RUNNING BUY-SIDE MANDATES – BUSINESS SERVICES

• Pest Management – Top provider of comprehensive pest control and management solutions seeks partnership opportunities with strong, like-minded companies to accelerate growth while upholding each other’s culture and legacy.

Key Investment Criteria:

• • Service Offerings of Interest: Pest Control, Termite Treatment, Rodent Control / Wildlife Removal, Bed Bug Treatment, Pest Control Insulation, Outdoor Pest Removal.
  • End Markets Served: Commercial, Residential
  • Geography: United States.
  • Financial Profile: $2MM+ Revenue.

• Critical Power Services – A premier provider of power generation equipment and service across North America is actively seeking strategic acquisitions in the critical power and electrical infrastructure services industry.

Key Investment Criteria:

• • Offerings of Interest: Critical Power Equipment Maintenance and Repairs, Electrical Infrastructure Maintenance and Repairs, UPS / Battery Energy Storage Systems / Renewable Energy Systems Service and Repairs.
  • End Markets Served: Industrial, Healthcare, Data Centers, Manufacturing, Oil and Gas, Energy.
  • Geography: North America.
  • Financial Profile: $10MM+ Annual Revenue.

• Specialty Chemicals and Chemical Services – Premier provider of chemical cleaning services and products primarily to the Pulp and Paper industry is looking to grow through acquisition and partnership with privately owned suppliers of specialty chemicals and chemical services..

Key Investment Criteria:

• • Offerings of Interest: Cleaning Products (degreasers, acid cleaners, sanitizers, environmentally friendly cleaners), Wastewater Chemicals, Metalworking Fluids, Lubricants, Cooling / Boiler Water Treatment, Fleet Washes
  • End Markets Served: Food and Beverage, Transportation, Wastewater, Aerospace, Military, Construction and Infrastructure, Heavy Industrial
  • Geography: North America.
  • Financial Profile: $1MM – $10MM Annual Revenue, <$2MM EBITDA.

• Fluid and Waste Services – Market-leading company in the fluid and waste space is actively pursuing strategic partnerships to expand its presence and geographic footprint.

Key Investment Criteria:

• • Offerings of Interest: Fluid Recovery & Recycle / Waste Reduction; Slurry Dewatering, Closed-loop Systems, & Oil-Water Separation; Engineered Solutions; IoT Data Supported.
  • End Markets Served: Industrial (Ag, chemical, pulp & paper); Up, Mid, and Downstream O&G (Refinery, SWD, etc.); Dredging (all industry); Heavy Construction; Mining
  • Geography: United States, Canada.
  • Financial Profile: –

• Appraisal Management Services – Leading nationwide independent Appraisal Management Company (AMC) is actively pursuing strategic partnerships with top regional providers who share its values and commitment to quality.

Key Investment Criteria:

• • Offerings of Interest: Appraisal Coordination.
  • End Markets Served: Residential​, Inspections​, Hybrids​, Commercial​, BPOs​, Appraisal Firm​, AVM / Data​, Equipment / Machinery​, Personal Property.
  • Geography: United States.
  • Financial Profile: Revenue $2MM – $6MM, $500K – $1.5MM EBITDA.

• Accounting and Tax Advisory– Leading provider of accounting and advisory services is actively seeking partnerships with companies whose capabilities, culture, and commitment to excellence align with its own, enhancing a solid foundation for collaboration and long-term success.

Key Investment Criteria:

• • Offerings of Interest: CPA, Wealth Management, Office of the CFO, Advisory and Consulting Firms, including Technology
  • End Markets Served: Financial Services, Real Estate, Manufacturing and Distribution, Technology and Life Science, Government, Healthcare, Professional Services, Banking, Oil and Gas, Sports and Entertainment, Nonprofits, Restaurants and Hospitality, High Net Worth individuals and Families
  • Geography: US-based with some consideration for targets that have small international presence
  • Financial Profile: $15-$100MM Revenue

• Vegetation Management – A leading provider of vegetation management solutions is seeking strategic partnerships with respected regional operators who share its dedication to safety, exceptional service quality, and creating long-term value for clients and communities.

Key Investment Criteria:

• • Offerings of Interest: Vegetation Management, Right-of-Way Clearance, Pre-Inspection, Disaster / Storm Relief
  • End Markets Served: Investor-Owned Utilities, Electric Co-ops, Municipalities, Pipelines and Railroads
  • Geography: United States
  • Financial Profile: Revenue ≥ $10MM

• Endpoint Technology Lifecycle and Cybersecurity – Global managed services provider of end-to-end, device-agnostic endpoint solutions seeks partnerships with culturally aligned technology and cybersecurity suppliers that can expand its reach, deepen its capabilities, and enhance its ability to serve complex, multi-site enterprise customers.

