Kendall Stafford

The offering consists of two vertically integrated entities: a digital marketing agency that specializes in the financial services market and a Software as a Service (SaaS) entity that provides a platform for clients to record and edit videos. The Company’s service offerings include branding and website creation, email and social media campaigns, traditional advertising, fractional chief marketing officer (CMO) services, and marketing consulting.Key Aspects· The Company grew revenue and adjusted EBITDA at compound annual growth rates (CAGRs) of 40.9% and 26.5%, respectively, from 2022 to 2025.· Service contracts provide a source of recurring revenue, which accounted for 100% of the Company's revenue in 2025, and renew automatically on an annual basis.· The Company maintains SOC 2 Type II compliance.· Cutting edge technology, such as artificial intelligence (AI) integration, is utilized to support and simplify the creation and ... Less

The Company delivers large-scale golf course and landscape construction projects. As general contractor or subcontractor, the Company often self-performs many aspects of the project scope including, but not limited to: heavy earthwork, site drainage, architectural concrete, complex water feature systems, specialized irrigation systems, retaining walls, hardscaping and landscaping.Key Aspects· From 2023 to 2025, revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 16.6% and 39.2%, respectively, reflecting an expanding market presence and consistent client demand.· Approximately 90% of 2025 revenue was attributable to repeat clients, including recurring annual revenue with a professional sports organization, reinforcing a reputation for exceptional quality and professionalism.· The Company has received award recognition for 18 projects across multiple public and private project types since 2018.· The ... Less

The Company operates eight established franchise locations offering a broad portfolio of direct-access lab testing services. Lab test offerings include general wellness panels, nutritional and sexual health screenings, DNA/paternity testing, and comprehensive drug testing solutions. Positioned in high-growth markets with scalable infrastructure and strong brand recognition, the Company serves both consumer and B2B segments.Key Aspects· The Company delivered a strong average adjusted EBITDA margin of 18.7% from 2022 to 2025, reflecting operational efficiency and healthy unit-level economics.· The Company holds exclusive franchise rights across four key counties in a rapidly growing metropolitan area, offering protected territorial upside.· Standardized processes and centralized oversight across all eight locations enable seamless scalability and consistent service delivery.· The Company utilizes a user-friendly, cloud-based ... Less

The Company is a residential heating, ventilation, and air conditioning (HVAC) service provider serving new residential construction projects throughout the greater Phoenix, Arizona region. From framing, through equipment start-up, and homes closing escrow, the Company installs and provides warranty services on all components of HVAC systems for new single-family construction homes.Key Aspects· The Company has Master Service Agreements (MSAs) in place with the national builders with which they work.· The Company maintains a high client retention rate, with 95% of annual revenue being attributable to repeat clients.· As of February 2026, the Company has $23.9 million remaining to be billed on current projects expected to be completed in 2026.· In March 2026, the Company began to market HVAC replacement and repair services to the wider single-family residential housing market to diversify its target audience and grow market ... Less

The offering includes a marketing and sales firm primarily serving retail green energy suppliers. Working as the suppliers’ ‘sales & marketing arm’, the Company utilizes marketing tools & strategies to facilitate retail sales to end customers. Through a secondary entity, the Company also provides general call center & back-office services and client relationship management.Key Aspects· The Company is positioned to continue scaling through a fully established marketing infrastructure that includes two international call centers, trained customer service & Third-Party Verifying (TPV) agents, and nimble growth strategies.· Client contracts are in place with key energy and gas suppliers.· The Company has a database with more than 250,000 customer contact points to be resold year after year.· Three owned websites continually drive sales and prospective customer data.· Revenue segments are diversified, including sales, marketing, ... Less

The Company is a full-service commercial plumbing company that serves some of the leading property management companies in North Texas. The Company’s services cover the full spectrum of the plumbing trade, including natural gas, potable water, sewer, and storm drain systems.Key Aspects· The Company maintained a strong average adjusted EBITDA margin of 27.8% from 2022 to 2025.· With more than 27 years providing commercial plumbing services, the Company has a long list of quality repeat clients and an outstanding reputation.· Consistent organic growth has been achieved with a strict emphasis on quality control as the main form of advertising.· The Company has a highly experienced and trained labor force with a low attrition rate.· Emphasizing a professional culture and strict control standards has resulted in a call back rate of less than 1%.· The North Texas geographic market is dynamic and growing, which creates more demand ... Less

