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.

• 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 EPITDA

• 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
  • Financial Profile: –

• 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 Filtration – A premier private investment firm is actively pursuing strategic acquisitions in the Water Treatment & Filtration industry, aiming to partner with growth-ready entrepreneurs and operators to establish a leading national platform in the industry.

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: $20MM–$200MM 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

• Managed Service Provider– Platform is seeking to acquire automation and controls companies serving specialized industries with technical engineering and infrastructure capabilities.

   

Key Investment Criteria:

• • Offerings of Interest: Lead abatement, asbestos, mold, air quality, water remediation, tank removal.
  • End Markets Served: IT managed services, Cloud, Cybersecurity, Helpdesk.
  • Geography: SMBs across industries.
  • Financial Profile: –

• 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 and 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

• 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

• Commercial Real Estate Appraisal And Assessment– A leading national CRE services firm is acquiring specialized appraisal and assessment firms, with interest in expanding capabilities in valuation, tax appeal, and environmental consulting.

Key Investment Criteria:

• • Offerings of Interest: Appraisal, Valuation, Asset management, Tax appeal, Environmental and construction monitoring.
  • End Markets Served: Healthcare, Hospitality, Retirement, Petro/Fuel, Marinas
  • Geography: United States.
  • Financial Profile: –

• Mobility Space– A respected engineering and certification organization is targeting acquisitions that support the future of mobility—specifically companies involved in testing, software, data, and certification.

Key Investment Criteria:

• • Offerings of Interest: SaaS, Certification, Standards, Testing, Data integration and security.
  • End Markets Served: Mobility, Automotive, Transportation
  • Geography:Global
  • Financial Profile: Revenue ≥ $2MM

• Financial Technology And Embedded Finance– A technology-focused Special purpose acquisition company (SPAC) is looking to partner with high-growth financial technology and embedded finance companies to drive digital innovation in the financial sector.

Key Investment Criteria:

• • Offerings of Interest: FinTech, Embedded financial solutions.
  • End Markets Served: Financial Services, Technology
  • Geography: US. and International
  • Financial Profile: –

• 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

• Specialized Welding And Maintenance Services– Florida-based private equity group is acquiring union and non-union companies in the specialized welding, overlay, and industrial maintenance sectors to support a portfolio platform.

Key Investment Criteria:

• • Offerings of Interest: Weld overlay, Specialty coatings, Piping, Scaffolding, Electrical, Digester repair, Industrial cleaning.
  • End Markets Served: Pulp & paper, Power generation, Refining, Steel, Heavy industrial, Waste Treatment, Refining.
  • Geography: US. or Canada
  • Financial Profile: Revenue $3MM–$30MM

• 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: –

• 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: US or Canada 
  • Financial Profile: $1MM+ EMITDA

• 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

Others:

Business Services platform search. Minimum of $2MM EBITDA