Kendall Stafford

The offering includes three separate entities working in conjunction: one acts as a brokerage selecting Professional Employer Organizations (PEO); the second provides guidance for wide-ranging specialized insurance plans; and the third contributes outsourced human resource services to business clients. A fourth entity serves as a national franchise expansion platform.Key Aspects• The Company has multiple revenue streams through emerging ancillary entities, a rapidly growing national franchise system, and a well-established, diverse client base. • The franchise program enables regional brokerages to operate under the Company's brand, expanding the geographic service area and recurring revenue potential. • The lucrative franchise referral system consistently garners new business activity. • Stringent selection criteria, internal research & vetting, and negotiation of bids is conducted with all end-providers. • All services ... Less

The Company is a venerable crane and rigging company providing hydraulic mobile crane rentals and rigging services. Complementary services include trucking, indoor and outdoor storage, and other equipment rentals.Key Aspects:· Operating for more than three decades with a highly respected brand name & deep market connections· Diverse & state-of-the-art equipment fleet affords favorable cross-sell opportunities· Highly experienced employees, several with 15+ year Company tenures· According to management, 81% of revenue is attributable to repeat clients· High client diversification across many key industries and markets· Historically Underutilized Business (HUB) designationOpportunities:· Utilize current facilities to expand on storage services· Expand operations into other cities within the state· According to management, projects funded by the Infrastructure Act of 2022 are expected to continue to increase demand for heavy ... Less

The Company is a leading global transportation provider licensed to provide comprehensive domestic and international transportation solutions with a specialty in freight forwarding, Non-Vessel Operating Common Carrier (NVOCC), and truck brokerage services.Key Aspects· Operating for over two decades, the Company is built upon a streamlined, end-to-end freight model with a geographic reach that includes the U.S. and key international regions.· Fully licensed for air freight, freight forwarding, truck transportation and, as a NVOCC, the Company is renowned in its served markets for highly reliable multi-modal freight services and strong regulatory knowledge.· Lean operations are supported by a talented, dedicated domestic and international team that provides boutique level services.· Low customer concentration, with a well-diversified portfolio and no individual customer contributing more than 5% of total revenue.· The Company is ... Less

A U.S.-based distributor of electrical, industrial, and telecom materials supplying a comprehensive suite of equipment solutions to customers internationally. The Company networks with hundreds of domestic & overseas manufacturers to supply large-scale projects as well as the MRO market. The Company is recognized by the marketplace for its cost effective supply chain, loyal customer base, reliable international logistics, and strong name recognition.Key Aspects• Founded in 1958, the Company leverages a worldwide network of thousands of leading manufacturers providing an extensive product offering all built on a customer-centric business model.• From 2022 through 2025, the Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 15.9% and 51.1%, respectively.• With the exception of a working line of credit, the Company is debt free.• Sales & marketing strategy is designed around a ‘demand-based’ ... Less

The Company is a full-service advertising agency specializing in integrated digital campaigns, creative services, and strategic consulting for client organizations in diverse industry sectors. Through a blend of retainer and project work as well as media purchases, the Company delivers customized marketing, branding, design, and communication solutions, supporting clients in growing business, elevating market presence and engaging target audiences across multiple channels.Key Aspects: · For 2025, the Company reported a total revenue of $5.8 million and adjusted EBITDA of $1.2 million.· An in-house creative production studio enables the team to produce high-quality visual and multimedia content efficiently.· The Company adopts a data-driven marketing approach focused on measurable ROI and continuous optimization.· A distributed delivery model leverages a global network of expert freelance professionals, ensuring access to ... Less

The Company is a ready-mix concrete supplier serving commercial, agricultural, residential, and municipal customers across rural and remote areas in the Southwest, US. The Company offers customizable concrete mixtures ready for immediate application.Key Aspects• The Company maintained a strong average adjusted EBITDA margin of 14.1% from 2022 through 2024.• The Company utilizes two main locations supported by four mobile batch plants that significantly expands geographic reach. o Management notes that the flexibility model allows scalability in remote or high-demand areas efficiently and drives down traditional infrastructure costs while improvingcustomer response times and broadening the customer base.• Strong connections are in place with the Company's main suppliers for aggregate material and cement.• Capabilities to make customized concrete mixes allows the Company to offer services for all concrete needs across ... Less

