Amy Alonso

The company is a provider of premium single-use towels that serves a diverse clientele including fine dining establishments, luxury hotels, airlines, country clubs, spas, and medical organizations. The company delivers solutions designed to elevate the guest experience and promote comfort, wellness, cleanliness and customer loyalty.Key Aspects• The company maintained impressive average gross profit and adjusted EBITDA margins of 65.4% and 28.5%, respectively, from 2022 through 2024.• In-house production capabilities allow the company to provide consistent product quality and maintain control over lead times.• Eco-friendly, biodegradable products are offered that align with growing demand for sustainable solutions.• Client branding is supported through a robust, private-label program with customizable packaging and towel presentation.• The company is strategically located near a major international airport, enabling efficient ... 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

BN000039481 – Legacy Vending & Coffee Service BusinessA legacy, third-generation, family-owned full-service vending provider of food and beverages and offers its own in house commissary. The Company also specializes in providing coffee and tea machines for office breakrooms. All services and equipment are provided through the business.Key Aspects· In operation for over 70 years with an outstanding reputation in its served markets· Market independent, owning all vending and drink equipment, allowing highly customizable product mixes· State-of-the-art, innovative technology in all equipment· In-house commissary significantly expands product offerings· Dedicated and tenured staffOpportunities· Expansion into surrounding cities to widen customer base· Further expansion in the micro markets segment· Continue introducing packaged, fresh food offeringsHeadquartered· Southern U.S.Current Markets· The Company serves organizations in a ... Less

The Company is a provider of roofing replacement & repair, siding, windows, and painting servicesprimarily for the residential market. The Company has the capabilities to serve the commercial & multiresidential housing markets as well.Key Aspects:· Revenue grew at a compound annual growth rate (CAGR) of 27.1% from FYE 2022 through the trailing twelve months (TTM) ending July 31, 2025.· Highly experienced management team and subcontractor crews in place.· Decades serving established geographic markets in the Southern U.S.· Complementary services offerings increase customer value while diversifying revenue streams· Referral programs in place to incentivize organic marketing efforts from existing customers· Performs approximately 150-250 contracts per month an average rolling work in progress of $3 million, according to ownership.Opportunities:· Continue to grow the Company in other nearby metropolitan areas that experience ... Less

BN000068112 – Provider of High-Precision Laser Systems with Integrated Training & Recurring Revenue ModelThe Company consists of three entities and is a fast-growing U.S. provider of precision laser engraving systems with a differentiated model that combines large-scale coating and engraving expertise with high precision equipment sales, proprietary training, and subscription-based support services, which results in a loyal customer base and recurring revenue.Key Aspects· Delivered an average adjusted EBITDA margin of 18.8% from 2022 through 2024, demonstrating strong profitability.· Offers proprietary training programs for fiber and CO2 laser systems, creating a competitive moat while enabling customers to maximize product performance and solidifying brand connection.· Builds long-term customer connections through subscription-based services, including business launch support, website development, marketing, and lead ... 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 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 surrounding area.· ... 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 maintained an impressive average adjusted EBITDA margin of 21.0% from 2022 through 2024.· With more than 1,500 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 standards.Opportunities· Partner with local veterinary ... Less

The Company specializes in two distinct areas of business. Advanced cybersecurity software which allows clients to efficiently transition from the protection of existing analytical/digital critical controls to the future of predominately digital critical controls. Wide-ranging professional consulting to the energy sector for performance improvements, asset optimizations, work management reviews, and IT conversions & upgrades. Consulting services are either provided directly to the client or through systems integrators seeking specialized talent to augment their project delivery team. The Company is amenable to bifurcating the two distinct areas of business to align more closely with prospective buyers' areas of interest.Key Aspects• Commercial release of a cybersecurity software program for nuclear energy is developed and ready for market• Long tenure of providing services in the industry with many staff members holding ... 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 a family-owned repair and maintenance service for marine vessels. The Company also offers reconstruction or vessel conversion services for all types of aluminum and steel vessels used in the oil and gas industry along the inland waterways and Gulf Coast. Key Aspects• For more than 42 years, the Company has operated as one of two24/7, full-service shipyards servicing Port Fourchon vessel ownersand operators.• The Company provides vital and essential services for marine-based businesses along the Gulf Coast.• More than 4,500 dry docking and repair jobs have been completedsince establishment.• The Company has earned a reputation as the first choice foraluminum ship repairs on Bayou Lafourche and Port Fourchon.Opportunities• Expand target industries to reach a wider range of customers.• Establish more efficient client billing practices to facilitate more timely collections.• Capital improvements to property ... 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, 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, the Inc. 5000 list ... Less

