HISTORICAL BUY-SIDE MANDATES – Business Services

• Commercial Collections – Leading provider of commercial A/R recovery solutions is actively pursuing strategic acquisitions to expand its leadership in commercial collections.

Key Investment Criteria:

• • Offerings of Interest: Commercial – third-party and first-party collections, legal forwarding, international collections, and credit intelligence.
  • End Markets Served: Agnostic – Technology, SaaS, Transportation / Logistics, construction, distribution.
  • Geography: United States
  • Financial Profile: $5MM – $20MM.

• Commercial Roofing – A highly collaborative investment firm with a global network is seeking to build a scaled enterprise in the commercial roofing industry by partnering with experienced and ambitious founders that have a strong presence in their local markets.

Key Investment Criteria:

• • Offerings of Interest: Commercial Roofing, Maintenance, Reroofing, Repair.
  • Geography: United States
  • Financial Profile: $6MM+ EBITDA (Platform), $2MM – $3MM EBITDA (Add-Ons).

• Plants And Landscape Services  – Private equity-backed leading Seattle-based provider of interior and exterior plants and landscape services seeks to partner with companies providing complementary interiorscape and landscaping services to its existing portfolio offerings.

Key Investment Criteria:

• • Offerings of Interest: Biophilic design, plant care, urbanscape, and holiday décor with a focus on commercial, recurring interior landscaping services, and green walls to class-A facility tenants.
  • End Markets Served: Class-A facility tenants.
  • Geography: United States
  • Financial Profile: $3MM – $5MM of EBITDA.

• Roofing Contractors  – A team of experienced investors and operators is building a leading platform in the roofing and residential re-roofing industries by partnering with established contractors in local markets to accelerate growth and increase market share.

Key Investment Criteria:

• • Offerings of Interest: Residential re-roofing, full-service roofing, repair, and storm restoration.
  • End Markets Served: Residential.
  • Geography: United States.
  • Financial Profile: $1MM+ EBITDA

• Salon Loft Owners – Leading salon suite rental platform is seeking strategic acquisitions of salon suite owners to expand its national footprint and enhance service offerings for independent beauty professionals.

Key Investment Criteria:

• • Offerings of Interest: Salon suite rentals, back-office support services for beauty professionals.
  • End Markets Served: Beauty, wellness, personal care.
  • Geography: United States.

• Retail Facility Maintenance Services – Private equity firm with deep expertise in facilities services is targeting add-on acquisitions in retail-focused maintenance and janitorial services.

Key Investment Criteria:

• • Offerings of Interest: Janitorial, seasonal change-outs, landscaping, and building maintenance.
  • End Markets Served: Retail, multi-site commercial.
  • Geography: United States
  • Financial Profile: $1MM+ EBITDA.

• Pest-Control Services – Strategic acquirer in residential pest control is pursuing partnerships with providers of recurring pest and exterior services.

Key Investment Criteria:

• • Offerings of Interest: Pest control, mosquito treatment, lawn and weed care.
  • End Markets Served: Residential lawn care, weed control.
  • Geography: South and Southeastern U.S.
  • Financial Profile: $200K+ EBITDA.

• Training / Certification / Education – A leading private equity firm is seeking strategic acquisitions in the training, certification, and vocational education space.

Key Investment Criteria:

• • Offerings of Interest: Vocational training, certification, and workforce development services.
  • End Markets Served: Corporate, skilled trades, continuing education.
  • Geography: United States.
  • Financial Profile: $3MM+ EBITDA.

• Water Contamination Treatment – A Chicago-based private equity group is pursuing strategic acquisitions to establish a leading provider of water and wastewater analysis, detection, and treatment products and services.

Key Investment Criteria:

• • Offerings of Interest: Water treatment, filtration, detection, and test & measurement solutions.
  • End Markets Served: Municipal, commercial, and industrial.
  • Geography: US. and Canada.
  • Financial Profile: $5MM–$30MM EBITDA.

• Special Education Services– Leading provider of special education and ABA therapy services is expanding through partnerships with in-school and pediatric mental health service providers. 

Key Investment Criteria:

• • Offerings of Interest: In-district ABA support, special education schools, pediatric behavioral health.
  • End Markets Served: K–12 education, alternative schools, therapy centers.
  • Geography: Northeast U.S.
  • Financial Profile: $500K+ EBITDA in core regions; $1MM+ in new markets.

