Garrett McWilliams

BUSINESS HIGHLIGHTSThe Company is a premier provider of catering and food service management solutions, distinguished by its focus on delivering diverse culinary options. The Company creates diverse menus that reflect international flavors and accommodate a wide range of dietary preferences with its services spanning full-service catering, recurring corporate dining programs, and tailored event solutions. With more than three decades of operating history, the Company has built a diversified customer base through its ability to deliver exceptional food and reliable service across a broad pricing spectrum. The Company also produces a proprietary line of specialty sausages that complement its core offerings and reflect its commitment to quality and culinary craftsmanship. INVESTMENT APPEAL • Highly Customizable Service Model: The Company’s ability to tailor menus, pricing, and service formats to each client’s specific needs ... Less

BUSINESS HIGHLIGHTS The Company is a general automotive repair facility for domestic and foreign cars and trucks. Services include but are not limited to: Air Conditioning and Heating, Alignment, Brakes, Electrical and Electronics, Oil Changes, Tires and Alignment and other General Automotive Repair Services. The Company primarily serves consumers in an approximate 20-mile radius of its headquarters. No one customer generates 1% or more of annual revenue. The Company has an exceptionally well-maintained storefront, professional shop layout, and immaculate front and rear parking areas that create a strong first impression while providing ample capacity for vehicle parking and storage. The property's efficient layout and excess space also offer attractive opportunities for future growth and operational expansion. INVESTMENT APPEAL • Superior Name and Reputation: In operation 5+ years, the Company has built and maintained a ... Less

BUSINESS HIGHLIGHTS The Company is a well-established engineering and consulting firm has been in business 30+ years and serves the energy, utilities, and industrial markets with a long track record of technical excellence and reliable execution. The Company provides specialized, multi-disciplinary engineering solutions and has completed more than 2,700 projects across 17 U.S. states. A significant portion of the Company’s work involves high-value engineering and design services required for permitting and construction approval, which tend to generate higher margins than later construction-phase support services. The Company also provides specialized control systems, SCADA programming, and commissioning services, which enhance recurring revenue and deepen long-term client integration. INVESTMENT APPEAL • Established Reputation: The Company has more than three decades of operating history and a strong reputation with regulated ... Less

BUSINESS HIGHLIGHTS The Company is a managed services provider that delivers outsourced IT support and advisory services to small- and mid-sized organizations in California. The Company operates as a long-term technology partner, managing day-to-day IT environments and providing ongoing guidance to support client operations, security, and continuity. The Company’s core services are focused on recurring IT consulting and managed support, supplemented by technology product sales that support existing client relationships. The Company also supports clients on a break-fix and project basis, with many of these engagements stemming from long-term relationships that generate recurring revenue despite the absence of formal retainers. INVESTMENT APPEAL • High Client Retention and Recurring Revenue Base: The Company operates with an exceptionally high level of repeat business driven by recurring managed services and ongoing consulting ... Less

BUSINESS HIGHLIGHTS The Company is a California based architectural, interior design, and planning studio that serves public sector clients across the state. The Company concentrates on municipal and utility facilities and is recognized for principal led service, constructible design, and phasing that maintains operations during construction. The practice is built on long standing partnerships with engineers and a practical sustainability ethos that is carried throughout all projects. The Company serves utilities, water districts, and municipal agencies throughout California and often delivers as a subconsultant to national engineering firms on large programs. INVESTMENT APPEAL • Superior Name and Reputation: The Company’s portfolio and featured projects (displayed on its website) demonstrate decades of public sector delivery and repeat work across cities and districts. This reputation contributes to shortlist frequency and ... Less

BUSINESS HIGHLIGHTS Founded in 2007, the Company is an exclusive and independently operated institution of higher education specializing in the specialty automotive industry. The Company provides comprehensive education and training through individual classes and diploma programs, focusing on various aspects of specialty automotive fabrication and restoration. Additionally, the Company operates an automotive repair shop, offering high-quality repair and restoration services. The combination of specialized education and practical experience ensures that students are well-prepared for successful careers in the specialty automotive sector. INVESTMENT APPEAL • Superior Name and Reputation: The Company enjoys a long-standing reputation for the quality of its products and services, expertise, dependability, and superior customer support. The Company’s reputation in the industry is the result of conducting business with a philosophy ... Less

