Derek Avdul

Description: The Company is a heavy civil construction contractor for large-scale projects. The company primarily focuses on public sector, heavy civil construction for freeways, bridges, and roads.Key Aspects:• Strong financial performance with revenues growing at a compound annual growth rate (CAGR) of 60.6% from 2022 to year-to-date (YTD) August 31, 2025.• Well-established brand name recognition and reputation.• Long-term, loyal client base, with many clients working with the Company since its inception.• Offers diverse project capabilities.• Secured backlog of approx. $162M as of August 31, 2025, ensuring a robust number of projects.• Prime contractor on 100% of its projects.Opportunities: • Improve bonding capacity to increase the value of projects the Company can bid on.• Expand geographically to reach new clients.• Pursue private-sector work to open a new revenue stream.• Capitalize on Federal Transportation bills to ... Less

Description: The business offering consists of two entities. The Company operates a vertically integrated healthcare platform combining non-emergency medical transportation (NEMT) and clinical training under common ownership. The transport division provides Basic Life Support (BLS), Critical Care Transport (CCT), gurney van, bariatric, and event standby services. The training division, according to management, is a national distributor of the American Heart Association’s (AHA) Resuscitation Quality Improvement (RQI) program and offers certifications in numerous medical programs. Serving both individuals and enterprise clients, the training division creates a direct workforce pipeline for the transport division.Key Aspects:• High-Margin, Diversified Revenue Streams: The transport division achieved an average Adjusted EBITDA margin of 23.6% from 2022 to 2024, while the training division delivered average margins of 17.3% over ... Less

Description: The Company has established itself as a leader in senior living community management. Founded with a commitment to quality care, the Company provides a comprehensive range of services including memory care, retirement living, and assisted living. The Company offers 24/7 care and excels in a niche segment of the senior living market, recognized for its specialized services and dedication to the well-being of its residents, across the Company's six communities.Key Aspects:• Strong Operating History: The Company has provided quality care and housing for over 30 years with an experienced executive team with over 95 years of experience in the healthcare industry• High Occupancy Rate: As of October 11, 2024, the Company's six communities have an average occupancy of 89.3%• Expert Staff: The Company has teams of well-trained staff and nurses available 24/7 to assist residents• Strategic Locations: Multiple communities ... Less

Description: The Company is a physician-directed wellness company that delivers IV hydration therapy through a hybrid model of physical clinics and mobile services. Licensed nurses administer treatments under medical supervision, ensuring convenience, safety, and clinical consistency. The Company operates in high-demand Western U.S. markets through a mix of owned clinics and long-term MSA partnerships.Key Aspects:• Rapid Revenue and Adjusted EBITDA Growth: Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 35% and 30.2%, respectively, from 2022 to the trailing twelve month (TTM) ending May 31, 2025.• Strong Financial Margins: Gross profit and adjusted EBITDA margins averaged 34.0% and 12.4%, respectively, from 2022 to 2024.• Clinical Oversight: All treatments are administered by licensed registered nurses under the supervision of a board-certified physician, ensuring medical-grade safety, consistency, ... Less

Description: The Company is a wholesale producer of high-quality sourdough loaves and Italian-style grissini breadsticks. The Company offers a range of non-GMO organic and regular sourdough loaves in multiple formats (round, boule, sliced) and five flavors (traditional, garlic, rosemary, whole grain, and asiago). The Company's grissini breadsticks come in three varieties: traditional, sea salt, and parmesan. The Company serves a nationwide customer base through grocery store chains and third-party distributors.Key Aspects:• Strong Revenue Growth: The Company has achieved a compound annual growth rate (CAGR) of 24.4% from 2022 to trailing twelve months (TTM) ending June 30, 2025.• Consistent Revenue: Management notes that 100% of revenue is from consistent weekly orders.• High Gross Profit Margin: The Company's gross profit margin averaged 41.6% from 2022 to 2024.• Optimized Efficiency: The Company's recent investments in ... Less

Description: The Company is a full-service commercial contractor specializing in site preparation for public and private sector projects. The Company’s core services include demolition and abatement, with additional capabilities in excavation, hauling, wildfire debris removal, drainage, sewage systems, and recreational infrastructure. The Company's primary service offering is demolition, accounting for over 80% of revenue annually.Key Aspects:• Strong Financial Margins: The Company maintained impressive gross profit and adjusted EBITDA margins, which averaged 49.2% and 14.6%, respectively, from 2022 through 2024.• Robust Backlog: As of July 2025, the Company has $1.2M in secured backlog.• Licenses and Certifications: The Company holds extensive licensing, including general engineering licenses across multiple states, as well as specific licenses for handling hazardous materials.• Specialty Service Offerings: The Company's ... Less

