portfolio featuring more than 700 unique wines. The Company’s distribution network is strategically located throughout the US Mid-Atlantic region.Key Aspects:• The Company sources wine from 16 countries globally. • The Company is a licensed importer for eight states. • The Company has low customer concentration. • As of December 2024, the Company has a collection of over 200 wine brands and 1,000 active wine labels. • The Company has a strong reputation in the industry. Financial Note: Revenues and costs are subject to intercompany transfers not identifiedOpportunities: • According to management, there is the capacity to increase sales without the need for major capital expenditure. • Expand product offerings across the ... Less

Description: The Company is a full-service engineering & design, procurement management, and construction & project management (EPCM) service provider. The Company is recognized for its expertise in civil works, process innovation, and packaging, with a strong reputation and successful project delivery in East Asia and globally.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 17.7% from 2021 to 2024 • Gross profit margins averaged 69.1% from 2021 to 2024 • As of December 2024, approximately $2.4M USD (¥17.3M RMB) is remaining to be billed for projects under signed contracts • Estimated combined contract value of potential projects is approximately $37.2M USD (¥267.9M RMB) • Experienced team of over 50 engineers, coordinators, architects, consultants, and project managers in place • Established brand recognition and a reputation for excellence throughout East Asia with a robust database of high-profile ... Less

Description: The Company is in a unique, profitable, and growing niche with a focus on interactive training designed to prepare clients for an entrepreneurial career in a desirable field that is both creative and financially rewarding. This Company has a demonstrated and impressive record of adapting and growing its business. It has a unique and powerful marketing and sales formula that consistently delivers strong customer acquisition results at a reasonable cost. Acquiring this Company represents an exceptional opportunity for a buyer willing to add capital to further leverage this success, or a buyer who is in a similar service-based industry that could benefit from applying the Company's marketing and sales formula in another niche.Key Aspects:• The Company's adjusted EBITDA averaged $399,936 from 2022 to 2024. • From 2022 through 2024, the Company's gross profit margins have averaged 65.8% • The Company has developed a ... Less

Description: The Company is a freight forwarder and full-service logistics provider, specializing in both United States and international shipments. The Company provides tailored, efficient, and cost-effective supply chain logistics solutions designed to meet the unique needs and preferences of each client. The Company supports clients at every stage of the shipping process, from the initial consultation to assisting with the required customs clearance and regulatory documents.Key Aspects:• Industry Reputation: The Company has built a strong reputation with clients by delivering customized supply chain logistics solutions that are efficient and cost effective. • Experienced Staff: The Company prides itself on having a highly skilled team of professionals with in-depth expertise in supply chain logistics and decades of industry experience, including several team members who have been with the Company for over 10 years. • ... Less

Description: The Company is an established energy services company that specializes in the distribution and installation of residential, commercial, and industrial energy-efficient lighting products. The Company's main product offerings are LED fixtures, lamps, and associated services.Key Aspects:• The Company maintained an average gross profit (GP) margin of 33.2% between 2022 and 2024. • As of January 2025, the Company has secured 153 orders, totaling $402,249. • The Company operates both as an energy services provider and a distributor of lighting products, with management noting that the Company has established a strong presence in these sectors. • The Company possesses a diverse portfolio, generating revenue from a range of lighting products and lighting design services. • With 30 years of experience, the Company has built an excellent reputation for quality and service, while providing some of the most competitive rates ... Less

Description: This unequaled global chemical company combines geographically diverse “best-in-class” manufacturers with superior logistics intellectual property (IP), delivering an unmatched competitive advantage. The Company leverages proprietary logistics expertise and global manufacturer networks to efficiently provide technically demanding specialty chemicals. The Company’s unique global procurement strategy affords the development of robust customer relationships linked to tailored solutions driving consistent growth, positioning the Company as a trusted leader in specialty chemicals.Key Aspects:• A diverse global supply network across nine countries and four continents, utilizing more than 15 top-tier manufacturers, yields differentiated production and supply. • Only specialty chemical company with a dominant import strategy and access to prominent domestic manufacturers, ensuring resilience and adaptability in any global ... Less

Description: The Company is a growing global revenue operations firm dedicated to helping business-to-business (B2B) organizations enhance revenue performance through strategic problem-solving and continuous improvement. The Company provides staffing and revenue operations as a service, including tech stack management, outbound and inbound demand generation, and content and creative services. The Company is revolutionizing how B2B organizations optimize revenue generation by streamlining sales and marketing processes.Key Aspects:• Adjusted EBITDA margin grew at a compound annual growth rate (CAGR) of 55.0% from 2022 through 2024 • Gross profit margins averaged 40.5% from 2021 through 2024 • In 2024, 87% of revenue from long-term contracts came from recurring clients • The Company has a diverse offering of servicesOpportunities: • By showcasing a successful track record of rapidly expanding enterprise accounts, prioritize ... Less

