Investment Criteria
Buy and Build in Essential Services
We acquire profitable, founder-owned essential service businesses as platform anchors, then scale them through disciplined add-on acquisitions and de novo expansion — services every home and business needs, in every economy.
01 — The Framework
Anchor. Structure. Playbook.
Anchor Profile
- $750K – $3M EBITDA
- Founder-led operator
- Strong local brand
- Clean QofE-supported books
Structure
- Control acquisitions
- 20–30% founder rollover
- SPV equity
- Prudent leverage
Playbooks
- Buy-and-build roll-ups
- De novo multi-trade builds
- Hybrid strategies by market
- Long-term hold orientation
02 — Sector Focus
Twelve Essential Verticals
HVAC
Plumbing
Electrical
Roofing
Pest Control
Restoration
Landscaping
Pool Service
Paving
Waterfront / Docks
Fire & Life Safety
Facility Services
03 — The Objective
Build What Middle-Market PE Wants to Buy
Acquire
3–6x
LMM entry multiples
Anchor platforms and tuck-ins bought at founder-market prices, sourced through the bank's deal flow.
Build
$5–10M+
platform EBITDA
The six-lever playbook compounds organic growth, add-ons, and margin — creating institutional-grade infrastructure.
Exit
8–12x
platform multiples
Scaled, systematized platforms with durable moats exit to middle-market private equity — the buyers we already know.
The goal: world-class businesses with durable competitive advantages and scalable infrastructure — positioned for continued growth under middle-market private equity ownership.
