Matthew Kekelis

The Company is a distributor of thermal, and custom pressure sensitive labels utilized in the retail, supply chain, automotive, and manufacturing industries. The Company utilizes a vast network of manufacturers across the United States to supply customers with efficient and timely service.Key Aspects· The Company maintained a strong average adjusted EBITDA margin of 17.6%from 2021 through 2024.· The Company has established an outstanding reputation for providingexcellent service and high-quality products.· The Company's best-in-class customer service has led to a strong repeatcustomer rate of 95%.· The Company's search engine optimized (SEO) website serves as a leadgeneration tool and e-commerce platform to interact with potential customers directly.· Financials as of 12/24REF-BN000067996 ... Less

The Company is a retail provider of building materials and products. The Company offers a wide range of products to support the needs of home-improvement projects, renovations, and new construction. In addition, the Company’s trained team of professionals offer creative ideas, recommendations, and guidance on projects while specializing in flooring installation, window & door installation, and general repairs.Key Aspects· The Company that 75% of 2023 revenue was derived from repeat customers· Management notes that 90% of sales are generated from new homeconstruction and remodeling end markets· The Company generated an average of $12.5 million revenue from 2020through 2023· The Company’s adjusted EBITDA averaged $1.5 million over the same period· Financials as of 12/23REF-BM000761 ... Less

The Company is a wholesale baker of pocket pita bread, flatbreads, and pita chips. The Company's products are made using premium ingredients with a focus on consistent quality. Key Aspects· The Company has maintained a strong average adjusted EBITDA margin of23.4% from 2022 through 2024.· The Company benefits from a highly loyal customer base, withmanagement citing exceptionally strong retention rates.· The Company operates a highly-automated bakery with the capacity tobake over 12,000 pita loaves per hour.· The Company is highly efficient with management noting that in its longoperating history, the Company has never missed fulfilling an order on time,apart from rare disruptions caused by floods or regional power outages.· Financials as 6/25REF-BN000061802 ... Less

The Company is a civil construction firm that provides civil and infrastructure construction services primarily to residential, commercial, industrial, and governmental developers. The Company's services include water delivery, stormwater management, sanitary sewer, paving, grading, clearing, and other infrastructure and land development solutions. The Company serves clients across the Southeastern region of the United States.Key Aspects· The Company maintained an impressive average adjusted EBITDA marginof 17.3% from 2021 through 2024.· The Company gross profit margin increased at a compound annual growthrate (CAGR) of 35.6% from 2021 through 2024.· The Company possesses a stream restoration contractor certification, whichis a critical credential that enhances its competitiveness in securingenvironmental construction contracts.· The Company offers an diverse set of services ranging from roadwayconstruction to residential site ... Less

The Company is a full-service HVAC and water heater contractor. The primary entity provides repair, installation, & maintenance services and the secondary entity provides water heater and HVAC rental services across southern Ontario. In its 22-year history, the Company has developed strong brand recognition, operational expertise, and comprehensive service capabilities for heating, air conditioning, heat pumps, water heaters, and air quality systems. The owners are seeking a sale of the collective Company or the secondary entity individually.Key Aspects· The primary entity produced revenue and adjusted EBITDA growth withcompound annual growth rates (CAGRs) of 10.5% and 95.5%, respectively,from 2021 through 2024· Repeat and recurring clients accounted for an average of 57.0% of annualrevenue growing at a CAGR of 32.0% from 2021 through 2024· Management notes the Company had approximately 2,000 customers withannual maintenance ... Less

The business offering consists of three companies for sale. The Company provides prime contractor services for heavy civil construction projects including underground piping & utilities, airfield construction, roadway construction, demolition, excavation, and building structure construction & renovation. The Company serves a diverse client base in the government, military, commercial, and industrial end markets throughout the Southeastern and Mid-Atlantic United States.Key Aspects· The Company has extensive experience successfully completinggovernment contracts leading to advantages in the bidding process for newprojects.· The Company's three entities are highly profitable with each generatingover $2.5 million in adjusted EBITDA in 2024.· The Company has a strong management team in place with anaccomplished record of operational expertise and driving revenue growth.· The Company has a diverse portfolio of service offerings and ... Less

The Company is a full-service plumbing contractor providing installation, maintenance, and repair services for plumbing, pump, and water conditioning systems. The Company also offers remodeling services for kitchens, bathrooms, basements, and laundry rooms. In operation for over 70 years, the Company has developed a strong reputation for providing comprehensive, high-quality plumbing services in Wisconsin.Key Aspects· The Company's revenue and adjusted EBITDA grew at compound annualgrowth rates (CAGRs) of 12.9% and 30.2%, respectively, from 2022 to thetrailing twelve months (TTM) ending May 31, 2025· The Company has maintained a strong average gross profit margin of 40.1%and a growing adjusted EBITDA margin averaging 14.4% from 2022 through2024· The Company has maintained a diverse client base with no client accountingfor over 10% of total revenue in 2024· Management notes that revenue from repeat customers accounted ... Less

The Company is a retailer of outdoor leisure family products focusing primarily on swimming pools, spas, billiard tables and outdoor patio furniture. The Company serves residential customers in the local geography.Key Aspects· Strong customer foothold in the local geography· Comprehensive and well-diversified product offerings across awide array of top brands· In-store showroom exhibiting spas and pools for customers to experience· Financials as of 12/24REF-BN000056049 ... Less

Positioned in the competitive automotive industry, the Company offers a cutting-edge digital marketing platform featuring proprietary automation and AI models. The Company's solutions leverage the latest technology to ensure a seamless and customized experience automotive dealers. Additionally, the Company's Retail Marketplace stands at the forefront of the innovation in the automotive retail industry, as it combines powerful marketing tools, exceptional user experience, and cutting-edge generative AI to showcase and access dealer inventory, optimize conversion potential, and generate high-quality leads.Key Aspects· Subscription-based revenue model boasting a highly profitable andsustainable approach with evergreen contracts renewing monthly· Proprietary and innovative technology products that empower our clients toseamlessly execute advanced marketing strategies with lightning-fast speedand exceptional efficiency across any ... Less

The Company is a full-service scrap metal processor and recycler supplying mills, foundry's, and consumers domestically and internationally. The Company products include a large variety of metals including copper, brass, aluminum, stainless steel, steel, and various other scrap metals. The Company provides best-in-class metal testing and container delivery & pick-up services to commercial and industrial concerns and contractors accommodating the unique needs of each client.Key Aspects· The Company grew adjusted EBITDA at a compound annual growth rate(CAGR) of 12.8% from 2022 to the trailing twelve month (TTM) ending June30, 2025.· The Company has a history of high-quality service and high client satisfaction.· The Company utilizes it's own fleet of trucks to haul goods to it's facility andtransport goods to customers, which minimizes costs.to an excellent reputation in the industry.· The Company has been in operation for over ... Less

The Company is a leading HVAC repair, and replacement service provider for residential home owners. In operation for over three decades, the Company has created a market leading position in the southeastern United States for its best-in-class HVAC services.Key Aspects· The Company's search engine optimized (SEO) website creates a highlyvisible online presence· The Company employs long-term, experienced technicians and has aninternal training plan to develop new technicians· The Company has established an impeccable reputation in the market withstrong brand loyalty among clients· The Company utilizes North American Technician Excellence (NATE) andTrane certified service technicians· The Company provides paperless turn-key services completed on-site at theclient's residence· The Company was honored as a member of the 2018 Inc. 5000 fastest growing companies in America· Financials as of 12/24REF-BM006739 ... Less

The Company is a premier provider of full-service entertainment coach leasing. The Company is at the forefront of providing top-notch luxury entertainment coaches for various music artists and theater companies in the United States and Canada. The Company's wide range of cutting-edge coaches serve clients for music tours to theater events.Key Aspects· Access to premier client market located in a thriving music andentertainment scene.· Client list comprised of popular names in the industry andgenerating repeat revenue.· Impressive financial performance supported by revenue andadjusted EBITDA compound annual growth rates (CAGR) of 22.7% and 289.8%,respectively, from 2021 through 2024.·Financials as of 12/24REF-BN000053906 ... Less

The Company installs and services automated teller machines (ATMs) and security equipment primarily for banks, commercial construction contractors, and security equipment manufacturers in the US. The Company provides turnkey rigging, construction, and design-build services to support complex equipment deployments nationwide.Key Aspects· The Company has maintained a strong average adjusted EBITDA margin of10.7% from 2022 through 2024.· 95% of the Company's revenue is generated from repeat clients, reflectingstrong client relationships and service reliability.· The Company secures a significant volume of contracts, resulting in abacklog totaling $2,527,467 as of May 31, 2025.· The Company operates from three strategically located facilities across theUnited States, supporting efficient service delivery and strong customer coverage across key markets· Financials as of 5/25REF-BN000065753 ... Less

The Company is a full service home improvement products and services provider focused on windows, siding, doors, and roofing. The Company markets, sells, and services products to the residential market and provides comprehensive warranties to customers. The Company utilizes it's own trademarked brands, or small exclusive brands supported by large manufacturing partners that understand the Company's needs for exclusivity in certain markets.Key Aspects· The Company grew adjusted EBITDA at a compound annual growth rate(CAGR) of 22.6% from 2021 to the trailing twelve months (TTM) ending July31, 2024.· The Company stands out due to its extensive warranties and diverse, oftenexclusive product line.· The Company has a proprietary CRM providing the Company with a 360degree view of the Company at a moment, allowing it to more effectivelymanage all operations, metrics, and lead funnels.· The Company has over 15,000 previous sales in its ... Less