Description: The Company is a class A commercial general contractor. The Company's services include design-build, general contracting, construction management, and land development. The Company has extensive experience in a variety of commercial market segments, including retail, restaurant, food service, light industrial, sports & recreation, hospitality, and office buildings.Key Aspects:• The Company's gross profit and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 7.0% and 18.2% from 2021 through 2024. • The Company maintained an average gross profit margin of 9.9% from 2021 through 2024. • As of December 31, 2024, the Company has a backlog of $9.73 million. • The Company has a bonding capacity of $5 million for a single project with an aggregate program in range of $10 million. • Approximately 76% of the Company's revenue in 2024 was derived from repeat clients and referrals, according to management. • The ... Less

Description: The Company is a national commercial construction company offering general contracting, construction management, and design-build services. The Company has extensive experience in completing large and complex projects, specializing in commercial offices, medical offices, industrial facilities, e-commerce facilities, hospitality buildings, and retail establishments.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 55.6% and 220.1%, respectively, from 2021 through 2024. • The Company maintained an average gross profit margin of 20.7% from 2021 through 2024. • The Company holds master subcontractor agreements (MSAs) with several blue-chip clients. • Every employee of the Company is Occupational Safety and Health Administration (OSHA) 30 certified, and one employee is OSHA 500 certified, showcasing the Company's commitment to safety. • The Company has a backlog of ... Less

Description: The Company provides architectural, planning, historic preservation, and interior design services, including preparation of feasibility studies, building recertification, master planning, programming, architectural design, construction documents, bidding and permitting assistance, construction administration, adaptive re-use studies, historic structures reports, historic designation reports, and historic tax credit consulting services.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 40.5% and 39.4%, respectively, from 2021 through 2023. • The Company maintained an impressive average adjusted EBITDA margin of 18.4% from 2021 through 2023. • As of October 31, 2024, the Company has $5,147,331 in remaining billings for contracts in progress. • Renowned architectural firm with an outstanding reputation built over nearly 40 years, earning 70 prestigious ... Less

Description: The Company is an engineering firm specializing in cyber-security, software application development, and data analytics. The Company focuses on reverse engineering pre-existing software and hardware, and designs & constructs modular satellite communication equipment in-house.Key Aspects:• The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 5.2% from 2021 to 2024. • The Company had an average gross profit margin of 50.2% from 2021 to 2024. • Repeat clients accounted for approximately 95% of revenue in 2024, according to management. • A current backlog of $2.2M as of November 30, 2024. • There is no set-aside revenue from clients from 2021 to 2024. • The Company maintains access to an ESD room. • Company-owned intellectual property (IP) platform; a network diagnostic tool used in re-engineering applications. • The Company has an in-house engineering team capable of custom designing, ... Less

Description: The Company specializes in infrastructure services, offering paving, road reconstruction, sitework, line striping, landscaping, and pavement maintenance. The Company provides comprehensive solutions across the Northeast for public and private sector customers.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 24.1% and 84.0%, respectively, from 2021 through the trailing twelve months (TTM) ending June 30, 2024. • The Company maintains a diversified customer base, with no single customer accounting for more than 7.5% of the Company's revenue in 2023. • The Company has $57.3 million in secured backlog as of November 2024, representing projects expected to be completed in 2025 and 2026, providing strong revenue visibility and long-term stability. • Management has increasingly shifted toward negotiated pricing for contracts, reducing reliance on competitive bidding. • ... Less

Description: The Company is a special occasion apparel retailer specializing in dresses. Operating online and through physical stores, the Company is known for elegant and stylish apparel that offers a wide range of products, including prom dresses, evening gowns, cocktail dresses, and wedding dresses, as well as accessories and shoes to compliment each outfit.Key Aspects:• The Company's average revenue from its fiscal year (FY) 2022 through 2024 was $29,238,216 • The Company's average gross profit (GP) margin from 2022 through 2024 was 60.4% • Average adjusted EBITDA margin was 11.9% from 2022 through 2024 • The Company has store locations across the continental US • The Company has an established 41-year operational history • According to management, in 2024, the Company's gross profit margin for its private label products was 67.6%Opportunities: • Focus on optimizing the e-commerce platform to drive revenue growth • Expand ... Less

