William Sullivan

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 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 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: 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 a highly acclaimed beverage producer operating a 45-acre destination campus that includes three wineries, a craft brewery, a café and on-site production facilities. The Company welcomes well over 100,000 discrete guests annually, serving them through high-volume tasting rooms, café sales and onsite retail stores and kiosks. The Company produces and packages wine, craft beer, hard cider, flavored malt beverages, craft soda and branded merchandise which it sells on campus, via e-commerce and through wholesale distribution channels in the northeast U.S. Through its innovative, highly integrated business model, the Company distinguishes itself by offering a multi-experience campus that combines wine tastings, craft beverages and curated events, creating a highly differentiated hospitality environment.Key Aspects: • The Company combines estate-grown wine production, in-house manufacturing and a portfolio ... 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 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 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 well-established specialty construction subcontractor primarily focused on large commercial projects, with over three decades of operating history. The Company’s core services include stucco and exterior painting, as well as interior drywall and plaster work supporting new construction, renovation, and restoration projects.Key Aspects: • Impressive Growth: The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 48.6% and 44.5%, respectively, from 2023 through 2025.• Strong Margins: The Company maintained an average adjusted EBITDA margin of 12.5% from 2023 through 2025.• Robust Backlog: As of January 2026, the Company has $33,247,270 remaining to be billed on current contracts, with $25,934,683 expected to be billed in 2026 and the remaining expected to be billed in 2027. • Geographic Location: The Company is located in a rapidly growing market with high demand ... 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 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 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 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 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 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

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 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 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 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 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 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