Garrett McWilliams

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 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 HIGHLIGHTSThe Company is a residential and commercial service provider specializing in the installation, repair, and maintenance of water heating systems. The Company focuses on three primary types of systems: traditional tank water heaters, tankless water heaters, and heat pump water heaters. The Company handles both emergency replacements and scheduled service calls. Its operations are built around a responsive, technician-driven service model that emphasizes customer satisfaction, reliability, and value. The Company serves a broad customer base including homeowners, property managers, and commercial clients, and is known for its integrity and straightforward approach in a market often marked by aggressive pricing and upselling.INVESTMENT APPEAL• Strong Local Brand and Market Presence: The Company serves a 30-mile radius around its headquarters with over 25,000 customers and 23 years of sticker branding on water ... 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 (38% of sales). The company also provides patching (36%), drywall hanging only (6%) and other miscellaneous services that include demolition, installing t-bar ceiling grid, painting, etc. (20% 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, ... Less

BUSINESS HIGHLIGHTSThe Company is a dominant full-service commercial towing and repair company. The Company specializes in servicing heavy-duty vehicles and equipment, offering both emergency and scheduled maintenance solutions. Operations are supported by a skilled team and a fleet of specialized equipment, enabling the Company to deliver responsive, high-quality services. The Company maintains two facilities and leverages a structured pricing and service model to ensure operational efficiency and customer satisfaction. The Company serves a broad customer base across industries such as transportation, construction, agriculture, and energy. Clients include both recurring and new customers, with no single client representing a dominant share of revenue.INVESTMENT APPEAL• Diversified Customer Base: No single customer accounted for more than 4% of revenue during the historical period, reflecting a well-diversified customer base. ... 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 specializes in industrial safety, primarily in the oil and gas industry. The Company provides safety equipment for rental purposes, safety supervisors on-site for drilling and workover rigs, and repairs safety equipment throughout the state on a monthly basis. The Company also services, repairs and sells fire extinguishers. Additionally, the Company dispenses propane, and has a UPS/Fed Ex shipping outlet store. The Company deploys experienced safety supervisors to oversee operations on drilling rigs, confined space entries, and other hazardous job sites. Supervisors travel throughout the region to provide on-site safety oversight and equipment servicing, including air packs, gas detection monitors, and breathing apparatus.INVESTMENT APPEAL• Superior Name and Reputation: The Company enjoys a long-standing reputation for providing quality services and superior customer support. A reflection of the ... Less

BUSINESS HIGHLIGHTSThe Company delivers specialized tools and educational services designed to support professionals across a range of markets. Its offerings span proprietary and third-party products, tailored to meet the needs of individuals and groups engaged in animal care, management, or intervention roles. The customer base includes animal professionals from various sectors, both locally and globally. The Company sells to a diversified customer base including zoos, wildlife, vets, humane societies, cities, contractors, and distributors (40%) as well as government (30%) and individuals (30%).INVESTMENT APPEAL• Superior Name and Reputation: Founded in 1984, the Company has built and maintains an excellent reputation, positive perception, and customer loyalty. The Company is known as a market leader in developing, researching, and finding new, relevant, and high quality products.• Brand-Name Products: The Company’s brand ... 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

BUSINESS HIGHLIGHTSApproaching 20 years in operation, the Company is a wireless internet service provider dedicated to delivering high-speed connectivity to underserved rural communities. By leveraging enterprise fiber from AT&T and distributing service through strategically placed repeater sites, the Company ensures consistent and dependable internet coverage in regions where traditional providers have limited reach. With flexible service plans ranging from 125 GB to unlimited data, predictable monthly pricing, and no contracts, the Company meets the growing demand for streaming, smart devices, and business applications while also offering remote support. With no contracts, predictable monthly pricing, and reliable customer support, the Company offers a competitive and scalable solution for modern internet needs.INVESTMENT APPEAL• Strong Earnings: The Company has consistently maintained strong earnings margins, with EBIT ... Less

BUSINESS HIGHLIGHTSThe Company is a leading roofing contractor specializing in repairs, maintenance and replacements. These offerings are designed to extend the life of existing roofing systems, reduce long-term costs for property owners, and provide peace of mind through high-quality workmanship and durable materials. Each service is backed by a transparent pricing model and a labor warranty, emphasizing The Company’s commitment to value and customer satisfaction. With decades of experience, the Company has developed a broad set of capabilities and has completed work on a variety of projects. The Company serves a broad spectrum of customers across both residential and commercial markets.INVESTMENT APPEAL• Superior Name and Reputation: The Company earns the trust of its customers by combining expert knowledge, high-quality workmanship, and a strong commitment to service. Certified professionals deliver lasting solutions using ... 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: The Company has experienced strong growth in EBIT, from $23,000 in 2022 to $189,000 in 2024, representing a compound annual growth rate of ... Less

BUSINESS HIGHLIGHTSBased in Northern California, the Company provides global marketing research to the healthcare, medical device and pharmaceutical industries. The Company uses qualitative and quantitative methodologies to facilitate in-depth analysis of the innermost motivations of customers. The company has developed proprietary software (market simulators) and online chat systems to service its clients and own a unique panel of hospital administrators. Together, the Company’s employees possess extensive knowledge and are capable of providing excellent client service. Projects are supported by a team full of experts that understand client specific needs and have diverse backgrounds including experience in medical marketing, advanced statistics, and clinical science.INVESTMENT APPEALEstablished Blue-Chip Clients: The Company represents several well-established and reputable companies in the medical technology industry. It ... Less

The 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.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 ... Less

The Company is a full-service provider of beer lines and beverage control systems, primarily catering to bars and restaurants. The Company offers equipment installation as well as cleaning and maintenance services. The Company is an authorized distributor for leading OEMs, and the Company enjoys a strong position in the market including geographic territory protection and referrals for new business. The Company also maintains relationship with major manufactures of beverage control systems. The Company caters to the following markets: Restaurants Groups (30% of sales), Casinos (25%), Manufacturers (15%), Beer Distributors (15%), Wine & Coffee Shops (10%), and Online (5%). The Company’s database comprises 525 customers (325 active). The Company’s personnel base comprises 5 full-time and 4 part-time personnel. The team consists of equipment installers, beer-line cleaners, and maintenance personnel.Management Continuity: The ... Less

Headquartered in Northern California, the Company is a full-service plumbing company specializing in all types of plumbing work serving commercial and government markets in the local market. The Company provides plumbing services for new construction and remodeling installation, repairs, and replacements. The Company has developed a strong brand reputation in the local area, attaining high-quality commercial customers. Year over year, the Company’s customer base has increased recurring revenue, leading to organic revenue expansion. The Company’s backlog totals $2 million in progress, including a $1 million hospital projects, as well as $1.25 million in contracts won, but not yet started. Multi-year Contracts: The Company has contracts extend over multiple years offering consistent recurring revenue streams that bolster the bottom line.Low Employee Turnover: The Company has a low turnover, which is a signal of efficiencies and ... Less