The Company is a full-service consulting agency offering sales brokerage, software, analytics, ecommerce, category management, and product commercialization services to the consumer packaged goods (CPG) industry. The Company predominantly specializes in assisting and preparing clients to operate successfully within Walmart and Sam's Club retail sales platforms.Key AspectsThe Company has strong connections and extensive experience working with Walmart and Sam's Club as its primary CPG retailer.· No clients accounts for more than 10% of the Company's annual revenue in the trailing twelve months (TTM) ending October 31, 2025, signifying a diverse client base.· In 2025, the Company launched a consulting service platform for product commercialization to further grow service offerings to clients.· The Company has a proprietary retail reporting software to help with the navigation of client data and analytics.Opportunities· Offer ... Less

The Firm is a full-service tax resolution firm serving clients across the United States. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with the Internal Revenue Service (IRS) while taking into consideration a client’s ability to pay without financial hardship or asset seizures.Key Aspects• The Firm was ranked in the top 1500 for the 2021 and 2022 Inc. 5000 America’s fastest-growing private companies.• The Firm has monetized a niche market with very little competition.• A strong management team with decades of industry experience is in place.• The tax management program offers repeat revenue opportunities in addition to one-time service fees.Opportunities• Increase advertising and business development to market to an underserved client base.• Partner with affiliate businesses to increase new client generation and establish further mutually beneficial partnerships.• ... Less

The Company is a reroofing service provider specializing in metal roofing systems. The Company also offers a variety of other roofing materials including composite shingles and stone coated steel. The Company utilizes highly experienced subcontractors to offer repair and full replacement roofing services.Key Aspects:· The Company maintains impressive gross profit and adjusted EBITDA margins averaging 36.6% and 24.2%, respectively, from 2022 to 2024.· The Company offers a wide variety of roofing systems to accommodate all types of client needs including composite shingles, stone coated steel, and standing metal seams.· A search-engine-optimized marketing platform, social media presence, and referral network provide the Company with an ample project pipeline.· The Company has built a strong market presence in a Texas metroplex through its over 30 year operating history.Opportunities:· Expand service offerings to include other ... Less

The Company is a construction manager and general contractor (CMGC) that serves the public, commercial, large-scale residential, and multifamily construction markets. Additionally, the Company has a separate client services department which primarily provides large-scale maintenance for existing multifamily units across various states.Key Aspects• The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 37.4% from 2022 to the trailing twelve months (TTM) ending September 30, 2025.• All labor trades are subcontracted to other businesses the Company has worked extensively with to create strong connections throughout the regional construction industry.• The Company offers CMGC services to a variety of construction markets, which allows the Company to hold a large portion of the general construction market share in the region.• Population growth within the Company's service area has increased in recent years, ... Less

The Company, provides wide-ranging logistics and engineering services to the oil and gas industry. Services include comprehensive roustabout repairs, modifications, and installations performed with specialized and advanced equipment. Waste removal, transportation, spill responses, and clean-up services via vacuum & pump or kill trucks are also provided.Key Aspects• 61 Master Service Agreements (MSAs) in place with oil & gas exploration clients, and 19 MSAs in place with oilfield services clients• Specializes in projects requiring technical expertise, knowledge of complex sites, components, station networks, and supplemental transportation, all aspects with high barriers to entry• Ability to pivot and diversify servicing ability to satisfy evolving industry needs• Integral connections within the oil & gas industry gained by quality, timely, and consistent delivery of high demand services• Strategic location within the Permian ... Less