The company is a Texas-based corporation specializing in full-service printing and marketing services for commercial businesses across the United States for more than 30 years.Key Aspects:· Positioned for scalability and growth, the company would require minimal investment through 2030.· The company boasts more than 30 years of experience in the industry and team of tenured employees.· More than 1,000 active customers across various industries utilize the company's expertise.· Flexible capabilities allow complex and specialized orders to be fulfilled on time and within budget.· Recent capital investments ensure the company can run at growth capacity for several years.· The company's unique array of services require machinery, resulting in a market with high barriers to entry.Opportunities:· Increase business development to reach a wider audience in a number of industries.· Automate workflow processes to scale growth through ... 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 130 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 29.1% from 2021 through 2024.• The property contains one of the largest operating vineyards in the area, which produce approximately 130 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 facilityOpportunities• 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 48.2% total revenue growth from 2021 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 an information technologies firm specializing in application modernization and software solutions to transform legacy technologies. The Company offers unique technological modernization services to help businesses implement new systems to operate more effectively, facilitate growth, and drive innovation.Key Aspects:· The Company maintained impressive financial margins, with gross profit and adjusted EBITDA margins averaging 40.3% and 16.6% respectively, from 2021 through 2024.· The Company has a strong referral system that provides a healthy stream of clients.· Advanced IT services can be easily integrated into already established systems or completely overhauled.· The Company provides comprehensive technology services that are customizable to the unique needs of any business.· As an AWS certified partner, the Company can offer services related to the cloud based system and its technologies.· The Company posts ... Less

The Company is a provider and installer of Seamless Stone Wall Finishes used commercially and for high endresidential projects. The Company is also an exclusive provider of a Limestone Plaster Product.Key Aspects:• Over 10,000 completed installations• Ability to market nationally, internationally, and in the Caribbean without boundaries• Strong reputable management team tenured with the Company for more than 40 years• Finishes are hand-applied seamlessly by the installation teams to ensure the highest level of detail• Exclusivity rights in North America and the Caribbean for the distribution of a unique productOpportunities: • Capitalize on the increased new construction taking place in Texas, Florida, Georgia, and Tennessee• Expansion of target markets via independent representatives and subcontractors• Increase financial efficiency by streamlining employee responsibilities• Develop marketing techniques to reach a wider ... 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