Description: The Company is a prominent provider of specialty printing technology solutions. The Company focuses on direct-to-film (DTF), direct-to-garment (DTG), ultraviolet (UV), and other advanced printing technologies for the garment and hard goods customization industries. The Company leverages its robust product line, which includes both proprietary and third-party equipment and consumables, to deliver high-quality, customizable solutions to end-users and wholesale customers.Key Aspects:• Significant Revenue Growth: Since inception the Company has shown strong financial growth with revenue reaching $10.3M in trailing twelve months (TTM) ending August 31, 2024. • Strong Profit Margins: The Company's gross profit and adjusted EBITDA margins were 46.2% and 11.3% in the fiscal year 2023. • Experienced Industry Professionals: The Company is supported by a team of seasoned industry experts, bringing extensive knowledge, ... Less

Description: The Company is a construction engineering consultancy that provides construction and project management services to public and private owners, including architectural and engineering (A/E) firms and construction management firms. The Company primarily supports projects for federal, state, and local government agencies.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 26.1% from 2021 through the trailing twelve months (TTM) ending July 31, 2024 • The Company's gross profit and adjusted EBITDA margins averaged 92.5% and 8.9%, respectively, from 2021 through 2023 • As of October 2024, the Company has approximately $8.8M remaining to be billed under its current contracts • Approximately 80% of revenue for the TTM ending July 31, 2024, was generated from repeat clients, according to management • The Company has no long-term liabilities as of July 31, 2024 • In operation for over 20 years, ... Less

Description: The Company is a retaining wall contractor that services clients within the commercial, government, and residential markets, with commercial projects contributing to approximately 70% of revenue in 2023. With more than 30 years of experience, the Company provides clients with options beyond standard segmental walls, with designs including standard grid walls and design build hybrid walls.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 23.8% from 2021 to the trailing-twelve-month (TTM) period ending July 31, 2024• Gross profit margins averaged 32.5% from 2021 to 2023• Open contracts, as of November 2024, exceed $5.8 million in revenue, all of which is expected to be collected within the next 12 months• Deploys its own fleet of equipment, which includes various tractors, trucks, cars, and other construction vehicles• In operation for 30 years, with a strong reputation throughout the industry ... Less

Description: The Company is a contractor that provides plumbing services and installation of gas lines for natural gas and liquid propane. The Company provides new construction, remodel, and repair services for residential and commercial properties.Key Aspects:• The plumbing entity maintained an average gross profit margin of 32.8% from 2021 through 2023 • Management estimates 85% of 2023 revenue came from repeat customers • As of August 31, 2024, the Company carries no long-term debt • The Company has blanket contracts with several local general contractors • The Company’s robust fleet of service trucks supports residential and commercial jobs efficiently and effectively Financial Note: Revenues and costs are subject to intercompany transfers not identifiedOpportunities: • Expand the equipment leasing to include outside companies and smaller plumbing operations • Develop and deploy a marketing campaign to expand the customer ... Less

Description: The Company is a national award-winning full-service custom residential home builder in the Mid-Atlantic market. The Company has decades of experience in its local markets.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 12.0% from 2020 through the trailing twelve-month period ending September 30, 2024 • Home Pipeline amounting to $84.9M through 2025 • Offers a large portfolio of custom home options with no limitation to any specific home design • Repeat business from high-end clientele • In operation for 40 years, with an excellent reputation for providing full service, custom homes for clients • Well-established and published as one of the premier builders in the Metro Washington marketOpportunities: • Expand into subdivision and condominium development • Implement a strategic marketing campaign to target up-and-coming communities to take on projects for new builds • Focus on expanding ... Less

Description: The company is an integrated group of environmental consulting and redevelopment firms, specializing in soil and groundwater remediation solutions.Key Aspects:• From 2020 through 2023, revenue averaged $6.2 million, while adjusted EBITDA averaged $576,000 during the same period • Performs Phase I, II, and III environmental assessments • Services include full remediation plans designed and implemented, as well as environmental compliance and sustainability consulting • Highly knowledgeable and experienced workforceOpportunities: • Capitalize on industry growth • Gain more projects by capitalizing on the recent passage of the Infrastructure Investment and Jobs Act • Expand geographically by capitalizing on remote work capabilities • Broaden scope of clientele to include general contractorsHeadquartered:• Northeast, USCurrent Markets:• The company currently serves private and public companies that manage hazardous ... Less

Description: The company provides exceptional telecommunications services throughout the Caribbean. Service offerings include home internet and cable television to the residential market and co-location, dedicated internet access, managed video services, data center, and virtual private server solutions to the commercial market.Key Aspects:• Nearly all revenue is subscription-based and recurring, with the only exception being revenue from installation fees • Offers a diverse range of subscription options and competitive pricing to meet any customer’s needs • In operation for almost 20 years with a prime location in the Caribbean • Operations consist of an expert sales team, customer support team, marketing team, and systems support teams Financial Disclaimer: The Consolidated financial results have been converted to USD from its local foreign currency based on exchange rates for that period.Opportunities: • Geographic ... Less

