William Sullivan

Description: The Company specializes in the installation of appliances, electrical and plumbing fixtures, water heaters, shower doors, and cabinets through affiliations with nationwide retailers.Key Aspects: • Revenue grew at a compound annual rate (CAGR) of 18.0% from 2022 to the trailing twelve months (TTM) ending June 30, 2025, excluding all one-time income.• The Company's adjusted EBITDA margin was 14.1% for the TTM ending June 30, 2025.• The Company has open-ended installation service agreements and sell, furnish, and install (SF&I) service agreements with nationwide retailers.• The Company has been in operations for over 20 years.Opportunities: • Implement search engine optimization (SEO) on the company website to improve visibility and attract new customers.• Pursue additional installation service agreements and SF&I service agreements with large retail companies to grow revenue.• Offer installation services to ... Less

Description: The Company is a global designer and provider of promotional merchandise, private label accessories, and product packaging, with a focus on cosmetic bags, totes, travel cases, and related products. Through its Northeast, US headquarters and Asia-based offices, the Company delivers comprehensive solutions that include concept development, design, sourcing, manufacturing oversight, quality control, and logistics.Key Aspects: • The Company had an average gross profit and adjusted EBITDA margin of 34.7% and 15.6%, respectively, from 2022 to 2024.• The Company operates an in-house sample room located in close proximity to manufacturers, enabling rapid prototyping, faster iterations, and shorter development cycles.• The Company offers a comprehensive, end-to-end solution by managing design in-house and overseeing product development, contract manufacturing, quality control, and third-party logistic (3PL) providers.• The ... Less

Description: The Company is a boutique software design and development agency specializing in high-quality, custom solutions for mobile, desktop, and enterprise platforms. They provide end-to-end services, including user experience (UX) and user interface (UI) design, iOS, macOS, Android, backend, and cloud development, prototyping, launch strategy, and project management.Key Aspects: • The Company's average adjusted EBITDA margin from 2022 through TTM June 2025 is 7.6%. • Past developments include mobile software utilized by Fortune 500 companies. • The Company has delivered a substantial portfolio of applications for clients ranging from early-stage startups to Fortune 100 companies, including engagements with the National Aeronautics and Space Administration (NASA), IBM, and other recognized corporations.• Possesses cross-platform expertise, enabling delivery of integrated experiences across mobile, desktop, and cloud ... Less

Description:The Company is a healthcare consulting firm specializing in operational and compliance support for providers in the post-acute sector. With an emphasis on operational effectiveness and regulatory guidance, the Company works with care teams to advance clinical performance and support revenue optimization.Key Aspects: • The Company maintained a strong adjusted EBITDA margin averaging 40.1% from 2022 to 2024.• All client contracts are structured as evergreen agreements with monthly billings, resulting in more than 95% of the Company’s annual revenue, on average, being recurring. • The Company has built a strong reputation in the industry through its 20+ year operating history. • The Company’s affiliations with its clients are often long-term and deeply embedded, driven by recurring advisory engagements, regulatory support, and ongoing revenue cycle services.Opportunities:• Further explore affiliations with legal ... Less

Description: The Company specializes in 1031 exchange transactions, offering qualified intermediary services to ensure compliance and facilitate smooth exchanges. The Company processes forward, reverse, and construction exchanges. Additional services include consulting, document preparation, and transaction tracking using statistical analysis system software and cloud-based system, both software as-service (SaaS) providers. The Company's services ensure the highest level of client fund security. With a highly trained staff known for their responsiveness, knowledge, and experience, the Company maintains high client satisfaction and retention rates.Key Aspects: • Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 5.9% and 7.7%, respectively, from 2022 to the trailing twelve months (TTM) ending August 31, 2025.• The Company has a low client concentration, with the largest client representing less than 1% ... Less

Description: The Company is a software solutions provider focused on manufacturing and distribution companies. The Company implements information systems, develops eCommerce solutions, and is apart of the Infor Partner Network (IPN) Program, specifically for its enterprise resource planning (ERP) software, Infor XA (formerly MAPICS). The Company additionally offers consulting services, such as business and technology expertise, for ERP and distribution systems globally. These services help to optimize operations for manufacturing and distribution companies by focusing on Infor systems, integration, training, and custom add-on development.Key Aspects: • The Company maintained a strong average adjusted EBITDA margin of 45.1% from 2022 to 2024.• From 2022 to 2024, an average of 90.2% of the Company’s revenue was derived from recurring contracts, with recurring revenue increasing to 99.3% in the trailing twelve months (TTM) ending ... Less