The Company is a food processor producing ham products across three brands. In operation for over three decades, the Company has developed strong brand recognition, a loyal customer base, and operational expertise.Key Aspects· The Company generated average revenue and adjusted EBITDA of $23.7million and $2.0 million, respectively, from 2021 through 2024· Average gross profit margin and adjusted EBITDA margin grew by 6.9 and6.4 percentage points from 2021 through 2024· Management notes that the Company generated approximately 95% ofrevenue from repeat customers in 2024· The Company's customer base includes large, well-known distributors andretailers including Wal-Mart, Associated Wholesale Grocers, and Bozzuto's· Financials as of 12/24REF-BN000063156 ... Less

The Company is a dynamic marketing and advertising agency offering a combination of innovative traditional and digital marketing solutions primarily to US based auto dealers. The Company provides a diverse portfolio of best-in-class services including search engine optimization (SEO), Pay-Per-Click (PPC), TV advertisements, direct mail, and print advertisements.Key Aspects• The Company has a diverse client base with no client accounting for more than 4.0% of revenue.• The Primary Entity maintained an average gross profit margin of 51.7% from 2021 through 2024• The Primary Entity has been in operation for over two decades with a reputation for excellent workmanship and an extremely professional and knowledgeable team.• The Company Utilizes state-of-the-art production equipment and employs its own team of engineers to allow the Company to control the entire process.• Financials as of 12/24REF-BN000055757 ... Less

The Company is a rapidly growing direct-to-consumer (DTC) and emerging wholesale apparel brand known for its versatile, design-driven collections crafted from premium natural cashmere and cotton fibers. With a focus on quality, fit, and enduring style, the brand delivers elevated essentials that transition seamlessly across seasons and settings. Founded by industry veterans with over 20 years of combined experience, the Company has built strong market traction and a loyal customer base. While growth to date has been fueled by a highly engaged DTC channel, early returns from its strategic entry into wholesale suggest a significant opportunity to accelerate growth through this channel.Key Aspects· Exceptional Revenue and Gross Profit Growth – The Company droverevenue and gross profit growth with compound annual growth rates(CAGRs) of 66.4% and 68.7%, respectively, from 2022 through the trailingtwelve months (TTM) ending March ... Less

The Company develops and distributes adjunctive eye care therapies via e-commerce and a nationwide network of eye care professionals, enabling providers to recommend and sell products without the need for on-site inventory.Key Aspects· Through its diverse product offering, the Company partners with physiciansto deliver best-in-class eye care products designed to achieve optimaloutcomes for eye-related ailments.· The Company offers affordable, high-quality products that support effectivetreatment for a variety of ailments ranging from dry eye disease to maculardegeneration.· The Company provides convenience through its CRM platform, enablingseamless product delivery to patients.· The Company maintains a diverse customer base, with no single customeraccounting for more than 5% of total revenue in 2024.· Powdered supplements are manufactured within 15 minutes of the Companyby a third party, allowing for flexible production runs ... Less

The Opportunity consists of two companies that are both for sale and will collectively be referred to as "the Companies". Company A is a prescription advocacy firm that helps uninsured and underinsured people get financial assistance with high-cost specialty medications. Company A advocates on behalf of employers, advisors & producers, and third-party administrators for employees who are impacted by high-cost medication. Company B is a mail order aggregator that offers mail order pricing options on medication when Company A cannot gain approval for the medication. Company B sources medication from Tier 1 international pharmacies only and works closely with employers to deliver medication quickly and cost effectively.Key Aspects• The Companies maintain an impressive client retention rate of 80%.• The Company A has been in operation for over a decade with a reputation for excellent service and an extremely professional and ... Less

The Company provides restaurant technology and installation services across the Midwestern and Southern United States. The Company provides restaurant hardware & software solutions, subscription services, and professional services for drive-thru technologies, digital menu boards, point of sale (POS) technologies, music streaming, and video surveillance.Key Aspects· The Company's revenue and gross profit grew at compound annual growthrates (CAGRs) of 16.9% and 20.5%, respectively, from 2022 through thetrailing twelve months (TTM) ending March 31, 2025· The Company maintains strong client relationships with its comprehensiveproduct mix, live client service desk, and outstanding client service,evidenced by repeat and recurring revenues that grew at a CAGR of 18.9%from 2022 through 2024· The Company serves clients that operate several large, well-knownrestaurant brands including Wendy's, Lee's Chicken, Burger King, Steak nShake, ... Less

The Company is a contract research organization (CRO) with expertise in preclinical, in vitro drug discovery research for the biotech and pharmaceutical end markets in the Northeast, United States.Key Aspects· The Company produced strong revenue, gross profit, and adjusted EBITDAgrowth with compound annual growth rates (CAGRs) of 8.5%, 11.1%, and 16.1%,respectively, from 2022 through the trailing twelve months (TTM) endingJune 30, 2025· The Company generated average gross profit margin and adjusted EBITDAmargin of 43.0% and 15.5%, respectively, from 2022 through 2024· The Company's wide array of research services has helped secure repeatcustomers through service expansion· Annual recurring revenue averaged 60.3% of total revenue from 2020 through 2023·Financials as of 6/25REF-BN000055974 ... Less

The Company sells office products and furnishings primarily to the schooling & higher education, healthcare, and manufacturing & industrial plant & factory end markets. The Company specializes in office supplies, but offers a diverse mix of products categories including hardware & industrial products, furniture, and technology. The Company offers interior design, installation, and project management services.Key Aspects•Broad portfolio of diverse products and services providing cross-selling opportunities•With over 75 years of operating history, the Company has built a reputable brand name in the industry and has established long-term relationships with both suppliers and customers•Continually increasing profitability as the Company's adjusted EBITDA increased each year from 2021 through 2024•Seven operating facilities located throughout the Midwestern United States enables the Company to save on freight costs to distribute ... Less

The Company is a full-service rehabilitation management company employing licensed physical, occupational, and speech therapy professionals for skilled nursing facilities, assisted living facilities, and hospitals across Missouri. The Company is known and respected for its client-centric approach, high-quality service, and its professional and knowledgeable team.Key Aspects· The Company's revenue and adjusted EBITDA grew at compound annualgrowth rates (CAGRs) of 9.1% and 22.5%, respectively, from 2021 to 2024.· The Company employs a unique responsive proposal process which helps theCompany gain new clients.· The Company has been in operation for over two decades with a reputationfor excellent service and an extremely professional and knowledgeable team.· The Company has a diverse client base with no client accounting for more than 8.0% of revenue.· Financials as of 12/24REF-BN000065236 ... Less

The business offering consists of two companies that are both for sale and will collectively be referred to as "the Companies".Company A is an automotive heavy duty truck repair & service shop that specializes in offering a wide variety of commercial truck repair services ranging from oil changes to engine repair, overhaul, or replacement. Company B is a dump truck service provider primarily servicing clients in the mining and constructions industries.Key Aspects•The Companies are highly profitable with each entity's average adjusted EBITDA margin exceeding 15% from 2022 through 2024•Strategic location in the Marcellus Shale creates a high-demand for the Companies' services due to the large quantity of heavy-duty vehicles operating in the area•The Companies have developed advanced data tracking systems to identify trends and ensure their operations remain profitable and efficient• Knowledgeable, experienced, and certified ... Less

The Company is a gourmet chocolatier that produces a variety of bulk and individually wrapped chocolates and seasonal confections. In addition to producing gourmet chocolates, the Company offers consulting services focused on product development, packaging, and equipment design.Key Aspects· The Company generated year-over-year revenue growth of 20.5% from2023 to 2024· The Company produced average gross profit margin and adjusted EBITDAmargin of 40.0% and 15.0%, respectively, from 2021 through 2024· The Company continues to build and throttle strong direct to consumerrelationships· The leading customer channel was wholesale & private label generating $1.6million in revenue across approximately 175 customers in 2024·Financials as of 12/24REF-BN000055199 ... Less

· The Company maintained an impressive average adjusted EBITDA marginof 13.4% from 2021 through 2024.· In operation for over two decades, the Company pioneered the “upcycling”of fruit and vegetable by-products in which they are converted into valuedadded,functional ingredients.· All of the products manufactured by the Company are clean, healthy andwholesome. All products are excipient, synthetic, chemical, solvent andcarrier FREE, 100% pure & natural.· The Company is a vertically integrated, turn key manufacturing operationthat offers a wide variety of contract manufacturing services.· The contract manufacturing services include: drying, sort & separation,extraction, filtration, custom blending, milling, formulary, management of 3rdparty testing, and packaging.· The Company also sells branded ingredients which are sold in bulk gaylordtotes, supersacks, boxes, drums & jugs.· The Company maintains a double AA+ rated status under ... Less

The Company is an interior design and installation provider, offering the latest in office furniture and technology. The Company offers both new and used furniture and equipment, while also offering workspace rental for businesses not in need of a dedicated office.Key Aspects· The Company is a niche organization with over 40 years of experiencefocused on office space design and layout, office furniture, and installation· The Company serves a diverse array of end markets primarily includingmanufacturing, finance and insurance, healthcare, automotive, education,and non-profit· The Company offers a wide variety of innovative and quality products andhas a highly experienced staff in place for seamless transition· The Company maintains strong client relationships through competitivepricing, quality service, special promotions, and high-touch client care· The Company generated revenue growth with a compound annual growth rate (CAGR) ... Less

The Company is a commercial cleaning sub-franchisor that focuses on sales generation for franchisees and offers entrepreneurs the opportunity to own and operate a commercial cleaning franchise.Key Aspects· The Company has grown to oversee over 94 commercial cleaningfranchisees· The Company has produced an average adjusted EBITDA margin of 9.9%from 2021 through 2024· 98% of commercial cleaning revenue was generated from repeat end clientsin 2024· The Company has low client concentration with the top five end clients accounting for 26.5% of revenue in 2024· Financials as of 12/24REF-BN000052407 ... Less

