Buy Side Mandates

Project
Ace
Sales Range
$10MM - $100MM
EBITDA Range
$1MM - $10MM
Industry
Field Services
Geography
U.S. East of the Mississippi River
Investment Criteria
Buyer is seeking residential plumbing, HVAC and electrical service firms east of the Mississippi with 10M–100M sales, 1M–10M EBITDA, and strong teams to build a trusted home services provider.

Project
Ascent
Sales Range
$3M - $15M
EBITDA Range
$500k - $1.5M
Industry
Professional Services
Geography
North and Central Texas, and Oklahoma
Investment Criteria
A North Texas investor with 20+ years of operational expertise seeks to acquire and grow service businesses with $3M to $15M revenue and $500k to $1.5M EBITDA, partnering with teams to drive sustainable long-term growth.

Project
Bombonera
Sales Range
$5M - $100M
EBITDA Range
$500k - $10M
Industry
Field Services
Geography
Continental United States
Investment Criteria
A strategic buyer seeking facilities services firms with 5M–100M revenue and 500k–10M EBITDA, driving growth through sustainable infrastructure and energy solutions.

Project
Evergreen
Sales Range
$5M - $30M
EBITDA Range
$1M - $5M
Industry
Field Services
Geography
Continental United States
Investment Criteria
A private investment firm seeking family-owned residential, commercial, and industrial field-services businesses with $5M to $30M revenue and $1M to $5M EBITDA to drive sustainable growth.

Project
Flight
Sales Range
$50M-$500M
EBITDA Range
$1M-$10M
Industry
Professional Services
Geography
United States
Investment Criteria
Buyer seeking minority partnerships with Wealth Management and Insurance firms that demonstrate strong client retention, recurring revenue, and are led by founders or partners with proven leadership. Firms with ongoing regulatory or legal issues are excluded.

Project
Fusion
Sales Range
$10M-$100M
EBITDA Range
$2M-$6M
Industry
Industrial Products & Services
Geography
North America
Investment Criteria
A family-owned manufacturer of wiring products and assemblies seeking acquisitions of electronic component makers with complementary products, services, and markets.

Project
Galileo
Sales Range
$5M - $100M
EBITDA Range
$1M - $25M
Industry
Field Services
Geography
North America, Europe & Australia
Investment Criteria
A commercial and industrial HVAC, mechanical, plumbing, and building automation services provider seeking to acquire strong businesses with $5M–$100M in annual revenue and $1M–$25M in EBITDA. Ideal partners have experienced management teams, a diversified customer base, and serve industrial and commercial clients.

Project
Growth
Sales Range
$10M - $300M+
EBITDA Range
$2-$10M
Industry
Financial Services
Geography
Continental United States
Investment Criteria
Buyer of premier wealth management firms distinguished by $500M–$1.5B AUM, fee-based models, strong client loyalty, recurring revenues, and founder-led leadership.

Project
Hero
Sales Range
$10M - $30M
EBITDA Range
$1.5M - $5M
Industry
Industrial Products & Services
Geography
United States
Investment Criteria
Family buyer of chemical companies with $10M to $30M revenue and $1.5M to $5M EBITDA, focused on sectors like paper, packaging, aerospace, metalworking, with IP, sales teams, and strong leadership.

Project
Liberty
Sales Range
$1M - $10M
EBITDA Range
$200k - $1.5M
Industry
Industrial Products & Services
Geography
U.S. East of the Mississippi
Investment Criteria
Strategic buyer of chemical formulators/toll processors ($1M–$10M revenue, $200K–$1.5M EBITDA) in markets like automotive, plastics, coatings, packaging, with private-label products & additive expertise.

Project
Maverick
Sales Range
$5M - $50M
EBITDA Range
$5M - $10M
Industry
Industrial Products & Services
Geography
United States
Investment Criteria
Strategic buyer of North American industrial manufacturing, distribution, and services firms with $5M to $50M revenue in flow control, equipment, water, energy, pipeline, and logistics.

Project
Sentinel
Sales Range
$5M - $30M
EBITDA Range
$250K+
Industry
Industrial Products & Services
Geography
U.S. East of the Mississippi
Investment Criteria
Family-owned chemical and composites distributor, blender and manufacturer seeking acquisitions with $5–30M revenue and 5%+ EBITDA to expand capabilities and drive growth.

Project
Snowball
Sales Range
$1M - $5M
EBITDA Range
$300K - $1M
Industry
Industrial Products & Services
Geography
North America
Investment Criteria
Family buyer seeking mold release product manufacturers with $1M–$5M revenue and $300K–$1M EBITDA. Open to adjacent markets like adhesives, lubricants, coatings, and specialty chemicals.

Project
Stride
Sales Range
$10M - $75+
EBITDA Range
$2M+
Industry
Consumer Products
Geography
North America
Investment Criteria
Buyer seeking profitable footwear & accessory brands with $10M–$75M+ revenue, strong eCommerce/retail distribution, and established presence in lifestyle, athletic, outdoor, and workwear categories.

Project
Turning
Sales Range
$5-$15M
EBITDA Range
$1M-$3M
Industry
Industrial Products & Services
Geography
Continental United States
Investment Criteria
Strategic buyer seeking a Precision Machining company in milling, turning, or wire EDM serving aerospace, defense, or medical device markets. The ideal business is established, family or founder-owned, positioned for growth, and known for a strong culture and community presence.