BUSINESS HIGHLIGHTS In operation 20+ years, the Company is a general equipment rental company. Equipment available for rental include the following: Aerial Equipment/Forklifts, Automotive Tools, Dirt Equipment, Compaction Equipment, Earth Movers, General Contractor Equipment, Law and Garden Equipment, Plumbing Tools, Shoring Equipment, Etc. Customer markets include contractors (30%), marine (20%), commercial (20%), industrial (20%), and homeowners (10%). No customer contributes a material portion (4% or more) of revenue year to year. The Company operates from a 35,000 SF third-party leased facility that is estimated to support pro forma growth. INVESTMENT APPEAL • Large Fixed Asset (Rental Equipment) Base: The Company’s fixed asset base has an owner estimated fair market value totaling $5 million, primarily comprising rental equipment. • Strong Balance Sheet: The Company’s adjusted shareholders’ equity totaled nearly $2.2 ... Less

BUSINESS HIGHLIGHTS The Company specializes in creating tangible models for product development, ranging from early industrial design concepts to production-ready models. The Company’s services include prototypes, sketch models, and functional prototypes for testing and trade show displays. The Company serves a variety of customer markets, focusing on industries that require high-precision prototypes. Key markets include consumer electronics, automotive, medical devices, aerospace, and technology sectors. Clients range from startups to large corporations, who need detailed and functional prototypes for product development, testing, and marketing purposes. INVESTMENT APPEAL • Expertise in Complex Prototyping: The Company excels at managing complex projects, coordinating subcontractors, and utilizing advanced technologies to deliver high-quality prototypes. • Versatile Material Handling: The Company has experience working with ... Less

BUSINESS HIGHLIGHTS The Company is a full-service flooring company specializing in the sale and installation of flooring materials for both residential and commercial clients. The Company operates a showroom where customers can explore a wide range of options, including carpet, vinyl, tile, hardwood, and countertops. The Company’s core operations center on providing expert guidance, in-home measurement, and project management, with most installations performed by its in-house team. The Company is known for its reliable service, strong community reputation, and commitment to quality, serving a diverse customer base throughout its operating region. INVESTMENT APPEAL • Rising Gross Profit Trend: Gross profit as a percentage of sales has increased each year across the historical period, moving from 45.5% in 2023 to 48.4% in 2025. This improvement shows the Company’s ability to manage costs and maintain healthy margins. • ... Less

BUSINESS HIGHLIGHTSThe Company is a craft brewery and brewpub producing all beer in-house and operating a full-service kitchen and taproom. In operation 10+ years, the Company has established a strong local presence supported by high-quality crafted beer and a welcoming atmosphere. The Company benefits from a local customer base, complemented by out-of-town traffic. Its broad beer selection, integrated kitchen, and personalized service differentiate the Company within the regional craft beer market. With excess brewing capacity and a New Mexico license permitting additional satellite locations, the Company is well positioned for growth through expansion, distribution, and enhanced merchandising and events.INVESTMENT APPEAL• Diversified Customer Base: No single customer accounted for more than 2% of revenue during the historical period. The diversified customer base helps ensure that the Company will not be significantly ... Less

BUSINESS HIGHLIGHTSThe Company is a leading logistics and transportation services company, offering reliable port drayage services from a prominent port in California, as well as efficient transloading solutions to help streamline the movement of goods. The Company is fully AB5 compliant, having transitioned to an employee-based model, ensuring operational continuity and adherence to regulatory requirements while maintaining its commitment to delivering dependable and efficient services. Serving a geographical radius of 200 miles, the Company provides specialized services including hazmat drayage, triaxle 20’ chassis, and flatbed drayage. In addition, the Company offers warehousing services with capabilities for consolidation and deconsolidation on a pallet basis, ensuring seamless and flexible cargo management for its clients.INVESTMENT APPEAL• Diversified Customer Industries: The Company maintains a loyal client base within ... Less