The Company provides engineered systems and supplies high-precision framing components tailored for non-linear systems with complex spatial geometry. The Company designs, engineers, and manufactures steel framing solutions tailored to the needs of architectural and construction clients. Renowned for its client-focused approach, exceptional service, and meticulous craftsmanship, the company has earned a strong reputation in the industry.Key Aspects· The Company is a one-stop-shop for clients (subcontractors, generalcontractors, distributors, and architects), providing services and supportthroughout construction project lifecycles.· The Company's revenue grew at a compound annual growth rate (CAGR) of11.5% from 2021 through 2024.· The Company is a major player that operates in a niche industry. It is a leadingprovider of tailored curved frame solutions for airports, stadiums, places ofworship, educational facilities and beyond.· ... Less

A boutique RFID solutions company that provides greater visibility to the movement of work in process material, finished goods, and assets anywhere in a customer enterprise with its licensed software platform.Key Aspects· Licensed software with 60+ man years of development.· Blue chip customer portfolio in diverse industries.· Ease of integration and adaptability to most/all critical subscribingsoftware systems.· Highly configurable platform to address a broad spectrum of use cases.· Structured project implementation approach providing a predictable revenue forecast.· Long term, valuable channel partner relationships· Financials as of 12/24REF-BN000038613 ... Less

The Company primarily provides consulting and staff augmentation solutions to clients in the utility and power control system markets in the US and Canada. The Company provides clients with experienced technical professionals to support critical energy infrastructure control systems and related IT systems for system implementation and upgrade projects, system maintenance, long & short term staffaugmentation, and emergency support.Key Aspects· Easily scalable and movable business model of remoteconsultants· Leadership position in niche industry with few direct competitors· Rapidly growing revenue amounting to a 35.9% compound annualgrowth rate from 2021 through March 31, 2024· Strong technical knowledge with in-depth training and employee development· Financials as of 3/24REF-BN000056528 ... Less

The Company is a boutique commodity introducing brokerage firm that specializes in risk management for mid-market cattle feeders and grain farmers.Key Aspects· The Company has developed proprietary technology focused on providingclients with automated market insights, livestock risk management, andgrain pricing· The number of brokerage clients has grown at a compound annual growthrate (CAGR) of 17.2% from 2020 through 2024· The Company has a low client concentration with no client accounting forover 5% of commissions in 2024· The Company has generated considerable revenue and adjusted EBITDAgrowth with a CAGR of 23.5% and 32.6%, respectively, from 2021 through 2024· Financials as of 12/24REF-BN000056449 ... Less

The Company is a food manufacturer and wholesale distributor that produces peppers in sauce and in vinegar. The Company’s products are sold under its brand name and through various private labels.Key Aspects· Unique and differentiated product offering of an Italian family recipe· Strong continuing supplier relationships with the Company enablingsignificant buyer power· Three 100% owned warehouses totaling 47,202 sq. ft. with new equipment tobe included in the sale· The Company had an adjusted EBITDA margin of 12.5% from 2021 through 2024· Financials as of 12/24REF-BN000055115 ... Less

The Company is an industrial equipment manufacturer offering heavy equipment products across three brands. The Company primarily designs and manufactures branded equipment used in rubber extrusion production, non-woven textile material production, high-volume industrial part washing, and custom applications. With decades of experience, the Company has built a global reputation for delivering high-performance industrial equipment.Key Aspects· The Company generated strong total revenue growth from 2021 to 2024,with revenue growing at a compound annual growth rate (CAGR) of 13.8%· The Company is a well-established manufacturer with decades ofexperience producing industry leading industrial equipment products used ina wide variety of applications internationally· As of May 21, 2025, the Company has a secured backlog of $4.6 million thatis expected to be recognized in 2025· The Company's client base is diversified serving large, ... Less

The Company is a manufacturer of dairy products specializing in butters and cheeses. The manufactured products are both private label and Company branded and are sold via retail or wholesale distribution channels. Additionally, the Company's B2B cheese segment services the national Quick Service Restaurant franchise market, bakeries, ingredient manufacturers, and more. Recently, the Company has expanded into a cost-plus model that has increased its reach to B2B buyers in the foodservice industry.Key Aspects· Well recognized regional brand name as the Company has been in operationfor over 130 years. Currently run by the 5th generation.· Supplier agreements in place with some of the largest industry distributionand food service companies in the United States.· Location provides easy access to the largest milk-shed in the Ohio Valleywhich includes pasture access dairy farms, a highly coveted opportunitywhich speaks to the welfare ... Less

The Company is a warehousing and fulfillment services provider specializing in e-commerce distribution, warehouse storage, and product kitting & assembly. The Company also operates a division focused on distributing printed books to big box retailers. The Company's exceptional services empower clients to outsource logistics processes and focus on growing the business's core competencies.Key Aspects· Best-in-class warehouse management system (WMS) capable of beingcustomized to the client's specifications· Strategic warehouse location enables the Company to offer 1-2 day shippingto approximately 70% of the United States· In operation for over three decades, the Company has built a reputablebrand enabling clients to grow through warehousing and logistics support· Diverse portfolio of services provides cross-selling opportunities and makesthe Company a one-stop-shop for logistics and sales services· Financials as of ... Less

The Company is a specialized fabricator and installer of process systems, modular skids, and process piping for several end markets across the United States and internationally.Key Aspects· The Company's customers include large, well-known companies such as L'Oreal, AbbottLaboratories, J.M. Smucker, Nestle, Astra-Zeneca, and Procter & Gamble· The Company had $25.6 million in contract value remaining to to be billed as of June 11,2025· Repeat customer revenue accounted for approximately that 89.6% of revenue in 2024· The Company has generated outstanding gross profit and adjusted EBITDA growth withCAGRs of 97.4% and 100.8%, respectively, from 2022 through the trailing twelve months(TTM) ending March 31, 2025· The Company's gross profit margin and adjusted EBITDA margin increased by 14.1 and 6.9 percentage points from 2022 through 2024· Financials as of 3/25REF-BN000057338 ... Less

The Company is a full-service digital marketing and creative agency that provides omnichannel advertising, website design & development, and creative branding across a variety of end markets in the United States and internationally.Key Aspects· The Company provides a comprehensive services mix, growth-focusedmarketing expertise, and high-touch approach to relationship management· Recurring revenue contracts accounted for an average of 90.5% of revenuefrom 2022 through 2024· Revenue generated from repeat clients grew at a compound annual growthrate (CAGR) of 12.4% from 2022 through 2024· The Company's customer retention rate averaged 89.3% for its top 25 clients· The Company's gross profit and adjusted EBITDA grew at CAGRs of 20.5%and 40.4%, respectively, from 2022 through the trailing twelve months (TTM)ending June 30, 2025· The Company has developed and deployed an artificial intelligence (AI)service line offering tailored AI ... Less

The Company is an industry leader in the development of human birth tissue donation programs. The Company partners with hospitals and physicians offices to provide human birth tissues for regenerative medicine, manufacturing of placental tissue allografts, and other innovative biologic wound care products.Key Aspects· Total revenue growth has increased by an impressive 79% from 2021through the trailing twelve month (TTM) period ending July 31, 2024.· The Company has established dependable partnerships with tissue banks,which have facilitated scalable business growth and supported organicexpansion.· The Company has distinguished itself in the industry by prioritizing thequality of tissue recovery, the accuracy and completeness of donor charts,and the timely delivery of tissue to end users.· All contracts with tissue processors are recurring, and the Company'sexceptional service has resulted in a high rate of repeat business.· ... Less

The Company is a chain of seven health and fitness clubs in eastern Iowa. The Company has over 40 years of experience providing access to health clubs, personal training & sports performance, group fitness, and additional services.Key Aspects· The Company has a strong reputation in the industry with over 40 yearsof operating history· Management estimates that recurring membership revenue accountedfor approximately 90% of total revenue in 2024· The Company's memberships grew from 7,967 in 2021 to 9,739 by the endof 2024· The entity that experienced the strongest growth in health & fitness clubmemberships grew at a compound annual growth rate (CAGR) of 7.4% from 2020 through 2024· Financials as of 12/24 REF-BN000054952 ... Less

The Company is a chain of nine health and fitness clubs that operate in Iowa and Illinois. The Company serves individuals of all ages by providing a range of amenities and professional support to help members achieve their fitness goals. Owner preference is to sell all locations, however open to discussion.Key Aspects· Current membership of 7,700 across all locations· The Company operates nine health & fitness clubs that range from 2,500 sq.ft. to 40,000 sq. ft. and five of which are owned by an affiliated entity· The number of memberships has consistently grown at a compound annualgrowth rate (CAGR) of 13.7% from 2020 through 2023· The Company maintains strong customer relationships estimating that 70%of revenue in 2023 was generated from recurring customers· The Company's adjusted EBITDA & adjusted EBITDA margin grewsignificantly with CAGRs of 45.3% & 35.7%, respectively, from 2021 through the trailing twelve months (TTM) ... Less

The Company is a family-owned coffee roaster and distributor of coffee products varying in flavor, blend, and origin. The Company primarily sells private label roasted coffee as well as their own private brand. The Company sells it's coffees throughout the United States and internationally.Key Aspects· The Company's revenue grew at a compound annual growth rate(CAGR) of 13.9% from FY June 2022 to FY June 2024.· The Company offers a diverse selection of coffee products withover 3,100 unique items, which includes 237 different flavors.· The Company has been in business for over three decades and hasa history of producing a high-quality product and high customersatisfaction.· The Company specifically selects high-quality beans directly fromplantations, Co-ops, and other farmers which provides better qualitycontrol and ensures Fair Trade compliance and sustainable practices are used.Financials as of 6/24REF-BN000061393 ... Less

