Matthew Kekelis

The Company is a full service home improvement products and services provider focused on windows, siding, doors, and roofing. The Company markets, sells, and services products to the residential market and provides comprehensive warranties to customers. The Company utilizes it's own trademarked brands, or small exclusive brands supported by large manufacturing partners that understand the Company's needs for exclusivity in certain markets.Key Aspects· The Company grew adjusted EBITDA at a compound annual growth rate(CAGR) of 22.6% from 2021 to the trailing twelve months (TTM) ending July31, 2024.· The Company stands out due to its extensive warranties and diverse, oftenexclusive product line.· The Company has a proprietary CRM providing the Company with a 360degree view of the Company at a moment, allowing it to more effectivelymanage all operations, metrics, and lead funnels.· The Company has over 15,000 previous sales in its ... Less

The Opportunity consists of two companies that are both for sale and will collectively be referred to as "the Companies". Company A is a prescription advocacy firm that helps uninsured and underinsured people get financial assistance with high-cost specialty medications. Company A advocates on behalf of employers, advisors & producers, and third-party administrators for employees who are impacted by high-cost medication. Company B is a mail order aggregator that offers mail order pricing options on medication when Company A cannot gain approval for the medication. Company B sources medication from Tier 1 international pharmacies only and works closely with employers to deliver medication quickly and cost effectively.Key Aspects• The Companies maintain an impressive client retention rate of 80%.• The Company A has been in operation for over a decade with a reputation for excellent service and an extremely professional and ... Less

The Company provides restaurant technology and installation services across the Midwestern and Southern United States. The Company provides restaurant hardware & software solutions, subscription services, and professional services for drive-thru technologies, digital menu boards, point of sale (POS) technologies, music streaming, and video surveillance.Key Aspects· The Company's revenue and gross profit grew at compound annual growthrates (CAGRs) of 16.9% and 20.5%, respectively, from 2022 through thetrailing twelve months (TTM) ending March 31, 2025· The Company maintains strong client relationships with its comprehensiveproduct mix, live client service desk, and outstanding client service,evidenced by repeat and recurring revenues that grew at a CAGR of 18.9%from 2022 through 2024· The Company serves clients that operate several large, well-knownrestaurant brands including Wendy's, Lee's Chicken, Burger King, Steak nShake, ... Less

The Company is a contract research organization (CRO) with expertise in preclinical, in vitro drug discovery research for the biotech and pharmaceutical end markets in the Northeast, United States.Key Aspects· The Company produced strong revenue, gross profit, and adjusted EBITDAgrowth with compound annual growth rates (CAGRs) of 8.5%, 11.1%, and 16.1%,respectively, from 2022 through the trailing twelve months (TTM) endingJune 30, 2025· The Company generated average gross profit margin and adjusted EBITDAmargin of 43.0% and 15.5%, respectively, from 2022 through 2024· The Company's wide array of research services has helped secure repeatcustomers through service expansion· Annual recurring revenue averaged 60.3% of total revenue from 2020 through 2023·Financials as of 6/25REF-BN000055974 ... Less