William Sullivan

Description: The Company is a worldwide e-commerce provider of new, refurbished, and pre-owned industrial supplies and equipment. Through various established channels and industry brokers frequently used to acquire its inventory, the Company has become a leader in providing an alternative, lower-cost sourcing option for the global manufacturing base and resellers.Key Aspects:• Strong Revenue and Adjusted EBITDA: Gross profit margins have averaged 86.1%, and adjusted EBITDA margins have averaged 57.7%, from 2023 through the TTM ending July 31, 2026.• High Investory Value: Management notes that assets include inventory carried at $2.4M on the balance sheet at book value, with an estimated market value of $44.5M.• Low Return Rates: The Company maintains a low product return rate, with a rate of 4.3% or less, which is notably lower than the 10-20% industry average, according to the owner.• Reputable Brand: Established brand ... Less

Description: The Company is a results-driven, research-backed provider of professional development and coaching for teachers and leaders in K-12 school districts and charter networks. Known for its classroom-management model and evidence-based instructional strategies, the company works alongside teachers and leaders during live instruction, providing real-time, earbud feedback that changes practice in days rather than weeks, supported by a scalable data platform that measures client outcomes.Key Aspects:• Strong Margins: The Company maintained healthy average gross profit and adjusted EBITDA margins of 64.3% and 24.3%, respectively, from 2023 to 2025.• Proprietary, Proven Methodologies: The Company's research-based coaching models for teachers and leaders were built by codifying the practices of high-performing educators into a repeatable system.• Real-Time, Data-Backed Coaching: The Company coaches teachers and leaders in ... Less

Description: The Company is a consulting engineering and software development firm providing mission-critical systems engineering, independent verification and validation (IV&V), integration, and communication solutions to support the US Government and allied nations with defense training and operational activities.Key Aspects:• The Company maintained strong gross profit and adjusted EBITDA margins averaging 84.5% and 19.0%, respectively, from 2022 to 2025.• The Company has active contracts totaling approximately $36.3M in total contract value, as of April 3, 2026.• In 2025, approximately 70% of revenue was generated from projects where the Company served as the prime contractor.• The Company has scalable software and virtual machine (VM) deployment capabilities with reduced hardware dependency.Opportunities:• Grow recurring revenue streams through broader adoption of software licenses, VM deployments, maintenance agreements, ... 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 Backlog: The Company currently has $8.9M of work in process, providing near-term revenue visibility.• 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 that ... Less

Description: The Company is a vertically integrated provider of garden center products, landscape supplies, land clearing, green waste recycling, and biofuel products serving wholesale and retail customers throughout the Northeast US. The Company’s land-clearing and recycling operations generate raw materials that are processed into value-added products, including specialty mulch, compost, soil blends, and woodchip biofuel. The Company operates year-round and offers both pickup and delivery services across its product portfolio.Key Aspects:• The Company generated an average gross profit margin of 78.1% from 2023 through 2025, with total growth revenue of 14.2% for the same period.• Operating a garden center and retail store that carries plants, hardscape supplies, tools, pipe supplies, and seasonal items, the Company maintains a varied inventory.• With its integrated operating model, the Company converts materials recovered ... Less

Description: The Company is a commercial and residential architecture firm providing comprehensive services across the full project lifecycle, from initial planning and concept development through design and construction administration. The Company specializes in new construction and renovation projects, including custom homes, multifamily housing, apartment buildings, amenity buildings, educational facilities, office buildings, industrial facilities, and mixed-use developments.Key Aspects:• Revenue and adjusted EBITDA increased at compound annual growth rates (CAGRs) of 20.5% and 155.0%, respectively, from 2023 to the trailing twelve months (TTM) ending March 31, 2026.• Approximately 90.0% of revenue was generated from repeat clients in 2025, according to management.• The Company utilizes established project management processes to provide consistent oversight from planning through execution, supporting project efficiency and ... Less

Description: The Company is a private IT security solutions firm that operates as a reseller, advisor, and integrator for US Federal government and Public Sector customers. The Company offers a comprehensive portfolio of security products, encompassing messaging, web, application, network, mobile security, as well as storage and archiving solutions, by partnering with leading vendors and delivering tailored, fully managed security infrastructures.Key Aspects:• The Company's revenue and gross profit margin grew at a compound annual growth rates (CAGRs) of 33.1% and 24.4%, respectively, from 2023 through the trailing twelve months (TTM) ending June 30, 2026.• Approximately 95% of 2025 revenue was derived from subscription-based software licenses that renew annually.• The Company holds an active General Services Administration (GSA) Multiple Award Schedule (MAS) contract which is valid through June 2029, providing streamlined ... Less

Description: The Company is a turnkey supplier and installer of hospitality technology, appliances, and professional audio-visual solutions for hotels, casinos, healthcare facilities, and commercial properties across the United States. The Company's offering spans guest-room televisions, mini fridges, microwaves, and full-size appliances, digital signage, custom video walls, healthcare displays, mounts, and safes, delivered through an integrated model that combines manufacturer-direct product sourcing, special-project pricing, logistics and warehouse staging, installation and programming, and long-term post-sale support.Key Aspects:• Strong Financial Growth: The Company has expanded revenue dramatically, from $4.4M in 2023 to $10.8M in the TTM period ending June 30, 2026, at a 43.0% CAGR.• Asset-light, Cash Flow Model: The Company operates without owned warehouses, real estate, or inventory, drawing on a network of nearly 30 ... 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 20% of its PVC profiles domestically through multiple extrusion lines while importing the remaining 80%. 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 32.8% and 30.3%, respectively, from 2023 to the trailing twelve months (TTM) ending July 31, 2026.• The US fencing market was valued at $20 billion in 2026 and grew at a revenue CAGR of 2.9% from 2021 to 2026, according to IBISWorld.• The Company has established expertise with over two decades of experience in the PVC and aluminum fence industry and a proven track ... Less

Description: The Company is a full-service commercial plumbing contractor, divided into two divisions: new construction and service, with only the service division included in the sale. The services division offers standard day-to-day maintenance, drain cleaning, hydro jetting, sewer repairs, water boiler repairs & replacements, and backflow repairs & replacements. The Company provides 24/7 emergency plumbing services, ensuring clients receive prompt service and have minimal operational downtime. Additionally, the Company performs large-scale plumbing projects and tenant improvements for commercial clients.Key Aspects:• Consistent Revenue: The Company has maintained strong, consistent revenue, averaging $3.2M from 2022 to 2025, without any advertising or marketing initiatives.• Strong Profitability: From 2023 to 2025, the Company achieved gross profit margins of 81.2% and average adjusted EBITDA margins of 36.2%, demonstrating ... Less

Description: The Company is a global business process outsourcing (BPO) and systems integration provider operating across customer experience (CX), revenue cycle management (RCM), digital experience (DX), seat leasing, and human resource outsourcing (HRO). The Company provides the personnel, processes, technology, and operating infrastructure required to manage customer support, healthcare administrative and billing workflows, HR, and information technology functions, and to implement customer experience platforms, enterprise applications, and cybersecurity solutions.Key Aspects:• The Company's revenue grew at a compound annual growth rate (CAGR) of 12.0% from 2023 to the trailing twelve months (TTM) ending June 30, 2026.• The Company maintained average gross profit and adjusted EBITDA margins of 51.0% and 21.4%, respectively, from 2023 to 2025.• The Company is certified under International Organization for Standardization ... 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 April 30, 2026, the Company's six communities have an average occupancy of 91.8%.• 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 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 32.8% from 2023 to 2025.• 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 government-focused textile manufacturer specializing in military uniforms and organizational clothing, with US-based production capabilities. The Company is a registered federal contractor, certified HUBZone, and minority-owned small business.Key Aspects:• The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 10.4% from FY 2022 to FY 2025, with margins averaging 7.9% during the same period.• The Company's in-house manufacturing model supports rigorous quality control, precise compliance with government specifications, and reliable execution of large-scale uniform programs, with select production outsourced as needed on a contract-by-contract basis.• As an active supplier to the US DoD since 2005, the Company provides uniforms and related textile products to multiple branches of the US Armed Forces.• The Company maintains an active federal contract portfolio with a combined ... Less

Description: The Company is a designer, manufacturer, and distributor of aftermarket off-road parts for Jeep vehicles. The Company offers a comprehensive range of performance-enhancing products, including fenders, bumpers, tire carriers, fuel tanks, suspension systems, roll cages, lighting, and other vehicle body armor and accessories. The Company's products are manufactured in the United States and are tested and proven in demanding off-road and race environments. The Company also operates an exclusive custom vehicle buildout service catered to clients desiring premier modified Jeep vehicles.Key Aspects:• Strong Profit Margins: The Company maintained strong average gross profit and adjusted EBITDA margins of 41.1% and 14.9%, respectively, from 2023 to 2025.• Substantial Intellectual Property (IP): The Company maintains a deep catalog of proprietary designs and product innovations.• Extensive Catalog of Products: The Company ... Less

Description: The Company is an established multi-unit franchise operator, with three mature health-focused fast-casual restaurants and developing a fourth fully funded location scheduled to open in 2026. The Company benefits from strong unit-level economics, a diversified revenue mix across dine-in, takeout, catering, and delivery, and a collaborative franchisor relationship. The platform provides a qualified buyer with turnkey entry into an established restaurant portfolio, near-term growth from the fourth unit with no additional capital investment, and further expansion potential under the existing franchise framework.Key Aspects:• The Company's combined revenue and adjusted EBITDA increased at compound annual growth rates (CAGR) of 14.7% and 37.6%, respectively, from 2023 through the trailing twelve months (TTM) ending March 31, 2026.• Repeat customers accounted for 73% of the Company’s 2025 revenue, demonstrating strong ... Less

Description: The Company is a privately owned construction company specializing in public works projects, including roadway intersections, by installing advanced traffic management systems such as traffic signals, streetlights, video detection sensors, and vehicle sensor loops. The Company's workforce comprises both union contractors and non-union office employees.Key Aspects:• Consistent Financial Growth: From 2022 to 2025, the Company's revenue grew at a compound annual growth rate (CAGR) of 21.7%.• Industry Reputation: The Company boasts a strong 25-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.• Robust Backlog: As of July 31, 2026, the Company had $49.3M in open contract backlog.• Certifications: The Company has earned a range of industry certifications for public works projects, reflecting ... Less