The Company is a health education manufacturing company that operates through four divisions. Divisions one and two specialize in developing health education materials, including 3D models and instructional aids for healthcare professionals. Divisions three and four specialize in promotional products and offer a wide range of customizable branded items.Key Aspects• The Company maintained an impressive average gross profit margin of 58.3% from 2021 to 2024.• With operations in the U.S. and the UK, the Company has established a strong international footprint, generating sales in 44 countries worldwide as of 2024.• The customer base is highly diversified, with no single customer contributing to more than 2.5% of total revenue in 2024.• Over its 50-plus-year operating history, the Company has built a strong reputation for consistently delivering high-quality health educational products to customers across multiple ... Less

The Company is an authorized Canon dealership that sells, rents, leases, and services Canon copiers, scanners, and printers.Key Aspects· Reputation for outstanding service and reliability among the customer base· Well-established in the region with long-standing customer connections built over several decades in operation· Exceptional team of employees with decades of combined industry knowledge· Business model encourages client retentionOpportunities· Area population growth and the resulting development of the local economy — in addition to federal, state, and municipal infrastructure investments, which are expected to continue through 2028 — offers ample opportunities for additional work· Initiate a marketing campaign to promote brand awareness in the area· Grow the Company's team of technicians to capitalize on available workHeadquartered· Southwestern United StatesCurrent Markets· The Company serves customers in the ... Less

The company is a commercial construction manager and general contractor (CMGC) that serves the commercial, institutional, healthcare, education, and industrial industries, among others. The company primarily operates in two southcentral metropolitan areas in the US.Key Aspects•The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 29.5% from 2022 to the trailing twelve months (TTM) ending October 31, 2025.•A Master Service Agreement (MSA) is in place with the Company's two largest clients.•The company has open contracts with $14 million remaining to be billed.•All labor trades are subcontracted to businesses in the region with which the company has worked extensively to create strong connections.•The company's portfolio includes historic restorations, energy sector facilities, and infrastructure upgrades, showcasing versatility across industries and project types.Opportunities•Develop the company's ... Less

The Company is a provider of training and technical assistance for a variety of housing and community development programs at the federal, state, and local levels. The Company’s focus areas include economic development, disaster recovery, and housing solutions related to affordability, sustainability, and vulnerable groups.Key Aspects• Since 1998, the Company has received nearly $60 million from HUD technical assistance funds and more than $5 million in awards from other organizations.• A roster of more than 200 subject matter experts allows the Company to provide assistance regarding a wide variety of housing and community development topics.• As of Q4 2024, the Company manages consulting contracts in 39 states and has capabilities to oversee and direct up to 70 individual projects simultaneously.• The Company maintains an established reputation for exceptional services and completing activities within defined budget and ... Less

The Company is a leading provider of end-to-end technology solutions, delivering expertise in system installations, IP surveillance, access control, IT support services, and project management. Serving public sector agencies, tribal governments, educational institutions, and commercial clients across the Southwestern United States, the Company has built a strong reputation for executing high-impact projects. The Company's portfolio includes municipal facility modernizations, school infrastructure rollouts, tribal technology centers, and large-scale deployments for government and public-sector environments.Key Aspects:• The Company excels in network management services, low-voltage cabling infrastructure including both traditional copper and Passive Optical Local Area Network (POL) systems, access control solutions, and IP-based security systems - providing clients with complete technology ecosystem integration.• With over 20 ... Less

The Company offers well bore intervention, such as fishing, clean out, and repair services to oil, gas, and water well bores and blockages. Equipment rental services are also provided. The Company removes dropped or stuck items and clears sediment from well bores, as these items may cause damage or restrict the well's production. Built-up sediment and blockages include materials such as scale, sand, and calcium sulfate.Key Aspects:• The Company achieved an 86.5% average gross profit margin from 2022 to 2024.• Two proprietary tools provide additional revenue streams for the Company.• Equipment rental services offer supplemental revenue and, together with jobs in the water industry, help to insulate the Company from the oil & gas industry's volatile nature.• The Company has an extensive inventory of unique fishing equipment.• Approximately 87.6% of 2023 revenue was attributable to repeat customers.Opportunities• Capitalize on ... Less