• Environmental Services– Private equity-backed environmental services platform seeks culturally aligned acquisitions in hazardous materials remediation and environmental consulting. 

Key Investment Criteria:

• • Offerings of Interest: Lead abatement, asbestos, mold, air quality, water remediation, tank removal.
  • End Markets Served: Industrial, commercial, and institutional.
  • Geography: United States.
  • Financial Profile: $500K+ EBITDA

• Accounting And Professional Services– Investor group seeks to acquire majority stakes in local or regional accounting and advisory firms to help scale operations and expand service capabilities. 

Key Investment Criteria:

• • Offerings of Interest: Tax, Audit, Accounting, Business Advisory.
  • End Markets Served: SMBs, Individuals, Corporate clients.
  • Geography: United States..
  • Financial Profile: Typically seeks 60–80% equity investment.

• Live Event Production– Investor group seeks to acquire majority stakes in local or regional accounting and advisory firms to help scale operations and expand service capabilities. 

Key Investment Criteria:

• • Offerings of Interest: AV equipment rental, Production / Postproduction support, Content development, Live event services.
  • End Markets Served: Corporate events, Conferences, Associations.
  • Geography: United States..
  • Financial Profile: $15MM+ revenue; 15–20% EBITDA margins.

• Commercial Janitorial Services– Private equity firm is actively pursuing acquisitions in the janitorial services sector with a focus on operational excellence and recurring revenue. 

Key Investment Criteria:

• • Offerings of Interest: Commercial cleaning, Facility hygiene, Janitorial maintenance.
  • End Markets Served: Commercial real estate, Healthcare, Education.
  • Geography: United States..
  • Financial Profile: –

• Commercial Services– Private equity-backed platform seeks to acquire commercial service businesses and franchisors to expand its suite of offerings and franchise support network. 

Key Investment Criteria:

• • Offerings of Interest: Franchise services, Marketing, Technology, Operational support.
  • End Markets Served: B2B Commercial services.
  • Geography: United States.
  • Financial Profile: –

• Leading HVAC/R Service Provider– Leading self-performing HVAC/R platform is seeking to expand through strategic acquisitions in adjacent trades and service regions. 

Key Investment Criteria:

• • Offerings of Interest: HVAC/R service, Repair, Retrofit, Controls.
  • End Markets Served: Retail, Industrial, Commercial.
  • Geography: United States.
  • Financial Profile: –

• Abatement, Indoor Air Quality & Environmental Services– West Coast-based platform in indoor air quality and environmental abatement is targeting growth through strategic acquisitions. 

Key Investment Criteria:

• • Offerings of Interest: HVAC, IAQ, Environmental remediation, Restoration.
  • End Markets Served: HVAC, IAQ, Environmental remediation, Restoration.
  • Geography: United States.
  • Financial Profile: HVAC, IAQ, Environmental remediation, Restoration.

• Generator And Renewable Energy Solutions– Family office is building a national platform through acquisitions in generator sales, installation, and renewable energy services.

Key Investment Criteria:

• • Offerings of Interest: Residential, Commercial & Industrial generators; Mobile products; Parts, Maintenance, and Repairs; Solar panel installation and service; Battery back-up systems installation; EV charging stations.
    • Non-core services might be offered: other electrical needs, HVAC, Plumbing
  • End Markets Served: Residential, Commercial, Industrial
  • Geography: United States.
  • Financial Profile: $8MM revenue, $750K EBITDA

• Electrical & Mechanical Contracting Services– Middle-market private equity fund seeks to build an electrical & mechanical contracting investment, believing in establishing a partnership that benefits from combining complementary skill sets of owners/operators who are industry experts with strong customer relationships and company cultures.

Key Investment Criteria:

• • Offerings of Interest: Electrical/mechanical contracting, Maintenance, Retrofits
  • End Markets Served: Commercial, Industrial.
  • Geography: United States.
  • Financial Profile: >$25MM revenue, >10% EBITDA

• Consumer Gas Line Repair, Utility Line Repair, Erosion Repair– A market leader servicing utility and energy companies seeks to partner with growth-driven companies providing related field maintenance services within the commercial and industrial infrastructure.

Key Investment Criteria:

• • Offerings of Interest: Consumer Gas Line Repair, Utility Line Repair, Erosion Repair.
  • End Markets Served: Utility, Energy, and other industrial sectors
  • Geography: United States.
  • Financial Profile: $5MM – $20MM.

