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

The Company is a family-owned coffee roaster and distributor of coffee products varying in flavor, blend, and origin. The Company primarily sells private label roasted coffee as well as their own private brand. The Company sells it's coffees throughout the United States and internationally.Key Aspects· The Company's revenue grew at a compound annual growth rate(CAGR) of 13.9% from FY June 2022 to FY June 2024.· The Company offers a diverse selection of coffee products withover 3,100 unique items, which includes 237 different flavors.· The Company has been in business for over three decades and hasa history of producing a high-quality product and high customersatisfaction.· The Company specifically selects high-quality beans directly fromplantations, Co-ops, and other farmers which provides better qualitycontrol and ensures Fair Trade compliance and sustainable practices are used.Financials as of 6/24REF-BN000061393 ... Less

The Company is a manufacturer of polycarbonate windows for specialty vehicle applications, such as off roading and racing, and for heavy machinery, boats, buses, riot protective gear, and ballistic protective gear. The Company's capabilities include custom fabrication services, computer numerical control (CNC) routing, screen printing, coordinate measuring, and coating & lamination services. The Company serves wholesalers, original equipment manufacturers (OEMs) manufacturers, and end users nationwide from it's facility located in Missouri. The Company is known and respected for its client-centric approach and high-quality products.Key Aspects· The Company maintained an impressive average adjusted EBITDAmargin of 11.9% from 2021 through 2024.· The Company is one of only a few companies nationwide that cuts,prints, forms and coats polycarbonate windows in-house.· The Company received two new patents that it will commercialize ... Less

This is an award-winning distributor of CAD/CAM, CNC, reverse engineering hardware and software, and inspection solutions to customers in virtually every industry. The company leveraged 30 years of experience in heavy-hitting industries such as automotive and aerospace to bring first-of-its-kind patent-pending milling automation to the dental industry and has won awards for innovation, product quality, and customer service. It is a dealer of Mastercam, the world's leading CAM software, and continually receives recognition as one of the most prominent dealers in North America, offering a full line of solutions for the dental industry and is recognized as the #1 ARUM milling machine dealer in the world. The company is a provider of equipment, software and consumables that cover every stage of digital dental workflow in a soon-to-explode dental market ready to adopt these in-house technologies.Key Aspects•Established business ... Less

The Company is a commercial construction contractor specializing in cold-formed metal framing projects, fibrous building insulation projects, gypsum board assemblies, acoustical treatments, and clean room systems. In operation for over 35 years, the Company has built a highly regarded brand known for quality craftmanship and developed a loyal client base spanning several end markets across Indiana. Key Aspects· The Company has an impeccable reputation driven by over 35 years ofsuccessful project execution in the commercial construction industry· The Company has a highly experienced leadership team with deep industryexpertise with strong operational capabilities· The Company employs leading craftsmen and is committed to developingnew employees through its onsite apprenticeship program· The Company has cultivated long-standing and entrenched relationshipswith a client base composed primarily of leading, well-established ... Less

The Company provides a full range of general contracting services spanning the lifecycle of a construction project. With over five decades of experience, the Company has built a strong track record of success providing its best-in-class services to commercial and industrial clients. The Company has consistently delivered high-quality results throughout the Southeastern United States.Key Aspects· The Company maintained an impressive adjusted EBITDA margin of 11.7%from 2021 through 2024· The Company self-performs 50% of its work, enabling greater control overquality, timelines, and cost management· The Company’s reputation for reliability and service excellence resulted in81% repeat revenue in 2024, with operations spanning 15+ states· The Company has $27.4 million in remaining contract value as of January2025· The Company serves a broad range of sectors, with 56% of revenue fromindustrial, 35% from automotive, and 9% from ... Less