Description: The business offering includes two entities, hereinafter collectively referred to as the Company, work conjointly as a multi-unit regional restaurant chain, generating revenue through dine-in, takeout, and outsourced takeout & delivery through third-party delivery platforms.Key Aspects:• From 2022 to 2025, the Company maintained a strong average adjusted EBITDA margin of 9.2%.• The Company prepares a variety of food products in-house across all operating locations, supporting quality control, product consistency, and operational efficiency.• The Company's website supports customer engagement and ecommerce growth through an online newsletter, digital marketing promotions featuring coupons and special offers, online party booking, catering services, and gift card purchases.• The Company has established an exemplary reputation throughout the Southeastern, U.S. region, supported by a strong track record of repeat ... Less

Description: The Company is a veterinary provider offering comprehensive wellness services alongside extended-hour urgent care for dogs and cats. The Company focuses on bridging the gap between primary veterinary care and emergency clinics by providing same-day treatment for non-life-threatening conditions such as minor injuries, infections, gastrointestinal issues, and sudden illnesses. In addition to urgent services, the Company delivers preventive care, including exams, vaccinations, diagnostics, and routine treatments, positioning itself as a convenient, accessible option for pet owners seeking timely, high-quality veterinary support.Key Aspects:• The Company's combined net revenue and adjusted EBITDA increased at compound annual growth rates (CAGR) of 31% and 18%, respectively, from 2023 through the trailing twelve-month (TTM) period ended March 31, 2026.• A diversified revenue base spanning multiple locations ... 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 The Company's revenue averaged $19,344,180 from 2023 through 2025.• The Company's average gross profit margin was 18.2% from 2023 through 2025.• 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, build resilience, and navigate digital transformation. The Company provides software engineering, data engineering, project & program management, and design expertise, which translates to software and data modernization, adoption of cross-departmental Agile processes & practice, and innovation of the business.Key Aspects:• The Company’s revenue and adjusted EBITDA increased at compound annual growth rates (CAGRs) of 52.2% and 73.9%, respectively, from 2023 through the trailing twelve-month (TTM)period ending June 30, 2026.• The Company maintained strong average gross profit and adjusted EBITDA margins of 32.9% and 20.4%, respectively, from2023 to 2025.• Artificial intelligence (AI) capabilities are integrated into the Company's service offerings to enhance enterprise modernization initiatives and support future ... Less

Description: The Company is an AI-native Salesforce implementation partner offering an integrated digital marketing and web practice. The Company specializes in the launch and migration of Salesforce and Marketing Cloud environments, including the deployment of Agentforce and Marketing Cloud Next, complemented by campaign and website development that supports these platforms. Implementation represents the majority of the Company's revenue and is supported by a proprietary AI-driven delivery system built in-house, which automates technical handoff, client intake, and first-pass build generation.Key Aspects:• Adjusted EBITDA grew at a compound annual growth rate (CAGR) of 10.8% from 2023 to the trailing-twelve-month (TTM) period ending July 31, 2026, with margins reaching 31.2% in the TTM period.• The Company maintains a growing base of recurring revenue contracts, which represented 44.6% of revenue in 2025, and expanded to ... 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:• Fairview's revenue averaged $19,344,180 from 2023 through 2025.• The Company's average gross profit margin was 18.2% from 2023 through 2025.• 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 spec ... Less

Description: The Company is a bead supplier specializing in wholesale Czech glass beads & buttons, semi-precious stones & pearls, and brass stampings & findings, catering to artists, designers, and shops that value high-quality, handmade products. Offerings include a wide range of unique, customizable bead designs that appeal to those interested in artisanal, handcrafted jewelry components.Key Aspects:• The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 9.9% from 2023 through the trailing twelve months (TTM) ending May 31, 2026. • The Company's gross profit and adjusted EBITDA margins average an impressive 48.5% and 28.7%, respectively, from 2023 to 2025. • The Company offers a diverse product portfolio featuring an estimated 5,500 custom-designed Czech glass beads and buttons. • The Company has established a loyal and diversified customer base, with approximately 80% of TTM ending May 31, 2026 ... Less

The Company is a dealer-led kitchen and interior solutions platform operating across a multi-location showroom network. The Company specializes in the design, specification, sourcing, and delivery of complete kitchen packages and related interior products, including appliances, bathroom solutions, and closet systems, serving both residential and trade clients through a high-touch, consultative sales process. The Company works with a curated multi-brand supplier network and coordinates delivery and installation through a network of certified installers, allowing the Company to maintain an asset-light operating structure. ... Less

Description: The Company is a comprehensive workforce development platform serving over 160 skilled trades and 20 Allied Healthcare categories across North America. The company goes beyond traditional recruiting by offering an end-to-end talent ecosystem. Their platform matches employers with candidates based on the specific skills, certifications, and licenses relevant to each role. These unified solutions actively generate, support, and place skilled professionals across the US and Canada.Key Aspects:• The Company is a market leader in the skilled trades and allied healthcare workforce development, operating a premier training and matchmaking job platform across nearly 20 industries and over 160 trades.• Management notes that 87% of 2025 revenue was derived from recurring contracts.• The Company has developed a deep ecosystem of 20+ strategic affiliations spanning major real estate platforms, field service software ... Less

Description: The Company is a renewable energy contractor specializing in the design, installation, maintenance, and support of solar energy systems for residential and commercial clients. The Company positions itself as a comprehensive partner for clients seeking energy independence and reduced electricity costs through solar technology, and further supports long-term system performance through service agreements that include annual preventative maintenance, generating a recurring revenue component alongside project-based installation work.Key Aspects:• The Company grew revenue and adjusted EBITDA at compound annual growth rates (CAGRs) of 29.2% and 97.3%, respectively, from 2022 to 2025.• In 2025, the Company launched a maintenance subscription program, leading to an increase in monthly recurring revenue.• The Company performs commercial and residential solar installations, service calls, and maintenance services, supporting ... Less

Description: The Company is a program-based school uniform provider offering design, sourcing, retail, and program management solutions to private schools, charter networks, and educational institutions across the US. The Company operates through agreements with schools that designate it as the exclusive or preferred uniform provider for their respective student populations. The Company generates revenue primarily through direct-to-consumer (D2C) sales to parents via school-specific program portals, e-commerce platforms, retail locations, and on-campus sales events.Key Aspects:• The Company maintained strong gross profit and adjusted EBITDA margins averaging 63.8% and 8.8%, respectively, from 2022 to 2025.• No single customer accounted for more than 8% of revenue in 2025, highlighting the Company's diverse customer base.• Management notes that approximately 95% of 2025 revenue was generated from repeat customers.• Currently ... Less

Description: The Company is an ecosystem services and environmental consulting firm that delivers turnkey solutions to support land development, regulatory compliance, and conservation initiatives. Services span ecosystem restoration & maintenance, consulting services, and native plant sales, enabling clients to navigate complex environmental requirements efficiently. The Company’s integrated model supports projects from initial assessment through long-term maintenance, driving recurring engagement and strong client affiliations.Key Aspects:• The Company's revenue and gross profit grew at compound annual growth rates (CAGRs) of 24.1% and 29.1%, respectively, from 2023 to the trailing twelve months (TTM) ending May 31, 2026.• In 2025, 57% of the Company's revenue was generated from recurring environmental maintenance contracts, which are driven by regulatory requirements, mitigation obligations, and ongoing maintenance ... Less

Description: The Company is a custom millwork cabinetry manufacturer that delivers tailored solutions for commercial and residential customers. The Company provides design, production, and installation services across a wide range of applications, including kitchens, outdoor kitchens, baths, custom closets, and commercial spaces.Key Aspects:• The Company maintained an impressive gross profit and adjusted EBITDA margins averaging 38.9% and 22.7%, respectively, from 2023 to 2025.• As of June 8, 2026, the Company had approximately $7M and $891K in total commercial and residential contract values, respectively.• Management estimates that approximately 80% of revenue in the TTM ending May 31, 2026, was derived from repeat customers.• The Company has an established 30+ year history with a strong reputation for quality, reliability, and custom craftsmanship in the southwest market.• The Company has comprehensive in-house capabilities ... Less

Description: The Company is a home care provider specializing in non-medical personal care services delivered directly to patients in their homes. The Company’s caregivers assist patients with activities of daily living, including bathing, dressing, ambulation, meal preparation, housekeeping, and other daily support needs that help patients remain safely and independently at home. The Company has built a compliance-focused operating platform supported by satellite locations, a tenured management team, a large caregiver base, multilingual care-coordination capabilities, and clinical oversight by registered nurses (RNs).Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 8.9% and 95.6% from 2023 to the trailing twelve months (TTM) ending March 31, 2026.• The Company serves 5,121 active patients as of July 2026.• The Company’s multilingual workforce and coordination capabilities ... Less

Description: The Company designs and manufactures premium smartwatch bands and other accessories, such as jewelry, wallets, purses, and apparel, made from pre-owned leathers and other sustainable materials. The Company repurposes authentic designer bags to produce handmade pieces featuring modern and elegant designs, selling directly to customers through its website and mobile app. The Company's products are compatible with a wide range of smartwatch brands, including Apple, Samsung, and Fitbit watches.Key Aspects:• Strong Adjusted EBITDA Margins: The Company maintains strong average adjusted EBITDA margins of 21.4% between 2023 and 2025.• Integrated Mobile App: The Company operates a proprietary mobile app to expand its sales channels beyond traditional e-commerce and support low-cost marketing.• Tiered Loyalty Program: The Company operates a tiered loyalty program based on customer spend that resets annually to incentivize ... Less

Description: The Company is a vertically integrated provider of solar, battery storage, roofing, electrical, and custom fabrication services for residential, commercial, and government customers across the Western US. The Company performs its work in-house and owns a roofing operation that drives cross-selling across all service lines, while in-house fabrication and GSA certification add advantages in commercial and government work. Operating in the largest U.S. solar market, the Company offers a strong, established platform with clear growth ahead.Key Aspects:• Strong Financials: The solar division generated an average gross profit margin of 31.3% from 2023 to 2025, while the roofing division generated 24.9% over the same period.• Vertically Integrated Platform: Solar, battery, roofing, electrical, and fabrication work are all performed in-house, creating a built-in cross-selling engine and full control over quality, ... Less