• Association Management– A national leader in association management, backed by private equity, is pursuing strategic add-on acquisitions of companies serving associations.

Key Investment Criteria:

• • Offerings of Interest: Membership services, Marketing & communications, Financial & operational support, Event & meeting planning.
  • End Markets Served: Associations / Nonprofits.
  • Geography: United States.
  • Financial Profile: Revenue ≥ $3MM

• Clean Energy Infrastructure Services– A private equity-backed platform is seeking to become a top-tier provider of services for solar and onshore wind infrastructure. 

Key Investment Criteria:

• • Offerings of Interest: O&M, Preventive/corrective maintenance, Remote diagnostics and repair.
  • End Markets Served: Utilities, Renewable Energy.
  • Geography: United States.
  • Financial Profile: Revenue $20MM–$100MM; EBITDA ≥ 10%

• Accounting, Tax And Valuation Firms– A premier private equity firm is building a top-tier professional services platform focused on the Office of the CFO. Targeting growth-oriented firms in accounting (non-audit), tax, and valuation with a collaborative mindset. 

Key Investment Criteria:

• • Offerings of Interest: Accounting (non-audit), Tax, and Valuation.
  • End Markets Served: Professional Services.
  • Geography: United States.
  • Financial Profile: –

• Drone Services/Enterprise Drone Solutions– An experienced private equity investor seeks to invest in a scalable drone services or drone-tech platform. Emphasis on surveying, geospatial data, drones-as-a-service, and industry-specific software or hardware offerings.

Key Investment Criteria:

• • Offerings of Interest: Drone services, Surveying, SaaS, Geospatial analytics, Drone distribution.
  • End Markets Served: Agriculture, Insurance, Energy, Utilities, Manufacturing, Entertainment.
  • Geography: United States.
  • Financial Profile: Revenue ≥ $15MM

• Global Franchise Platform– Private equity-backed franchise platform is seeking commercial service franchises to expand into adjacent verticals.

Key Investment Criteria:

• • Offerings of Interest: Commercial cleaning, Admin services, Handyman, Security, Payroll/accounting, etc.
  • End Markets Served: Commercial.
  • Geography: U.S. or Canada.
  • Financial Profile: $1MM+ EBITDA.

• Commercial And Residential Services Franchisors– A private equity-backed multi-brand services franchisor is seeking essential, recurring services concepts to add to its portfolio. Prioritizing proven, scalable franchise models with strong unit economics.

Key Investment Criteria:

• • Offerings of Interest: Recurring commercial and residential services.
  • End Markets Served: Property Services.
  • Geography: United States.
  • Financial Profile: EBITDA ≥ $500K; Minimum 5+ locations

• Underground Infrastructure Services– Northeast-based private equity firm seeks non-union operators offering pipe and structure cleaning and restoration services in the water, sewer, and processing plant industries.

Key Investment Criteria:

• • Offerings of Interest: Pipe cleaning, Structure restoration, Industrial maintenance.
  • End Markets Served: Utilities, Municipal infrastructure, Industrial, Water, Sewerage, Plant processing.
  • Geography: United States (Southeast, TX, Gulf States, Midwest, Mid-Atlantic)
  • Financial Profile: $4MM+ EBITDA

• Power Equipment And Maintenance Services– Northeast-based private equity firm seeks non-union operators offering pipe and structure cleaning and restoration services in the water, sewer, and processing plant industries.

Key Investment Criteria:

• • Offerings of Interest: Generator services, UPS, DC plants, PDUs, Electrical switchgear.
  • End Markets Served: Healthcare, Data centers, Government/military, Banking, Telecom.
  • Geography: United States
  • Financial Profile: $3MM+ revenue, $500K+ EBITDA

• HVAC & Electrical Home Services– Large international home improvement retailer seeks to partner with residential HVAC and electrical service operators to drive a national expansion strategy.

Key Investment Criteria:

• • Offerings of Interest: Residential HVAC maintenance / repair services, electrical services.
  • End Markets Served: Homeowners, Residential Property Managers.
  • Geography: United States
  • Financial Profile: At least $2MM EBITDA.

• Home Maintenance Franchise Platform– A leading international retailer is growing its home maintenance franchise platform, with a focus on electrical and HVAC services.