The Company is a manufacturer of polycarbonate windows for specialty vehicle applications, such as off roading and racing, and for heavy machinery, boats, buses, riot protective gear, and ballistic protective gear. The Company's capabilities include custom fabrication services, computer numerical control (CNC) routing, screen printing, coordinate measuring, and coating & lamination services. The Company serves wholesalers, original equipment manufacturers (OEMs) manufacturers, and end users nationwide from it's facility located in Missouri. The Company is known and respected for its client-centric approach and high-quality products.Key Aspects· The Company maintained an impressive average adjusted EBITDAmargin of 11.9% from 2021 through 2024.· The Company is one of only a few companies nationwide that cuts,prints, forms and coats polycarbonate windows in-house.· The Company received two new patents that it will commercialize ... Less

The company is a full-service, design-build, residential remodeling company specializing in kitchen and bathroom renovations. the company operates out of two design center showrooms and services five counties within its area of operation.Key Aspects• The company has won over 100 awards for various kitchen and bath renovationsas voted on by other National Association of the Remodeling Industry (NARI) members across the country• The company has maintained an average adjusted EBITDA marginof 15.1%from 2020-2023• Reliable reputation and skill set that helps set the team apart of competitionFinancials as of 12/23REF-BN000048578 ... Less

The Company is a contractor specializing in metal framing, insulation, interior specialties, and paint & drywall services for new construction projects in the single-family, multi-family, and commercial construction sectors. The Company has completed projects in over 22 states and is highly regarded by its clients for its best-in-class services.Key Aspects· In operation for over three decades, the Company has established a sterlingreputation in the industry based on its consistent high-quality work· The Company generates strong profitability with adjusted EBITDA marginsaveraging 13.4% from 2021 through 2024· A reliable network of independent subcontractors enables the Company toscale its workforce in correspondence with demand· The Company builds a diverse mixture of high-volume, single-family projectsand low-volume, large, multi-family & commercial construction projects· Financials as of 12/24REF-BN000064873 ... Less

This is an award-winning distributor of CAD/CAM, CNC, reverse engineering hardware and software, and inspection solutions to customers in virtually every industry. The company leveraged 30 years of experience in heavy-hitting industries such as automotive and aerospace to bring first-of-its-kind patent-pending milling automation to the dental industry and has won awards for innovation, product quality, and customer service. It is a dealer of Mastercam, the world's leading CAM software, and continually receives recognition as one of the most prominent dealers in North America, offering a full line of solutions for the dental industry and is recognized as the #1 ARUM milling machine dealer in the world. The company is a provider of equipment, software and consumables that cover every stage of digital dental workflow in a soon-to-explode dental market ready to adopt these in-house technologies.Key Aspects•Established business ... Less

The Opportunity consists of two executive recruiting companies operating in tandem under a verbal agreement. Company A is a retained executive recruiting firm, offering executive search,executive assessment, board consulting, private equity leadership ,and family business practice advisory services. Company B is a global retained executive recruiting firm, offering executive search, board advisory services and leadership development programs. Company B specializes in promoting parity in the C-Suite and boardroom positions whereover 80% of its placements are diverse.Key Aspects• The combination of the Companies would result in operational, financial,strategic, and cultural synergies that can create significant value, drivingefficiency, innovation, and growth beyond what either entity could achieveindependently.• Both companies consistently deliver impressive levels of repeat revenue,showcasing their ability to foster enduring ... Less

The Company is a commercial construction contractor specializing in cold-formed metal framing projects, fibrous building insulation projects, gypsum board assemblies, acoustical treatments, and clean room systems. In operation for over 35 years, the Company has built a highly regarded brand known for quality craftmanship and developed a loyal client base spanning several end markets across Indiana. Key Aspects· The Company has an impeccable reputation driven by over 35 years ofsuccessful project execution in the commercial construction industry· The Company has a highly experienced leadership team with deep industryexpertise with strong operational capabilities· The Company employs leading craftsmen and is committed to developingnew employees through its onsite apprenticeship program· The Company has cultivated long-standing and entrenched relationshipswith a client base composed primarily of leading, well-established ... Less

The Company provides a full range of general contracting services spanning the lifecycle of a construction project. With over five decades of experience, the Company has built a strong track record of success providing its best-in-class services to commercial and industrial clients. The Company has consistently delivered high-quality results throughout the Southeastern United States.Key Aspects· The Company maintained an impressive adjusted EBITDA margin of 11.7%from 2021 through 2024· The Company self-performs 50% of its work, enabling greater control overquality, timelines, and cost management· The Company’s reputation for reliability and service excellence resulted in81% repeat revenue in 2024, with operations spanning 15+ states· The Company has $27.4 million in remaining contract value as of January2025· The Company serves a broad range of sectors, with 56% of revenue fromindustrial, 35% from automotive, and 9% from ... Less

The Company is a specialty contractor providing cleaning and maintenance services for heating, ventilation, and air conditioning (HVAC) and chimney systems for industrial, commercial, and residential facilities. In operation for 47 years, the Company has developed operational expertise and built a loyal client base spanning several end markets across the United States.Key Aspects· The Company serves several large, well-known industrial and commercialclients as well as an expansive residential client base· The Company grew revenue at a compound annual growth rate (CAGR) of11.4% from 2022 through the trailing twelve months (TTM) ending March 31,2025· The Company generated gross profit and adjusted EBITDA growth withCAGRs of 21.6% and 30.9%, respectively, from 2022 through the TTM endingMarch 31, 2025· The Company produced average gross profit and adjusted EBITDA marginsof 65.5% and 45.7%, respectively, from 2022 through 2024· ... Less

The Company is a healthcare focused recruiting franchisor, providing recruiting solutions by linking skilled healthcare professionals with healthcare facilities across the United States. The services are provided to all types of healthcare facilities in order to fulfill open positions including nurses, physicians, administrators, executives, allied health and advance practice professionals serving the industry.Key Aspects• The Company has 18franchises and 30+ franchised territories in 19 states across the US• The Company has experienced strong revenue growth with a CAGR of 22.4% from 2021 through 2024• The Company has over 298 contracts in place and nearly all of the them have no set expiration• One-third of total revenue has been generated from recurring clients since 2020• Financials as of 12/24REF-BN000053681 ... Less

The Company provides a proprietary software as a service (SaaS) solution, and related professional services, specializing in functional safety and insurtech solutions of safety critical products and systems. In collaboration with Amazon, the Company developed a pioneering digital enterprise platform that improves operational efficiency for all functional safety lifecycle phases and leverages granular functional safety and incident mitigation data to quantify financial risk to insurers.Key Aspects· The Company's software solution is a first-to-market SaaS platformsupporting critical safety processes for a broad range of customers· The Company's insurtech tool offers significant benefits for insuranceproviders by developing a bottom up approach to actuarial analysis· The total addressable market is approximately $10-$12 billion for functionalsafety software and $470 billion for insurance focused financial riskassessment ... Less

The Company distributes and wholesales consumer discretionary goods across the United States, Canada, and Europe. The primary product categories are provided through four brands including Christmas and seasonal goods, sunglasses, home decor, and gifts.· The Company maintained an impressive average adjusted EBITDA marginof 16.0% from 2021 through 2024· The Company has established strong brand recognition across multipleproduct lines, reinforcing its market presence and competitive positioning· The Company has a broad product mix with over 6,500 product SKUs andlong-standing relationships with its manufacturing partners· The Company has diversified customer segments including retailers,distributors, and e-commerce sites with well-known customers such asHobby Lobby, Bronner's Christmas, Personalization Mall, and FaireWholesale· The Company secured a license with the National Football League (NFL) in2025· The Company maintains low ... Less

The Company is a specialized provider of wooden and plastic pallets, bulk containers, and transportation products to support manufacturing operations and supply chains across the United States. The Company is committed to offering its customers the products they need at exceptional lead times, benefiting their shipping and transportation processes.Key Aspects· Superior customer service made up of an experienced and trained staff· Established sales team with vast industry experience· Balanced client portfolio with high diversification· Access to supplier databases that allow the company to serve clients in anyUS location· Over 13 years of experience in the industry· Sterling national reputation as one of the highest quality pallet providers· Financials as of 12/24REF-BN000041323 ... Less

The Company, is a rebar fabricator and installer that provides a coordinated package of rebar services to commercial clients. The Company operates year-round providing fabrication, detailing, estimating, installation, and pre-tying services. The Company also offers a variety of high quality products from trusted manufacturers such as reinforcing steel (rebar), welded wire fabric, bar supports, form savers, and mechanical couplers.Key Aspects· The Company achieved an average adjusted EBITDA margin of10.2% from the years 2021 through 2024.· The Company is in a unique position in the market as it providesboth fabrication and installation work.· The Company maintains an 89% client retention rate and has acustom client relationship management (CRM) software.· The Company has been in business for over 10 decades and has ahistory of high-quality service and workmanship.·Financials as of 12/24REF-BN000064517 ... Less

The company is a commercial retail, office furniture installation, interior design, storage, and moving services company. The company offers commercial office planning to maximize useful space.Key Aspects•Established company with 15 years in the industry•Large percentage of customers are repeat purchasers•Excellent customer service has led to a significant volume of referrals nationwide•Experienced staff in place for seamless transition•Responsive, trustworthy, and clever customer solutions•Financials as of 12/22REF-BN000037019 ... Less