Description: The business offering includes three entities, hereinafter referred to as the Company, that work collectively as a leading managed care organization (MCO) and preferred provider organization (PPO), specializing in workers’ compensation, personal injury protection, and auto claims. The Company provides medical cost containment services to help insurance carriers, employers, and third-party administrators reduce claim costs and improve patient care outcomes.Key Aspects:• The Company was the first approved MCO in its state, reflecting its long-established market presence and reputation, and has been recognized as one of the best places to work in 2025 & 2026.• The Company utilizes a blended pricing model that includes percentage-of-savings fees and recurring monthly premium service agreements, generating diversified and recurring revenue streams.• The Company leverages a proprietary PPO network that enables flexible ... Less

Description: The Company is a unique experiential marketing support agency with premium event staffing capabilities, expertise in active marketing strategies, and in executing nationwide experiential events. The Company has over 20 years of experience managing campaigns of all sizes and scales for companies across various industries.Key Aspects:• Proprietary Contractor Database: The Company maintains a database of 50,000+ brand ambassadors and event contractors across the US for nationwide staffing.• Nationwide Execution Capabilities: The Company holds the insurance and permitting required across its operating geographies and is equipped to manage thousands of simultaneous in-store demo events.• Experienced Team: The Company is supported by an experienced management team with expertise in client management and staffing execution.• Client Relationship: The Company has served its largest client under a master service agreement ... Less

Description: The Company is a premium confectionery platform, focused on building differentiated consumer brands within the better-for-you segment of the specialty confectionery and consumer packaged goods (CPG) market. The Company's two core brands are focused on high-quality ingredients and clean-label products. The Company has been intentionally structured to operate without a fixed manufacturing infrastructure and instead, utilizes a network of established contract manufacturers to support production and logistics.Key Aspects:• The Company's gross profit and adjusted EBITDA margins averaged 52.9% and 21.2%, respectively, from 2022 to 2025.• The Company's revenue grew 17.0% from 2022 to 2025, averaging $3.4M during the same period.• Formulations for products under both brands were developed to the Company's specifications and are owned by the Company rather than its contract manufacturers, preserving control over product ... Less

Description: The Company is a full-service horticultural and landscaping business specializing in the design, installation, and maintenance of residential and commercial outdoor environments. The Company offers a comprehensive suite of products and services, including landscaping and hardscaping, garden and property maintenance, irrigation systems, artificial surfaces, interior and exterior plant décor, and retail garden center offerings such as plants, outdoor furniture, décor, and related lifestyle products.Key Aspects:• The Company maintained impressive average gross profit and adjusted EBITDA margins of 70.0% and 29.2%, respectively, from 2022 to 2025.• The Company offers a diversified portfolio of horticultural products and landscaping-related services, supported by retail garden center operations that enable execution of a wide range of customizable projects.• The Company employs an experienced team of 100+ personnel ... Less

Description: The Company is a full-service provider of licensing and compliance solutions serving mortgage lenders, brokers, consumer lenders, debt collection agencies, and other regulated financial services organizations. The Company provides end-to-end licensing, compliance management, amendments, renewals, Arizona Responsible Individual services, NMLS support, and regulatory consulting, supporting clients throughout the entire licensing lifecycle from application through ongoing maintenance and compliance.Key Aspects:• Strong Financial Performance: The Company maintained a strong average adjusted EBITDA margin of 23.6% from 2023 through 2025.• Highly Recurring Revenue Base: In 2025, ~54.7% of the Company's revenue was recurring, driven by its various services, annual contract renewals, and long-term client relationships, with ~86% of total revenue derived from repeat clients and no single client accounting for more than 5% ... Less

Description:The Company is a specialized contractor providing pre-construction planning and construction services nationwide. The Company’s scalable operating model and strong client relationships support the execution of multiple projects across several states simultaneously. The Company specializes in design-build, construction management, and construction execution in airport environments for its clients.Key Aspects:• Management notes that 100% of revenue generated in 2025 was attributable to repeat clients due to the Company's preferred vendor status.• From 2022 to 2025, the Company grew revenue and adjusted EBITDA at compound annual growth rates (CAGRs) of 16.1% and 19.9%.• The Company is backed by $40.0 million in aggregate bonding capacity and up to $20.0 million per project, reflecting strong financial credibility.• The Company maintains labor stability and operates with a highly trained labor force, resulting in ... 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 two physical storefronts. 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 2025, 97.4% of the Company’s revenue was generated through ecommerce channels, with the remaining 2.6% coming from its physical retail location.• From 2022 to 2025, the Company's revenue grew at a compound annual growth rate (CAGR) of 16.9%.• Management estimates on-hand inventory value at approximately $2-3M at any given time.• The Company holds limited authorized dealer status for several brands, enabling it to ... Less

Description: The Company is a developer and manufacturer of public safety technology, specializing in automated vehicle locator (AVL) and fire station alerting (FSA) hardware and software systems for public safety, fire, and EMS providers. Additionally, it offers mobile data networking products that process thousands of transactions per second, as well as hosted services that offer enhanced connectivity for reliable communication and efficient software updates. The Company's in-vehicle AVL platform enables real-time vehicle visibility, tracking, and communication, supporting emergency vehicle dispatch and shaving valuable seconds off response times in time-sensitive situations.Key Aspects:• Large New Statewide Contract: In Q4 2023, the Company was awarded a statewide contract with a notable government agency for its AVL systems across approximately 4,000 emergency vehicles, which began rolling out in 2025, resulting in revenue ... Less

Description: The Company is a full-service fresh fruit and vegetable processor and wholesaler that packs and cuts any item to meet customer needs, offering organic, kosher, and locally sourced products to serve a broad range of customer requirements. With nearly three decades of experience, the Company has been supporting local farms and its community by focusing on product quality, extended shelf life, and premier customer service. Underpinning all operations is a rigorous food safety infrastructure, including Global Food Safety Initiative (GFSI) certification, microbiological testing protocols, and end-to-end traceability initiatives.Key Aspects:• The Company's revenue grew 9.3% from 2022 to 2025, averaging $25.7M during the same period.• Management notes that the Company has a high repeat customer base of approximately 95% each year, with several top customers having been active accounts for nearly two decades.• The Company ... Less

Description: The Company is a luxury furniture and bespoke interior design retailer with three physical showrooms strategically located across the US. 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 Financial Growth: The Company's combined revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 17.5% and 28.6%, respectively, from 2023 to the trailing twelve months (TTM) ending March 31, 2026, primarily driven by increased market traction and strategic business development initiatives.• Loyal Customer Base: Approximately 70% of total 2025 sales came from repeat customers, including trade and independent interior designers, property ... 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:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 15.9% and 58.1%, respectively, from 2022 to 2025.• The Company maintained strong adjusted EBITDA margins, which averaged 22.1% from 2022 to 2025, growing at a CAGR of 36.4% during the same period.• The Company has a backlog of $18.3M as of January 20, 2026, all of which is expected to be ... Less

Description: The Company is an institutional-grade provider of underwriting, advisory, and asset management solutions. Integrated across every stage of the real estate asset and transaction lifecycle, the Company delivers acquisition/debt underwriting, due diligence, securitization services, mortgage servicing services, portfolio surveillance, and complex workout and distressed asset resolution services. The Company’s capital-light, efficient operating model supports high-volume, time-sensitive mandates through a globally distributed team of experienced professionals who provide 24/7 coverage, creating meaningful operating leverage and scalability.Key Aspects:• The Company maintained impressive gross profit and adjusted EBITDA margins of 54.5% and 42.1%, respectively, from 2022 through 2025.• The Company's adjusted EBITDA grew at a compound annual growth rate of 8.5% from 2022 to 2025.• The Company deploys experienced talent ... Less

Description: The Company is a retailer home center chain that provides common and essential building materials, hardware, and feed products to professional contractors, industrial, agricultural, commercial, and municipal customers, as well as homeowners. The Company operates across Southeast, U.S., with most locations serving smaller communities. The Company supplies products for new construction, renovation, and repair projects and offers a broad range of categories, including building materials, hardware, plumbing, electrical, flooring, paint, pet and livestock feed, outdoor living, and lawn and garden supplies.Key Aspects:• The Company’s gross profit margin averaged 27.8% from 2022 through 2025.• The Company has developed a durable customer base, with approximately 90% of revenue generated from repeat customers in 2025, according to management.• The Company has established a strong market presence and operates with ... 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 margin grew at a compound annual growth rate (CAGR) of 92% from 2023 to TTM April 2026.• The Company had an average gross profit margin of 53% from 2023 to 2025.• Repeat clients accounted for 100% of revenue in 2025, according to management.• As of May 18, 2026, the Company had secured approximately $1.6 million in backlog, providing meaningful near-term revenue visibility.• The Company maintains access to specialized Electrostatic Discharge (ESD) room assets and equipment, supporting the safe handling, testing, and servicing of sensitive electronic components.• The Company owns a proprietary ... Less

Description: The Company provides architectural, planning, historic preservation, and interior design services to private and public clients throughout the Southeast US. The Company's specific service offerings include preparation of feasibility studies, 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. The Company is an expert in historic preservation, adaptive re-use, and theater arts projects.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 13.9% and 11.5%, respectively, from 2022 to 2025.• As of November 30, 2025, the Company has $7,691,898 in remaining billings for contracts in progress.• Renowned architectural firm with an outstanding reputation built ... Less

Description: The Company is a full-service landscape contractor providing end-to-end services for both commercial and residential properties. The Company's primary services include rockwall, masonry, and driveway construction; landscape, fencing, and irrigation system installations; recurring landscape care, irrigation system maintenance, and tree trimming; and miscellaneous landscaping services, such as plant procurement and specialty property lighting.Key Aspects:• Strong Financial Margins: The Company's adjusted EBITDA margin increased from 7.3% in 2023 to 14.7% in the trailing twelve months (TTM) ending April 30, 2026, driven by increased installation revenue, favorable project bidding, and improved labor efficiency.• Recurring Revenue Base: Approximately 44% of the Company’s 2025 revenue is derived from recurring landscape maintenance contracts, while management notes that ~60% of 2025 project-based revenue was generated ... Less

