William Sullivan

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 supplies federally designated qualified anti-terrorism barrier systems engineered for rapid deployment and maximum operational efficiency. As part of the Company's comprehensive offering, it supports clients nationwide with flexible rental options.Key Aspects: • The Company's combined revenue and adjusted EBITDA grew at compound annual growth rates (CAGRS) of 60.2% and 49.3%, respectively, from 2022 through 2025.• The Company maintained a combined average adjusted EBITDA margin of 19.3% from 2022 to 2025.• The Company is the United States master distributor of an internationally renowned security product solution.• The Company maintains a $1.5 million line of credit, which improves liquidity and enables it to handle larger order volumes without additional working capital requirements.Opportunities:• Leverage the Company's proven go-to-market strategy to increase market share.• Expand the rental program ... 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 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 design-build construction company specializing in commercial and industrial projects. The Company manages projects from design and permitting to construction, providing a single point of accountability (SPA). The Company earns the majority of its revenue from fixed-price and cost-plus contracts in new construction, commercial upfit, and renovation projects, with facility maintenance services accounting for the remaining revenue.Key Aspects: • The Company's revenue grew at a compound annual growth rate (CAGR) of 40.6% from 2021 to 2024.• Adjusted EBITDA grew at a CAGR of 116.4% from 2021 to 2024, with gross profit margins averaging 16.7%.• As of August 2025, the Company holds a bonding capacity of $65 million aggregate and $35 million per project.• A master service agreement (MSA) exists between the Company and a global life sciences company, covering ongoing projects with a value of up to ... 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 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 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 a civil engineering firm specializing in traffic engineering design, traffic modeling and analysis, and Intelligent Transportation System (ITS) design required for roadway and transportation infrastructure projects. The Company primarily operates as a subcontractor, working on state and local government projects in the Mid-Atlantic US. Key Aspects: • The Company's revenue (excluding PPP loan income) grew at a compound annual growth rate (CAGR) of 14.4% from 2022 to the trailing twelve months (TTM) ending August 31, 2025.• The Company maintained an average adjusted EBITDA margin of 8.5% from 2022 through 2024, and 12.6% in the TTM ending August 31, 2025.• As of September 23, 2025, the Company had a secured backlog of $6,713,352, and management notes that 98% of 2024 revenue was derived from repeat clients.• The Company has dedicated, long-term employees; key employees have an average tenure of 10 ... 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 is a producer of premium organic, plant-based snacks designed to meet the needs of health-conscious and allergen-sensitive consumers. The Company's products are distributed through major retailers, a wholesale website, and online direct-to-consumer (D2C) channels.Key Aspects: • Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 53.4% and 72.0%, respectively, from 2022 to the trailing twelve months (TTM) ending June 30, 2025.• The Company has built a strong industry reputation, with its award-winning products earning recognition from numerous prestigious competitions and being featured in a wide range of notable publications.• The Company maintains a growing presence in over 3,000 retail locations, supported by a strong distribution network that ensures availability through major retailers, a wholesale website, and online D2C channels.• The Company holds US Department of ... Less

Description: The Company is a design-build contractor delivering single-point-accountability (SPA) projects with in-house engineering and estimating, exclusive access to pre-engineered metal buildings, and extensive in-house capabilities spanning concrete foundations including in-house rebar fabrication, steel fabrication and erection, roofing, siding, and carpentry. The Company's operations supported by a dedicated steel distributor (affiliated entity), company-owned mobile cranes, and an in-house trucking fleet that compresses schedules, improves cost control, and reduces reliance on third parties.Key Aspects: • The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 7.9% and 19.3% from fiscal year (FY) 2022 to FY 2025.• The Company holds exclusive building rights in its state of origin for a leading pre-engineered building provider through 2030.• Access to an affiliated metal distributor ... Less

Description: The Company is a digital transformation and marketing consultancy firm delivering end-to-end solutions in Salesforce implementation, digital marketing, and web development. The Company is a nationwide Salesforce partner with a diversified revenue model that includes recurring and project-based streams, helping drive growth, efficiency, and digital transformation for client businesses.Key Aspects: • The Company maintained an impressive average adjusted EBITDA margin of 21.9% from 2022 to 2024.• The Company maintains a growing base of recurring revenue contracts, which represented 36.3% of revenue in 2024, and expanded to 42.6% through the trailing-twelve-month (TTM) period ending October 31, 2025.• The Company's largest client represented only 3.1% of total 2024 revenue, highlighting its diversified client base and minimal client concentration risk.• In 2025, the Company was selected for the Salesforce Jump Start ... 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 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 software solutions provider focused on manufacturing and distribution companies. The Company implements information systems, develops eCommerce solutions, and is apart of the Infor Partner Network (IPN) Program, specifically for its enterprise resource planning (ERP) software, Infor XA (formerly MAPICS). The Company additionally offers consulting services, such as business and technology expertise, for ERP and distribution systems globally. These services help to optimize operations for manufacturing and distribution companies by focusing on Infor systems, integration, training, and custom add-on development.Key Aspects: • The Company maintained a strong average adjusted EBITDA margin of 45.1% from 2022 to 2024.• From 2022 to 2024, an average of 90.2% of the Company’s revenue was derived from recurring contracts, with recurring revenue increasing to 99.3% in the trailing twelve months (TTM) ending ... Less

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Description: The Company is a 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