Description: The Company is a staff augmentation & digital solutions firm specializing in the regulated manufacturing industry, delivering project management, operational excellence, and validation in the regulated manufacturing industry, for pharmaceutical, biotechnology, and medical device clients. The Company compliments its services with Smartsheet digitization solutions, enabling clients to achieve greater project visibility, compliance, and operational efficiency.Key Aspects: • The Company maintained an impressive adjusted EBITDA margin averaging 28.7% from 2022 to 2024. • The Company provides immediate access to a pre-qualified pool of experts, dramatically reducing a client's time-to-hire. • The Company holds Silver Partner status in the Smartsheet Aligned Partner Program, reflecting a strong track record in implementing Smartsheet solutions and delivering advanced capabilities.• The Company is recognized by multiple ... Less

Description: The Company designs and delivers supply chain programs that align with the geographic, social, and ecological priorities of institutional and wholesale food buyers. Collaborating with farmers, food processors, and other distributors, the Company delivers source-identified regional products such as produce, dairy, meat, and minimally processed items at scale. Additionally, the Company has its own brand line, which holds a trademark designation.Key Aspects: • The Company had a strong growth and financial performance, with sales reaching $15.6 M in the trailing twelve months (TTM) ending August 31, 2025, and gross profit margin averaging 19.9% from 2022 to 2024.• As of August 31, 2025, the Company has an estimated $3.63 million remaining to be billed on its current contracts.• The Company is a Certified B Corporation, indicating it has undergone certification by the nonprofit B Lab for its high standards in social ... Less

Description: The Company is a leading manufacturer and distributor of polyvinyl chloride (PVC) and aluminum fences, catering primarily to wholesalers and fence installation companies. The Company produces approximately 35% of its PVC profiles domestically through multiple extrusion lines while importing the remaining 65%. Aluminum components are fully imported, with profile assembly handled in-house to ensure quality. The Company distributes fences via full truckload shipments to US customers. Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 24.7% and 16.0%, respectively, from 2022 to the trailing twelve months (TTM) ending August 31, 2025.• The US fencing market was valued at $9.8 billion in 2024 and is expected to expand at a CAGR of 5.3% from 2024 to 2030, according to Grand View Research.• Established expertise with over two decades of experience in the PVC and aluminum fence ... Less

Description: The Company provides talent and digital agency services that span AI strategy and implementation, strategic consulting, user experience (UX) design, web and application development, and staff augmentation. The Company designs and builds websites, platforms, and applications that deliver measurable results, crafts innovative digital experiences, and provides embedded talent and innovation services to help its clients adapt, grow, and lead.Key Aspects:• In the trailing twelve months (TTM) ending May 31, 2025, the Company reached impressive gross profit and adjusted EBITDA margins of 36.8% and 19.1%, respectively.• The Company has developed a range of proprietary methodologies, modular design systems, reusable code libraries, internal tools, trade secrets, and other intellectual property (IP) built through years of innovation and hands-on project delivery.• The Company's client base is comprised of blue-chip ... Less

Description: The Company is a US-based e-commerce focused hemp retailer specializing in premium, federally compliant hemp-derived products, including Tetrahydrocannabinolic Acid (THCA) and Cannabidiol (CBD) flower, edibles, topicals, and pet products. The Company has developed a reputation for award-winning indoor-grown strains. All products undergo third-party laboratory testing to ensure potency, consistency, and compliance with federal regulations.Key Aspects:• The Company's revenue grew at a compound annual growth rate (CAGR) of 32.4% from 2021 through 2024, with an adjusted EBITDA margin reaching 13.9% in 2024.• The seller maintains strong customer retention with an estimated 87% of 2024 revenue being generated from repeat customers.• The Company leverages white-label packaging across its entire smokable product line and extends this practice to select offerings within its edible product portfolio.• The Company ... Less

Description: The Company is a fitness studio franchisor that offers its franchisees turnkey support, including site selection and buildout, marketing, staff training, and operations. The brand focuses on helping deconditioned adults transform their bodies and minds through instructor-led group exercise sessions and coaching members on their nutrition, supplementation, and lifestyle choices.Key Aspects:• 79.4% of the Company's revenue in the TTM ending June 30, 2025, was recurring revenue.• The Company provides strong franchisee support, featuring ongoing training, sales frameworks, exercise programming, and a CRM-managed sales funnel for lead generation.• The Company offers in-house digital advertising services that provide franchisees with full-service digital marketing to drive studio-level sales.• The Company maintains an established, award-winning brand with a nationwide presence.• The Company has diverse revenue streams, ... Less

Description: The Company is a premier electrical and infrastructure contractor specializing in civil infrastructure solutions, including power and communication installations, underground utilities, and other related electrical systems for transportation and public works projects.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 13.3% and 30.6%, respectively, from 2022 to the trailing twelve months (TTM) ending July 31, 2025.• The Company's bonding capacity is $25M for single projects and $50M aggregate.• The Company is a Department of Transportation (DOT)-prequalified contractor across multiple project categories, giving the Company a competitive advantage in securing state and municipal infrastructure projects.• The Company has a strong portfolio of recurring contracts and extensive long-term experience working with government agencies, municipalities, and major general ... Less