Key Investment Criteria:

• • Service Offerings of Interest: Forward Logistics & Deployment, Reverse Logistics & Repair, Endpoint Management (UEM/MDM) & Lifecycle Services, Retail Technology, Payments & Automation.
  • End Markets Served: Hospitality/QSR, Retail Payments, Automation/RFID, Manufacturing/Transportation & Logistics, Healthcare, Education.
  • Financial Profile: >$2M EBITDA.
  • Geography: NA, EU, LATAM focused, evaluate APAC selectively.

• Healthcare-Focused Architecture and Design – Healthcare-focused architecture and design firm is through acquisition that can expand its reach, deepen its capabilities, and enhance the group’s ability to serve complex, multi-site enterprise customers.

Key Investment Criteria:

• • Service Offerings of Interest: Healthcare-focused Architecture, Healthcare MEP Engineering, Healthcare Interior Design, Healthcare Signage & Wayfinding, Medical Equipment Planning, Healthcare Foodservice Planning, Healthcare Construction/Project Management.
  • End Markets Served: Acute Care & Hospital Systems, Behavioral Health, Ambulatory & Outpatient Care, Community & Rural Health, Healthcare-Adjacent Sectors (Senior Living, Life Sciences, Academic Medical).
  • Geography: Idaho, Utah, Colorado, Missouri, Texas, Arkansas, Tennessee, Georgia, South Carolina, North Carolina, Florida.
  • Financial Profile: $1-20MM Revenue, $0.5-5MM EBITDA.

• Commercial HVAC, Plumbing, and Building Controls – Nationwide network of commercial HVAC, building controls and plumbing providers seeks partnerships with culturally aligned commercial mechanical services businesses committed to safety, service excellence, and long-term growth.

Key Investment Criteria:

• • Service Offerings of Interest: HVAC/Mechanical, Plumbing, Building Controls, Preventive Maintenance, Design/Build Projects.
  • End Markets Served: Commercial, Municipal/Government, Healthcare, Education, Industrial/Manufacturing, Senior Living, Research.
  • Geography: United States.
  • Financial Profile: $1MM+ EBITDA.

• Environmental Consulting – Indianapolis-based lower-middle market focused firm built on Midwestern values and long-term commitment seeks market-leading environmental consulting and services companies to be the anchor investment of a leading platform.

Key Investment Criteria:

• • Offerings of Interest: Compliance Testing & Monitoring, Asbestos & Hazardous Materials Abatement, Phase I and Phase II Assessments, Water & Air Quality Testing, Environmental Engineering Services, Site Remediation Services.
  • End Markets Served: Commercial.
  • Geography: Midwest and Southeast United States.
  • Financial Profile: >$10MM Revenue, $2-6MM EBITDA.

• Motor and Drives Repair– Midwest-based lower-middle market firm with permanent committed capital and a long-term, founder-friendly approach seeks to partner with market-leading motor and drive repair companies to serve as the anchor investment of a leading platform.

Key Investment Criteria:

• • Adjacencies of Interest: Gearbox and pump repair, Generator/turbine maintenance and repair, Air compression equipment repair, Vacuum repair, Panel-building, Reliability & PdMA (field service).
  • End Markets Served: Utilities & power generation, Water/wastewater, Chemicals & continuous manufacturing, Discrete manufacturing, Mining, Wood/paper/pulp.
  • Geography: Midwest, South, Southeast.
  • Financial Profile: $5-50MM Revenue.

• Event Rental and Planning– Midwest-based specialty event rental company seeks partnerships with companies that broaden the group’s reach, expand core capabilities, and strengthen its ability to serve clients with the end goal of building a leading platform in the industry.

Key Investment Criteria:

• • Verticals of Interest: Tabletop & Glassware, Specialty Linen, Tent & Structure, Furniture, Décor & Lighting, Bar & Catering Service.
  • Customer Profile: Caterers, Party planners, Venues, Hotels, Restaurants, Corporate clients, Nonprofits, Individuals.
  • Geography: within ~8 hour drive of Chicago (WI, IL, IN, MI, OH, KY).
  • Financial Profile: ~$2MM Revenue.

• Pest Management– Top provider of comprehensive pest control and management solutions seeks to continue growth through acquisition and investment in established pest control providers to build a premier platform in the industry.

Key Investment Criteria:

• • Service Offerings of Interest: Pest Control, Termite Treatment, Rodent Control / Wildlife Removal, Bed Bug Treatment, Pest Control Insulation, Outdoor Pest Removal.
  • End Markets Served: Commercial, Residential.
  • Geography: Washington, DC Metro area (DC, Maryland, and Virginia).
  • Financial Profile: $2MM Revenue or greater.

• Dental Services and Infrastructure– Lower-middle market private equity firm seeks partnerships to scale and develop a multi-service platform for digital dentistry, practice growth, workflow enablement, and member services.

Key Investment Criteria:

• • Service Offerings of Interest: Group Purchasing, Clinical Education/Training, Dental Marketing, AI/workflow tools, Digital Manufacturing (3D printing), Patient Financing, Dental Implants/Cosmetics/Sleep Therapy, Malpractice Insurance Aggregation.
  • Geography: United States, Canada, Western Europe.
  • Financial Profile: ~$1M–$10M EBITDA.