The Company is a network of luxury boutique fitness studios, located in affluent neighborhoods in major cities across the US, offering a diverse range of fitness classes including Interval, Cycle, Yoga, and Pilates. The Company's premium studio locations are outfitted with top-notch technology and amenities to provide upscale services to members seeking to reach and maintain their fitness goals.Key Aspects · High levels of class attendance driven by health-focused consumersinvested in personal fitness· Nimble fitness class focus enables the Company to easily adapt its existingstudio spaces to track popular fitness trends· Strategically located studios in a diverse set of affluent neighborhoods inmajor US cities with fitness focused consumers· Five-star amenities including modern locker rooms equipped withMalin+Goetz hygiene products & Dyson hairdryers, best-in-class fitnessequipment, yoga mats, and cycling shoes drives ... Less

Air Transport and Business Aviation software EFB and Web Application software as a service (SAAS) provider for aircraft performance, with a focus on takeoff, landing, runway analysis, drift down, and weight and balance performance.Key Aspects· Industry leader with a sterling reputation on its industry· Highly qualified team of aerospace engineers· Over 37 years of experience in the industry· Highly versatile service operations that adapt to the most specific and unique needs of itscustomers· Proven and unique proprietary software products that set the company apart from itscompetitors· Up to 93% of revenue is produced by repeat customers through yearly service contractswith automatic renewals· Electronic flight bag (EFB) SAAS solution that connects and synchronizes data together ofthe flight crew, dispatch office, ground services, and gate agents together using the cloudbased system and databases for expedient release of every ... Less

The Company is a supplier and servicer of industrial process heating and biomass combustion equipment across the United States and Canada. The Company supports wood-based panel manufacturers with original equipment manufacturer (OEM) parts and technical services for thermal oil heating systems. Committed to quality, efficiency, and unmatched customer service, the Company ensures reliable industrial heating equipment solutions for its customers.· The Company demonstrated strong profitability, maintaining anaverage adjusted EBITDA margin of 30.8% from 2021 to 2024· With immediate access to over 200 critical parts in inventory, theCompany ensures minimal downtime and rapid response to urgentrepair needs, offering exceptional customer service 365 days ayear· The Company excels in service delivery, completing normal repairswithin a 2-day turnaround and providing specialized pumprebuilds, ensuring optimal system performance and ... Less

The Company is a business-to-business (B2B) manufacturer and distributor of customized merchandise and apparel. The Company manufactures screen printed garments in-house and utilizes a network of industry partners to manufacture embroidery, sublimation, signs & banners, and promotional products.Key Aspects· The Company has exceptional gross profit margins due to an increase incontract-based screen-printing projects.· In operation for over a decade, the Company has developed a reputablebrand synonymous with its best-in-class-products.· The Company's strategic operating facility location has enabled the efficientdistribution of products throughout the United States.· Investments in state-of-the-art automated screen-printing equipment haveincreased the Company's product output and has provided the capabilitiesof printing approximately 20,000 prints per day.· Financials as of 9/24REF-BN000061292 ... Less

The Company is a general contracting, design/build, real estate development, and construction management services provider. The Company has served its immediate geographic region for over 50 years and has built an exceptional reputation.Key Aspects• The Company grew at a compounded annual growth rate (CAGR) of 14.7%from 2020 through 2023• Diverse portfolio of clients in varying industries provides the Company withadaptability based on current and future economic trends• Experienced leadership team results in projects being well managed and completed on-time•Financials as of 12/23REF-BN000052304 ... Less

The Company provides a variety of fulfillment problem solving including contract packaging, pad printing, warehousing , assembly, tag stringing, and last-mile logistics. The Company is recognized for their in-house equipment and expertise that enables them to handle particular jobs with demanding operational constraints.Key Aspects· The Company has built a sterling reputation over its two decades of operatinghistory· The Company has developed a reputation for delivering value-added servicesto its clients· Diverse capabilities and equipment, enables the Company to adapt to many use cases and provide a variety of problem-solving solutions· Financials as of 12/24REF-BN000038796 ... Less

The Company is a trusted underground utilities contractor specializing in water main replacement, lead service line replacement, and sanitary sewer repair and replacement services. With nearly five decades of experience, the Company serves a diverse range of clients across municipal, private, government, and commercial sectors. Dedicated to providing dependable and efficient infrastructure solutions, the Company delivers customized services that address the specific needs of each project.Key AspectsThe Company's revenue grew at a compound annual growth rate(CAGR) of 13.3% from 2021 through 2024· The Company’s strong relationships with municipalities andgovernment agencies have led to long-term contracts and repeatbusiness· With a project capacity of up to $75 million annually, thecompany’s robust operational scale enables it to successfullymanage large, complex projects· The Company’s focus on safety, quality, and ... Less

The Company provides exterior restoration services to commercial and residential customers across the upper Midwest United States. The Company primarily focuses on storm damage restoration projects and offers a broad variety of restoration services primarily focused on roofing, siding, windows, and gutters.Key Aspects· The Company provides a broad set of exterior restoration services withrapid response times ensuring expedient recovery from storm damage· The Company has a favorable customer mix with low customerconcentration and a robust ability to attract new residential and commercialcustomers· The Company's revenue, gross profit, and adjusted EBITDA grew atcompound annual growth rates (CAGRs) of 19.1%, 26.5%, and 38.3%,respectively, from 2021 through 2024· Gross profit margin and adjusted EBITDA margin grew by 6.5 and 5.4 percentage points, respectively, from 2021 through 2024· Financials as of 12/24REF-BN000062682 ... Less

The company is a gutter and siding installation company that uses quality materials and provides quality service. The company is fully licensed and insured; provides all warranties in writing; and provides prompt, professional, and free estimates for all projects.Key Aspects· Can clean, repair, or install any kind of gutters· Established brand for nearly thirty years· Reputation for honesty and quality work· Experienced and dedicated technicians· Twenty-year factory finish warranty· Excellent three-year workmanship warranty· Multiple gutter guard products with varying warranties· Customer service focused· Financials as of 12/23REF-BN000028405 ... Less

The company provides preventative maintenance, service and repair, and reselling services of industrial electrical, electronic, and mechanical equipment used in the mining, steel, oil & gas, manufacturing and utility industries.Key Aspects•The company has been in business over 40 years•Highly recognized name with loyal customer base•Strategically located near coal mining operations•Skilled workforce in highly customized field of work/expertise•Very responsive to industry demands and needs•Financials as of 12/23REF-BN000038520 ... Less

The Company is a golf cart distributor for Yamaha and a dealer for Club Car, Evolution and Vivid. The Company maintains two stores in the Midwest offering sales, rentals, parts, and service. The Company acts as a dealership for golf and utility vehicles, with the added benefit of providing rental vehicles for large event rental.Key Aspects• Diversified customer base and multiple revenue streams• Strong recurring customer rate due to high profile• 54% of 2023 revenue was derived from recurring customers• Multiple long-term maintenance contracts in place with golf courses• In the late stages of development for proprietary golf cart rental software• Financials as of 12/23REF-BN000040579 ... Less

The Company operates two divisions specializing in MRO spare parts and designing customized engineered solutions. The importing division manages the logistics and brokerage of MRO spare parts from Japanese, Chinese and South Korean manufacturers. The engineered solutions division utilizes engineered machining services to process best-in-class machined parts. The Company serves customers in the manufacturing industry spanning North and South America.Key Aspects· The Company displayed exceptional customer retention and theability to build long-term, trusted relationships as 98% of 2024revenue was generated from repeat customers· The Company demonstrated strong operational efficiency,maintaining an average gross profit margin of 24.2% from 2022 to2024· Proprietary technology that extends the life of abrasive tools givesthe Company a distinct competitive edge· The Company has been in business for 24 years, is named UPS'slargest ... Less

The company, offers advanced sensory scientific expertise, equipment, and biomedical research services to its clients. The company provides world-class preclinical (animal) sensory research as a specialty contract research organization (CRO) focusing on auditory studies, and provides advanced biomedical and animal research facility monitoring solutions. Both divisions of the company are innovative disruptors in their respective industry spaces.Key Aspects• Global operations allow the company to service a large pool of clients• Lead scientist has over 22 years of experience studying auditory functions• Diverse revenue streams provide consistent work and research project opportunities• State-of-the-art facility monitoring device that is patent pending places the companyat the forefront of technological innovation in the facility monitoring industry• Financials as of 12/23REF-BN000045896 ... Less

The company is a certified SBA 8(a) and HUBZone federal prime contractor. The company’s project experience includes design build, major/minor renovations, anti-terrorism force protection (ATFP), mechanical, electrical & plumbing (MEP), HVAC systems, access control & intrusion detection systems (ACS/IDS), sensitive compartmented information facility (SCIF), and solar array.Key Aspects•Experienced staff in place for seamless transition•Familiarity with processes and paper-work involved in working with differentbranches of federal government•Repeat customers are estimated at 85%•Financials as of 12/23REF-BN000038672 ... Less

The Company manufactures lumber specializing in rustic products for log and timber frame style homes across the United States. The Company's primary product categories include heavy timber, mass timber, rustic wall coverings, log railings, log siding, and weather wood.Key Aspects· The Company has a broad product mix producing over 200 unique productSKUs across 10 product categories· The Company consistently attracts new customers exhibited by revenuefrom new customers growing at a compound annual growth rate (CAGR) of10.5% from 2021 through 2024· The Company generated strong gross profit and adjusted EBITDA growthwith CAGRs of 20.7% and 35.8%, respectively, from 2021 through 2024· The Company's strategic focus on higher margin products drove grossprofit margin and adjusted EBITDA margin growth of 13.9 and 7.0 percentage points, respectively, from 2021 through 2024· Financials as of 12/24REF-BN000062075 ... Less