Description: The Company is a federal government contractor focused on providing mission-focused, practicable, and actionable solutions for complex cybersecurity problems. The Company offers in-house data engineering, software development, data science, systems engineering, and information assurance services to enable meaningful data analysis across disparate sources. Additionally, the Company ensures the secure operations of some of the United States' most important missions through blue, red, and purple teaming, security monitoring, incident response, forensics, and threat hunting.Key Aspects:• High Financial Growth: From 2022 to 2024, the Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 45.6% and 84.4%, respectively.• Strong Profit Margins: The Company maintained impressive gross profit and adjusted EBITDA margins averaging 49.4% and 11.8%, respectively, from 2022 through 2024.• Robust ... Less

The Company is a well-respected general contractor. The Company provides a complete range of general contracting, construction management, and real estate development services to owners and investors in Southeast US. The Company performs a variety of services, including design-build, design-assist, and pre-construction ... Less

Description: The Company is an intensive outpatient programs (IOP) focused on addiction treatments. The Company offers day treatment, group therapy, one-on-one counseling, case management, and structured residential housing.Key Aspects:• The Company's revenue grew at a compound annual growth rate (CAGR) of 30.1% from 2022 through 2024.• The Company achieved an adjusted EBITDA margin of 34.1% from 2022 through 2024.• The Company accepts out-of-state patients.• Residents and non-residents can utilize all services offered.• IOP services are immediate and have no wait times.• The Company's staff is composed of expert licensed therapists.• The Company is licensed with several insurance companies.Opportunities: • Expand service offerings and hours of operation to reach more potential patients.• Bring medical billing in-house to reduce expenses.• Increase marketing to out-of-state clinical stabilization services (CSS) and hospitals ... Less

Description: The Company is a full-service reconstruction and restoration Company serving Third Party Administrators (TPAs) and homeowners. The Company's primary services include reconstruction, water, content, mold, fire, trauma, and textile mitigation.Key Aspects:• The Company maintained strong financial margins with gross profit and adjusted EBITDA margins averaging 29.9% and 13.7% respectively, from 2022 through 2024.• According to management, as of May 31, 2025, the Company has an estimated $746,545 remaining to be billed in open contracts.• The Company is an approved vendor for five Third Party Administrators (TPAs).Opportunities: • Expand service offerings to include crawlspace remediation to drive revenue growth.• Pursue geographic expansion to broaden client reach.• Increase marketing efforts to insurance carriers and property managers to gain market share.• Enhance the Company's website with search engine ... Less

Description: The Company is a staffing firm specializing in temporary and permanent placement solutions. The Company provides staffing solutions across a broad range of market segments, including pharmaceuticals & biotechnology, manufacturing, insurance, consumer products, professional services, real estate, and financial services. The Company extends its reach nationally by delivering staffing solutions across the US.Key Aspects:• The Company maintained an impressive average adjusted EBITDA of 18.8% from 2021 through 2024.• The Company utilizes a sophisticated database system with a proprietary search algorithm to connect with nearly 80,000 professionals nationwide.• With a long-standing presence in the industry, the Company is widely recognized for its consistent delivery of high-quality staffing services.Opportunities: • Pursue geographic expansion to broaden the Company's footprint and capture additional market ... Less

Description: The Company provides innovative, economical alternatives to window replacement. The Company is a technology-driven, service-based business that provides glass restoration services. The Company's services are cheaper, faster, and less invasive than window replacement. The Company has extensive experience ranging from single panels in a home to complex problems on high-rise buildings.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 32.3% and 40.4%, respectively, from 2022 through 2024.• Proven, scalable business model with two unique growth strategies tailored to specific markets.• The Company holds contractual, exclusive rights to use patented technology for developing its own equipment for large-scale projects.• The Company holds exclusive rights to use patented technology for training its technicians.• The Company’s glass restoration services are ... Less

Description: The Company is a leading provider of emergency and non-emergency medical transport (NEMT) services, serving a diverse range of patients through healthcare providers. The Company offers facility-to-facility transfers, residence-to-facility transport, 911 emergency response, and airport transfers, leveraging a modern ambulance fleet equipped for advanced life support (ALS) and basic life support (BLS). Operations are supported by a 24/7 dispatch and billing infrastructure, with a strong focus on clinical excellence, regulatory compliance, and patient safety.Key Aspects:• The Company's adjusted EBITDA grew at a compound annual growth rate of 63.4% from 2022 to 2024.• The Company maintained an average revenue of $30.6M from 2022 to 2024, with 70.1% of 2024 revenue being derived from NEMT services.• Revenue is generated by a diverse payor mix, including hospitals, Medicaid, Medicare, private insurance, and ... Less