Key Investment Criteria:

• • Offerings of Interest: Electrical and HVAC services (franchise model).
  • End Markets Served: Residential, small commercial.
  • Geography: United States (Midwest preferred)
  • Financial Profile: $1MM+ EBITDA

• Commercial Accounts Receivable Management Services– Private equity group seeking strategic add-ons for a platform focused on commercial debt collection, especially in the insurance sector.

Key Investment Criteria:

• • Offerings of Interest: 1st/3rd party collections, Premium & deductible recovery, Subrogation.
  • End Markets Served: Insurance, commercial services.
  • Geography: United States
  • Financial Profile: –

• Commercial Real Estate Appraisal And Assessment– Private equity group seeking strategic add-ons for a platform focused on commercial debt collection, especially in the insurance sector.

Key Investment Criteria:

• • Offerings of Interest: Real estate appraisal, Tax appeal, Asset management, Environmental engineering, Construction monitoring
  • End Markets Served: Healthcare, Hospitality, Senior living, Convenience/fuel, Marina
  • Geography: United States
  • Financial Profile: –

• BPO Services/Medical Billing: Healthcare Industry– Private equity-backed franchise platform is seeking commercial service franchises to expand into adjacent verticals.

Key Investment Criteria:

• • Offerings of Interest: Medical billing, Revenue cycle, Healthcare BPO.
  • End Markets Served: DME, Home health, LTC, Insurance
  • Geography: United States (preferrably west of Mississippi)
  • Financial Profile: Revenue $5MM+

• Medical Device Maintenance And Repair– Private equity-backed franchise platform is seeking commercial service franchises to expand into adjacent verticals.

Key Investment Criteria:

• • Offerings of Interest: Medical equipment servicing, calibration, repair, preventative maintenance
  • End Markets Served: Hospitals, outpatient clinics, medical offices, OEMs
  • Geography: United States
  • Financial Profile: Revenue $5MM+

• Commercial Landscaping– A full-service landscape design, installation, and maintenance company backed by a Midwest private equity sponsor is seeking add-on acquisitions in the Southeast. Targets should serve commercial properties and high-end residential estates.

Key Investment Criteria:

• • Offerings of Interest: Landscape design, Maintenance, Enhancement, Irrigation, Hardscaping.
  • End Markets Served: Commercial real estate, Residential estates, Institutional properties.
  • Geography: Southeast United States
  • Financial Profile: Revenue $2MM-$25MM

• Financial Services– A Southeastern private equity firm is targeting add-on acquisitions in the ATM and cash logistics sector. Targets must support large banking clients with multi-branch footprints.

Key Investment Criteria:

• • Offerings of Interest: ATM maintenance, Armored transport, Cash replenishment, Field repair services.
  • End Markets Served: Regional banks, Credit unions, Financial institutions.
  • Geography: United States (East of the Mississippi River)
  • Financial Profile: Revenue ≥ $2MM; minimum client base of 30 branch locations

• Education And Training– A Midwest-based private equity group is pursuing a platform investment in the education and training sector. Areas of interest include early childhood education, corporate learning, and scalable franchise models.

Key Investment Criteria:

• • Offerings of Interest: Corporate training, Early education, Continuing education, Franchised education models.
  • End Markets Served: B2B training, Preschool/early education, Workforce development.
  • Geography: United States
  • Financial Profile: Revenue ≥ $2MM

• Large Safety Testing Company– A leading U.S.-based safety testing organization is seeking acquisitions of companies that conduct personnel testing for military applications, such as impact, crash, or explosive survivability testing.

Key Investment Criteria:

• • Offerings of Interest: Safety testing, crash testing, blast/explosive testing, human survivability simulations
  • End Markets Served: Department of Defense, Military contractors, Aerospace & defense
  • Geography: United States
  • Financial Profile: Revenue $5MM-$100MM

• Integrated Security Solutions– A national provider of integrated security solutions, backed by a Northeast-based private equity firm, is actively seeking acquisitions to expand its geographic footprint, enhance service offerings, and enter new end markets.

Key Investment Criteria:

• • Offerings of Interest: Electronic security and managed services for alarm, fire, and surveillance systems.
  • End Markets Served: Education, Warehouse / Distribution, Healthcare, and Data Centers.
  • Geography: United States
  • Financial Profile: $5MM – $20MM

• Yard Spotting And Shunting– A leading provider of end-to-end yard management solutions is actively pursuing acquisitions in the yard spotting and shunting space.