The Company is a heavy civil contractor specializing in highway construction and repair in Texas. The Company predominantly performs work with the Texas Department of Transportation (TxDoT), but also has projects with other clients in their region. The Company provides a variety of highway related services such as earthworks, storm drainage, concrete paving, asphalt paving, and bridge construction.Key Aspects· The Company's revenue and adjusted EBITDA grew 13.6% and 18.7%, respectively, from 2022 to the trailing twelve months (TTM) ending November 30, 2025.· Five portable concrete plants support the Company's concrete production and offer mobility to various job sites.· The Company represents a strong share of the highway construction market within the region, with the capabilities of maintaining multiple projects at a time.· The 2021 Federal Infrastructure Investment and Jobs Act and the growing Texas population is expected ... Less

The Company is an engineering firm that designs and oversees the installation of mechanical, electrical, and plumbing (MEP) systems for commercial new construction or renovation projects. Although the Company typically serves as a subcontractor to architecture firms, it will occasionally serve as the prime design professional when a project only requires mechanical and electrical design and construction administration.Key Aspects· The Company maintained impressive average gross profit and adjusted EBITDA margins of 98.3% and 38.0%, respectively, from 2022 through 2025.· The Company is licensed to work in 11 different states, with approximately 15-20% of annual revenue being derived from work performed in states other than its home state.· Approximately 95% of 2025 revenue was attributable to a loyal client base with which the Company has established longstanding connections.· The Company is a trusted regional brand and boasts ... Less

Secondary Containment Solutions ContractorThe Company is a contractor offering secondary containment solutions, protective coatings, and related site service that include surface preparation, insulation, and in-house fabrication capabilities. Sandblasting and painting, heavy haul trucking, hot shot, and welding services are also offered.Key Aspects· Operating for more than 20 years, the Company maintained strong average gross profit and adjusted EBITDA margins of 61.5% and 16.7%, respectively, from 2022 to 2024.· With an EMR rating of 0.94, the Company is compliance-driven and safety-focused.· More than 60 master service agreements are in place with a loyal, recurring customer base.· The Company utilizes proprietary chemical blends and application processes, utilizing in house chemistry and equipment capabilities.Opportunities· Extend services to customers with businesses in the renewables and technology industries.· Pursue ... Less

BN000067361 – Scalable Residential Retail Amenity Platform Within Multifamily CommunitiesLocation: Texas, USThe Company is building a distinct, defensible channel in on-premise residential retail. Operating within multifamily and master-planned communities, the platform designs, launches, and manages technology enabled convenience stores that function as a high-usage residential amenity compared to traditional retail. Stores offer residents access to food, beverages, household essentials, and select alcohol offerings. By combining disciplined site selection, centralized procurement, route-based field operations, and enterprise-grade inventory analytics, the Company has developed a repeatable operating platform capable of scaling across staffed and autonomous formats.Key Aspects:Embedded Amenity Model· Structured as an amenity partner rather than a traditional retailer· Competitive lease structures with no triple-net exposure· ... Less

The Company is a fire protection engineering and code consulting firm with experience in detailed engineering designs and consulting for many fire and life safety systems, including fire sprinkler, fire alarm, mass notification, emergency responder radio coverage, smoke management, and fire water utility systems. The Company offers project administration, engineering design, consulting, inspections, and plan review services.Key Aspects:· The Company maintained a strong adjusted EBITDA margin averaging 29.7% from 2022 through 2025.· The Company is licensed in multiple states, providing geographic diversification in an industry with high barriers to entry due to the regulated nature of the work.· With professional engineering licenses in 29 of the contiguous United States and certifications related to building inspections, fire alarm systems, and water-based systems, the Company is well?positioned as having strong technical ... Less

The Company is a commercial glazing contractor that provides customized design and installation of architectural-component glass including storefronts & curtain walls, window wall systems, sunshades, and a variety of glass solutions to industrial, commercial, and government clients.Key Aspects• As of December 31, 2025, estimated backlog for projects in progress under signed contracts is approximately $27.7 million.• Revenue grew at a compound annual growth rate (CAGR) of and 10.5% from 2022 through 2025.• The Company's structure and culture foster innovation, empowering its people to think freely and solve problems, driving advancements in quality, efficiency, and service delivery.• Investments in machining and technology enable the company to efficiently deliver a wide range of projects, from ultra-complex to highly redundant, while reducing production time and costs.Opportunities• Expand operations into surrounding states to ... Less