Description: The Company is a used commercial vehicle dealership specializing in light and medium duty fleet vehicles tailored to the needs of small businesses and trade contractors. Serving a broad customer base of owner-operators and small enterprises, the Company facilitates vehicle acquisitions primarily for work-related use. The Company offers end-to-end solutions, including financing through a trusted network of lenders and access to aftermarket products such as service contracts and commercial insurance.Key Aspects:• The Company's gross profit and adjusted EBITDA margins averaged 23.8% and 7.4%, respectively, from 2022 through 2024.• The Company utilizes a digitally driven sales model, converting online inquiries into on-site transactions through search engine optimization (SEO) and third-party platform exposure.• The Company operates from a scalable real estate footprint with highly visible auto-zoned properties.• The ... Less

Description: The Company is a full-scale entertainment and production enterprise delivering high-quality event experiences for private occasions. With a primary focus on bands, DJs, musicians, and event production services, the Company combines over 35 years of expertise with a commitment to excellence and customization.Key Aspects:• Revenue for the primary operating entity increased at a compound annual growth rate (CAGR) of 17.6% from 2022 through the TTM ending June 30, 2025.• The Company's intellectual property (IP) includes registered trademarks, branded bands, musical charts, and musical software programming.• The Company has preferred vendor status with more than 50 venues in and around the Tri-State area, and in the Midwest.• The Company utilizes a dedicated event planning application (app) and support team to centralize communication and planning.Opportunities: • Capitalize on plans to add additional bands, DJs, and ... Less

Description: The Company is a comprehensive advertising agency focusing on brand-building strategy, content creation, social media, video production, and design, as well as full creative services for a diverse clientele, including established blue-chip companies and emerging businesses.Key Aspects:• The Company's average revenue was $2,252,541 from 2022 through 2024. • The Company's adjusted EBITDA margin averaged 9.2% from 2022 through 2024. • The Company maintains Master Service Agreements (MSAs) with all clients, renewed annually, though a minority choose triennial renewal • The Company has won numerous awards for outstanding quality of work • The Company's branded videos on Instagram and TikTok have amassed a total of 41 million views, resulting in over 2.4 million engagementsOpportunities: • Leverage the existing client relationship with a large client to enable the Company to collaborate with all of its brands • ... Less

Description: The Company is a wholesale supplier to the Convenience Service Industry, coffee roasters, and coffee distributors. The Company provides replacement parts, installation supplies, display fixtures, water filters, leak detectors, cleaning supplies, and related accessories.Key Aspects:• The primary entity's revenue grew at a compound annual growth rate (CAGR) of 20.0% from 2021 to 2024. • The Company is well-established and recognized, and its ownership has guided it through more than 30 years in the industry. • The Company maintains a robust inventory of parts and products, including proprietary, trademarked water filtration products. • The Company is the distributor of replacement parts of the leading Bean to Cup of coffee brewers and ice machines sold in the US. • The Company is an authorized distributor for five of the largest water filter companies in the industry. • The Company is a dominant provider in the ... Less

Description: The Company is a high-end event furniture rental business. The Company rents out luxury furniture, dinnerware, décor, and more for events such as weddings, galas, and corporate & private events.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 24.7% and 11.5%, respectively, from 2021 through 2024. • The Company maintained an average adjusted EBITDA margin of 26.5% from 2021 through 2024. • No single client generated more than 4.2% of revenue in 2024, underscoring the Company's low client concentration. • The Company's luxury product offerings lead to increased margins.Opportunities: • Gain market share through geographic expansion. • Increase revenue by expanding product & service offerings, such as event planning. • Search engine optimize the Company's website to gain online exposure and reach more potential clients. • Increase margins by continuing to expand into the ... Less

Description: The opportunity consists of two entities: a cabling contractor and a communications equipment and service provider. Company 1 is a cabling contractor with a focus on voice, data, video, and fiber optic cables. Company 2 sells, designs, and provides installation services for various communications equipment. Ownership will consider the sale of each entity individually or as a collective sale.Key Aspects:• Company 1 and Company 2 have average gross profit (GP) margins of 19.9% and 22.4%, respectively, from 2021-2024. • Management notes that the Company has recurring revenue contracts and a customer repeat purchase rate of 92.1% in 2024. • Company 2 has exclusive distributor agreements in place for products sold to the educational and commercial markets. • Company 1 and Company 2 are licensed and certified to work on public projects, schools, and low-voltage work. • Company 1 holds a Master Service Agreement (MSA) ... Less