Description: The Company is a manufacturer of high-quality firearm components, including adjustable gas blocks and piston systems for AR-platform rifles. The Company sells its products to distributors, retailers, dealers, and original equipment manufacturers (OEMs) throughout the US.Key Aspects:• The Company maintained impressive Gross profit and adjusted EBITDA margins of 77.9% and 35.1%, respectively, from 2022 to 2025.• All products are manufactured in-house providing a number of advantages associated with quality control and production flexibility.• The Company benefits from exclusive rights to six patented product designs, providing a differentiated product offering and competitive advantage in the marketplace.• Management estimates that in 2025, 80% of revenue is from repeat customers.• The owners have over 30 years' experience in the aerospace engineering and manufacturing space.Opportunities:• Secure an export license ... Less

Description: The Company operates as a well-established breakfast and lunch restaurant with multiple locations. The Company offers a chef-driven daytime menu, in-house-baked goods, and a family-oriented service model, which support consistent customer traffic and repeat patronage. The Company operates four restaurants and plans to open two more in the fall of 2026, with plans to offer retail merchandise as well.Key Aspects:• Combined revenue has grown at a compound annual growth rate of 28.4% from 2023 to 2025, with an average adjusted EBITDA margin of 17.4% during that time.• Standardized operating procedures ensure efficient operations, reduced waste, labor costs, and consistent cost savings for the Company. • The Company offers a differentiated, chef-driven menu featuring specialty items and in-house baked goods.• The Company generates revenue through a transaction-based model across dine-in, take-out, and catering ... Less

Description: A leading asset-based, temperature-controlled transportation provider serving food and perishable supply chains across the United States. The Company operates a fleet of approximately 170 tractors and 230 trailers, supporting dedicated lanes and contracted freight relationships with diversified clients. With strong adjusted EBITDA growth, high repeat business, and established operational infrastructure, the Company represents a scalable platform within the resilient refrigerated trucking sector.Key Aspects:• Consistent Profitability: From 2022 to 2025, the Company has maintained an average adjusted EBITDA margin of 15.3%, supported by disciplined fleet expansion and a strong mix of contracted freight.• Dedicated Lanes & Diversified Revenue: The Company maintains dedicated and contract lanes nationwide, with approximately 90% of revenue generated from repeat clients.• Resilient Food-Focused Freight: The Company ... Less

Description: The business offering consists of two companies. Company A is a provider of commercial janitorial services and cleaning supplies, offering services such as construction cleanups, office cleanings, stripping & refinishing of floors, steam cleaning, pressure washing, window cleaning, and tile & grout cleaning. Company A sells a wide range of janitorial supplies via its multiple websites, combining both and janitorial supplies and service offerings to control a greater market share. Company B is a full-service janitorial distributor, utilizing a retail store and warehouse setting to serve local business.Key Aspects:• Company A's gross profit and adjusted EBITDA margins averaged 50.7% and 12.7%, respectively, from 2022 to 2025.• Company B's revenue grew 8.4% from 2022 to 2025, with gross profit margins averaging 34.7% during the same period.• In 2025, approximately 30% of Company A's revenue was derived from recurring ... 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 averaging 47.4% and 12.7%, respectively, from 2023 through 2025.• Robust Backlog: As of June 2026, the Company has a secured backlog of $2.2M.• Licenses and Certifications: The Company holds extensive licenses, including general engineering licenses across multiple states and specific hazardous materials licenses.• Specialty Service Offerings: The Company's specialized asbestos licensing ... Less

Description: The Company is a Microsoft-focused IT services firm and managed services provider (MSP) that helps assist government and regulated clients design, migrate, secure, and manage cloud environments. The Company provides end-to-end cloud solutions, generating revenue through recurring managed services contracts, Microsoft subscription resale, and project-based services.Key Aspects:• The Company maintained a strong adjusted EBITDA margin averaging 16.4% from 2023 to 2025.• The Company maintains a highly recurring revenue profile, with recurring revenue accounting for 77.2% of total revenue in 2025, driven by managed services engagements and Microsoft CSP subscription licensing arrangements.• As of May 21, 2026, management estimates that the Company had $641,165 of remaining project-based revenue to be billed on current projects.• The Company is a direct Microsoft Cloud Solution Provider (CSP), allowing the Company to ... Less

Description: The Company is a designer, manufacturer, and distributor of pre-plumbed shower and bath products, including shower fixtures, bathtubs, and other bath and kitchen sink accessories. The Company's products are designed for ease of installation and are often surface-mounted, targeting the broad home improvement consumer and retailer market. With over 20 years of operational history, the Company has established long-standing relationships with big-box customers and other blue-chip retailers as a wholesale supplier.Key Aspects:• Improved EBITDA Margin: The Company increased its adjusted EBITDA margin to 15.3% in the trailing twelve months (TTM) ending March 31, 2026, supported by a shift to fewer containers, favorable shipping terms, and disciplined expense management.• Diversified Sales Channels: The Company maintains multiple sales channels, including dealer networks, wholesale and retail partnerships, third-party ... Less

Description: The Company is a full-service branding, marketing, and e-commerce agency providing an integrated suite of services across branding, e-commerce, digital marketing, and content production, including packaging, paid media, campaigns, social, and web. By combining strategy, creative, and digital execution, the Company enables clients to efficiently build, launch, and scale their brands across both digital and physical channels. The Company's operating model aligns with the ongoing shift toward always-on, digital-first brand building, where social media, e-commerce, and owned platforms represent primary consumer touchpoints.Key Aspects:• The Company's revenue grew at a compound annual growth rate (CAGR) of 45.1% from 2023 to the trailing-twelve-month (TTM) period ending March 31, 2026.• The Company maintained strong gross profit and adjusted EBITDA margins, averaging 30.8% and 8.9%, respectively, from 2023 to ... Less

Description: The Company is a structural engineering design and consulting firm specializing in complex architectural building projects. The Company provides structural system design, construction documentation, and construction-phase services to national architectural clients throughout the U.S. The Company also maintains multiple women-owned business certifications.Key Aspects:• The Company generated 98.6% of 2025 revenue from repeat clients, reflecting the Company's standing as a trusted long-term partner.• The Company holds licenses and business certifications across 26 states and the District of Columbia.• The Company operates a senior-led, relationship-driven service model with principals maintaining direct involvement at every project stage, cultivating a strong base of repeat clients and longstanding relationships.• As of February 24, 2026, the Company had $4.3M in backlog across an active contract portfolio with ... Less

Description: The Company is an end-to-end sensitive compartmented information facility (SCIF) and special access program facility (SAPF) consulting and contracting firm. The Company’s focus is on consulting, general contracting, and specialized training, with deep subject-matter expertise (SME) in the highly prescriptive, compliance-driven specifications governing secure spaces under federal policies, regulations, and national security standards.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 25.3% and 44.7%, respectively, from 2023 to the trailing twelve months (TTM) ending April 30, 2026.• The Company holds a Top Secret Facility Clearance (TS-FCL), which supports access to classified opportunities, enables the Company to employ cleared personnel, and reinforces its position in sensitive national security programs.• As of March 31, 2026, the Company has approximately ... Less

Description: The Company is a consulting engineering and software development firm providing mission-critical systems engineering, independent verification and validation (IV&V), integration, and communication solutions to support the US Government and allied nations with defense training and operational activities.Key Aspects:• The Company maintained strong gross profit and adjusted EBITDA margins averaging 84.5% and 19.0%, respectively, from 2022 to 2025. • The Company has active contracts totaling approximately $36.3M in total contract value, as of April 3, 2026.• In 2025, approximately 70% of revenue was generated from projects where the Company served as the prime contractor.• The Company has scalable software and virtual machine (VM) deployment capabilities with reduced hardware dependency.Opportunities:• Grow recurring revenue streams through broader adoption of tactical data analysis and connectivity system (TDACS) ... Less

Description: The Company is a provider of private security and protective services supporting corporate, retail, and high-profile clients. The Company delivers a range of security solutions, including executive protection, event security, retail loss prevention, and corporate security consulting. The Company deploys trained personnel to support risk mitigation, access control, and safety management across a variety of operating environments.Key Aspects:• The Company's revenue grew at a compound annual growth rate of 34.1% from 2022 through the trailing twelve months (TTM) ending March 31, 2026.• The Company delivers integrated, multi-service security solutions under structured Master Services Agreements and event-specific Statements of Work, supporting repeat engagements, scalable revenue generation, and long-term client relationships.• The Company maintains a diversified client base across hospitality, media & entertainment, ... Less

Description: The Company is a steel fabricator that transforms raw materials into structural steel for industrial, energy, commercial, medical, educational, and government projects. The Company delivers turnkey steel fabrication solutions, including design, engineering, cutting, welding, blasting, coating, and installation of structural steel.Key Aspects:• Rebound in Financial Performance: The Company improved its financial performance in fiscal year (FY) 2025, increasing adjusted EBITDA from $431K in the prior year to $2.8M, driven by comprehensive operational restructuring initiatives.• Secured Backlog: As of April 2026, the Company has $29M in revenue remaining to be earned.• Extensive Industry Certifications: The Company holds certifications from the American Institute of Steel Construction (AISC) for steel building structures and ISO 9001 for quality management standards.• Diverse Customer Base: The Company's customers ... Less

Description: The Company is an authorized wireless carrier retailer operating 97 store locations and serving over 250,000 customers. The Company activates affordable new lines in its stores and also sells phones and related accessories, such as chargers and phone cases.Key Aspects:• The Company generated average revenue and adjusted EBITDA of approximately $48.56M and $3.56M, respectively, from 2023 through 2025.• The Company's average gross profit margin was 40.3% from 2023 through 2025.• With over 250K active customers, the Company generates significant recurring revenue ($6.67M in 2025) from ongoing wireless plan residuals that continue for the life of each plan.• More than 60% of the Company's locations have been operating successfully for 25+ years.• Established lines of credit with key vendors, which mitigate cash flow risk.Opportunities:• Leverage the Company's proven infrastructure and scalable business model to expand ... 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:• As of April 2026, the Company has a combined backlog of $5,609,932.• The Company's client base is comprised of blue-chip businesses, including several Fortune 500 companies, across diverse end markets.• The Company maintained a high client retention rate, with an estimated 75% of 2025 revenue being ... Less