The company is a multi-state licensed construction firm specializing in general contracting, estimating, pre-construction, and design-build services. As an integrated service provider, the company combines architectural design, engineering, and a variety of construction services to deliver comprehensive solutions for private, tribal, and government clients.Key Aspects· Revenue EBITDA grew at impressive compound annual growth rates (CAGRs) of 28.3% from 2022 to 2024.· The Company maintains a significant contract backlog, with more than $40 million in remaining billings across active projects as of October 2025.· Revenue is diversified across commercial construction, government & tribal projects, and large scale infrastructure projects that enhance community growth and sustainability.· Competitive advantages include exclusive contracting opportunities, a highly skilled union-trained workforce, and an excellent safety record.· As ... Less

The Company provides healthcare services to patients from the comfort of their own homes. Service categoriesconsist of home health, private duty nursing, personal care, hospice care, and palliative care.Key Aspects:· The Company holds difficult-to-obtain licenses with the state's Department of Health, in which there is a moratorium on licenses.· The Company collaborates closely with licensed and certified doctors, chaplains, pharmacists, social workers, and therapists to provide comprehensive care.· Approximately 85% of 2024 revenue was attributable to patients who have utilized the Company's services in prior years.· The Company has operated for more than two decades and maintains a strong reputation in the industry for quality care.Opportunities:· Pursue geographic expansion to reach potential patients throughout the surrounding states.· Grow regional awareness of the Company's private duty nursing services through increased ... Less

The Company is a marketing technology firm with a dedicated team that provides required development and project management along with associated services of strategy, design and content. The Company specializes in custom websites, experience management systems, and proposal automation systems.Key Aspects• The Company has maintained strong financial margins with gross profit averaging 76.6% from 2022 through 2024.• The Company's experienced research and development team have created powerful web-based platforms for enterprise websites and experience management systems with the newest experience management platform launched in 2022 and with significant further enhancements launching in 2025. The website platform has a scheduled roadmap of updates for each year.• The Company is respected as one of the early leaders in experience management and proposal automation systems with some of the world's largest law firms as clients.• The ... Less

BN000068833 – Turn-Key Entertainment Technology Solutions ProviderThe Company is a national provider of end-to-end technology solutions including design, consulting, build, and 24/7 support. The Company specializes in audio, video, theatrical lighting, control systems, and custom fabrication across the hospitality, entertainment, sports, theme park, museum, and gaming industries.Key Aspects· For the trailing twelve months (TTM) ending September 30, 2025, the Company achieved impressive gross profit and adjusted EBITDA margins of 32.9% and 18.1%, respectively.· The Company operates in key cities viewed as entertainment hubs, which offer ample project pipelines across several different hospitality industries.· The Company maintained strong client connections, with management noting approximately 75% of annual revenue being attributed to repeat clients.· The Company has a strong leadership team in place that manages subject ... Less

The Company is a highly diversified civil engineering and land surveying firm offering a myriad of services including land surveying, civil engineering, gas utility engineering, subsurface utility engineering (SUE), utility coordination, critical path method (CPM) scheduling, and landscape architecture.Key Aspects:• The Company maintained strong financial margins, with gross profit and adjusted EBITDA margins averaging 58.9% and 14.3%, respectively, from 2022 to 2024.• The Company's integrated service offerings, including environmental permitting and utility coordination, position it as a one-stop partner for large-scale infrastructure development.• Cutting-edge technology, such as real-time kinematic GPS surveying equipment and LiDAR scanners, is utilized to provide accurate plats and maps while prioritizing safety.• A flexible workforce structure with cross-trained staff and scalable project teams allows the Company to shift ... Less

BN000069812 – Automation Solutions ProviderThe Company is a designer, engineer, and manufacturer of advanced automation solutions that integrate robotics, computer numerical control (CNC) machining, and precision fabrication to deliver custom production systems built to exact customer requirements. The Company specializes in energetics equipment, munitions production, and missile-system support — providing rugged, safety-focused automation for hazardous and high-precision environments, from explosive processing and charge handling to the manufacture of critical missile guidance and propulsion components.Key Aspects· The Company is ISO 9000-certified and a FANUC Authorized System Integrator, which reflects high-quality work and in-depth experience related to robotic automation.· The Company maintains long-standing contracts with the U.S. Government and leading defense contractors, including work at Picatinny Arsenal.· The ... Less