Description: The Company is an electrical contractor specializing in commercial and residential electrical solutions. The Company provides new construction electrical services, fire alarm installation, electric panel upgrades, design-build, preventative maintenance, electric vehicle station installation and repair, and numerous additional services.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 35.7% from 2021 through 2024. • The Company maintained an average adjusted EBITDA margin of 9.6% from 2021 through 2024. • Minimal client concentration: No single client accounted for more than 4.8% of the Company's 2024 revenue. • The Company’s electricians are cross-trained between both commercial and residential services, offering service flexibility and a larger, more diversified client base. • The Company purchased the assets of a competitor in 2023, which included a list of 14,000 customers.Opportunities: • ... Less

Description: The Company fabricates and installs stone and hard surface countertops for single- & multi-family homes, high-rises, restaurants, bars, and hotels. Stone care products, sinks, and faucets are offered at the Company’s retail locations. The Company typically works with national home builders who construct hundreds to thousands of homes each year.Key Aspects:• Adjusted EBITDA and revenue grew at compound annual growth rates (CAGRs) of 35.5% and 24.4%, respectively, from 2021 to 2024. • The Company's revenue grew 27.5% from 2023 to 2024. • The Company has multiple affiliations with national homebuilders, resulting in additional out-of-state projects to service these clients. • As of May 2025, the estimated revenue for work under signed contract is $49.89M. • In 2021, the Company added countertop care products and chemicals to the product lineup. • The Company opened a second showroom in 2024 to showcase additional ... Less

Description: The Company is an agricultural company specializing in comprehensive irrigation solutions. The Company's services include irrigation system design and installation, automation systems, cost-sharing consulting, parts supply, and repair and maintenance support. The Company is committed to responsible water use and stays at the forefront of technology and automation to ensure efficient and sustainable agricultural practices.Key Aspects:• The Company maintained strong financial margins with gross profit and adjusted EBITDA margins averaging 34.4% and 12.3%, respectively, from 2022 through 2024. • The Company has a strong client base with management estimating 77% of revenue being generated from repeat clients in the trailing twelve months (TTM) ending April 30, 2025. • As of May 2025, the Company's backlog is approximately $3.5 million. • The Company has been in business for over a decade.Opportunities: • Focus on ... Less

Description: The Company designs and sells audio networking products and develops associated technologies. The Company's products, powered by proprietary digital audio transport technology, enable performers to create customized monitor mixes. These systems integrate with analog or digital consoles and distribute audio, data, and power. The Company's solutions are used in live sound, studios, and fixed installations, offering flexibility, high-quality audio, and ease of use.Key Aspects:• The Company's gross profit and adjusted EBITDA margins were an impressive 56.2% and 23.9%, respectively, in 2024. • The Company has developed revolutionary products and technologies, with an ongoing commitment to innovation that drives differentiation in the market. • All products are designed internally and manufactured in the United States. • The Company possesses proprietary data, systems, technology, patents, trademarks, and trade secrets. ... Less

Description: The Company is a manufacturer of high-quality firearm components.Key Aspects:• The Company's average revenue was $3.3M from 2021 to 2024. • Gross profit and adjusted EBITDA margins averaged 77.7% and 35.1% respectively, from 2021-2024. • The Company has exclusive access to six patented product designs. • All products are manufactured in-house. • Management notes in 2024, 80% of revenue is from repeat customers. • The owners have over 30 years' experience in the aerospace engineering and manufacturing space.Opportunities: • Finalize obtaining an export license to sell to European distributors. • Create second and third shifts to increase sales. • Pursue military contracts to increase sales.Headquartered:• Southeast, USCurrent Markets:• The Company's market segments include original equipment manufacturers, distributors, dealers, retailers, and military and law enforcement throughout the US.Real Estate:• The Company ... Less

Description: The Company is a flooring product manufacturer that manufactures and imports product as well as represents a variety of flooring manufacturers, importers, and home furnishing businesses. The Company provides its clients with extensive product knowledge, experience, and sales support.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 9.4% and 9.0%, respectively, from 2022 through 2024. • The Company maintained impressive average gross profit and adjusted EBITDA margins of 74.3% and 23.1%, respectively, from 2022 through 2024. • The Company has exclusive representation agreements in place with 21 flooring manufacturers. • The Company's sales representatives and agents have deep product knowledge and experience.Opportunities: • Increase production, inventory, sampling, and marketing of the Company's products to drive sales expansion. • Expand the rugs product line to increase ... Less

Description: The Company is a full-service executive search and outsourced human resource (HR) consulting firm, specializing in organizational training, professional development, executive coaching, employee relations, performance management, HR audits, compliance, benefits administration, recruitment, and talent acquisition for leadership roles.Key Aspects:• The Company's total revenue growth was 20.3% from 2021 to 2024. • The Company's adjusted EBITDA margin averaged 9.7% from 2021 to 2024. • As of March 10, 2025, the Company has $5M in active signed contracts. • Management estimates that in 2024, 84% of revenue was generated from repeat clients. • The Company has a reoccurring revenue model for all HR contracts. • The Company has cultivated long-standing relationships with clients, ensuring consistent customer retention.Opportunities: • Expand into new market segments to grow the client base and revenue. • Enhance executive ... Less