Description: The Company is a specialized engineering and IT services provider that supports product and software development teams in regulated and complex manufacturing environments. The Company delivers recurring managed services, consulting, cloud infrastructure, and software lifecycle solutions that optimize engineering operations and accelerate product development. The Company resells and supports mission-critical software platforms from key partners. And, through partnerships with leading AI companies, it is developing and implementing proprietary AI solutions that automate and increase engineering productivity.Key Aspects:• Strong Financial Margins: The Company has demonstrated healthy profitability, with average gross profit and adjusted EBITDA margins of 48.6% and 15.5%, respectively, from 2023 through 2025.• Strong Recurring Revenue: The Company has stable revenue and strong client retention with approximately 80% ... Less

Description: The Company is an international market research consultancy firm providing subscription-based industry intelligence and custom research across consumer, industrial, publishing, and education markets. The Company’s offerings include flagship industry reports, proprietary data products, and high-value custom research engagements designed to support strategic, data-driven decision-making. Utilizing a hub-and-spoke model, the Company combines senior in-house subject-matter experts (SMEs) alongside a network of freelance contributors to support operations.Key Aspects:• 79% of 2025 revenue was generated through subscription-based services, providing a predictable recurring revenue stream.• The Company serves a diverse range of industrial, consumer, and institutional end markets through defined content areas, each led by tenured consultants and subject matter experts with deep expertise in their respective core focus ... 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 engagement.• Streamlined Process: The Company’s process for ... 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:• Consistent Financial Performance: Revenue and adjusted EBITDA increased at CAGRs of 11.9% and 44.0%, respectively, from 2022 to 2025, with adjusted EBITDA margin expanding from 9.6% to 20.5% over the same period.• Established Organic ... Less

Description: The Company is a turnkey product creation agency that formulates, manufactures, and distributes consumer retail products for the beauty, cosmetics, and health & wellness industries. The Company has evolved from a commodity-focused provider of primary packaging, secondary packaging, and soft goods into a service-oriented business model, emphasizing trend-driven, innovative product development solutions. The Company partners with major brands and retailers to create innovative products that align with consumer retail patterns and trends.Key Aspects:• Strategic Growth Initiative: The Company is actively pursuing a short-term capital infusion or a flexible equity investment to accelerate the development of proprietary IP-driven formulations, trend-led launch capsules, and commercialization systems designed for marketing and licensing to brands— strengthening its turnkey platform and long-term scalable revenue ... Less

Description: The Company is a specialized prenatal medical practice providing comprehensive maternal-fetal services focused on high-risk pregnancies. The Company offers advanced prenatal testing & screening, diagnostic procedures, genetic counseling & consultations, pregnancy-related diabetes management, and other monitoring & support services. The Company's care model is designed to proactively identify and manage pregnancy-related complications while helping patients navigate complex medical decisions with clarity and confidence.Key Aspects:• The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 17.5% from 2022 to the trailing-twelve-month (TTM) period ending June 30, 2025.• The Company maintains a stable and diversified payor mix, averaging approximately 75% from commercial insurance, 20% from patient self-pay, and 5% from government programs.• The Company maintains a Health Care Clinic Establishment ... Less

Description: This opportunity is comprised of two entities collectively referred to as the Company. The Company is a specialized architecture and program management firm providing integrated architectural, planning, and program management solutions for complex, regulated, and mission-critical projects. The Company’s service offerings span architectural design, construction administration, program and facilities management, code and life-safety compliance, and related consulting services delivered across the full lifecycle of client programs.Key Aspects:• Entity 1 and Entity 2 averaged $4.9M and $2.4M, respectively, from 2022 to 2025.• The Company is recognized for deep technical expertise in code compliance, life-safety, and regulatory-driven work, positioning the firm as a trusted advisor on complex and mission-critical projects.• The Company operates through complementary architectural and program management entities, ... Less

Description: A long-established metal finishing company providing a broad range of decorative and functional plating and surface treatment services to a diversified customer base across aerospace, automotive, architectural hardware, jewelry, and industrial manufacturing industries. The Company operates as a full-service job shop capable of handling both small custom projects and large industrial components through specialized plating processes and large-capacity tanks.Key Aspects:• Strong Financial Performance: From 2022 to 2025, the Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 14.4%.• Experienced Ownership and Management: The Company is built with decades of combined experience in metal polishing, finishing, electroplating chemistry, and production operations, providing deep technical expertise and operational stability.• Large-Scale and Differentiated Processing Capabilities: The Company operates ... Less

Description: The Company is a software-as-a-service (SaaS) provider offering a cloud-based platform that automates the creation of interactive digital catalogs from static product data, reducing manual effort and accelerating time-to-market for sales and marketing teams. The platform supports consistent branding and centralized product data management and is offered via a subscription model with professional services, including application integrations, design support, and analytics enablement. The Company's platform is complemented by artificial intelligence (AI) capabilities and centralized virtual catalog libraries.Key Aspects:• Strong Revenue Growth: The Company grew its revenue at a compound annual growth rate (CAGR) of 15.9% from 2023 to 2025, demonstrating strong year-over-year performance.• Sustained Profitability: From 2023 to 2025, the Company's adjusted EBITDA margin averaged 42.4%, demonstrating its lean, efficient ... Less

Description: The Company is a commercial signage company specializing in manufacturing and servicing illuminated, non-illuminated, and plastic signs for exterior and interior advertising, as well as offering crane rental services. With over 70 years of operating history, the Company has established itself as a reliable provider of end-to-end commercial signage solutions, including design and engineering support, project estimating and management, permitting, specialty fabrication, installation, and maintenance services.Key Aspects:• Robust Backlog: As of February 28, 2026, the Company has approximately $4.1 million remaining to be billed on current projects.• Full-Service Turnkey Platform: The Company provides fully integrated signage solutions, including design, engineering, permitting, manufacturing, installation, and servicing, delivering a broad range of commercial signage projects from interior wayfinding systems to large ... Less

Description: The Company is a manufacturer of custom aluminum trailers serving recreational, commercial, and specialty end markets across the United States and Canada. The Company designs and manufactures a broad range of trailer configurations under multiple brands, emphasizing durability, customization, and dealer responsiveness. Products are sold primarily through an established independent dealer network.Key Aspects: • The Company maintained strong average gross profit and adjusted EBITDA margins of 42.1% and 13.8%, respectively, from 2022 through 2025.• All manufacturing is performed at the Company's facility by inhouse employees, and all trailers are presold before manufacturing begins.• Approximately 90% of 2025 revenue was generated from repeat customers.• The Company's experienced employees perform all modeling and design for new product offerings.Opportunities:• Engage with additional dealerships to expand the ... Less

Description: The Company is a Tier Two supplier of sustainably sourced teak and specialty hardwoods for high-end marine, residential, and commercial end markets. The Company maintains an inventory of teak and alternative hardwood products for yacht construction and refit projects, as well as for architectural millwork and luxury residential applications. The Company supports ongoing demand through established sourcing relationships and consistent product availability.Key Aspects: • The Company maintained strong average gross profit and adjusted EBITDA margins of 41.2% and 19.5%, respectively, from 2022 to 2025.• The Company maintains long-standing customer relationships, supporting recurring demand through consistent product availability and established sourcing capabilities.• The Company targets specialized end markets, including marine and luxury residential and commercial applications, enabling premium pricing.• The Company ... Less

Description: The Company is a Division 8 labor-focused subcontractor that provides specialized installation of commercial doors, frames, and hardware for large-scale construction and renovation projects. The Company primarily supports door distributors and general contractors by providing dedicated installation crews for openings in commercial construction projects.Key Aspects: • The Company grew revenue and adjusted EBITDA at compound annual growth rates (CAGRs) of 49.5% and 25.9%, respectively, from 2022 to 2025.• Management notes that repeat clients generated 100.0% of the Company's revenue in 2025.• The Company's team is qualified to install complete fire-rated assemblies in accordance with the National Fire Protection Association (NFPA) standards and manufacturer specifications.• The Company operates in a specialized, code-driven life-safety segment where regulatory compliance requirements support consistent demand.• The ... 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 multi-brand manufacturing representative agency for industrial original equipment manufacturers (OEMs) specializing in mechanical, electrical, plumbing (MEP), concrete, framing, and construction safety equipment. Additionally, it represents manufacturers of industrial motorized equipment, such as generators and pressure washers. The Company also offers warehousing services and a complimentary state-of-the-art training facility, enabling its clients to train distributors on new product offerings.Key Aspects: • Strong Financial Margin: From 2022 to 2025, the Company maintained an average adjusted EBITDA margin of 37.8%, demonstrating its healthy profitability and lean operating model.• Diversified Manufacturing Network: The Company works with a network of over 25 OEMs, with management noting significant inbound interest, thereby minimizing reliance on a single OEM.• Broad Operational Footprint: The ... Less

Description: The Company is a full-service commercial signage provider specializing in the design, fabrication, installation, and servicing of illuminated, non-illuminated, and vinyl signage for both exterior and interior applications. With over 55 years of operating history, the Company has built a strong reputation as a trusted partner for end-to-end signage solutions, encompassing design, permitting, manufacturing, installation, and ongoing maintenance.Key Aspects: • Strong Financial Margins: The Company maintained strong average gross profit and adjusted EBITDA margins of 48.1% and 10.2%, respectively, from FY 2023 to FY 2025.• Repeat Customers: Management estimates that approximately 70% of annual revenue is derived from repeat customers.• Blue-Chip Customer Base: The Company serves a diverse customer base, including professional sports teams, municipalities, retailers, restaurants, corporate offices, resorts, casinos, ... Less