The Company is a renewable energy provider specializing in solar energy solutions. The Company provides solar panel and solar battery product engineering, procurement, & construction (EPC) and operations and maintenance (O&M) services for residential, commercial, and non-profit clients. The Company also owns and maintains its own photovoltaic (PV) solar assets and has arranged long-term power purchase agreements (PPAs) with clients seeking to purchase energy generated from the Company's solar assets.Key Aspects· The Company's revenue grew at a compound annual growth rate (CAGR) of53% from 2021 through 2024· Gross margins grew at a consistent pace from 11% in 2021 to 34% in 2024· Diverse service offerings enable the Company to provide a variety of solarenergy solutions to commercial and residential clients· Long-term service contracts in-place with commercial clients generatingrecurring revenue· Established and widely ... Less

The company provides subcontracting for the furnishing and installation of metal stud framing, drywall, and acoustical ceilings. The company provides services in commercial work settings.Key Aspects•Experienced drywall construction management•Key industry contacts•Regionally known drywall contractor with an excellent reputation•Premium cost estimating and accounting software utilized for cost management•Financials as of 12/23REF-BN000031324 ... Less

The opportunity is composed of multiple entities that provide is a digital consulting services focused on unleashing the power of organizations by extending human capabilities through automation and artificial intelligence. By harnessing the power of hyperautomation, AI evolution, and the digital hub, the Company drives operational efficiency and cost-saving initiatives, as well as increasing business volume and profitability, helping clients optimize their business processes and achieve sustainable growth becoming leaders in the target markets.Key Aspects· Strategic partnerships with leading Fortune 500 companies, includingindustry giants like Microsoft and SS&C Blue Prism, empower the Companyto deliver an extensive range of cutting-edge, best-in-class services· The Company's services are highly versatile and adaptable, making themcapable of meeting the unique needs of a diverse range of clients· A prestigious array of awards ... Less

The Company provides digital marketing services including construction progress photos and finished home photography for home builders across the United States.Key Aspects· The Company maintains a strong customer base with new and repeatcustomer revenue growing at compound annual growth rates (CAGRs) of10.7% and 37.8%, respectively, from 2017 through 2024· The top five customers' total revenue increased at a CAGR of 20.0% whiletheir share of total revenue decreased from 81.3% to 26.4% from 2017through 2024· Nearly all of customer relationships are managed through annual evergreencontracts· The Company has a proprietary digital platform that home builders candirectly integrate with their online portals to provide home buyers withautomated photo updates· The Company generated strong revenue, gross profit, & adjusted EBITDAgrowth with CAGRs of 38.0%, 46.3%, & 99.3%, respectively, from 2021 through 2024·Financials as of ... Less

The Company is an electrical contractor specializing in commercial, residential, industrial, low voltage, and site work projects. The Company holds design licenses and is capable of providing top-notch design/build electrical system services. In operation for over two decades, The Company has developed a well-recognized brand synonymous with high-quality work and excellent client satisfaction.Key Aspects· Through a long history of work, the Company has built an excellentreputation for providing top-notch electrical contractor services· The Company has a diverse portfolio of service offerings and is a one-stopshopfor projects ranging from site work to low voltage· The Company averaged an impressive adjusted EBITDA margin of 17.0%from 2021 through 2024· The Company has a backlog of $34,383,951 as of December 31, 2024, whichis based on the revenue expected to be realized from work not yetperformed on contracts in process and from ... Less

The company is a non-union electrical contractor specializing in new construction, remodeling, and maintenance in commercial, residential, and service work. The company operates in the Midwest.Key Aspects• $6.6M of Work in Progress between commercial and residential work• Experienced and dedicated management teams with extensive experience in the electrical construction industry• Excellent reputation in the electrical contracting industry• Trusted supplier relationships that have spanned more than twenty years• Operating history spans more than five decades• Ability to meet demands with guaranteed quality service• High level of repeat business, as a result of its long-term customer relationships•Financials as of 12/22REF-BM001492 ... Less

The Company specializes in the design, fabrication, construction, and installation of structural components for fastfood, retail, and convenience store chains. The Company has combined the architectural design, manufacturing, and construction management processes to create a start-to-finish service offering spanning the entire lifecycle of each construction project.• Vertically Integrated Provider – The Company's single sourceapproach simplifies the complex construction process and allowsit to scale without compromising quality• Scale – The Company is a large, vertically integrated provider thatgenerated $52.4 and $9.6 million of revenue and adjusted EBITDA,respectively during the TTM period• Financial Performance – The Company grew revenue at a CAGRof 35.5% from 2021 through the TTM period and maintained a13.7% average adjusted EBITDA margin from 2021 through 2023• Financials as of 11/23REF-BN000052952 ... Less

The Company is a chemical process equipment manufacturer that designs and manufactures laboratory, pilot plant, and commercial scale systems in addition to its proprietary, core technology based on chemical distillation systems. The Company also offers laboratory and pilot plant distillation services to its clients.Key AspectsThe Company has a sterling reputation for quality design and fabrication of its proprietarydistillation systems and related chemical processing equipment· Intellectual property includes vast technical knowledge including thousands of engineeringdrawings, operating manuals, analytical methods, patents, trademarks, copyrights, and knowhow related to high vacuum distillation systems.· The Company has also fabricated a wide spectrum of specialty pilot plants including petroleumFCC units, hydrogenation systems, semi-permeable membrane systems for gas separation,fixed bed reactor units, petroleum desalter ... Less

The Company machines, processes, and distributes tool steel, mold steel, and specialty metals. The Company utilizes a variety of state-of-the-art equipment including cut off saws, plate saws, block saws, milling machines, Blanchard grinders, and computer numerical control (CNC) machines to process various types of metals. In operation for over two decades, the Company has built an outstanding reputation in the industry and is a well-recognized regional brand.Key Aspects· Centralized location in the Midwestern United States enables efficient andlow-cost logistics· The Company utilizes over 20 state-of-the-art machines to process anddistribute its products· Excellent gross profit margins averaging 46.5% from 2021 through 2024· The Company has over $2 million of tool steel inventory on-hand leading toshort processing lead times contributing to high levels of customer satisfaction· Financials as of 12/24REF-BN000063393 ... Less

The Company is a full-service landscaping services provider for residential and commercial clients. The Company operates year round and provides various services including landscaping, hardscaping, lawn maintenance, and snow maintenance services. The Company is known and respected for its client-centric approach and high-quality service.Key Aspects· Average adjusted EBITDA margins of 19.1% from 2021 through 2023· No seasonality, typical of warm weather landscaping providers, due toproviding warm, and cold, weather-based services· Sustainable long-term client base with renewable contracts typicallyspanning 2-3 years· Management notes that 95% of 2023 revenue came from repeat clients, dueto the Company's quality service, positive client relations, and accepting all sizes of jobs·Financials as of 10/24REF-BN000062008 ... Less

The Company is an independent flood insurance adjusting company exclusively dedicated to handling National Flood Insurance Program (NFIP) and private flood insurance claims. Operating in all 50 states, the Company is committed to offering thorough reviews and documentation to ensure fast, accurate, and audit-ready claim processing. With a strict adherence to Federal Emergency Management Agency (FEMA) standards and an emphasis on constant improvement, the Company stands out as a leading independent adjusting company focused on the flood claims industry.Key Aspects· The Company achieved remarkable growth, with adjusted EBITDAgrowing at compound annual growth rate (CAGR) of 14.1% from2021 to 2024· The Company demonstrated strong profitability, maintaining anaverage adjusted EBITDA margin of 15.5% from 2021 through 2024· Exceptional client satisfaction is achieved through the Company'srigorous two-step adjuster and internal review ... Less

The company is a full-service exterior specialty contractor providing commercial, industrial & institutional roofing and exterior services. The company provides full roof replacement, new construction roofing, and full-service exterior services to include siding and accessories with a wide variety of material types for both.Key Aspects• Established and sought-after specialty exterior contractor with little competition in area of operation• For the last six years the company has been recognized as an honoree for its contributions to the business community in the metropolitan which it is located• The company has an established bonding program that supports single projects up to $3,000,000 with an aggregate program of $15,000,000, while additional capacity is obtainable if necessary•Financials as of 12/22REF-BM003418 ... Less

The Company provides marketing and brand implementation solutions through a full suite of direct marketing solutions. The Company provides direct mail, print, fulfilment, creative, and premium services to a variety of customer segments across the United States. The Company is highly recognized and has extensive experience with over 100 years in operation.Key Aspects· The Company is highly experienced and recognized with over 100 years inoperation· The Company serves highly reputable clients in a diverse array of endmarkets including healthcare, telecom, food & beverage, technology,marketing & advertising, manufacturing, and consumer products· The Company maintains strong client relationships evidenced by its currentclient base having an average tenure of 17 years· The Company produced strong average gross profit and adjusted EBITDAmargins of 46.4% and 22.0%, respectively, from 2021 through 2024Financials as of ... Less

The Company is a full-service creative and development agency specializing in social platform management and development. The Company boasts a robust portfolio of collaborations with thousands of online forums, publishers, and social applications impacting hundreds of millions of users worldwide.Key Aspects· Diverse portfolio of products and services enable cross-selling opportunities· Evergreen retainer contracts billed monthly provide a subscription-basedrecurring revenue model· Millions of users utilize the Company's forums and communities on a daily basisincreasing the Company's exposure· Increasing profitability has led to an adjusted EBITDA margin of 27.9% in 2024· Financials as of 12/24REF-BN000054966 ... Less