Description: The business offering consists of two established entities. Company 1 is a full-service agency specializing in brand strategy, creative design, and traditional marketing offering services such as brand development, advertising, print and video marketing, and strategic messaging. Company 2 focuses on data-driven online marketing, providing website development, search engine optimization (SEO), advertising, social media marketing, content creation, email marketing, and analytics to enhance digital performance. While Company 1 builds strategic brand identities through traditional methods, Company 2 leverages digital strategy and engagement tools to drive measurable online results.Key Aspects:• Company 1 gross profit and adjusted EBITDA margins averaged 45.2% and 14.7%, respectively, from 2021 to 2024. • In 2024, Company 2 generated approximately 5.1% of its revenue from monthly recurring revenue (MRR) from website ... Less

Description: The Company specializes in the installation of screen enclosures for pools and patios, featuring clear views and solid beam construction. The Company also offers pool cage and patio screen repairs.Key Aspects:• The Company's average revenue was $3,078,966 from 2021 to 2024. • The Company's gross profit margin averaged 46.4% from 2021 to 2024. • The Company's average adjusted EBITDA margin was 7.3% from 2021 to 2024. • Management estimates that as of April 14, 2025, the Company has approximately $282k in backlog. • The owner of the Company holds exclusive rights to a unique patent utilized by the Company.Opportunities: • Expand service offerings to commercial organizations to open a new revenue stream. • Improve internet presence and marketing to improve visibility and attract new clients. • Expand the Company's service area into surrounding counties to continue to grow market share. • Increase focus on ... Less

Description: The Company is a design and management consulting firm specializing in custom designs and project management of advanced audiovisual (AV) and multimedia environments. The Company provides AV consulting services, including discovery of needs, project budgeting, facility and infrastructure design, competitive bidding documents, and management of the implementation process. The Company has an extensive track record of success, having completed tens of thousands of AV projects for its blue-chip clients across the globe, including many landmark, superstructure, and world headquarters projects for Fortune 500s.Key Aspects:• Combined adjusted EBITDA margin of 24.8% in the trailing twelve months (TTM) ending July 31, 2024 • Combined backlog of more than $3 million, as of November 18, 2024 • Zero long-term liabilities as of fiscal year-end 2022, 2023, and as of July 31, 2024 • Blue-chip clients, including several Fortune ... Less

Description: The Company sells, installs, and services industrial electrical equipment and energy storage equipment for broadband providers, utility companies, manufacturing companies, distribution companies, warehouses, and data centers.Key Aspects:• The Company's revenue increased at a compound annual growth rate (CAGR) of 17.6%, excluding one-time income, from 2021 to 2024. • As of January 1, 2025, the Company has over 40 projects in progress, which is expected to generate $874,900 in revenue. • The Company's excellent reputation in the immediate and surrounding regions is a testament to its more than 51-year operating history. • The Company delivers superior customer service 24/7. • The Company's products have a long serviceable life, providing a high rate of repeat business. • Operational systems and tools have been put in place to allow the Company to service large customers.Opportunities: • Expand existing customer ... Less

Description: The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services for businesses and individuals.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 6.2% and 7.5%, respectively, from 2021 through 2024. • The Company maintained an impressive average adjusted EBITDA margin of 62.0% from 2021 through 2024. • Minimal client concentration: no single client generated more than 3.4% of the Company’s revenue in 2024. • Approximately 95% of the Company’s revenue in 2024 was derived from repeat clients, according to management. • Dedicated and experienced staff members: the Company's key employees have tenures of 17 and 20 years.Opportunities: • Search engine optimize the Company’s website to increase online visibility and reach more potential clients. • Establish a ... Less

Description: The Company is a well-established full-service custom metal fabrication shop. It is a distributor of culvert pipes, drainage products, stabilization fabric and septic chambers, multi-plate pipe arches, aluminum boxes, and snowplow parts. The Company also offers fabrication services utilizing a combination of computer numerical control (CNC) machines and a skilled team of licensed welders.Key Aspects:• Revenue averaged $12,567,474 from FY2021 to FY2024, with an average gross profit (GP) margin of 18% in the same period • No single customer generated more than 4% of revenue in FY2024 • Over two million pounds of materials in stock to meet quick turnaround times • Management estimates repeat customers account for 85-90% of sales in FY2024 • The Company has an experienced, highly knowledgeable staff and a team of certified welders • The Company provides diverse product and service offeringsOpportunities: • Expand the ... Less