Description: The Company is a leading manufacturer of ultra-low temperature electric cryotherapy systems with nearly a decade of industry experience. Renowned for its state-of-the-art electric cryotherapy solutions, the Company’s innovative products and services are recognized for their quality, reliability, and cutting-edge technology, establishing it as a trusted name in the cryotherapy industry.Key Aspects:• Consistent Financial Growth: From 2021 to the trailing twelve months (TTM) ending June 30, 2024, the Company's revenue grew at a compound annual growth rate (CAGR) of 5.6%, excluding one-time income. • Industry Leadership: Established as a leader in the cryotherapy industry, the Company leverages over a decade of specialized experience in ultra-low temperature systems and cryotherapy chambers. • Diverse Revenue Streams: Revenue is generated through multiple channels, including the sale, installation, and servicing of ... Less

Description: The business offering consists of a structural steel fabrication and erection company that specializes in commercial construction and restoration projects for structures up to four stories tall.Key Aspects:• From 2020 through 2023, the Company's revenue grew at a compound annual growth rate (CAGR) of 38.5% • From 2020 through 2023, gross profit margins averaged 25.1% • The Company has been operational since 2003 • Management notes that approximately 70% of 2023 revenue originated from repeat clients • As of July 2024, the Company has 55 open contracts amounting to over $5 million, with an additional $1.2M in verbal commitmentsOpportunities: • Increase marketing efforts for steel embed plates to capitalize on the high margins this revenue stream provides • Add qualified personnel to increase the capacity to handle additional clients • Capitalize on the increased growth in the building and construction industry • ... Less

Description: The Company is a wholesale distributor of various types of ethically sourced sugar. The Company supplies multiple types of high-quality, non-GMO, bone char-free, and kosher-certified sugars to customers across the United States.Key Aspects:• Strong Financial Growth: The Company has experienced strong growth in recent years, with revenue and adjusted EBITDA increasing at a compound annual growth rate (CAGR) of 77.2% and 49.3%, respectively, from 2021 to the trailing twelve months (TTM) ending May 31, 2024. • East Coast Expansion: In 2022, the Company expanded its operational footprint to the East Coast, with revenue generated from its new location growing 47% from 2022 to 2023. • Positive Reputation: The Company’s logistics team collaborates closely with customers to ensure smooth and efficient sugar order pickups and deliveries, earning a reputation for reliability, trustworthiness, and unparalleled customer ... Less

Description: A full-service mulch product company, focused on providing environmentally conscious mulch and other ground cover products via sustainable practices and efficient processes. The Company offers manufacturing, delivery, and installation services for its mulch products to residential and commercial customers, improving the location’s visual curb-appeal while also enhancing the landscape.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 15.7% from 2020 to 2023 • In operation for over 40 years • Currently operates from a manufacturing facility located on 65 acres of land • Premier mulch product manufacturer in the current state of operation • Staff is knowledgeable, polite, and attentive with years of industry experience • Low customer concentration with no client accounting for more than 6% of sales in 2023 • Actively diverts significant volumes of raw materials, such as kiln-dried lumber, from ... Less

Description: The Company is a swimming pool construction company that specializes in inground pools and spas for residential properties. The Company also sells pool decks, cages, and heat pumps.Key Aspects:• Gross profit grew at a compound annual growth rate (CAGR) of 38.7% from 2020 to 2023 • Wide range of custom add-ons from pool shelves to heat pumps and solar panels • Customers purchase all components of the pool construction from a single company • In operation for over 20 years at the same location • Strong relationships with home builders in the regionOpportunities: • Market the Company’s new line of pergolas • Expand the Company’s service area into surrounding counties • Bring pool cleaning services in-house to capitalize on the potential customer base • Streamline operations, scheduling, and finances with the use of business technologyHeadquartered:• Southeast, USCurrent Markets:• The Company serves large home ... Less

Description: The Company has been in operation for over 50 years and is a manufacturer and retailer of products for plant maintenance, safety, and detection of explosive & toxic gases.Key Aspects:• From 2021 to 2023, the Company’s revenue averaged $2.64M, with gross profit margins averaging 43.9% • Strong loyal customer base, with 70% of 2023 revenue being driven by repeat customers • 80% of sales are direct to customers, with the other 20% driven by representatives and industrial distributors • The Company possesses 10 patents across its product lines • The Company's products are manufactured in-house, except for accessories • The Company has two long-term exclusive contracts in place • In operation for over 50 years, with an excellent reputation, on time deliveries, responsive customer service, and consistently delivering high-quality productsOpportunities: • Implement a strategic digital marketing campaign and update and ... Less