The Company is a premier designer and fabricator of distinctive commercial wall, window, skylight, and canopy systems. The Company recently designed and fabricated a kinetic (wind-activated) façade for Google in California. This was a proprietary system. The job was the largest such type of façade to have been done in North America before or since. The Company partners with architectural firms and building owners to provide innovative proprietary daylighting systems and custom façades that offer an appealing visual aesthetic while lowering energy costs.Key Aspects· The Company generated strong adjusted EBITDA marginsaveraging 11.4% from fiscal year FY 2020 through FY 2023· FY 2024 was a rebuilding year with a loss, but major projects areon the horizon, and the Company’s reorganization hasstrengthened it, positioning it for greater success moving forward· The Company recently designed and fabricated a kinetic ... Less

The Company is a residential construction contractor that focuses on the design and construction of high-quality residential pools, spas, and related outdoor space improvements. The Company specializes in high-end fiberglass, gunite, and vinyl pool construction. The Company utilizes a team of experienced personnel and in-house construction crews that allow it to perform all project stages internally. The Company also offers pool maintenance services and is a preferred dealer for pool maintenance and protection equipment.Key Aspects• Revenue grew at a compound annual growth rate (CAGR) of 36.1% from 2020through the trailing twelve months (TTM) ending August 31, 2023• The Company delivers turnkey project solutions, starting from customer pricequoting to product completion• Experienced management and administrative personnel directing an averageof 12 in-house installation and construction crews• The Company uses top-of-the-line ... Less

The Company is a full-service general contractor specializing in heating, ventilation, and air conditioning (HVAC) solutions and mechanical contracting. The Company also provides sheet metal, plumbing, and maintenance services. In operation for nearly 50 years, the Company has developed an excellent reputation and is known for its reliability and best-in-class customer service.Key Aspects· Diversified revenue base with four separate divisions of service· Strong financial growth with revenue expanding 18.8% from 2020 to 2023· Long tenured history pulling experience from over 50 years of businessoperations· Strong open contracts report with $11.0 million in contract value remaining to be billed as of October 30th, 2024·Financials as of 10/23REF-BM005395 ... Less

The offering is an innovative, do-it-yourself (DIY) dock and outdoor living Company, specializing in products for waterfront properties. The majority of the company's revenue is generated through online sales and big box hardware stores.Key Aspects• Introducing a new patent-pending product line that management expects todisrupt the industry• Current product offering has penetrated and gained market share in anestablished industry with strong brand loyalty• According to management the Company has created a niche product pricedfavorably compared to similar offerings by industry leaders• Positioned to expand current product line into new and broader offerings within the same industry• Financials as of 7/23REF-BN000049541 ... Less

The Company is an owner and operator of 14 Pizza Hut franchise locations across Illinois. The Company provides a high level of operational efficiency with a highly experienced management team.Key Aspects· The Company operates within a well established franchise model with aninternationally recognized pizza brand· The Company produced a strong average gross profit margin of 76.1% from2021 through 2023· The Company has a highly tenured management staff that drives a highlevel of operational efficiency· The Company operates restaurants in towns with small populations where there is limited competition from other restaurants·Financials as of 9/24REF-BN000058325 ... Less

The company is a security provider that offers a broad spectrum of armed and unarmed guard services for commercial and government clients. Headquartered in the Midwest United States, the company provides a variety of cost-effective, professional security services that can be tailored to meet the specific needs and requirements for clients nationwide.Key Aspects• Comprehensive line of premium security services• Thoroughly-screened and highly-trained security staff• Licensed, bonded and insured as required by contracts• High levels of service• Established company with excellent reputation• More than 20 years of industry experience• Veteran-owned• Financials as of 9/23REF-BN000037670 ... Less

The Company is a leader in the commercial greenhouse industry, specializing in innovative design and manufacturing. The Company creates customized greenhouse solutions for a variety of applications, including advanced research facilities, high-efficiency production environments, engaging retail spaces, and unique specialty setups. Each greenhouse is engineered to optimize productivity and sustainability, incorporating cutting-edge technology and materials.Key Aspects· The Company is a leading and trusted manufacturer and installerof high-quality greenhouses, earning accolades from clients forexceptional customer service and an extensive product lineup· The Company has pioneered trademarked products andinnovative greenhouse structures, serving a diverse range ofindustries and establishing itself as a leader in its field· The Company has maintained an average adjusted EBITDAmargin of 12.1% from fiscal year 2020 to 2023· The ... Less

The Company is a business to business (B2B) factory direct distributor of mechanical drives and components used primarily in industrialand mobile applications. The company directly purchases from factories around the world and resells to distribution and original equipmentmanufacturers (OEM's) throughout N. America. Markets include Oil & Gas, Construction, Marine, Mining, Forestry, and Food Processing.Products include planetary gearboxes, helical gearboxes, radial piston hydraulic motors, cam hydraulic motors, wheel drives, and complimentary components. The company also offers custom design and repair services for all the products it sells.Key Aspects· The Company has built a reputable brand name and is highly regarded bycustomers· The Company's revenue has experienced a compound annual growth rate(CAGR) of 24.1% from 2020 through 2023· The Company has a diverse customer base delivering products to fivedifferent end markets· ... Less

The Company is a manufacturer, renter, installer, and wholesaler of complex engineered scaffold systems. The Company has nearly 60 years of experience serving clients across the Midwest, United States.Key Aspects· The Company has almost 60 years of experience and has become apremier scaffolding provider in the upper Midwest· The Company has generated strong financial performance with revenue &adjusted EBITDA growing at compound annual growth rates (CAGRs) of12.5% & 13.5%, respectively, from 2021 through the trailing twelve months(TTM) ending October 31, 2024· The Company's revenue from its top 10 customers increased at a CAGR of10% while their share of total revenue decreased from approximately 51% to42% from 2021 through the TTM ending October 31, 2024· Management indicates approximately 70% of revenue in the TTM ending October 31, 2024 was from repeat customers· Financials as of 10/24REF-BN000050319 ... Less

The Company is a leading developer and distributor of kratom, a natural productderived from the leaves of a tropical tree native to Southeast Asia. The Company offers various strains in different forms, including extract capsules liquid extracts, and powders.Key Aspects·Long-tenured relationships with stable, well-capitalized customer base withminimal customer concentration·The Company is a market leader and benefitting from robust sector tailwinds· Competitive moat via valuable intellectual property & strain process creation· First time institutional capital allows for multiple avenues for growth· Experienced leadership team equipped with deep institutional knowledge· Results oriented management team with high integrity· Financials as of 9/24REF-BN000060334 ... Less

The Company is a chain of seven health and fitness clubs in eastern Iowa. The Company has over 40 years of experience providing access to health clubs, personal training & sports performance, group fitness, and additional services.Key Aspects· The Company has a strong reputation in the industry with over 40 yearsof operating history· Management estimates that recurring membership revenue accountedfor 90% of total revenue in 2023· The Company's memberships grew from 8,570 in 2020 to 9,650 by the endof 2023· The entity that experienced the strongest growth in health & fitness clubmemberships grew at a compound annual growth rate (CAGR) of 13.0% from 2020 through 2023· Financials as of 12/23REF-BN000054952 ... Less

The offering consists of two entities. The primary entity is a trucking company that specializes in heavy and hot shot hauling for clients in the oil & gas industry. The secondary entity is a company set up to own all of the equipment and assets of the primary entity. The Company owns a variety of different trucks and trailers capable of moving large and small equipment across the United States.Key Aspects• Revenue has grown consistently each year from 2020 to the trailing twelvemonths (TTM) ending June 30, 2023• Strategic location in the heart of the Marcellus Shale and the Utica ShaleFormations allows the Company to quickly respond to demand for truckingservices needed to move equipment by high-profile clients in the oil & gasindustry supplies & equipment for clients•Extensive list of over 93 trucks & trailers capable of transporting a variety ofFinancials as of 12/23REF-BN000052490 ... Less

The Company, is a general contractor serving the retail, industrial, hospitality, medical, commercial, institutional, and educational end markets. The Company's best-in-class general contracting services are split into a pre-construction phase and a design-build phase; each phase is paired with unique services and features. The Company holds a general contractor license across 13 states.Key Aspects· The Company has seen impressive revenue growth with a 14.1% compoundannual growth rate (CAGR) from 2021 through the trailing twelve months(TTM) ending October 31, 2024· Management estimates that 90% of its 2023 revenue came from repeatclients, due to the Company's commitment to honest, open, and transparentcommunication· The Company has a geographically diverse client base with new businesssourced from 13 different states where it holds general contractor licenses· The Company's adjusted EBITDA margin has expanded by over ... Less

The Company is a trucking services provider offering drop-and-hook, spotting service, and power only services. The Company owns over 200 trailers that primarily serve the upper Midwest, United States.· The Company owns & maintains a large fleet of 220 53' long plated walltrailers capable of moving a wide range of products· The Company has an outstanding safety record and a customized truckmanagement system ensuring operational efficiency· The Company maintains strong client relationships providing freight servicesto its top three clients every year for an average of 12 years· Management indicates that repeat clients accounted for approximately 94%of revenue in 2022 & 2023· Revenue & gross profit has remained consistent averaging $11.2 and $2.4 million, respectively, from 2021 through 2023· Financials as of 9/24REF-BN000057157 ... Less

The Company is a specialized general contractor providing comprehensive telecommunication tower services and modifications. The Company serves telecommunication tower owners and wireless communication carriers by performing tower site acquisition, inspection, retrofitting of existing structures, tower foundation installation and improvements, and equipment upgrades to support new and existing tower infrastructure.Key Aspects· The Company grew revenue at a compound annual growth rate(CAGR) of 80.4% from 2021 through the trailing twelvemonths (TTM) ending August 31, 2024· The Company has achieved direct vendor status with a Fortune500 telecommunications tower operator, facilitating scalablebusiness growth and supporting organic expansion· The Company has built a strong reputation in the industry bydelivering high-quality tower modifications with a rigorouscommitment to safety and scheduling accuracy· As a specialized provider of ... Less

