HISTORICAL BUY-SIDE MANDATES – Multi Industry

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: $3–$15MM EBITDA; flexible terms (30–70% equity ownership); low leverage model

HVAC & Electrical Home Services – Major 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, residential electrical services
• End Markets Served: Homeowners, Residential Property Managers
• Geography: United States
• Financial Profile: At least $2MM EBITDA

Geographic/Industry-Agnostic Focus – Midwest-based private investment firm backing experienced operators 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: At least $1MM EBITDA

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 Corporates, 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

Industry-Agnostic Executive Buyout – Executive-led buyout strategy sponsored by Forest Lane Capital to acquire distressed or under-optimized businesses needing leadership transition.

Key Investment Criteria:

• Offerings of Interest: Industrial, distribution, automation, technology
• End Markets Served: B2B mid-market services
• Geography: Greater Pittsburgh area
• Financial Profile: At least $1MM EBITDA

Founder and Family Owned Businesses – Diversified holding company targeting multi-generational, family-run businesses seeking partial or full exits with flexible capital and long-term horizons.

Key Investment Criteria:

• Offerings of Interest: Family- or founder-owned platforms across manufacturing or services
• End Markets Served: General industrial and service markets
• Geography: United States, Canada
• Financial Profile: $15MM+ EBITDA

Michigan-Based Business – Private equity firm seeking control investments in scalable Michigan-based companies or those open to relocation, avoiding automotive and construction sectors.

Key Investment Criteria:

• Offerings of Interest: Consumer products, services, industrials
• End Markets Served: N/A
• Geography: Michigan (or relocation candidates)
• Financial Profile: $3–$20MM EBITDA

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