Description: The Company serves as the official agent for governments around the world in all matters of post, including but not limited to the exclusive designer, producer, procurer, and market maker for many of the world’s most under-resourced postal services. The Company’s main source of revenue is in exclusive design and production of international collectible postage stamps that are marketed and sold globally.Key Aspects:• Inventory in excess of $3 billion (catalog value) in officially minted government postage stamps • Working with an international network of stamp dealers for more than half of a century • Operations are simple and effective with lean, well-trained staff • Management notes that the Company has a large, repeat customer base with tenure often spanning decades • Considered the gold standard of the industry, according to management • Tremendous upside and growth potential, leveraging the decades of old and ... Less

Description: The Company is a manufacturer of high-quality custom millwork, including cabinets, countertops, feature walls, wall panels, desks, and ceiling elements.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 26.3% and 122.2%, respectively, from 2021 through the trailing twelve months (TTM) June 30, 2024 • Revenue grew 29.5% from 2022 to 2023 • Gross profit (GP) margins averaged 64.5% from 2021 to 2023 • Management estimates $1.75 million in backlog as of July 22, 2024 • Management notes that 90% of revenue was from repeat customers in 2023Opportunities: • Bring to market custom-printed medium-density fiberboard (MDF) panels and glass to gain market share • Develop a product line of medical exam and mobile cabinets to diversify the customer base • Add search engine optimization (SEO) to the company website to improve visibility and attract new customers • Reconfigure the operating ... Less

Description: The Company is a research and development firm that was granted a US patent in 2021, for its bifurcated temperature regulation system, known as the medicament temperature regulator. The modular, heating and cooling system can be applied to various applications, from consumer products to industrial transport, though the intellectual property (IP) was initially developed for the medical industry to regulate the temperature of insulin for those who suffer with diabetes.Key Aspects:• Entirely modular and scalable IP, allowing it to be utilized across various industries for a variety of products and solutions • Fully functioning prototype of the bifurcated temperature regulation system has been developed in-house • Most technologically advanced insulin case on the market, according to management • Additional concepts for future product development operates under the guidelines of the original patent and is also ... Less

Description: The Company delivers branded interior fixtures and furnishings to customers in the construction and design industries related to hospitality, assisted living, and multi-family sectors.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 13.1% from 2020 through 2023 • From 2020 to 2023, the Company’s revenue averaged $27.4M • Estimated open balance of $8.8 million as of June 2024 • Offers a large portfolio of custom-made products • Preferred vendor for well-known hospitality brand • Well-established and known for quality service and industry expertise, ensuring a streamlined experience for end users • The Company has no long-term debtOpportunities: • Further expand the Company’s service capacity to reach new markets • Diversify product selection to incorporate more environmentally friendly furniture to meet the market’s demand for sustainable products • Establish agreements with additional ... Less

Description: The Company is a logistics service provider (LSP) that specializes in container unloading services, value added services (VAS) via ancillary labor, including ticketing & pricing, inbound product inspection, supply orders fulfillment, project kitting and various other services for clients. The Company also offers consulting for a variety of services, including warehouse operations, client & customer services, project management, and transportation services.Key Aspects:• Steady Growth: The company has experienced steady growth in recent years, with revenue and adjusted EBITDA increasing at a CAGR of 9.5% and 46.0%, respectively, from 2020 to 2023 • Multiple Client Contracts in Place: The Company’s two largest clients have several active contracts, a few of which have ongoing terms • Brand Recognition: The Company has been in business for 10 years with a strong reputation throughout the industryOpportunities: • ... Less

Description: The Company is a premier multi-location luxury IV therapy health and wellness medical spa providing IV therapy, peptide therapy, vitamin injections, medical weight loss programs, hormone replacement therapy (HRT), and medical aesthetics.Key Aspects:• The Company averaged over $1 million in adjusted EBITDA from 2022 to 2023 • From 2022 to 2023, the Company’s gross profit (GP) margin averaged 80.4% • In 2023, the average monthly recurring revenue for the Company was approximately $341k • Facility design plan in place for expansion efforts created by a world-renowned design and architecture firm • Immediate synergistic upside from a high influx of unique visitors due to large attractions nearby • Well-established and published as the #1 provider of IV therapy for successive years in its local regionOpportunities: • Capitalize on the scheduled opening of two locations in 2024 • Maximize growth potential by introducing ... Less