Description: The Company is a specialized contract assembly provider (CAP) of semiconductor test equipment, specifically printed circuit boards (PCBs) automatic test equipment (ATE) boards. The Company's core service offerings include the assembly of probe cards, load boards, handler interface boards (HIBs), device interface boards (DIBs), each serving a critical function in enabling high-precision, high-speed testing of integrated circuits during various stages of the semiconductor manufacturing process.Key Aspects:• Strong Financial Performance: The Company maintained an impressive average adjusted EBITDA margin of 21.0% from 2022 through 2024.• Operational Flexibility: The Company accommodates fluctuations in client demand by offering adaptable operating hours and eliminating Minimum Order Quantity (MOQ) requirements, enabling responsive and customer-centric service.• Quick Order Turnaround: The Company completes the ... Less

Description: The Company is a unique experiential marketing support agency with premium event staffing capabilities and extensive access and expertise in executing activations for nationwide experiential events. It has over 20 years of experience in managing campaigns of every size and scale for companies operating in various industries.Key Aspects:• Strong EBITDA Margins: The Company's adjusted EBITDA margins have remained strong, averaging 23.0% from 2022 to 2024.• Proprietary Database: The Company possesses a proprietary database of over 50,000 brand ambassadors & contractors that the company utilizes for events.• Expert Team In-Place: Knowledgeable and skillful team with the expertise and capabilities to take on a wide range of projects while keeping a personalized focus on the client• Brand Recognition: The Company boasts a strong brand reputation within the industry amongst its clients.Opportunities: • Expand Customer ... Less

Description: The Company is an independent family-owned medical testing facility specializing in diagnostic imaging and radiology. The Company provides diagnostic imaging scans and radiology reports for four main modalities which include magnetic resonance imaging (MRI), computed tomography (CT), ultrasound, and X-ray scans. The Company’s primary focus is to serve the local and surrounding communities, ensuring that patients get the best care and are treated with dignity. Key Aspects:• Revenue and EBITDA Growth: The Company's revenue and adjusted EBITDA increased at compound annual growth rates (CAGRs) of 3.4% and 2.0%, respectively, from 2022 through TTM June 2025.• Strong EBITDA Margin: The Company boasted a high adjusted EBITDA margin of 14.6% in 2024.• Deep Community Connections: For over 20 years, the Company has proudly served communities in the Western, US earning a stellar reputation and developing strong affiliations ... Less

Description: The Company is full-service flooring company that provides a wide range of products including carpet, vinyl planks, and hardwood flooring. The Company also provides consultation & design services, installation, and repair & maintenance.Key Aspects:• Strong Financial Margins: The Company's gross profit and adjusted EBITDA margins averaged 33.5% and 9.6%, respectively, from FY 2022 through FY 2024.• Secured Future Revenue: As of July 2025, the Company had more than $1.7M in secured contract value.• Long-Standing Presence: Throughout its more than 25-year operating history, the Company has developed a strong reputation for the quality of its products and professional services.• Stable Supplier Relationships: Since its inception, the Company has developed long-term relationships with multiple suppliers.Opportunities: • Diversify Flooring Selection: Expand material offerings to include products such as porcelain and ... Less

Description: The Company is a full-service glazing business with over 60 years of industry experience, providing high-quality glazing services to both commercial and residential clients. The Company specializes in projects such as storefronts, curtain walls, windows, doors, skylights, and frameless glass walls for commercial buildings, as well as shower enclosures and windows for residential homes. Operating primarily within its region, the Company has built a strong reputation for its craftsmanship, reliability, and attention to detail in delivering custom solutions for its clients.Key Aspects:• Strong Revenue: From fiscal year end (FYE) 2022 through FYE 2024, the Company's revenue averaged $6.4M. • Strong Brand Recognition: The Company has developed a strong reputation and market presence through its 60+ years of operating history. • Secured Contracts: The Company has $7.1M in open contracts, with $3.4M remaining to be ... Less

Description: The Company is a premier manufacturer and retailer of artisanal French pastries and confections. Product offerings include desserts, bread and pastries, macarons, coffees, sweet and savory crepes, and Gelato. The Company’s presence in high-traffic areas, including shopping districts and airports, attracts a diverse customer base by capturing both local patrons and transient travelers looking for a premium experience. The Company has expanded its presence through multiple locations, catering to a diverse clientele.Key Aspects:• Strong Revenue Growth: From 2021 to 2024, the Company's revenue grew at a compound annual growth rate (CAGR) of 20.2%. • Renowned Brand Reputation: Known for authentic Parisian quality, premium ingredients, and elegant presentation, the Company is a top destination for French pastries and a favorite for both daily indulgences and special occasions. • High Traffic Locations: The Company's ... Less