Key Investment Criteria:

• • Offerings of Interest: Yard spotting and shunting; also interested in trailer management, gate management, and shuttling .
  • End Markets Served: 3PL, Grocery & Retail, Industrial/ Manufacturing, Pharmaceuticals, Food & Beverage, CPG, and Automotive..
  • Geography: United States
  • Financial Profile: $1MM+ Annual Revenue.

• Asset Health and Resiliency Solutions – An industry leader in asset health and resiliency solutions for utility and telecom networks worldwide is seeking acquisition opportunities with select companies that offer complementary services.

Key Investment Criteria:

• • Offerings of Interest: Asset Integrity Management, Infrastructure Inspection, Maintenance, and Resiliency Solutions
  • End Markets Served: Utilities, Telecom, Renewable Energy Producers / EPCs, Industrial / Manufacturing.
  • Core Services: Substation (ideally maintenance and repair), transmission & distribution maintenance and repair, pole replacement, engineering services and adjacent services.
  • Geography: North America, with a focus on the United States and Canada.
  • Financial Profile: $1MM-$20MM in EBITDA.

• Insurance Services – A top-tier provider of innovative insurance services that identify and reduce cash flow leakage for the P&C industry, including subrogation, claims audit, premium audit, and premium recovery services, is seeking partnerships to scale its current offerings and add complementary services. 

Key Investment Criteria:

• • Offerings of Interest: Claims audit, Legal spend management, Specialist BPO / outsourcing services, Insurance technology and software, Compliance & training, Subrogation, Premium recovery and collections, Premium audit, Loss control services, Fraud investigations / SIU.
  • End Markets Served: Insurance
  • Geography: United States
  • Financial Profile: >$1MM vs smaller affiliate programs.

• HVAC & Plumbing– Market-leading residential services platform, backed by a prominent private equity firm, is actively pursuing strategic acquisitions to expand its service capabilities and market presence

Key Investment Criteria:

• • Offerings of Interest: Primarily HVAC and plumbing. Can also provide some electrical / generator work.  
  • End Markets Served: Residential.  
  • Geography: Florida, Louisiana and Mississippi (excluding tier 1 markets: South Florida, New Orleans, Jacksonville, Tampa, but will consider neighboring cities).  
  • Financial Profile: $750k+ EBITDA (preferably $1MM+).  

• Infrastructure, Technology & Energy Solutions– A nationwide leader in next-generation infrastructure, technology, and energy solutions, driven by a collaborative and entrepreneurial spirit, is seeking strategic acquisitions to expand its national presence and further its mission of innovation. 

Key Investment Criteria:

• • Offerings of Interest: HVAC, Plumbing, and Controls Systems.    
  • End Markets Served: Industrial Facilities, Hospitals, Schools & Colleges, and Data Centers.   
  • Geography: Southern half U.S.  
  • Financial Profile: $10MM – $50MM

• Durable Medical Equipment Rentals – Private equity-backed provider of durable medical equipment rental services to the hospice care segment. Looking to acquire similar businesses in the western U.S. with strong market reputation and profitable growth.

Key Investment Criteria:

• • Offerings of Interest: Durable medical equipment rental.
  • End Markets Served: Municipal, Industrial.
  • Geography: Western United States
  • Financial Profile: $500K – $50MM Revenue.

• Infrastructure Rental & Service Company – Private equity-sponsored infrastructure rental & service company looking to expand its product offerings, rental lines, and geographic presence.

Key Investment Criteria:

• • Offerings of Interest: Products and Rentals (Infrastructure Service and Maintenance).
  • End Markets Served: Municipal, Industrial.
  • Geography: Western United States.
  • Financial Profile: $5MM to $15MM in EBITDA.

• Industry-Agnostic Platform Investment– Growth-focused private equity firm targeting founder- or family-owned platform businesses across B2B sectors with an emphasis on scalability and operational partnership.

Key Investment Criteria:

• • Offerings of Interest: B2B services, industrials, distribution, manufacturing.
  • End Markets Served: Industrials, commercial services.
  • Geography: United States
  • Financial Profile: $3MM – $15MM EBITDA; flexible terms (30% – 70% equity ownership); low leverage model.

• Geographic/Industry-Agnostic Focus – A Mid-Atlantic private investment firm backing experienced operators is in search of companies needing leadership transition or operational upgrades.