The offering consists of six entities, operating independently and collectively, forming an event production agency. The company provides turnkey design, audio, visual, lighting, and internet technology production that enhance audience experiences across live, hybrid, and virtual event formats. The company creatively combines cutting edge equipment with experienced, consultative production teams to achieve unique client event objectives.Key Aspects• The company has built a national client base, while being an in-house or preferred vendor for multiple event facilities and hotels, including 18 local venues.• A satellite operations in the Northeast US allows the company to expand its geographical footprint.• The company has the ability to design, coordinate, and execute live, hybrid, and virtual events, also including the ability to serve as a venue.• The company has developed proprietary apps and software integrations across ... Less

The company is a legacy heavy equipment parts reseller that distributes ground-engaging parts and product support to the construction industries.Key Aspects:· Operating for over 5 decades· FYE 2024 revenue of $3.3 million· Innovative equipment tools and parts that improve efficiency and longevity of heavy equipment· Well-established client base built over four decades with 80% being repeat clients· Long-term strategic alliances with manufacturers that offer cutting edge equipment parts· Strong reputation for high quality heavy equipment partsOpportunities:· The Federal Infrastructure and Jobs Act, passed in November of 2021, is expected to continue the demand for construction equipment· Drill down on current supplier product lines to further expand product selection· Expand brand awareness to continue to grow client base· Company possesses capabilities expand into providing equipment to other industries with minimal ... Less

BN000068881 – 3D CAD Software DeveloperThe Company develops and sells an advanced, professional-grade 3D computer-aided design (CAD) and product data management (PDM) software application, which is utilized to design and manufacture physical products. The Company also develops similar products for entry level customers as well as for the hobby and maker markets. The software is sold through perpetual licenses and subscriptions. Recurring update and support plans are also offered.Key Aspects· The Company's software is localized in 12 languages and includes a robust application programming interface (API) capable of accommodating the integration of additional tools.· The Company's highly scalable model, which is built upon the extensive use of automation across marketing, sales, and fulfillment, forms a system which can support a significant increase in sales volume with minimal operational changes.· Revenue is highly ... Less

The Company is a full-service landscape maintenance company that serves commercial clients. Services include weekly maintenance, tree management, water management, irrigation system repair, and enhancement installations.Key AspectsThe Company has been operating for more than a decade with a well-established client base that includes 73 properties under contract as of 2024.· Revenue has grown at a compound annual growth rate (CAGR) of 11.8% from 2021 through 2024.· The Company is the recipient of a 2024 and 2025 excellence in landscaping award.· With a unique reputation as a boutique commercial landscape business, the Company offers customizable services to fit client needs.· The Company is known for professionalism and outstanding service as well as being cost-effective.Opportunities· Additional clients may be served without added investment.· Begin marketing campaign to expand brand awareness within the city and the ... Less

BN000064336 – Luxury Mobile Pet Grooming CompanyThe Company consists of six entities and is a luxury mobile pet grooming provider offering services on an appointment basis in state-of-the-art custom vans. Pets receive one-on-one attention from groomers without the amplified stress of cages, while pet owners have the convenience of not leaving home.Key Aspects· The Company's adjusted EBITDA grew at a compound annual growth rate (GAGR) of 30.2% from 2022 through the trailing twelve months (TTM) ending September 30, 2025.· With more than 1,600 reviews and a five-star review rating on Google, the Company has built a strong reputation and market presence.· The Company has franchising rights in place to easily expand market presence throughout the region and into other states.· To ensure consumer confidence, the Company has a mandatory proprietary pet grooming school that trains employees on how to properly groom animals to Company ... Less