Description: The Company owns and operates a technology-based client-centric architecture platform to secure and manage architecture and related services. They have developed the first of its kind cloud-based pricing and proposal tool, built specifically for architects and designers. This tool is effectively used by the Company and is available for purchase on a subscription basis nationwide.Key Aspects:• Proprietary Technology: The Company's proprietary pricing tool is a revolutionary way for architects, designers & clients to get faster, fully customizable pricing and proposals • Scalable Platform Positioned for Growth: The Company developed a robust backend platform that can handle, track and manage multiple complex projects. • Optimized Architecture Website: The Company's architecture website is optimized for search engine visibility, lead generation and improved engagements. • Streamlined Process: The Company’s process ... Less

Description: The Company is a manufacturer and distributor of advanced medical equipment & medical software, specializing in cardiovascular and neurocognitive monitoring technologies. The Company designs and manufactures state-of-the-art medical devices used to monitor physiological activity. The Company’s products serve a range of medical disciplines, including neurology, cardiology, pulmonology, and endocrinology. The Company includes a manufacturing entity in Europe and distribution entity in the US.Key Aspects:• Recurring Revenue: In 2022, the Company introduced a software licensing fee starting in the second year of product ownership, driving increased service revenue with continued growth expected as more customers reach the two-year mark. • Positive Industry Reputation: The Company has manufactured and distributed high-tech medical equipment for over 30 years, establishing the Company as a well-known brand with a ... Less

Description: This Company is a small-batch, artisanal coffee roasting company with a long track record and proven profitability. The Company produces a wide portfolio of whole bean and ground coffees—ranging from proprietary blends and single-origin offerings to flavored specialty roasts, alongside a chef curated café menu featuring deli sandwiches, locally sourced fresh-baked goods, tea, other non-coffee beverages, and branded merchandise. With multiple high-traffic retail café locations, a growing e-commerce presence, and a robust wholesale program serving restaurants, upscale markets, and boutique hotels and resorts, the business generates diversified and recurring revenue streams.Key Aspects:• Established Organic Coffee Brand: Over 20 years of operating history with USDA organic certification, strong brand equity, and regional recognition in the Western, US. • Vertically Integrated Operations: The 4,000 sq. ft. roasting ... Less

Description: A fast-growing, physician-supervised medical weight loss and aesthetics platform in the Western, US, operating under a compliant MSO structure with two established clinics. The Company offers a subscription-based model centered on FDA-approved GLP-1 therapies, supported by B-12 injections, red light therapy, and body contouring. Patients follow a structured monthly program with telehealth consults, weekly treatments, and personalized coaching. With strong margins, high retention, and scalable operations, the Company is well-positioned to capitalize on the surge in demand for medically guided weight loss.Key Aspects:• Strong Financial Performance: The Company maintained strong average gross profit and adjusted EBITDA margins of 82.5% and 31.4%, respectively from 2023 through 2024. • High-Growth Industry Position: The Company operates at the convergence of medical weight loss and aesthetics, capitalizing on ... Less

Description: The Company is a construction company that specializes in building attached and detached accessory dwelling units (ADU) for personal residences and real estate investors. The Company offers 15 customizable models of ADUs, ranging from one to three bedrooms and one to two bathrooms. The Company is a full-service ADU provider assisting clients with every step of building their ADU, including interior design, permitting, and project management. The Company's optimized construction process ensures projects are completed on-time, on-budget, and with high client satisfaction.Key Aspects:• Strong Revenue Growth: The Company's revenue has consistently grown year-over-year, reaching $14.3M in the trailing twelve months (TTM) ending March 31, 2025. • Substantial Contract Growth: The Company’s total secured contract value has grown from $13 million in 2023 to $34 million in 2024, with a conservative year-end projection of ... Less

Description: The Company is a freight forwarder and full-service logistics provider, specializing in both United States and international shipments. The Company provides tailored, efficient, and cost-effective supply chain logistics solutions designed to meet the unique needs and preferences of each client. The Company supports clients at every stage of the shipping process, from the initial consultation to assisting with the required customs clearance and regulatory documents.Key Aspects:• Industry Reputation: The Company has built a strong reputation with clients by delivering customized supply chain logistics solutions that are efficient and cost effective. • Experienced Staff: The Company prides itself on having a highly skilled team of professionals with in-depth expertise in supply chain logistics and decades of industry experience, including several team members who have been with the Company for over 10 years. • ... Less