Key Investment Criteria:

• • Offerings of Interest: Manufacturing, automation, tech-enabled services, distribution.
  • End Markets Served: Industrial services, regional B2B firms.
  • Geography: Pittsburgh metro and surrounding regions.
  • Financial Profile: Pittsburgh metro and surrounding regions.

• Specialized Tax Advisory – Private equity-backed tax consulting platform seeking add-ons focused on R&D credits, cost segregation, and specialized incentives.

Key Investment Criteria:

• • Offerings of Interest: R&D Tax Credit Services, WOTC, Cost Segregation, Sales & Use Tax, Energy Efficiency Credits.
  • End Markets Served: Healthcare, Universities, Large Corporations, Government.
  • Geography: United States, Canada
  • Financial Profile: $10MM+ Revenue, 20%+ Margins.

• GP-led Secondary Investments – Specialized secondary private equity investor targeting GP-led recapitalizations and mature fund restructurings with liquidity needs.

Key Investment Criteria:

• • Offerings of Interest: GP-led secondaries, independent sponsors, SBIC funds, mezzanine investors.
  • End Markets Served: PE firms and LPs seeking liquidity or restructuring.
  • Geography: United States.
  • Financial Profile: $10MM+ transaction size.

• Clinical Trial Sites – PE-Backed firm seeks complex trial site partnerships.

Key Investment Criteria:

• • Offerings of Interest: Clinical trial sites focused on complex trials.
  • End Markets Served: Biopharma & clinical research.
  • Geography: United States.

• Medical Communications – Full-service medical communications company that offers strategic services across the product lifecycle seeks synergistic, culturally compatible agency acquisitions to expand its solutions for the biopharmaceutical sector.

Key Investment Criteria:

• • Offerings of Interest: Full-service medical communications company that offers strategic services across the product lifecycle seeks synergistic, culturally compatible agency acquisitions to expand its solutions for the biopharmaceutical sector.
  • End Markets Served: Biopharmaceuticals.
  • Geography: United States, Canada.
  • Financial Profile: EBITDA > $1MM.

• Production, Training & Tech Solutions – Agency seeks synergistic acquisitions.

Key Investment Criteria:

• • Offerings of Interest: Training, patient/provider education, digital learning, event production.
  • End Markets Served: Biopharma & life sciences companies.
  • Geography: United States.

• Medical Equipment Service Providers – PE firm seeks biomedical/lab equipment service firms.

Key Investment Criteria:

• • Offerings of Interest: Maintenance, repair, consumables, parts, equipment (biomedical/lab).
  • End Markets Served: Healthcare providers and labs.
  • Geography: United States.
  • Financial Profile: EBITDA ≥ $2MM, Revenue $20MM – $50MM.

• Healthcare Marketing– Leading PE-backed healthcare marketing agency seeks strategic acquisitions. The buyer is looking to enhance, broaden, and strengthen its ability to deliver a robust suite of services to clients in the pharmaceutical space at any point in the development process. Thomas J Paul, Inc.

Key Investment Criteria:

• • Offerings of Interest: Medical communications, PR, boutique advertising.
  • End Markets Served: Pharmeceutical
  • Geography: United States.

• Human Hygiene Industry– PE-backed hygiene platform seeks add-ons in hand hygiene technologies or services. Interest in infection prevention products serving food processing and industrial hygiene.

Key Investment Criteria:

• • Offerings of Interest: Hand hygiene technology, infection control products, sanitation services.
  • End Markets Served: Hand hygiene technology, infection control products, sanitation services.
  • Geography: United States, Canada, Europe
  • Financial Profile: Minimum $500K EBITDA.

• Clinical Research Organization (CRO)– Canadian CRO seeks U.S. based acquisitions.

Key Investment Criteria:

• • Offerings of Interest: Full-service CRO with strategic alignment.
  • End Markets Served: Life sciences, pharma. 
  • Geography: United States.
  • Financial Profile: Revenue $10MM – $50MM.

• Revenue Cycle Management– Leading PE firm seeks U.S./Canada-based RCM firm

Key Investment Criteria:

• • Offerings of Interest: Revenue cycle management services.
  • End Markets Served: Healthcare systems
  • Geography: United States, Canada.
  • Financial Profile: Revenue ≥ $20MM, EBITDA ≥ $3.5MM.

• Clinical Research Organization (CRO)– S.-based CRO seeks aligned pharma service firms.

