top of page

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 

Acropolis

Sales  Range

$15M - $50M+

EBITDA Range 

$3M - $10M+

Industry 

Field Services

Geography

North America

Investment Criteria

A buyer partnering with founder and family-owned companies, seeking residential and commercial services firms in HVAC, plumbing, electrical, restoration, paving, and more.

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 

Century

Sales  Range

$1M-$10M

EBITDA Range 

$200K-$2M

Industry 

Technology

Geography

United States

Investment Criteria

Buyer of tech & communications providers ($1M–$10M revenue, $200K–$2M EBITDA) with recurring revenue, low concentration, long-term contracts, and in-house expertise.


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 

Heat

Sales  Range

$500k - $30M+

EBITDA Range 

$0 - $5M+

Industry 

Field Services

Geography

Continental United States

Investment Criteria

Buyer seeking residential HVAC, plumbing and electrical firms with 500k–30M revenue, strong growth, 650+ employees, and proven local partnerships.

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 

Jupiter

Sales  Range

$25M - $1B

EBITDA Range 

$3M+

Industry 

Technology

Geography

United States

Investment Criteria

Entrepreneurs seeking MSP firms with 25M–1B revenue and 3M+ EBITDA, focusing on recurring revenue, collaboration, and growth in cloud, cybersecurity, IoT, and automation.

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 

River

Sales  Range

$10M - $300M+

EBITDA Range 

$2M - $30M+

Industry 

Industrial Products & Services

Geography

United States

Investment Criteria

Buyer seeking industrial distributors/service providers of pumps, valves, flow control products, instrumentation, assembly, and repair services.



Project 

Royal

Sales  Range

$3M-$30M

EBITDA Range 

$1M+

Industry 

Technology

Geography

United States or Canada

Investment Criteria

Buyer of B2B software & tech-enabled services ($3M–$30M+ ARR) with high margins, recurring revenue, strong retention, and mission-critical solutions.


Project 

Saturn

Sales  Range

$25M - $1B

EBITDA Range 

$3M+

Industry 

Field Services

Geography

United States

Investment Criteria

Entrepreneurs seeking MEP and field services firms with 25M–1B revenue and 3M+ EBITDA, aiming to partner with growth-driven teams in HVAC, electrical, plumbing, and more.


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.


bottom of page