Description: The Company is a leading manufacturer and provider of advanced climate control solutions. With decades of industry expertise, the Company offers a comprehensive range of hydronic heating and cooling systems tailored for greenhouses, indoor farms, and other controlled environment agriculture (CEA) facilities. The Company's innovative products and services ensure optimal growing conditions, energy efficiency, and sustainability for diverse horticulture and agricultural operations.Key Aspects:• Consistent Financial Growth: Between 2020 and 2023, the Company’s revenue increased at a compound annual growth rate (CAGR) of 13.1%, reflecting steady, sustained growth. • Strong Brand Recognition: With over 40 years of industry experience, the Company has earned a solid reputation and established a leading market position. • Valuable Intellectual Property and Patents: The Company's extensive patent portfolio, proprietary ... Less

Description: The Company is a prominent provider of specialty printing technology solutions. The Company focuses on direct-to-film (DTF), direct-to-garment (DTG), ultraviolet (UV), and other advanced printing technologies for the garment and hard goods customization industries. The Company leverages its robust product line, which includes both proprietary and third-party equipment and consumables, to deliver high-quality, customizable solutions to end-users and wholesale customers.Key Aspects:• Significant Revenue Growth: Since inception the Company has shown strong financial growth with revenue reaching $10.3M in trailing twelve months (TTM) ending August 31, 2024. • Strong Profit Margins: The Company's gross profit and adjusted EBITDA margins were 46.2% and 11.3% in the fiscal year 2023. • Experienced Industry Professionals: The Company is supported by a team of seasoned industry experts, bringing extensive knowledge, ... Less

Description: The Company is a leading manufacturer of ultra-low temperature electric cryotherapy systems with nearly a decade of industry experience. Renowned for its state-of-the-art electric cryotherapy solutions, the Company’s innovative products and services are recognized for their quality, reliability, and cutting-edge technology, establishing it as a trusted name in the cryotherapy industry.Key Aspects:• Consistent Financial Growth: From 2021 to the trailing twelve months (TTM) ending June 30, 2024, the Company's revenue grew at a compound annual growth rate (CAGR) of 5.6%, excluding one-time income. • Industry Leadership: Established as a leader in the cryotherapy industry, the Company leverages over a decade of specialized experience in ultra-low temperature systems and cryotherapy chambers. • Diverse Revenue Streams: Revenue is generated through multiple channels, including the sale, installation, and servicing of ... Less

Description: The Company is a public works construction company specializing in the construction of roadway intersections through the installation of advanced traffic management systems, including traffic signals, streetlights, video detection sensors, and vehicle sensor loops.Key Aspects:• Consistent Financial Growth: From 2021 to the trailing twelve months (TTM) ending June 30, 2024, the Company's revenue grew at a compound annual growth rate (CAGR) of 17.4%. • Industry Reputation: The Company boasts a strong 20-year operating history and a solid industry reputation as a public works contractor, built on its prompt response times, professional execution, and extensive industry expertise. • Knowledgeable Staff: The Company’s team comprises multi-skilled professionals with extensive industry expertise, capable of addressing diverse client needs at every stage of the construction process. • Robust Backlog: As of June 30, 2024, ... Less

Description: The Company is a wholesale distributor of various types of ethically sourced sugar. The Company supplies multiple types of high-quality, non-GMO, bone char-free, and kosher-certified sugars to customers across the United States.Key Aspects:• Strong Financial Growth: The Company has experienced strong growth in recent years, with revenue and adjusted EBITDA increasing at a compound annual growth rate (CAGR) of 77.2% and 49.3%, respectively, from 2021 to the trailing twelve months (TTM) ending May 31, 2024. • East Coast Expansion: In 2022, the Company expanded its operational footprint to the East Coast, with revenue generated from its new location growing 47% from 2022 to 2023. • Positive Reputation: The Company’s logistics team collaborates closely with customers to ensure smooth and efficient sugar order pickups and deliveries, earning a reputation for reliability, trustworthiness, and unparalleled customer ... Less

Description: The Company is a logistics service provider (LSP) that specializes in container unloading services, value added services (VAS) via ancillary labor, including ticketing & pricing, inbound product inspection, supply orders fulfillment, project kitting and various other services for clients. The Company also offers consulting for a variety of services, including warehouse operations, client & customer services, project management, and transportation services.Key Aspects:• Steady Growth: The company has experienced steady growth in recent years, with revenue and adjusted EBITDA increasing at a CAGR of 9.5% and 46.0%, respectively, from 2020 to 2023 • Multiple Client Contracts in Place: The Company’s two largest clients have several active contracts, a few of which have ongoing terms • Brand Recognition: The Company has been in business for 10 years with a strong reputation throughout the industryOpportunities: • ... Less