Key Investment Criteria:

• • Offerings of Interest: Pharma CRO, patient recruitment, medical translation.
  • End Markets Served: Pharmaceutical R&D.
  • Geography: United States.
  • Financial Profile: Revenue $3MM – $15MM.

• Underperforming Companies– Private equity firm focused on acquiring companies in financial or operational transition needing turnaround or restructuring support.

Key Investment Criteria:

• • Offerings of Interest: Distressed, turnaround-ready businesses.
  • End Markets Served: Agnostic.
  • Geography: North America.

• Oilfield and Natural Gas (Upstream) Services–PE-owned firm seeks drilling / snubbing service providers.

Key Investment Criteria:

• • Offerings of Interest: Drilling and snubbing services.
  • End Markets Served: Oil and gas upstream providers.
  • Geography: U.S. oil & gas regions.
  • Financial Profile: Revenue $5MM-$40MM.

• Utilities Infrastructure–Large PE group seeks acquisitions in utilities infrastructure. 

Key Investment Criteria:

• • Offerings of Interest: Transmission line construction, water supply & irrigation systems.
  • End Markets Served: Utility providers.
  • Geography: U.S. or Canada.
  • Financial Profile: Revenue $20MM – $200MM, EBITDA ≥ $4MM.

• Building Energy Management–PE firm building national platform in energy management.

Key Investment Criteria:

• • Offerings of Interest: Energy supply consultants, building automation vendors, curtailment providers.
  • End Markets Served: Commerical energy users.
  • Geography: U.S. major metros.
  • Financial Profile: Revenue $4MM – $50MM, positive cash flow.

• Oilfield Services Equipment and Tooling–PE firm seeks oilfield service rental ops. 

Key Investment Criteria:

• • Offerings of Interest: Oilfield services, rental equipment.
  • End Markets Served: Oil, Gasoline. 
  • Geography: U.S. or Canada.
  • Financial Profile: Revenue $10MM-$100MM

• Predictive Maintenance and Reliability Solutions – A global provider of technology-driven fluid testing and reliability services is seeking partnerships with outstanding businesses offering predictive maintenance and reliability solutions.  

Key Investment Criteria:

• • Offerings of Interest: Monitoring & Testing / Analysis of Fluids and Vibration, Infrared Thermography / Scanning, Telematics, Lubrication Management, Training / Skill Development / Certification, Compliance / Audits.   
  • End Markets Served: Industrial, Off-highway, Transportation, Oil & Gas, Mining, Marine, Power Generation, Data Centers, Electric Vehicles, Wind Turbines. 
  • Geography: North America, Europe, Mexico, Asia, South Africa. 
  • Financial Profile: $100K – $15MM in EBITDA. 

• Innovative Environmental Services – Prominent waste management and sustainability services company seeks acquisition opportunities with select companies offering innovative environmental services that make a meaningful impact.

Key Investment Criteria:

• Offerings of Interest: Waste Treatment & Disposal, Transportation, Environmental Services.
• End Markets Served: Aero / Defense, Electronics, Engineering, Food & Beverage, Healthcare, Manufacturing, Pharmaceuticals, Transportation, Universities, Utilities.
• Geography: United States.
• Financial Profile: $1MM+ EBITDA, preference for $10MM+ Revenue.

• Healthcare and Life Sciences – A nationally recognized consulting partner for healthcare, science / technology, and higher education facilities is actively seeking equity partnerships with organizations that provide laboratory consulting / planning or equipment procurement services, especially those with experience providing technology or integrated solutions.

Key Investment Criteria:

• • Offerings of Interest: Laboratory Planning, Laboratory Consulting, Equipment Procurement, Lab Digital Technology Consulting.
  • End Markets Served: Healthcare, Cleanrooms for Large Data Companies, Universities, Municipalities / Government.
  • Geography: United States, Canada.
  • Financial Profile: At least $500K in EBITDA.

• Healthcare Services – Nationally recognized facility lifecycle consultancy trusted by leading healthcare, science, and education institutions is actively pursuing strategic partnerships with culturally aligned companies to become the global advisory partner of choice for healthcare systems.

Key Investment Criteria:

• • Offerings of Interest: Cost Compliance, Cost Reimbursement, Revenue Cycle Management / Solutions, Medical Billing.
  • End Markets Served: Healthcare.
  • Geography: U.S.
  • Financial Profile: At least seven figures of EBITDA.

Others:

Beringea – Business Services platform Minimum of $2MM EBITDA.