BUSINESS HIGHLIGHTSBased in Northern California, the Company is a reinforcing steel fabrication shop. The Company maintains sheers, benders, and all other necessary equipment to fabricate rebar, which is used to reinforce concrete. Revenue is generated from the fabrication of reinforcing steel (rebar). The Company does not engage in any marketing or outside sales activities, and is currently in the process of building out a website. The Company enjoys a steady rate of repeat business, and ownership has been comfortable with the current size and stability. Under new ownership, initiating sales and marketing activities, particularly in conjunction with reintroducing installation services, is an area for growth that could quickly impact sales and profits.INVESTMENT APPEALStrong Earnings: Adjusted EBITDA averaged 11% of revenue between 2023 and 2025. Strong, Long-term Client Relationships: The Company has a longstanding and loyal ... Less

BUSINESS HIGHLIGHTSThe Company is a specialty contractor that provides interior and exterior wall-finish solutions for commercial, residential, industrial, and historical construction projects. The Company supports general contractors and property owners by delivering plastering systems, stucco applications, and decorative finishes across a wide range of project types. The Company generates revenue entirely from contracted interior and exterior plastering services, which encompass the full spectrum of plastering and stucco applications used in commercial, residential, industrial, and historical restoration projects. The Company also performs specialized technical work such as historical restoration, earthquake repair, and seismic retro-related plastering.INVESTMENT APPEAL• Superior Name and Reputation: The Company has built a long-standing reputation for delivering union-quality workmanship at non-union pricing, a distinction ... Less

BUSINESS HIGHLIGHTSThe Company is a well-established provider of remodeling, repair, and warranty services for manufactured homes. The Company has built a strong reputation for integrity, craftsmanship, and customer service. With over 3,500 clients served and a loyal customer base, the Company is the largest and most trusted provider of manufactured home services in its regional market. The Company’s core offerings include manufactured home repairs, construction upgrades, and scheduled warranty services. These services are tailored to the specific needs of manufactured home owners, park owners, and park management companies, with a focus on safety, aesthetics, and long-term value. The Company self performs critical services while subcontracting specialized tasks.INVESTMENT APPEAL• Diversified Customer Base: No single customer accounted for more than 1% of revenue during the historical period. The diversified customer base ... Less

BUSINESS HIGHLIGHTSThe Company is a full service residential and commercial drywall and metal stud-framing contractor with more than 30 years experience in California. The Company offers a wide range of services from large commercial projects to small home improvements. The Company’s scope of work includes new construction, remodeling, metal stud framing, drywall repairs and acoustic ceiling removal. The Company’s primary service is steel stud framing with drywall hanging, taping, and finishing (54% of sales). The Company also provides patching (20%), drywall hanging (15%) and other miscellaneous services that include demolition, installing t-bar ceiling grid, painting, etc. (10% combined). INVESTMENT APPEAL• Superior Name and Reputation: The Company enjoys a long-standing (45+ year) reputation for quality products and superior customer support. The Company is well known for its expertise on meeting the needs of complex, fast ... Less

BUSINESS HIGHLIGHTSHeadquartered in California, the Company designs and constructs exceptional and unique entertainment and hospitality projects around the globe. The Company serves retail entertainment, cultural, hospitality, government, corporate, and commercial industries as well as private estates. The Company partners with leading developers, architects, and general contractors to create unique environments for a wide variety of ventures, such as entertainment venues, theme parks, and golf courses. The Company’s backlog currently stands at $15.7 million.INVESTMENT APPEALManagement Will Remain through Transition: The principal is proud of the Company he and his team have built and is committed to maintaining its solid reputation and future development. The principal is willing to work with successor owners during a transition period in order to ensure a seamless transfer of ownership. Industry Expertise: In addition to the ... Less

BUSINESS HIGHLIGHTSFounded in 1928 and under third-generation ownership, the Company sells steel and industrial supplies to the oil and gas sector, government contractors including those working in the nuclear waste disposal sector, and the mining industry. Product categories include Industrial Equipment, Steel, and Industrial Machinery. Products sold include steel cut to the customer’s needed size, taps, drill bits, bolts, and gate components, to name a few. Due to increased oil field activity, the Company has concentrated more on being a steel and industrial parts supplier. The Company is an authorized distributor of products by several prominent/dominant brands. INVESTMENT APPEAL• Superior Name and Reputation: In business since 1928, the Company is well established and known across the oil & gas, mining, and other sectors in its operating region. The Company has an excellent reputation.• Strong Supplier Relationships: The ... Less