Description: The Company is a manufacturer and distributor of adult wellness products. The Company wholesales and distributes various lines of cosmetics, over-the-counter (OTC) drugs, and personal lubrication. Some of the Company's products are also recognized as medical devices. In addition, the Company offers custom marketing pamphlets and merchandising displays for its products.Key Aspects:• The Company has maintained an average adjusted EBITDA margin of 42.9% from 2021 to 2024 • As of December 31, 2024, the Company holds no long-term debt • Well-established Company with over 25 year operating history • The Company holds trademarks for its brand name and key product names • Management developed and formulated some of the Company's proprietary products • Many proprietary products are produced at the Company's warehouseOpportunities: • Add additional production lines in the current operating location to increase onsite ... Less

Description: The Company is a global sales performance company with over eight decades of combined experience in sales, sales coaching, and sales training. The Company’s sales consulting and learning alignment approach allows the creation of custom programs that are unique and relevant to its clients, which enables the client to achieve their business goals quickerKey Aspects:• The Company's revenue grew 10.3% from 2021 through 2024. • The Company's average gross profit (GP) margin was 79.9% % from 2021 through 2024. • The Company's average adjusted EBITDA margin was 35.0% from 2021 through 2024. • Product delivery includes e-learning, classroom, virtual, and hybrid learning (classroom & hybrid) using a third-party learning management system (LMS), interactive learning maps, and competitive classroom-based sales simulations.Opportunities: • Build a sales team to target new markets outside of healthcare. • Leverage the success ... Less

Description: The Company is a distinguished international importer and distributor specializing in boutique wines sourced from small to medium-sized wineries globally. The Company boasts a diverse and extensive portfolio featuring more than 700 unique wines. The Company’s distribution network is strategically located throughout the US Mid-Atlantic region.Key Aspects:• The Company sources wine from 16 countries globally. • The Company is a licensed importer for eight states. • The Company has low customer concentration. • As of December 2024, the Company has a collection of over 200 wine brands and 1,000 active wine labels. • The Company has a strong reputation in the industry. Financial Note: Revenues and costs are subject to intercompany transfers not identifiedOpportunities: • According to management, there is the capacity to increase sales without the need for major capital expenditure. • Expand product offerings across the ... Less

Description: This unequaled global chemical company combines geographically diverse “best-in-class” manufacturers with superior logistics intellectual property (IP), delivering an unmatched competitive advantage. The Company leverages proprietary logistics expertise and global manufacturer networks to efficiently provide technically demanding specialty chemicals. The Company’s unique global procurement strategy affords the development of robust customer relationships linked to tailored solutions driving consistent growth, positioning the Company as a trusted leader in specialty chemicals.Key Aspects:• A diverse global supply network across nine countries and four continents, utilizing more than 15 top-tier manufacturers, yields differentiated production and supply. • Only specialty chemical company with a dominant import strategy and access to prominent domestic manufacturers, ensuring resilience and adaptability in any global ... Less

Description: The Company is a class A commercial general contractor. The Company's services include design-build, general contracting, construction management, and land development. The Company has extensive experience in a variety of commercial market segments, including retail, restaurant, food service, light industrial, sports & recreation, hospitality, and office buildings.Key Aspects:• The Company's gross profit and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 7.0% and 18.2% from 2021 through 2024. • The Company maintained an average gross profit margin of 9.9% from 2021 through 2024. • As of December 31, 2024, the Company has a backlog of $9.73 million. • The Company has a bonding capacity of $5 million for a single project with an aggregate program in range of $10 million. • Approximately 76% of the Company's revenue in 2024 was derived from repeat clients and referrals, according to management. • The ... Less

Description: The Company is a national commercial construction company offering general contracting, construction management, and design-build services. The Company has extensive experience in completing large and complex projects, specializing in commercial offices, medical offices, industrial facilities, e-commerce facilities, hospitality buildings, and retail establishments.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 55.6% and 220.1%, respectively, from 2021 through 2024. • The Company maintained an average gross profit margin of 20.7% from 2021 through 2024. • The Company holds master subcontractor agreements (MSAs) with several blue-chip clients. • Every employee of the Company is Occupational Safety and Health Administration (OSHA) 30 certified, and one employee is OSHA 500 certified, showcasing the Company's commitment to safety. • The Company has a backlog of ... Less

Description: The Company provides architectural, planning, historic preservation, and interior design services, including preparation of feasibility studies, building recertification, master planning, programming, architectural design, construction documents, bidding and permitting assistance, construction administration, adaptive re-use studies, historic structures reports, historic designation reports, and historic tax credit consulting services.Key Aspects:• The Company's revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 40.5% and 39.4%, respectively, from 2021 through 2023. • The Company maintained an impressive average adjusted EBITDA margin of 18.4% from 2021 through 2023. • As of October 31, 2024, the Company has $5,147,331 in remaining billings for contracts in progress. • Renowned architectural firm with an outstanding reputation built over nearly 40 years, earning 70 prestigious ... Less