The Company is a low-voltage electrical contractor serving commercial, industrial, healthcare, and educational end markets across Illinois. The Company offers data cabling, fiber optics, access control, burglar alarms, fire alarms, and audio-visual installation services. Committed to delivering high-quality electrical system installation and maintenance services, the Company provides tailored solutions that meet the unique needs of each client, enhancing safety, connectivity, and communication.Key Aspects· With over 10 years of operating history, the Company has built areputable brand, achieved tremendous growth and establishedlong-term relationships with key clients in the market· The Company's revenue has grown at a compound annual growthrate (CAGR) of 29.1% from 2021 through the trailing twelve months(TTM) period ended September 30, 2024· Utilizing a lean growth business model, the Company has achieveda 102% revenue ... Less

The Company is a manufacturer of specialty vehicles, trailers, and mobile operations units integrated with advanced. The Company specializes in the integration of proprietary drone (UAS) and counter drone technology. Additionally, The Company provides on-site training and 24/7 support services. The Company serves customers in the law enforcement, public safety, military, and private industry sectors.Key Aspects· Management indicates that, due to the esoteric nature of theproducts, the Company is uncontested during most bid phases· The Company has grown revenue at a compound annual growthrate (CAGR) of 92.9% from 2021 through the trailing twelve months(TTM) ending June 30, 2024· The Company has multiple pieces of proprietary technology for itsproducts which provide insulation from competitors· The Company has established itself within the market with its shortlead times, fully customizable products, high end touch and industry ... Less

The Company is a full-service asphalt & concrete company with over 20 years of experience in the industry. In addition to asphalt & concrete services, the Company provides infrared repair, crack sealing, traffic marking & striping, landscaping, maintenance, snow removal, storm drain & sewer repair, and commercial building services to clients located in the Midwest United States.Key Aspects• The Company has been in operation for over 20 years and developed a greatreputation in its area of operation• Gross profit margin has averaged over 60% from 2020 to 2022• Management estimates a repeat client rate of 88% with a client baseconsisting of property owners with large portfolios• According to management, the Company is one of the only asphalt andconcrete companies in the region that utilizes infrared for asphalt crack• Financials as of 9/23REF-BN000050755 ... Less

The Company is a broad-based communications provider serving business customers worldwide. The Company provides a suite of essential products, including hosted private branch exchange (PBX), video conferencing, Desktop as a Service (DAAS), managed internet, and private line service. With over 25 underlying carriers offering multiple products, the Company is able to meet the business-specific needs for each of its customers.Key Aspects• Broad product offering allows the Company to provide tailored solutions that meeteach of its customer’s needs• Strong gross profit margins averaging 42.4% from 2019 through 2022• Positioned in a rapidly growing industry benefiting from high levels ofdemand for telecommunications products as businesses expand operationsto new regions• Low customer concentration as no single customer accounted for more than3% of revenue in 2022• Financials as of 12/23REF-BN000049237 ... Less

The Company is a provider of the only two-way communication device worldwide that enables people who are deaf, hard of hearing, late deafened, or hearing but cannot speak, to communicate face-to-face with anyone who is hearing, in real-time, without the need for an interpreter, WiFi, or Internet. The Company is also the creator of the only app that provides the patented private, real-time text environmentwhere two people can communicate in a split-screen mode at the same time.Key Aspects· With over 20 years of operating history, the Company has built areputable brand and established long-term relationships with B2Bcustomers in the healthcare, government, law enforcement, andeducation sectors, as well as with people who are deaf, hard ofhearing, late deafened, and people who cannot speak· The Company holds a Healthcare Quality Association onAccreditation (HQAA) and Medicare Certification, enabling theproducts to be purchased ... Less

The Company is an industry leader in the development of human birth tissue donation programs. The Company partners with hospitals and physicians offices to provide human birth tissues for regenerative medicine, manufacturing of placental tissue allografts, and other innovative biologic wound care products.Key Aspects·Total revenue growth has increased by an impressive 79% from 2021 through the trailing twelve month (TTM) period ending July 31, 2024.· The Company has established dependable partnerships with tissue banks, which have facilitated scalable business growth and supported organic expansion.· The Company has distinguished itself in the industry by prioritizing the quality of tissue recovery, the accuracy and completeness of donor charts, and the timely delivery of tissue to end users.· All contracts with tissue processors are recurring, and the Company's exceptional service has resulted in a high rate of repeat ... Less

The Company is a logistics and warehousing service provider specializing in freight brokerage and storage solutions. The Company partners with a large network of carriers and trucking companies to efficiently move its clients' freight.Key Aspects· Centralized location provides logistical advantages for warehousing services· Revenue increased at a compound annual growth rate (CAGR) of 17.3% from2020 through 2023· Hi-tech shipping and warehouse tracking systems ensure processes operateefficiently· Recognized as one of America's Best Entrepreneurial Companies· Financials as of 12/23REF-BN000056072 ... Less

The Company offers exterior repair and restoration services to residential and commercial properties. The Company specializes in repairing roofing, siding, gutters, and windows after damage is caused by severe weather events such as hail and wind. The Company has built up a large network of referral partners, mainly consisting of local insurance agents and large national managed repair companies, allowing the Company to source new clients immediately after a storm has caused damage.Key Aspects· Vast network of referral partners primarily including insurance agents andmanaged repair companies· 50.9% organic revenue growth from 2021 through the trailing twelve months(TTM) ended June 30, 2024 fueled by the Company’s best-in-class serviceswhich has led to an increase in referrals· Highly recognizable brand name in the Northern United States.· Low employee turnover limits expenses associated with hiring and training new employees· ... Less

The Company is an electrical contractor serving the residential, industrial, commercial, agricultural, and institutional end markets in the Midwestern United States. The Company also provides services for an affiliated solar Company.Key Aspects· Broad portfolio of diverse services providing multiple cross-sellingopportunities· The Company is the area's largest locally-owned and family operatedelectrical contractor.· Impressive historical revenue growth evidenced by a compound annualgrowth rate (CAGR) of 26.4% from 2021 to 2024· In operation since 1983, the Company has built a reputable brand name in itsservice region and is highly regarded by clients· High client retention and referral rates (each over 75%) generating substantial repeat and new business· Financials as of 12/24REF-BN000058819 ... Less

The Company is a family-owned manufacturer of commercial ovens including full product lines of gas and electric ovens. The Company has served food service end markets for over 100 years.Key Aspects· The Company has a strong reputation and extensive experience havingbeen a member of the food service end market for over 100 years· Repeat customers accounted for an average of 77% of revenue from 2021through 2023· The Company's revenue has grown by a compound annual growth rate(CAGR) of 12.4% from 2020 through 2023· The Company generated an average adjusted EBITDA margin of 22.7% from 2020 through 2023· Financials as of 12/23REF-BN000052955 ... Less

The Company is an outsourced human resources consultancy firm providing onsite & remote human resources (HR) management, organizational development, and selection & attraction services to a variety of end markets across the United States. The Company has established a strong reputation and is highly regarded by its clients. Key Aspects· The Company has a diversified client mix with no end market accounting forover 20% of revenue in 2023· Subscription-based clients accounted for approximately 49% of revenue in2023· The Company generated an average revenue of $2.0 million from 2021through 2023· The Company generated strong financial growth with adjusted EBITDAgrowing at a compound annual growth rate (CAGR) of 8.2% from 2021through the trailing twelve months (TTM) ending August 31, 2024·Financials as of 8/24REF-BN000057416 ... Less

The Company is a North Carolina-based industrial maintenance service provider. The Company performs routine, scheduled, and unscheduled mechanical and electrical maintenance for clients in the concrete, aggregate, mining, energy, and manufacturing industries.Key Aspects· Revenue has grown at a compound annual growth rate (CAGR) of 86.5%from 2020 through 2023· The broad portfolio of services offered enable the Company to capitalize onmultiple cross-selling opportunities· The Company has maintained a high adjusted EBITDA margin averaging28.6% from 2020 through 2023· Management indicates that approximately 78% of the Company's revenue in2023 was generated from repeat clients due to the Company's best-in-class customer service practices· Financials as of 12/23REF-BN000058367 ... Less

The Company is a chain of nine health and fitness clubs that operate in Iowa and Illinois. The Company serves individuals of all agesby providing a range of amenities and professional support to help members achieve their fitness goals.Key Aspects· The Company operates nine health & fitness clubs that range from 2,500 sq.ft. to 40,000 sq. ft. and five of which are owned by an affiliated entity· The number of memberships has consistently grown at a compound annualgrowth rate (CAGR) of 13.7% from 2020 through 2023· The Company maintains strong customer relationships estimating that 70%of revenue in 2023 was generated from recurring customers· The Company's adjusted EBITDA & adjusted EBITDA margin grewsignificantly with CAGRs of 45.3% & 35.7%, respectively, from 2021 through the trailing twelve months (TTM) ending June 30, 2024· Financials as of 6/24REF-BN000057228 ... Less

The Company, is one of the leading residential solar panel suppliers and installers in the US. From design through installation, the Company manages the entire process for its customers creating an excellent customer experience and driving profitable growth. The Company has built a reputable brand name in the industry and recently ranked in the Top 50 of residential solar companies in the United States by Solar Power World.Key Aspects· Rapidly growing revenue which increased at a compound annual growthrate (CAGR) of 109.0% from 2020 through the TTM ending June 30, 2024· Strong management team in-place capable of driving continued growth· Ranked as one of the top 50 residential solar installers in the United Statesby Solar Power World· Excellent customer reviews drives an efficient referral marketing engine· Proprietary sales routing software that can be marketed to create additional revenue source· Financials as of ... Less