Description: The Company is a 70-year-old multi-scope specialized subcontractor offering a suite of integrated building envelope and wall & ceiling construction services. The Company's core capabilities include metal stud framing, drywall, scaffolding, lath & plaster systems, exterior cladding systems, and fireproofing. Additionally, the Company offers ancillary services including wood framing, fiberglass-reinforced plastic (FRP) paneling, and other specialty installations. With ~95% of services performed in-house, the Company packages its capabilities to meet each client's specific project requirements, functioning as a one-stop specialty contracting partner across even the most complex scopes.Key Aspects: • Strong Revenue & Adj. EBITDA Growth: From 2023 to the TTM ending March 31, 2026, the Company grew revenue and adjusted EBITDA at CAGRs of 9.6% and 24.3%, with no direct marketing or sales efforts.• Robust Backlog: As of ... 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:• 76.2% of the Company's revenue in 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, including initial ... Less

Description: The Company is an exterior painting and restoration contractor specializing in multi-family communities, such as apartments and condominiums, as well as commercial buildings throughout the Southeast US. The Company manages projects of all sizes, providing comprehensive, turnkey services including stucco repairs, wood replacement, pressure washing, and durable exterior improvements that enhance property value and curb appeal for clients.Key Aspects: • The Company maintained strong gross profit and adjusted EBITDA margins, which averaged 26.5% and 10.4%, respectively, from 2022 to 2025.• As of April 2026, the Company has $5,207,989 in open projects.• The Company’s current pipeline includes 231 qualified leads that, if converted at historical rates, could generate approximately $19.4 million in additional revenue, according to management.• The Company is exclusively renovation-focused, with no revenue being derived ... Less

Description: The Company is a commercial construction and owner-representation firm providing building renovation, tenant improvement, and ground-up construction services. The Company oversees municipal and private-sector projects, coordinating design, engineering, and construction activities to support timely completion, budget adherence, and compliance with applicable quality and safety standards. The Company generates the majority of its revenue from long-standing relationships with regional public agencies and maintains a growing base of private-sector clients.Key Aspects: • The Company's total revenue grew 23.5% from 2022 to 2025, while its average adjusted EBITDA grew at a compound annual growth rate of 51.5% in the same period.• The Company grew total revenue 23.5% and adjusted EBITDA at a compound annual growth rate (CAGR) of 47.6% from 2022 to 2025.• The Company has a bonding capacity of $20 million for single ... Less

Description: The Company is primarily an importer and distributor of fresh and frozen specialty seafood, serving food service distributors, restaurant operators, industrial processors, and retail grocery customers. In addition to its core seafood product lines, the Company opportunistically sells frozen fish products. The Company also sources select seafood through an international affiliated entity. Key Aspects: • The Company's gross profit and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 21.0% and 33.9%, respectively, from 2022 to 2025.• The Company is engaged in a joint venture in Latin America that operates a seafood processing facility.• On average, the Company sells approximately 4.75M pounds (lbs.) of seafood annually.• The Company's flexible global sourcing model and scalable operations enable it to pursue new sales opportunities while maintaining high standards of service and product ... Less

Description: The Company is comprised of two entities and is a systems integrator and solutions provider serving manufacturers across a diverse range of end markets. The Company designs, engineers, and implements automation systems that improve production efficiency, reduce labor dependency, and minimize operational downtime. In addition, the Company is a distributor of production facility packaging equipment, ink, equipment parts, and related consumables, including labels, ribbon, and tape. The Company also provides ongoing maintenance, repair, and technical support services, generating recurring revenue and fostering long-term customer relationships.Key Aspects: • As of January 29, 2026, the Company has 116 sales opportunities amounting to $19M in its pipeline.• The Company distributes equipment and consumables across a diverse product portfolio, reducing reliance on a single product line.• In addition to distributing ... 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. 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 maintained impressive average gross profit and adjusted EBITDA margins of 51.7% and 16.5%, respectively, from 2022 through 2025.• 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, with parts sourced worldwide.• The Company possesses proprietary data, systems, technology, patents, trademarks, and trade secrets.• Management estimates that over 90% of ... Less

Description: The Company is a physician-founded, direct-to-consumer (D2C) health and nutrition Company built around a proprietary methodology. The Company provides evidence-based nutrition programs, educational content, and branded wellness products focused on weight management, disease prevention and reversal, and long-term health improvement.Key Aspects: • In 2025, the Company generated $833,973 in revenue from recurring monthly and annual memberships, as well as nonrecurring lifetime memberships.• Management estimates that $2,961,469 of revenue in 2025 was generated from recurring auto-ship subscription orders. • The Company maintained impressive average gross profit and adjusted EBITDA margins of 69.5% and 31.5%, respectively, from 2022 to 2025.• The Company operates a D2C digital business model with nationwide reach, enabling it to serve customers without geographic limitations.Opportunities:• Capitalize on the launch of ... Less

Description: The Company is a B2C landscape and garden design firm specializing in high-end residential properties, delivering comprehensive services spanning concept design, architectural planning, horticultural consultation, materials sourcing, and long-term garden care. The Company provides bespoke, data-driven solutions that integrate environmental responsibility, regulatory compliance, and technical precision to create sustainable landscapes tailored to each property’s unique conditions.Key Aspects: • Industry Recognition: The Company has been recognized by multiple industry organizations and featured in numerous gardening, landscape, and architectural publications as a case study of high-quality work.• Educated & Experienced Team: The Company employs a team of horticulturalists and designers with over 220 years of combined experience in landscape design and residential construction.• Established Reputation: The Company ... Less

Description: The Company is an asset-based transportation and logistics provider with integrated third-party logistics (3PL) brokerage capabilities. The Company operates a fleet of over-the-road (OTR) refrigerated tractor-trailers, specializing in the safe and reliable transportation of temperature-sensitive food products. In addition to its asset-based trucking operations, the Company provides 3PL services through its freight brokerage division, coordinating freight movement via a network of qualified independent owner-operators and third-party carriers.Key Aspects: • The Company maintained strong average gross profit and adjusted EBITDA margins of 44.8% and 9.1%, respectively, from 2022 to 2025.• The Company operates an asset-based fleet of 27 Companyowned tractors and 28 refrigerated trailers, providing full control over scheduling, service quality, and capacity.• Key clients have maintained affiliations with the Company ... Less

Description: The Company is a wine importing, distribution, and wholesaling business operates from the Mid-Atlantic US. The Company curates and imports a portfolio of boutique producers and an expanded global lineup spanning multiple countries and wine varieties. The Company services wholesalers across the continental US through a national distribution model and also maintains in-house wholesaler operations. The Company additionally supports brand ownership and commercialization through an affiliated entity.Key Aspects: • The Company's gross profit margin averaged 35.7% from 2022 to 2025.• The Company maintains exclusive import rights to approximately 1,000 SKUs, which creates a differentiated and defensible product portfolio. • The Company sources wine from seven countries and approximately 70 wineries, which supports portfolio breadth across regions, styles, and price points.• The Company has minimal customer concentration, ... Less

Description: The Company is a specialized geospatial services firm delivering advanced geospatial data processing, custom software development, and specialized technical consulting to help federal agencies solve complex spatial and data-driven challenges. The Company supports mission-critical initiatives across defense and intelligence markets and is backed by long-standing government relationships and a reputation for technical expertise.Key Aspects: • The Company has maintained consistently strong EBITDA margins, which averaged 28.2% from 2022 through 2025.• 98% of revenue in 2025 was derived from recurring work under multi-year contracts and task orders.• Internal training programs rapidly onboard and develop junior engineers into the Company’s specialized geospatial stack, creating a repeatable pipeline of cleared technical talent.• The Company's commercial off-the-shelf (COTS) geospatial platform provides clients with a ... Less

Description: The Company is a national commercial construction firm offering general contracting, construction management, and design-build services. The Company has extensive experience 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 22.5% and 12.2%, respectively, from 2022 through 2025.• The Company holds Master Subcontract Agreements (MSAs) with several blue-chip clients.• All employees are 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 approximately $7 million as of January 29, 2026.• 100% of revenue was derived from repeat clients in 2025, ... Less

Description: The Company is an award-winning, full-suite PR agency providing a number of integrated services for its well established and Fortune 500 clients. The Company works in a number of industries, specializing in creating innovative and actionable campaigns to generate media coverage and publicity, influencer engagement, and brand visibility for food & beverage, consumer & lifestyle, real estate, health & wellness, B2B, and travel & hospitality clients.Key Aspects: • Financial Margins: Between 2022 and 2025, the Company maintained strong gross profit margins averaging 32.2% and adjusted EBITDA margins averaging 22.1%. • Stable Client Base: The Company maintains over 20 client retainer contracts to deliver projects, campaigns, and initiatives through 2026.• Award-Winning Work: The Company is consistently recognized for its awardwinning work, including multiple Hermes Creative Awards, Public Relations Society of America ... Less

Description: The Company is a sitework and concrete foundation contractor that provides integrated site preparation solutions, supporting projects from early site preparation through completed foundation and structural work. By self-performing core services with inhouse crews and equipment, the Company offers clients greater schedule control, consistent quality, and a streamlined execution model. Capabilities include earthmoving and grading, underground utilities installation, soil improvement solutions, rock removal and processing, and foundation and structural concrete work.Key Aspects: • The Company’s revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 41.5% and 71.1%, respectively, from 2022 to 2025.• The Company offers a differentiated “site-to-slab” solution that combines sitework and concrete foundation capabilities under one contractor, a key driver of client retention and award decisions, ... Less

Description: The Company is a California-based heavy civil construction contractor specializing in large-scale public infrastructure projects, primarily serving public sector clients across highways, bridges, roads, and related civil works. The owner is seeking a partner to support the next phase of growth while remaining actively involved in the business.Key Aspects: • Strong Financial Performance: The Company has demonstrated exceptional growth, with revenue increasing at a 72.8% CAGR from 2022 to 2025. • Strong Visibility Through Contracted Backlog: As of December 31, 2025, the Company had approximately $310 million in secured contracts, providing meaningful revenue visibility and a robust pipeline of awarded projects.• Established Market Reputation: The Company has built a wellestablished brand and strong reputation in the Western US public infrastructure construction market, supported by a long operating history and ... 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 services across a variety of areas, including warehouse operations, client & customer services, project management, and transportation.Key Aspects: • Strong Financial Performance: The Company grew its adjusted EBITDA at a compound annual growth rate (CAGR) of 13.4% from 2022 to 2025, reaching a 25.1% adjusted EBITDA margin in 2025.• Performance-Based Logistics (PBL) Model: The Company charges clients per container rather than by the hour, aligning with customer cost incentives and enabling the Company to maintain low fixed and overhead costs.• Remote Operations: The Company operates an ... Less