Description: The Company is an engineering firm specializing in cyber-security, software application development, and data analytics. The Company focuses on reverse engineering pre-existing software and hardware, and designs & constructs modular satellite communication equipment in-house.Key Aspects:• The Company's adjusted EBITDA grew at a compound annual growth rate (CAGR) of 5.2% from 2021 to 2024. • The Company had an average gross profit margin of 50.2% from 2021 to 2024. • Repeat clients accounted for approximately 95% of revenue in 2024, according to management. • A current backlog of $2.2M as of November 30, 2024. • There is no set-aside revenue from clients from 2021 to 2024. • The Company maintains access to an ESD room. • Company-owned intellectual property (IP) platform; a network diagnostic tool used in re-engineering applications. • The Company has an in-house engineering team capable of custom designing, ... Less

Description: The Company is a special occasion apparel retailer specializing in dresses. Operating online and through physical stores, the Company is known for elegant and stylish apparel that offers a wide range of products, including prom dresses, evening gowns, cocktail dresses, and wedding dresses, as well as accessories and shoes to compliment each outfit.Key Aspects:• The Company's average revenue from its fiscal year (FY) 2022 through 2024 was $29,238,216 • The Company's average gross profit (GP) margin from 2022 through 2024 was 60.4% • Average adjusted EBITDA margin was 11.9% from 2022 through 2024 • The Company has store locations across the continental US • The Company has an established 41-year operational history • According to management, in 2024, the Company's gross profit margin for its private label products was 67.6%Opportunities: • Focus on optimizing the e-commerce platform to drive revenue growth • Expand ... Less

Description: The Company is a construction engineering consultancy that provides construction and project management services to public and private owners, including architectural and engineering (A/E) firms and construction management firms. The Company primarily supports projects for federal, state, and local government agencies.Key Aspects:• Revenue grew at a compound annual growth rate (CAGR) of 26.1% from 2021 through the trailing twelve months (TTM) ending July 31, 2024 • The Company's gross profit and adjusted EBITDA margins averaged 92.5% and 8.9%, respectively, from 2021 through 2023 • As of October 2024, the Company has approximately $8.8M remaining to be billed under its current contracts • Approximately 80% of revenue for the TTM ending July 31, 2024, was generated from repeat clients, according to management • The Company has no long-term liabilities as of July 31, 2024 • In operation for over 20 years, ... Less

Description: The Company is a contractor that provides plumbing services and installation of gas lines for natural gas and liquid propane. The Company provides new construction, remodel, and repair services for residential and commercial properties.Key Aspects:• The plumbing entity maintained an average gross profit margin of 32.8% from 2021 through 2023 • Management estimates 85% of 2023 revenue came from repeat customers • As of August 31, 2024, the Company carries no long-term debt • The Company has blanket contracts with several local general contractors • The Company’s robust fleet of service trucks supports residential and commercial jobs efficiently and effectively Financial Note: Revenues and costs are subject to intercompany transfers not identifiedOpportunities: • Expand the equipment leasing to include outside companies and smaller plumbing operations • Develop and deploy a marketing campaign to expand the customer ... Less

Description: The Company is a swimming pool construction company that specializes in inground pools and spas for residential properties. The Company also sells pool decks, cages, and heat pumps.Key Aspects:• Gross profit grew at a compound annual growth rate (CAGR) of 38.7% from 2020 to 2023 • Wide range of custom add-ons from pool shelves to heat pumps and solar panels • Customers purchase all components of the pool construction from a single company • In operation for over 20 years at the same location • Strong relationships with home builders in the regionOpportunities: • Market the Company’s new line of pergolas • Expand the Company’s service area into surrounding counties • Bring pool cleaning services in-house to capitalize on the potential customer base • Streamline operations, scheduling, and finances with the use of business technologyHeadquartered:• Southeast, USCurrent Markets:• The Company serves large home ... Less

Description: The Company is a manufacturer of high-quality custom millwork, including cabinets, countertops, feature walls, wall panels, desks, and ceiling elements.Key Aspects:• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 26.3% and 122.2%, respectively, from 2021 through the trailing twelve months (TTM) June 30, 2024 • Revenue grew 29.5% from 2022 to 2023 • Gross profit (GP) margins averaged 64.5% from 2021 to 2023 • Management estimates $1.75 million in backlog as of July 22, 2024 • Management notes that 90% of revenue was from repeat customers in 2023Opportunities: • Bring to market custom-printed medium-density fiberboard (MDF) panels and glass to gain market share • Develop a product line of medical exam and mobile cabinets to diversify the customer base • Add search engine optimization (SEO) to the company website to improve visibility and attract new customers • Reconfigure the operating ... Less