The company provides integrated, turnkey solutions for engineering, procurement, and construction projects across diversified markets. The company is also a supplier of seconded staffing for project management and construction needs.Key Aspects-Holds multiple master service agreements with a diverse client base-Utilizes proprietary design and estimating methods to successfully execute projects within budget-Employs many highly skilled engineers and designers of all disciplines with an average of over 20 years industry experience-3D modeling reduces and often eliminates potential errors for field construction-Capable of designing and programing computer control systems with instrumental, electrical, and controls groupsOpportunities-Grow process engineering capabilities to provide more front-end engineering design (FEED) services as well as full process design for industrial plants-Increase procurement and construction scopes to ... Less

The Company is an Insurance Broker which sells a vast array of insurance policies and manages policy renewals on behalf of Insurance Carriers. The Company handles all lines of retail insurance sales, including Home, Auto, Life, Commercial, and specialty lines of insurance. Additionally, the Company pilots new programs for Insurance Companies.Key Aspects: • The Company maintained an impressive average adjusted EBITDA margin of 52.5% and experienced continuous year-over-year growth from 2021 through 2024.• The customer base is highly diversified, with no one customer making up even a single percent of sales from 2022 to 2024.• The Company receives annually recurring revenue when policies renew, and 90% of 2024 revenue was attributable to policy renewals.• The Company receives repeat revenue annually upon the renewal of insurance policies, and 90% of 2024 revenue was attributable to policy renewals.• Having operated for more than ... Less

The Company is a designer, online retailer, and wholesaler of innovative, comfort-focused maternity and postpartum clothing. Available clothing items include bras, tank tops, underwear, pajamas, and lounge wear. The Company’s line of products includes a patented clothing design.Key Aspects· The Company maintained impressive average gross profit and adjusted EBITDA margins of 77.6% and 17.0%, respectively, from 2022 through 2024.· A patented clothing item is one of the Company’s best sellers among a line of thoughtfully designed maternity and postpartum apparel.· With two U.S. utility patents protecting its patented, best-selling design, the Company is redefining the maternity and postpartum apparel category, positioning itself as a category creator in a multi-billion dollar market.· All products are cut and sewn in the U.S.· Online sales agreements are in place with several well-known retail brands.· In 2024 and 2025, the Inc. ... Less

The Company is a provider of identification products and support services. The Company's products are used for various purposes including part marking, product identification, authentication, asset management, auto-ID, and radio frequency ID needs. These products and services help other businesses more efficiently track and manage various assets.Key Aspects:· The Company has a diverse customer base, in which no customer accounts for more than 10% of 2024 revenue resulting in low customer concentration.· Company products are used by various stable industries such as aerospace, automotive, defense, energy, medical, and manufacturing.· A General Services Administration (GSA) contract is in place until 2030 giving the Company access to sell products and services to federal agencies.· The Company offers a variety of products and services including proprietary tag and ID software and support, custom printing and laser marking ... Less

The Company is an estate winery with vineyards that produce approximately 100 tons of fruit per year, which is used to produce premium estate wines. Wine is also produced using fruit purchased from other vineyards both within and outside of the state.Key Aspects• The Company maintained an impressive average adjusted EBITDA margin of 28.2% from 2022 through 2024.• The property contains one of the largest operating vineyards in the area, which produce approximately 100 tons of fruit per year.• With a focus on hospitality and quality, the Company provides visitors an exceptional experience leading to many referrals and repeat customers.• The Company’s premium wines are produced at the on-site facility.Opportunities• Pursue wholesale and distribution opportunities to grow revenue and extend geographic service area.• Offer reservations to customers as an event venue for weddings, baby showers, and bridal showers.• Increase ... Less

The offering consists of a holding entity and two operating entities, which will hereinafter be collectively referred to as the Company. The Company is a manufacturer and installer of countertops, tubs, and shower surrounds made from laminate, cultured marble, or natural stone such as granite or quartz.Key Aspects:· The Company has achieved 27.5% total revenue growth from 2022 to 2024.· Approximately 90% of 2024 revenue was attributable to repeat customers.· The team of manufacturers are highly experienced and knowledgeable in the industry.· The Company has completed thousands of projects ranging in size from small installations to full custom bathrooms and kitchens.Opportunities· Extend geographic service area throughout the state.· Pursue retail countertop sales as an additional revenue stream.· Offer new materials as an alternative to cultured marble based on industry trends.· Expand customer base to include additional ... Less