Description: The Company is a behavioral healthcare provider delivering comprehensive outpatient mental health services primarily through a statewide telehealth platform, supplemented by an optional in-clinic location for patients who prefer in-person care or require TMS treatment. Core services include psychiatric evaluations, medication management, psychotherapy, and transcranial magnetic stimulation (TMS), addressing a broad range of conditions such as depression, anxiety, ADHD, and mood disorders.Key Aspects: • Strong Financial Performance: The Company's adjusted EBITDA margin averaged 29.1% from 2022 through 2025. • Established Reputation: Since 2007, the Company has built a strong reputation in outpatient behavioral health services, serving patients across the Western US with a focus on accessibility, evidence-based care, and clinician support. • Hybrid Delivery Model: The Company operates through both inperson and ... 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 Financial Performance: From 2022 through 2025, the Company generated an average gross profit margin of 49.9% and an average adjusted EBITDA margin of 17.5%.• Established Brand & Market Reputation: With more than 60 years of operating history, the Company has built a strong reputation and recognizable market presence. • Visible ... 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: The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 31.5% and 29.9%, respectively, from 2022 to 2025.• Strong Financial Margins: The Company's gross profit and adjusted EBITDA margins averaged 33.9% and 15.9%, respectively, from 2022 to 2025. • Clinical Oversight: All treatments are administered by licensed registered nurses under the supervision of a board-certified physician, ensuring medical-grade safety, consistency, and compliance ... Less

Description: The business offering consists of two entities: Company A is a resale advertising service provider, offering marketing & advertising services to clients who are interested in timeshare resale and rental opportunities. Company B functions primarily as a sales, intake, and client acquisition platform that monetizes unsuccessful resale leads.Key Aspects: • Company A's gross profit and adjusted EBITDA margins averaged 86.8% and 13.4%, respectively, from 2022 to 2024. • Management notes that no one client contributed more than 1% of revenue in 2024, highlighting Company A's low client concentration. • Company A maintains a proprietary database of more than 1.5 million timeshare owners accumulated across multiple lead vintages. • As of November 2025, management notes that Company A has approximately 17,200 active listings across its various marketing platforms.• Management notes that since its inception, Company A has ... Less

Description: The Company is a specialized coaching, consulting, and training platform dedicated to the home care industry. The Company delivers structured educational programs, recurring coaching services, live training events, and advisory support designed to help home care agency owners launch, scale, optimize, and successfully position their businesses for long-term growth or exit.Key Aspects: • The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 20.4% and 28.0%, respectively, from 2022 to 2025.• The Company provides unique, proprietary course content designed to help private duty home care businesses grow from startup to advanced scale, ensuring clients receive expertise and targeted support at every stage of development.• The Company has a recurring revenue model supported by structured multi-tier program pathways, ongoing coaching relationships, advanced programming options, and a ... Less

Description: The Company is a full-service general contractor specializing in hotel renovations for major hotel chains. With over three decades of operational experience in commercial and hospitality renovation construction, the Company services high-end and luxury hotels, including public area renovations, complete room renovations, exterior additions, and improvements. The Company services properties ranging from 30-room boutique hotels to properties with 1,500+ rooms.Key Aspects: • Strong Adjusted EBITDA Growth: From 2022 to 2025, the Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 20.9%, reaching approximately $2.3 million. • Robust Open Contracts: As of December 31, 2025, the Company has approximately $27.6 million in open contracts remaining to be billed through 2027. • Repeat Clientele: The Company regularly services major hotel chains and brands in leading tourist destinations, with key client ... 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: • Improved Financial Performance: In 2025, the Company's US and European entities generated revenue of $7.1M and $4.8M, respectively, with the combined adjusted EBITDA totaling approximately $4.2M.• 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 ... Less

Description: A leading asset-based, temperature-controlled transportation provider serving food and perishable supply chains across the United States. The Company operates a fleet of approximately 165 tractors and 200 trailers, supporting dedicated lanes and contracted freight relationships with diversified clients. With strong revenue growth, high repeat business, and established operational infrastructure, the Company represents a scalable platform within the resilient refrigerated trucking sector.Key Aspects: • Consistent Profitability: From 2022 to 2025, the Company has maintained an average gross profit margin of 30.4% and a average adjusted EBITDA margin of 12.8%, supported by disciplined fleet expansion and a strong mix of contracted freight.• Asset-Based Operating Model: The Company operates a company-owned fleet of approximately 165 tractors and 200 trailers, providing direct control over equipment standards, driver ... Less

Description: The Company is a business-to-business (B2B) digital design and experiential creative studio specializing in corporate events, enterprise marketing, and cybersecurity awareness programs for Fortune 500 and Global 500 companies. Known for its strategic insight and execution, the Company helps its clients communicate with clarity and creativity across digital and live platforms. With deep expertise in technology, financial services, and semiconductors, the Company integrates creative innovation with disciplined performance, driving long-term client relationships.Key Aspects: • Reoccurring Revenue: Approximately 97% of the Company’s 2025 revenue was generated from repeat clients, reflecting long-standing relationships and high client satisfaction.• Secured Contracts: As of December 31, 2025, the Company has approximately $3.6M in open contracts to be billed throughout 2026, with management targets of 5% revenue growth ... Less

Description: The Company is a non-asset-based third-party logistics (3PL) provider offering customized domestic and international eCommerce solutions to retailers and logistics partners. The Company specializes in coordinating US domestic final mile distribution, international inbound logistics, and tailored eCommerce shipping solutions designed to integrate with client workflows.Key Aspects: • The Company maintained an average gross profit margin of 12.7% from 2023 through 2025.• Management notes that approximately 73% of 2025 revenue was derived from repeat clients.• The Company is strategically located near major transportation corridors, including highways, railways, seaports, and airports, which support efficient and cost-effective distribution.• The team has extensive experience with imports and eCommerce distribution, according to management.• The Company's multi-channel logistics solutions are tailored to service ... Less

Description: The Company is a multimedia development firm specializing in creating advanced digital solutions for corporate clients across the automotive, aerospace, and education industries. The Company delivers a full suite of services, including custom software platforms, interactive applications, video production, and emerging technology solutions such as extended reality and artificial intelligence (AI) integrations.Key Aspects: • The Company maintained strong financial margins, with gross profit and adjusted EBITDA margins averaging 48.0% and 27.3%, respectively, from 2022 to 2024.• The Company has a secured backlog of $3.2M as of September 1, 2025.• The Company has developed proprietary software platforms and well-defined development processes that enable highly customized solutions for a wide range of clients and projects.• The Company offers a comprehensive suite of services, including custom software development, ... Less

Description: The offer consists of two entities who provide turnkey geothermal heating and cooling solutions for homeowners and home builders. Entity One specializes in the design, engineering, and installation of direct exchange (DX) geothermal systems, including ground loop installation, heat pump integration, and comprehensive mechanical coordination, while also providing spray foam insulation services. Entity Two provides ongoing maintenance, repair, and diagnostic services for geothermal systems installed by Entity One and by third-party companies. The Company delivers a comprehensive, end-to-end geothermal solution focused on long-term system performance, energy efficiency, and reliable post-installation support.Key Aspects: • Entity One had an average adjusted EBITDA margin of 13.9% from 2022 to 2024.• Management estimates that Entity Two's recurring revenue was approximately 22% for the trailing twelve months (TTM) ... Less

Description: The Company is a software-as-a-service (SaaS) company that provides a cloud-based platform designed for businesses in the healthcare and home care industries. The software seamlessly integrates all aspects of a healthcare agency, including scheduling, billing, reporting, personnel management, and compliance, while facilitating streamlined communication within the customer organization.Key Aspects: • The Company grew revenue at a compound annual growth rate (CAGR) of 8.9% from 2022 to 2025.• The Company operates under a recurring subscription revenue model with pricing linked to the number of users, patients on the platform, and overall system utilization, resulting in 100% monthly recurring revenue (MRR) in 2025.• The Company’s software comprises a broad, modular product suite comprising seven specialized platforms that address the full managed long-term care ecosystem, allowing customers to consolidate disparate ... Less

Description: The Company is an omnichannel specialty retailer of outdoor cooking systems, components, and backyard living products, serving residential, commercial, and hospitality customers across the US and select international markets. The Company offers product sales, parts supply, technical support, installation coordination, and warranty facilitation through integrated online and in-person channels.Key Aspects: • The Company's revenue grew 13.8% from 2022 to 2025.• The Company has an established reputation as a full-service provider offering barbecue sales, parts, propane, installations, and warranty repairs under one trusted brand.• The Company maintains a strong online presence that generated approximately 90% of its revenue in 2025 through a comprehensive ecommerce platform and parts catalog, serving customers across the nation and internationally.• The Company is fully licensed and boasts a highly experienced team ... Less

Description: The Company is a full-service electrical contracting firm primarily servicing commercial and medical clients, with specialized expertise in healthcare facilities and high-end medical equipment installations. The Company is recognized for its technical proficiency, responsiveness, and consistent delivery of high-quality installation, fabrication, and maintenance services across both routine and time-sensitive electrical projects.Key Aspects: • The Company's revenue averaged $3,043,118 from 2022 through 2025.• The Company's gross profit margin averaged 25.5% from 2022 through 2025.• As of September 30, 2025, the Company has approximately $921k remaining to be billed on current contracts.• An estimated 80% of the Company's 2024 revenue came from hospitals and healthcare facilities.• Management notes that repeat customers accounted for approximately 95% of 2025 revenue.Opportunities:• Expand the Company’s presence in ... Less

