Matthew Kekelis

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 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 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 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 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 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 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 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 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 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 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

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 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 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 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 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 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 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 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 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 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 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 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 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 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