The Company is a family-operated rice processing company with over four decades of experience, boasting a strong brand presence in major grocery chains. The Company specializes in various types of rice and is proudly organic certified.Key Aspects:• The Company has been family owned and operated for more than 40 years.• The Company sells rice products through regional grocery stores and directly to consumers through e-commerce platforms and a retail store located on the operating facility.• All rice products are grown in the U.S. and can be tracked back to the field it was grown in.• The Company sells rice by-products directly to industrial consumers providing an additional stream of revenue.Opportunities:• Further develop a marketing campaign to take advantage of the growing health advocacy movement related to food.• Expand the geographic footprint for rice sourcing to increase income.• Increase production of specialty rice to ... Less

Seguin Brewing Company is a brewpub and pizzeria serving the San Antonio Metro Corridor. The company produces traditional and non-traditional beer and offers a full menu that includes artisan pizza.Key Aspects• Conveniently located in historical downtown district• Voted the Best Brewery of 2024 in Seguin, and placed second for Cold Beer & Hot Wings as well as third for Pizza• Able to begin an established local distribution model with a two to three month lead time• Offers craft cocktails and mixed drinks in addition to the brewery's craft beersOpportunities• An injection of capital would allow the company to purchase the necessary equipment to scale production to support distribution plans• Hire additional staff to support increased distribution• Establish a franchise model in neighboring areas for the company's brewery and pizzeria model• Expand to an additional location in the Austin metro areaHeadquartered• San Antonio ... Less

The Company is an underground utility, earthwork, and concrete paving subcontractor in Texas specializing in the installation of water, sewer, and fire lines for commercial and municipal clients.Key Aspects:-The company has established itself as a trusted underground utility contractor in the surrounding area, frequently being sole-sourced for projects due to its proven track record of quality and dependability.-The Company maintained an average adjusted EBITDA margin of 16.2% from 2021 through 2024.-Located in a high-growth metropolitan area with numerous construction projects, the Company has established strong client connections leading to increased repeat revenue.-A well-established diversified customer base minimizes concentration and lessens the risk associated with limited revenue streams.Opportunities:-Expand the earthwork and concrete side of the business, which ownership contends is primed for rapid ... Less

The offering consists of the intellectual property of two trusts, hereinafter collectively referred to as the Company. The Company specializes in the sale, operation, and financial management of trusts. Through tax preparation and 24/7 professional assistance, the Company’s services focus on growing wealth, providing asset protection, and limiting tax liability.Key Aspects• Annual professional assistance fees provide a source of recurring revenue.• The Company is well-established, with more than 40 years operating in a market with high barriers to entry.• At approximately 95%, the Company has a high client retention rate.• Staff members have a deep wealth of knowledge and extensive experience regarding spendthrift trusts.• The revenue amounts presented are gross revenue, as net revenue contains a negative amount for royalties payments. Opportunities• Identify and engage additional new clients, which ownership contends has the ... Less

The Company is a USDA federally inspected custom meat processing business. The Company provides high-quality processing of beef, pork, sheep, and goat. They provide services to ranchers and growers, restaurants, and retail outlets, and individuals raising livestock.Key Aspects• Positioned to capitalize on consumers' growing interest in buying locally raised, high-quality meat products from sources they know.• Well-maintained facility with modern equipment, technology, and leading methods for meat processing.• The Company's location attracts ranchers and growers from around the state, who market meat direct to consumers.• USDA Grant of Inspection attracts ranchers and growers interested in selling products beyond the state boundaries to anywhere in the U.S. and creates customer confidence in the quality standards provided by the Company.• Software platform for meat processing allows the Company to track internal production ... Less