The Company is a full-service construction firm specializing in commercial and residential insurance restoration services. The Company offers comprehensive solutions, including roof installation, repair, and replacement, as well as attic conversions, interior flood and fire damage restoration, and various renovation services.Key Aspects:· Revenue grew at a compound annual growth rate (CAGR) of 52.6% from 2022 through the trailing twelve months (TTM) ending May 31, 2025, reflecting an expanding market presence and consistent client demand.· The Company is a certified top provider for a leading national roofing supplier and manages all warranty service requests in the region on the supplier’s behalf.· With a diverse range of services and extensive expertise in storm damage restoration, the Company provides comprehensive solutions to repair, rebuild, and protect properties, ensuring a seamless recovery process for homeowners and ... 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 two entities operating collectively to provide synergistic benefits. The first entity has been in business for over 26 years and is a buyer, repairer, refurbisher, lessor, and reseller of industrial process equipment, specialized for the petrochemical and oil & gas industry. The second entity has the same principal and is the property manager of the industrial complex from which both businesses, as well as several other tenants, operate.Key Aspects· National Board of Boiler and Pressure Vessel Inspection (NBBI) “R” certified for pressure vessel repair.· Competitive advantage by offering both sale and rental equipment allowing maximum flexibility to the client.· Strong rental fleet for reoccurring revenue streams.· Able to source competitive inventory & components by refurbishing new surplus and used equipment, with better delivery times of 6 to 8 weeks compared to 6 to 9 months.· Company currently ... 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 offering consists of five entities, hereinafter referred to as the "Company." Two of the Company's entities are non-operational. The Company's turn key design, engineering, construction, and manufacturing operation that mainly provides erosion control and streambank stabilization products and services to the mid-stream energy, railroad, municipal, and public works sectors.Key Aspects• With over 40 years in business, the Company has established itself as amarket leader and developed long-standing client partnerships.• A diverse and ample list of MSAs enable the Company to be a shortlistedservice provider, through which 69% of the Company's annual revenue isgenerated, per ownership.• The Company’s design-build function provides enhanced efficiency, costcontrol, seamless coordination, and shared growth across all operations.• The Company’s design-build entity is the predominant service provider ofindustry-leading, ... 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, is a manufacturer of high-performance, transparent polymer, and glass coatings for plastic and glass components. The company also provides coatings application services.Key Aspects:• The Company has been in operation for more than 50 years with deep experience in organometallic and polymer chemistry.• The highly diverse customer base extends across multiple industries.• The Company has 25 core product offerings with an additional 100+ modifications to meet tailored customer needs.• Capabilites allow for the accommodation of short-runs and low-volume customers with short lead times.• The Company has been profitable over the last four fiscal years.Opportunities:• Establish an active sales team to focus on business development for different domestic and international markets.• Modernize the services and internal processes to increase capacity and efficiencies.• Pursue market penetration of the military sector both ... Less

The Company is a direct selling company that provides assorted luxury clinical-grade cosmetics, wellness products, skin & haircare items, accessories, and apparel products. Products are sourced from top-tier domestic and international suppliers and sold via an advanced e-commerce platform, which is supported by an underlying proprietary technology stack. Products are sold to direct end customers and supplemented by promotions from thousands of brand ambassadors who earn commissions to further enhance sales.Key Aspects· The business model encourages auto-replenished product orders, resulting in a subscription-based recurring revenue stream.· Unique pricing power in the marketplace without compromise to quality as all sales are e-commerce based with promotions through affiliate partners.· The current partner count is 8,788 members within the United States.· The Company retains 100% ownership of an advanced technology stack for a ... 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 upgrading the global real estate and tradesmen markets via proprietary consumer technology enabling all properties to display professionally licensed tradesmen, visual media, SKUs, and other relevant data for beneficial improvements to management, maintenance, and the purchase or sale of real estate. Key technology advantages and leadership is already secured for implementation post-sale. 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 ... 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

DESCRIPTION:The offering includes two Texas-based businesses, one of which is an essential oilfield trucking company providing water transportation and disposal services to drilling rigs and other oilfield-related structures. The second business serves as a fresh and brine water provider to related trucking company.KEY ASPECTS:• Operating for over seven decades with a venerable reputation in its community• Considerable investments in mineral working and royalty interests in several states• Company remains essential regardless of external threats to the oil and gas industry, including the ongoing pandemic• Trusted and longstanding relationships with industry leadersOPPORTUNITIES:• Expansion of geographic market in order to capture more market share• Invest in hiring additional, highly qualified CDL drivers to fortify general operations• Creation of an online platform to further market the business and reach a new customer ... 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 is a glass and glazing specialist with an expertise in customized curtainwall systems. The company also provides glass repair and metal fabrication services.Key Aspects:• Operating successfully for over 30 years in the commercial and residential glass space• Serves 13 counties in the company’s operating region, an area experiencing growth and high demand• Tenured and highly-experienced management team• Diverse customer base with no customer holding over 10.8% of the revenue• Offers metal fabrication servicesOpportunities:• The company’s local market population is increasing, which will result in more opportunities for future projects• Increase revenue through collaboration with local architectural and engineering firms to provide glass services for projects• The United States construction industry is projected to grow in the coming years, which presents an opportunity for further expansion• Expand the company’s ... 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