Description: The Company is a developer and manufacturer of protective cases for electronic devices, with a core focus on education and enterprise customers. The Company designs and supplies durable, lightweight cases for Chrome and iPad tablets, as well as more than 40 laptop models across a wide range of sizes and technology brands. In addition to model-specific hard-shell cases, the Company designs a range of soft-material cases and bags, as well as supplemental accessories such as tablet stands, hand straps, and glass screen protectors. Building on it’s strong industry reputation, the Company has begun expanding into after-sales warranty programs.Key Aspects: • Strong Financial Performance: From 2022 to 2025, the Company grew revenue and adjusted EBITDA at compound annual growth rates (CAGRs) of 6.8% and 8.8%, respectively.• Sustained Profitability: The Company maintained a strong average adjusted EBITDA margin of 27.8% ... Less

Description: The Company provides professional audio-visual (AV) installation, event technology services, and system support to federal, state, and local government agencies, commercial organizations, and transportation authorities throughout the Mid-Atlantic region. The Company primarily provides the design and installation of advanced AV systems, turnkey event production, and ongoing maintenance and service support that ensure the continued reliability and performance of installed systems.Key Aspects: • The Company had an impressive average gross profit margin of 51.9% from 2022 through 2024.• The Company has active contracts totaling approximately $4.1M in total contract value, as of January 13, 2026.• Management estimates that in 2024, 85% of revenue was generated from repeat clients.• In 2024, approximately 80% of revenue was generated from projects where the Company served as the prime contractor.• The Company holds ... Less

Description: The Company is a site excavation, earthmoving, and construction company specializing in heavy civil site construction, utilities, concrete, landscaping, trucking, and snow removal. The Company utilizes state-of-the-art semi-automated excavation equipment to streamline operations and staff.Key Aspects: • The Company grew revenue and adjusted EBITDA at compound annual growth rates (CAGRs) of 12.7% and 18.1%, respectively, from 2022 through the trailing twelve months (TTM) ending July 31, 2025.• The Company utilizes integrated computer-aided design (CAD) to foster automation, leveraging AutoCAD/Civil 3D models with Trimble Earthworks global positioning satellite (GPS) and robotic total stations, enabling real time machine guidance, automated grading, and digital as-builts.• The Company maintained an impressive adjusted EBITDA margin averaging 31.0% from 2022 through 2024.• As of November 2025, 95% of the Companys' ... Less

Description: The Company is an original equipment manufacturer (OEM) of custom-molded cables and wire harnesses for automotive telematics. The Company's primary manufacturing capabilities include polymer injection molding, nylon braid machining, ultrasonic wire welding, plastics sonic welding, and kitting services. The Company has expanded its capabilities to include 3D printing, enabling it to offer rapid prototyping, precision customization, and material versatility. The Company's customer base is largely specialized in the automotive telematics industry, with an emphasis on commercial fleet vehicles and industrial construction equipment. Key Aspects: • Substantial Revenue Growth: From 2022 to 2025, the Company grew its revenue at a compound annual growth rate (CAGR) of 34.9%.• Robust Open Orders: As of February 2026, the Company has $4.1M in open purchase orders.• High Product Success Rate: Through its comprehensive testing ... Less

Description: The Company is a staffing firm composed of two entities, which specializes in temporary and permanent placement solutions. With a well-established presence in the Northeast, the Company extends its reach nationally by delivering staffing solutions across the U.S. The Company's specialized approach and deep industry expertise make it a trusted partner for companies seeking top talent.Key Aspects: • The Company's combined adjusted EBITDA margin averaged 26.5% from 2022 to 2025.• Management estimates that 80% of revenue in 2025 was generated from repeat clients.• The Company has built a strong client base and reputation in the industry throughout exceptional staffing services over its decade in operation.Opportunities:• Deepen market share in established northeast regions by recruiting high-performing talent across both the direct and temporary placement divisions.• Expand direct placement services nationally by ... Less

Description: The Company is a firm offering civil engineering, landscape architecture, and master planning services. The Company primarily provides land development services throughout the Southeast US for clients in the private sector, including multifamily, commercial, & industrial merchant developers and landowners.Key Aspects: • The Company maintained a strong average adjusted EBITDA margin of 30.1% from 2022 to 2024.• As of August 6, 2025, the Company has approximately $1.8 million remaining to be billed on open contracts, which are expected to be completed by the end of 2027.• The Company specializes in integrated services for land planning and civil engineering, positioning it as a one-stop development firm capable of managing both the technical and experiential aspects of land development.• The Company has received positive testimonials from collaborators, including environmental firms, architecture studios, and ... Less

Description: The Company is a precision manufacturer specializing in ultra-thin diamond dicing blades, advanced cutting solutions, and engineered consumables used in high-performance microelectronic, optical, and medical-technology applications. The Company provides a suite of value-added services, including precision cutting, cleaning, inspection, and specialized packaging that support critical production requirements across technology-driven industries.Key Aspects: • The Company maintained strong average gross profit and adjusted EBITDA margins of 77.2% and 40.1%, respectively, from 2022 to 2025.• The Company manufactures all products in-house, utilizing proprietary molding and finishing processes that enable customized solutions and continuous performance improvements through evolving matrix formulations.• The Company maintains an ISO 9001:2015–certified quality management system covering its core operations, ensuring ... Less

Description: The Company is a unionized flooring supplier and installer, offering a range of products that includes luxury vinyl tile (LVT), carpet, epoxy, sheet vinyl, ceramic, and specialty coatings. The Company delivers innovative flooring systems that address key challenges such as odor elimination, discoloration prevention, dirt reduction, maintenance minimization, enhanced safety, improved sanitation, and sustainable "green" practices for governmental and commercial clients.Key Aspects: • The Company's revenue grew at a compound annual growth rate (CAGR) of 60.6% from 2023 to the trailing twelve months (TTM) ending August 31, 2025.• As of September 30, 2025, the Company has remaining contract values of $5,642,278 for projects scheduled for completion in Q4 2025 and 2026.• The Company has an excellent reputation for providing high quality flooring solutions, built over more than three and a half decades of success.• The ... Less

Description: The Company is an architecture and master planning firm that designs buildings, neighborhoods, and campuses for public and private sector clients. The Company delivers integrated architectural and community planning services for residential, mixed-use, civic, institutional, and campus-scale projects. Through a process that combines rigorous site and code analysis, human-scaled design, and clear visual communication tools, including both Building Information Modeling (BIM) and traditional hand rendering, the Company provides context-sensitive solutions from early visioning and entitlement through construction administration.Key Aspects: • The Company’s adjusted EBITDA grew at a compound annual growth rate (CAGR) of 13.6% from 2022 to the trailing twelve months (TTM) ending September 30, 2025, while maintaining an adjusted EBITDA margin of 18.1% from 2022 to 2024.• As of October 15, 2025, the Company has $18,339,504 ... Less

Description: The Company is a brokerage general agency (BGA) specializing in life insurance, annuities, long-term care (LTC), and disability income insurance. Collaborating with more than 30 top-rated insurance carriers, the Company provides financial advisors, property and casualty (P&C) insurance agents, and independent agents with access to a diverse range of competitive products and tailored solutions designed to meet the unique needs of policyholders. In addition, the Company provides proprietary programs, which streamlines back-office operations, reduces administrative burden, and allows agents to focus on relationship building and new business generation.Key Aspects: • Recurring revenue accounted for approximately 22% of total revenue in the trailing-twelve months (TTM) ending September 30, 2025.• The Company achieved a strong average gross profit margin of 46.2% from 2022 to 2024.• Approximately 95% of revenue ... Less

Description:• The Company operates as an integrated ecosystem in the luxury private aviation sector, managing 12 aircraft, 11 of which are under exclusive lease and full control for charter services across the Continental U.S., the Caribbean, lower Canada, and Central America. The Company is a Federal Aviation Administration (FAA)-certified air carrier, specializing in high-end charter flights with a diverse fleet of light jets, turboprops, and piston planes. The Company provides specialized consulting, acquisition, and management support for aircraft owners, and ensures regulatory compliance and operational reliability through comprehensive aircraft maintenance.Key Aspects: • The Company's combined revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 29.9% and 73.0%, respectively, from 2022 through the trailing twelve months (TTM) ending June 30, 2025.• The Company maintained a strong combined average ... Less

Description: The Company has over 50 years of experience providing full-service residential and commercial roofing and siding 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 August 2025, the Company has approximately $852,000 in total value for projects in progress.• According to management, 80% of 2024 revenue was derived from repeat customers.• Approximately 93% of the Company's revenue in 2024 was from HOA associations and condominiums.• The Company is a fully licensed roofing and general contractor in Southeast US.• In operation for over 50 years, with a robust brand presence and exceptional reputation for consistent performance and reliability, according to ... Less

Description: The Company is a behavioral healthcare provider delivering comprehensive outpatient mental health services primarily through a statewide telehealth platform, supplemented by an optional in-clinic location for patients who prefer in-person care or require TMS treatment. Core services include psychiatric evaluations, medication management, psychotherapy, and transcranial magnetic stimulation (TMS), addressing a broad range of conditions such as depression, anxiety, ADHD, and mood disorders.Key Aspects: • Strong Financial Performance: The Company's adjusted EBITDA margin averaged 30.6% from 2022 through 2024.• Established Reputation: Since 2007, the Company has built a strong reputation in outpatient behavioral health services, serving patients across the Western US with a focus on accessibility, evidence-based care, and clinician support.• Hybrid Delivery Model: The Company operates through both in person and ... Less

Description: The Company is a cable and streaming television network that produces, aggregates, and licenses entertainment and broadcasting that spans films, series, talk, comedy, and music programming. The Company distributes a 24/7 linear channel through major multichannel video programming distributors (MVPDs), alongside over-the-top (OTT) and connected TV (CTV) availability, thereby extending its reach across both traditional and connected platforms.Key Aspects: • The Company has an irreplaceable distribution footprint on cable and streaming platforms, demonstrating a scarce and non-replicable asset in today's market.• From 2022 to 2024, the Company's gross profit and adjusted EBITDA margins averaged 51.5% and 24.7%, respectively, which ownership attributes to efficient operations and disciplined cost management.• The Company's television network is available to over twelve million households with over eight million paid ... Less

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 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 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 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 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 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 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

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 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 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 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 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 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 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 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 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: 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 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 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 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 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 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