BUSINESS HIGHLIGHTSThe Company is a wholesale distributor serving independent retail establishments. The Company specializes in sourcing and delivering a curated mix of grocery, snack, candy, and non-food items, with a focus on underserved markets and high-demand, fast-moving products. The Company’s core product lines are designed to meet the needs of independent retail establishments, with a focus on high-demand, fast-moving items that are often underserved by national distributors. The Company serves independent retail establishments such as small grocery and convenience stores, which account for 100% of the Company’s revenue. The customer base is highly diversified, with no single account contributing more than 3% of sales. The Company has an elite sales staff that providers strong product expertise which consistently drives high value partnerships. INVESTMENT APPEAL• Superior Name and Reputation: The Company enjoys a ... Less

BUSINESS HIGHLIGHTSSince its founding, the Company has successfully provided critical infrastructure electrical safety designs to customers and has performed numerous electrical safety system designs throughout a diverse geographic radius. The Company is a leader in the field of infrastructure safety design. Today, the Company specializes in providing electrical testing services as well as live online training on a large scale. The Company provides highly sophisticated electrical safety system design solutions that reduce costs and provide timely, accurate client solutions. The Company’s experienced electrical safety system design staff has already provided hundreds of field site designs. INVESTMENT APPEAL• Strong Client Relationships and Trust: The Company has many strong and longstanding client relationships, and a high rate of repeat and referral business built on trust. The Company’s top revenue generating client has been ... Less

BUSINESS HIGHLIGHTSFounded in 1978, the Company sells decorative plumbing fixtures and related hardware and accessories to homeowners, designers, plumbers, and contractors. Products sold are primarily for the bathroom (about 75%) as well as kitchen (25%). The Company’s showroom presents the area’s largest variety of styles, products, and price points, backed by staff’s superior product knowledge and service level. From inspiration to creation, the Company walks clients through the entire design and selection process. About 75% of the showroom displays bathroom-related products. For bathrooms, the Company does everything except tile.INVESTMENT APPEAL• Superior Name and Reputation: The Company has built and maintained a superior name and reputation within its customer and geographic markets. The Company is known for its high-end bathroom and kitchen decorative plumbing fixtures and related hardware, great brands, technical ... Less

BUSINESS HIGHLIGHTSThe Company is a provider of outdoor power equipment, parts, and repair services. The Company offers a wide range of brand-name products to a diverse customer base. The Company is committed to quality and professionalism, combining the sale of innovative products with a strong focus on customer satisfaction. The Company’s reputation for excellence is built on its ability to deliver solutions that consistently meet the highest standards. The Company is committed to quality and professionalism, combining the sale of innovative products with a strong focus on customer satisfaction. The Company also specializes in providing expert repairs and service for all the equipment it sells. With a team of skilled technicians, the service department is equipped to handle everything from routine maintenance to complex repairs.INVESTMENT APPEAL• Diversified Customer Base: No single customer accounted for more than 4% of ... Less

BUSINESS HIGHLIGHTSThe Company is a roofing contractor specializing in residential re-roofing and new construction. Its offerings include roof replacements, new installations, inspections, and insurance claim assistance. With decades of experience and in-house metal fabrication capabilities, the Company delivers high-quality, efficient roofing solutions and is known for its craftsmanship, operational discipline, and strong regional reputation. The Company generates 98% of its revenue from residential projects and 95% from in-state work. Its customer base is diverse, with no single client representing a significant portion of revenue, and includes a mix of one-time and repeat clients. The Company works with various roofing materials including metal, asphalt shingles, and low-slope systems.INVESTMENT APPEAL• Superior Name and Reputation: The Company has built a strong regional reputation for quality and reliability, which drives ... Less

BUSINESS HIGHLIGHTSBased in Southern California, the Company is a custom swimming pool and spa installation company. The Company offers consultation on all phases of design and the construction process, including the latest style trends, custom features, hardscape, and equipment. In recent years the project mix has been approximately 90% new construction and 10% remodel projects. The Company's projects are typically medium-to higher end price range, targeting a higher level of creative design input, unique features, and the latest equipment for the best "fit" for the site, at a relatively competitive price. Other than the active shareholders, the employee base totals 20 full-time and 3 part-time personnel, including in-house crews covering plumbing, steelwork, masonry, electrical, and finishing; and one field manager and one clerical/administrative manager.INVESTMENT APPEAL- Strong Operations and Company Structure: A strong ... Less