The Company currently specializes in plumbing, electrical, mechanical, and handyman-related services, which includes wide-ranging supplemental services with accompanying documentation records. Future plans involve proprietary AI technology, enabling serviced properties to display professionally licensed tradesmen, and other relevant data for beneficial improvements to management, maintenance, and the purchase or sale of real estate. Also available to be included in a sale is a second business. Both entities can remain separate or be strategically merged to form an end-to-end real estate development and MEP trades enterprise to platform future acquisitions. All partners involved are happy to take meetings with middle market buyers or growth-focused firms.Key Aspects· Beneficial industry connections continually generate new and diversified revenue streams.· Tie-in service contracts are available, at new ownership's discretion, ... Less

The company is a full-service construction management and development services provider. Projects include both new builds and existing buildings, and services are provided at each project stage from initial budget creation and due diligence through construction management and project close.Key Aspects• Long-term contracts in place, with a typical contract length extending to more than 17 months• Proprietary software system is in place to organize documents, budgets, and internal processes for each project• Exemplary reputation amongst clients for innovation, professionalism, and transparency• Utilizes planning methods that ensure projects are executed on schedule and within budget without compromise to quality• Employs a team of highly-skilled, knowledgeable employees who are well experienced in the industryOpportunities• The U.S. Department of Housing and Urban Development (HUD) and the Low-Income Housing Tax Credit (LIHTC) ... Less

DescriptionThe company provides sunroom installation services by building porch enclosures or constructing sunroom additions. It specializes in sunrooms, porch enclosures, decks and railings, acrylic roof systems, and privacy walls.Key Aspects• Exclusive territory dealer and installer of sunroom, patio, and modular porch products in the region• Dedicated and experienced installers and management in place• Exclusive territory dealer for insulating multi-track and bi-fold door and window products• Strong reputation with an estimated 75% of new business generated via referralsOpportunities• Expand service area to grow into large surrounding markets• Bring electrical, HVAC, flooring services in-house to reduce subcontracting costs• Continue current marketing efforts on social media and website SEO refinement• Collaborate with residential real estate developers to expand into home construction contractingHeadquartered• South ... Less

BN000048613 – Transportation Company in the Freight Trucking and Moving & Storage MarketsThe offering includes two independently operated divisions serving two distinct transportation markets, dry van truckload freight and moving & storage solutions.Key Aspects:· The Company's divisions have strong brand names and an industry reputation for excellent service and delivery.· Ownership contends freight hauling division positioned to scale based on customer demand· There is little to no competition in the area for the warehouse and storage facility· The Company's divisions have strong brand names and an industry reputation for excellent service and delivery.· Freight trucking accounts for 80% of revenue, with moving and storage comprising the remaining 20%Opportunities:· Expand marketing efforts to the commercial market with a focus on the area’s only 50,000 square-foot storage facility· Reach out to key freight hauler customers ... Less

The Company provides a full-stack automation and orchestration platform, starting with AI-driven IP discovery and classification and extending to a patented software suite for the creation and management of custom workflows. The platform empowers operations teams to develop and implement comprehensive automation strategies, unifying legacy tools and languages within a single, customizable framework. By synthesizing workflows with detail and customization unique to the stack, the entire process of complex deployment tasks can be automated, enhancing both operational efficiency and strategic coherence.Key Aspects:• Agile company founded in 2012, then five years in development, and generating revenue since 2019• A diversified international customer base representing several industries• A highly relocatable business with a well-established network of key software provider alliances• Possession of a ready to market, automated Low ... Less

The Houston-based company is a manufacturer and installer of fiberglass pools and spas. The company also offers renovation services and a selection of over two dozen pool models. It sells to residential and commercial accounts as well as approved dealers in Texas market and several other states.Key Aspects:• Located in the #1 pool market in the country• Family-owned business for over 50 years• Great reputation and winners of 9 BBB Awards for Service• Owns over two dozen fiberglass molds• Strong and diverse client base• Sells to wholesale and dealer accounts• 40% repeat business• Sales: 80% manufacturing & install; 9% renovations; 11% retailOpportunities:• Open maintenance division• Sell to more local retail• Increase focus on dealer installer and wholesale accounts• Improve internet presence and marketing• Implement dedicated sales team• Export fiberglass pools to high-demand market outside of Texas (California, Arizona, ... Less