The offering includes a medical practice founded almost two decades ago that performs plastic surgery and nonsurgical medical spa treatments operating from two brick and mortar locations. Key Aspects: · Certified in-house professionals administer BOTOX treatments and other medical spa services· Performs state-of-the-art virtual reality consultation using 3D Oculus imagery· Works with third-party financial services to assist clients with financing for aesthetic enhancements· Follow-up services build patient loyalty and promote recurring revenueOpportunities· Open medical spas in smaller markets to funnel surgical patients back to the two main locations· Expand locations into neighboring cities where there has been a lack of plastic surgeons for decades· Increase partnerships with hospitals to become a provider of reconstructive processes post-surgery· Expand throughout nearby states with new state-of-the-art facilities· The ... Less

The Company's two operating entities are commercial subcontractors that provide comprehensive interior and exterior construction services. One entity specializes in metal stud framing, gypsum drywall, and acoustical systems while the other provides stucco, exterior insulated finish systems (EIFS), and masonry. Both operating entities provide services for new construction and renovation projects.Key Aspects:· The interior and exterior construction entities achieved compound annual growth rates (CAGRs) in adjusted EBITDA of 52.7% and 74.6%, respectively, from 2022 through 2025.· Operations are highly scalable due to the Company's established connections with multiple sources of seasonal manpower, according to ownership.· The Company has an established project pipeline with a combined $25.8 million remaining to be billed and an exceptional reputation in the industry for award-winning work.· Approximately 80% of 2025 revenue was ... Less

The Company consists of two divisions: a roofing division and a sheet metal fabrication division. The roofing division installs, repairs, and replaces roofs for new and existing residential and commercial buildings. The sheet metal fabrication division specializes in the production of custom metal components, including metal panels, gutters, flashing, and coping caps. This division supports the roofing division and third-party customers.Key AspectsRoofing maintenance contracts, which are reviewed and renewed each year, allow the Company to provide preventative maintenance and as-needed repairs over the course of a full year.· Master Service Agreements (MSAs) are in place with several general contractors, offering a convenient and expedited subcontract negotiation process.· Metal panels and roofing components are produced in-house through the Company's sheet metal fabrication division.· The Company maintains an Experience ... Less

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, e-commerce, 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 Aspects· The 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 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 clients other CPG sales outlets and build ... 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 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 47.9% from 2022 to 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.· Beginning 2024, the Company heavily prioritized multifamily housing construction projects, which resulted in significant revenue ... 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• 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 2025.• The customer base is highly diversified, with no single customer contributing to more than 2.9% of total revenue in 2025.• The Company maintained an impressive average gross profit margin of 58.5% from 2022 to 2025, with the two core divisions maintaining a collective 64.8% average gross profit margin over the same period.• Over its 50-plus-year operating history, the Company has built a strong reputation for ... 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 21.8% from 2022 through 2025.•A Master Service Agreement (MSA) is in place with the Company's two largest clients.•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 service potential related to electric vehicle charging station construction.•Conduct a targeted marketing campaign to ... 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

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· From 2022 to 2025, the Company maintained strong average gross profit and adjusted EBITDA margins of 28.2% and 11.9%, 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 matter experts in engineering, sound, ... 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 59.7% and 17.3%, respectively, from 2022 to 2025.• 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 reseller of tools and parts for ground-engaging heavy equipment. The Company specializes in the provision of innovative parts, tools, and product support to the construction industry throughout its service region.Key Aspects:· The Company has an extensive and loyal client base that has been built over five decades.· Innovative tools and parts are sold to clients to improve efficiency and longevity of heavy equipment providing value-added support.· Approximately 80% of annual revenue is attributed to repeat clients.· Long-term strategic alliances with manufacturers allows the Company to offer its clients cutting edge technology equipment tools.· The Company has a strong reputation for high-quality heavy equipment parts throughout the region.Opportunities:· The Federal Infrastructure and Jobs Act, passed in November of 2021, is expected to continue the demand for construction.· Further expand the ... 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 Aspects· The Company maintained strong average gross profit and adjusted EBITDA margins of 63.9% and 31.8%, respectively, from 2022 to 2025.· The Company achieved a 0.73 Experience Modification Rate (EMOD) in 2026, reflecting an exemplary safety record.· Having operated for more than a decade, the Company has a well-established client base that includes 73 properties under contract as of 2026.· 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.· The Company is known for professionalism and outstanding service as well as being cost effective.Opportunities· The Company ... 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 (CAGR) of 22.7% from 2022 to 2025.· 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 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 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 2025 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 services, ... 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 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 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:· Founded in 2012, the Company spent five years in development and has been generating revenue since 2019.· The Company has a diversified international customer base across several industries.· The Company is highly relocatable with a well-established network of key software provider alliances.· Three issued patents ... Less