Amy Wall

BUSINESS HIGHLIGHTSThis nearly 40 year old business manufactures customer-designed machined components and parts. The Company specializes in CNC services including vertical milling, horizontal milling, turning, screw machining, and mechanical assemblies. In addition, the Company sells value-added services, ranging from engineering and prototyping to fabrication and welding, which it outsources. The Company targets defense, aerospace, and medical markets, maintaining a database of approximately 50 customers including several industry leading OEMs.INVESTMENT APPEALExtensive Machining Capabilities — Management has invested heavily in equipment to develop a wide range of in-house capabilities. Most machines are equipped with pallets and robotic loading for maximum production, have 6-axis control, and dual spindles. Automation systems used for unmanned machining operations can be further expanded. The newer facility comprises ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a Company that designs and manufactures networking equipment for security applications. Specifically, the Company manufactures wide range of IP/PoE transmission and networking solutions, including COAX devices, network switches, POE devices, UTP devices, single pair devices, fiber optic devices, power supplies, test equipment, weatherproof devices, and related accessories. The Company also offers design assistance and technical services.INVESTMENT APPEALSuperior Name & Reputation — The Company has a strong reputation for its focus on service, offering reliable expertise, and manufacturing high-quality IP/PoE transmission and networking equipment for security applications. The Company offers one-stop solutions with a wide range of products, covering virtually any size security network requirements.Industry Expertise — In addition to the principal’s extensive ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a four-physician medical practice specializing in urology. The Company’s physicians are board-certified by the American Board of Urology and offer a comprehensive, full-service specialty practice, providing consultations and surgical procedures, for many procedures including robotic, laparoscopic, minimally-invasive procedures for treatment of urological cancers and benign conditions, complex female pelvic floor reconstruction for incontinence and more.INVESTMENT APPEALSuperior Name & Reputation — The Company is a well-established medical practice offering state of the art urology treatment. It has an excellent online reputation (Yelp and Google reviews) and receives numerous word of mouth referrals from family members and friends. Revenue is the result of the Company’s established reputation in its area. Experienced Non-Owner Key Personnel — The Company’s ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for an auto body repair and paint shop that services customers in Northern California. Since the Company’s founding in the late 1970’s, it has developed a broad set of capabilities while completing auto body and paint work for vehicle owners throughout the market area. The Company’s success is due to their reputation, turnaround times, ability to interface with insurers, superior customer service, first time fix rate, and preemptive problem solving.INVESTMENT APPEALSuperior Name & Reputation — The Company enjoys a strong reputation for providing high quality auto body repairs and paint work. This reputation has allowed the Company to thrive in a highly competitive industry, while meeting the needs of its customers. Diversified Customer Base — No single customer accounted for more than 8% of the Company’s revenue during the historical period. The diversified ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a Company in the West that specializes in comprehensive commercial pool services, offering expertise in pool renovation, repair, and construction. The Company caters to a diverse clientele, including apartments, homeowners’ associations, hotels, resorts, fitness centers, educational institutions, and other commercial establishments. In 2024, revenue sources were from Renovation (63%), Repair (35%), Cleaning (2%) & Chemical Delivery (<1%).INVESTMENT APPEALExpertise & Quality Service — The Company’s success is grounded in its expertise in pool construction, renovation, and repair, coupled with a commitment to delivering high-quality services. A reputation for excellence fosters client trust and loyalty.Low Employee Turnover — The Company values its staff and their experiences, and that treatment is reflected in a low employee turnover rate. Employees cited the ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is an interior design firm for office and business spaces. In addition to commercial interior design the Company also does planning and assists in construction documentation and administration. The Company primarily serves landlords (70%), as well as contractors (25%) and direct end users (5%) in the commercial market. It has an outstanding reputation and is known for honesty and integrity.INVESTMENT APPEALSuperior Name and Reputation — The Company is well established, having been in business for decades. It has an excellent reputation and is considered a premier commercial interior design firm in its local market, known for its strong client relationships and tenured employees. Strong Client Relationships — The Company has many loyal customers and a high rate of repeat business. Leveraging its brand name and expertise to expand is a growth opportunity under new ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a company that specializes in Environmental Services (EVS) and Food and Nutrition Services (FANS), providing tailored solutions to improve operational efficiency, reduce costs, and enhance quality standards in the food service and hospitality sectors. Revenue sources are generated through FANS Consulting (approximately 66% of revenue), FANS Interim Management (24%), EVS Interim Management (6%) and EVS Consulting.INVESTMENT APPEALSuperior Name and Reputation — The Company enjoys a long-standing reputation for quality services and superior customer support. The Company is well known for expertise in meeting the needs of complex, fast-track projects.Proprietary Expertise — While the Company offers a range of services, its advice assessment tools and recommendations are proprietary. The Company is recognized as an innovator in the food service and hospitality ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a full-service, custom aquatic engineering firm, specializing in theme park/aquatic park design. In addition to design, the Company does development, construction documents, and construction administration. The Company differentiates itself through a holistic approach focused on providing optimal solutions using best practices, while remaining engaged with the client as a partner.INVESTMENT APPEALSuperior Name and Reputation — The Company has an excellent reputation for experience, expertise, a client-focused approach, and results that span an impressive portfolio of completed projects.Tenured, Experienced Employees — The Company’s team of engineers, aquatic engineers, designers, and drafters all dedicated to the aquatic industry have worked together for over 25 years, completing hundreds of projects together. Growth Opportunities — There are many opportunities ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a seasoned and trusted security company, specializing in locksmith services and more. With a rich history rooted in the local community, it has built an unshakeable bond of trust, a testament to its consistent and reliable service over the decades. The Company primarily serves the commercial (75%) market as well as residential (25%) market. While the Company primarily serves the Colorado region (85%), they have expanded to Wyoming and New Mexico (15%).INVESTMENT APPEALSuperior Name and Reputation — In business for decades, the Company has a superior name and reputation in its community. Its reputation is built by its proven skill and experience in delivering top-notch security solutions to the commercial and residential markets, and for adapting to technology changes over the years while continuing to meet customer demand for products and services. Skilled ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a French bakery producing handmade breads and baked goods. Wholesale operations deliver daily to markets and restaurants. The café serves breakfast, lunch, and beverages along with a wide variety of fresh bread and bakery items, which are available for retail customers to dine in or take away. In 2024, revenue was generated from sales of bread (54%), café sandwiches and salads (19%), baked goods and pastries (16%), and other products (12%).INVESTMENT APPEALSuperior Name & Reputation — In business for decades, the Company has a superior name and reputation in its local region for its artisanal breads and bakery products, which are made by hand daily. Superior Location in Local Community — The Company has an excellent location and a long term presence in its local square. This is a high-visibility, high traffic area in the historic community plaza, which is ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a specialty water treatment business. The Company diagnoses and treats water for commercial and residential applications, offering a variety of equipment and services. The Company also produces reverse osmosis bottled water and delivers it to commercial and residential locations. In 2024, revenue was generated by Recurring Bottled Water (35%), Equipment Sales (22%), Recurring Service, Installation, & Maintenance (16%), Recurring Equipment Rental (11%), Salt, Chemical, Water Sample Sales (8%), and Other (5%).INVESTMENT APPEALDiversified Customer Base — No single customer accounted for more than 5% of revenue during the historical period, with the top five collectively generating only 10% in 2024. The diversified customer base helps ensure that the Company will not be significantly impacted by the loss of a single account. Superior Name and Reputation — The ... Less

BUSINESS HIGHLIGHTSThis well established printing business is famed for its stunning turnaround and printing quality while servicing real estate agents throughout the Bay Area. The Company combines staff, production methods, and equipment to deliver same day service in the East Bay, and overnight service throughout the whole region. The Company’s capabilities also enable them to produce more complex products, with corresponding larger margins. In addition to handouts, the company prints and mails realtors’ direct mail marketing materials such as promotional postcards and letters, with the same emphasis on speed and quality.INVESTMENT APPEALSuperior Name & Reputation — The Company enjoys a long-standing reputation for providing high quality marketing materials and mailing services for realtors in California. A reflection of the Company’s reputation within the region is its approximate 90% rate of repeat customers.Efficient ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a full-service design/build firm specializing in luxury interior design and remodeling. Since 2008, the Company has transformed residential and commercial spaces, providing a seamless experience from concept to completion. With in-house design and construction teams, the Company delivers personalized spaces with a strong reputation for quality, client satisfaction, and efficient execution.INVESTMENT APPEALStrong Client Relationships — The Company has built an extensive customer list and good industry relationships since its inception. Great design and execution has led to numerous repeat customers, with as many as five projects completed with one residential client and many repeat customers. Superior Name and Reputation — The enjoys a long-standing reputation for delivering high-quality design projects and superior customer service. The Company’s commitment to ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a Software as a Service (SaaS) company that specializes in providing affordable cloud-based planning tools, event marketing, ticketing, and payment processing services. The Company has four revenue streams: Ticket Sales (62%), Setup Fees (25%), Hosting Fees (7%), and Postcard Print/Mailings (6%). The Company has captured less than 1% of its expansive market, presenting a significant growth opportunity to a new buyer.INVESTMENT APPEALProprietary Software — The Company has developed 13 years of proprietary software assets that are stable and written on a technology platform that is sustainable for many years to come. In addition to its software-as-a-service, which provides affordable cloud-based planning tools, event marketing, ticketing, and payment processing services, the Company wrote its own drip email software.National Reach, Diversified Customer Base — No ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a freight forwarding company that offers comprehensive logistics services. The Company has diversified its operations to include a warehousing division. Notable areas of expertise include the transportation of construction materials (windows, doors, paint, steel structures, etc.), retail goods (clothing, furniture, art), printing materials, mining equipment, plastics, machinery, automotive parts, balers, food (dry and temperature-controlled), and electronics.INVESTMENT APPEALStrong Earnings — Compared to the freight forwarding industry, the Company has higher overall margins. EBIT in 2024 is expected to come in at 15.3% of sales, while the industry median was 8.5%. Superior Name and Reputation — The Company’s focus on operational efficiency, reflected in its commitment to provide seamless logistics solutions, contributes to its success in meeting client ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a company that specializes in industrial air filtration products and services. The Company’s mission is to provide cleaner working environments. It does this by mitigating anything that a worker may breathe including fumes, mist, or dust that could cause injury, may present workplace hazards, or contaminants that should not be exhausted directly into our atmosphere. In 2024, revenue was generated from equipment and duct work (53%), filters and parts (20%), services (20%), and other sales (7%).INVESTMENT APPEALSuperior Name & Reputation — The Company has quickly built an excellent name and reputation with its customers and vendors throughout the markets it serves. Diversified Customer Industries — The Company serves a variety of commercial and industrial customers including recycling, aerospace and defense, semiconductors, food manufacturers, and other ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a premier full-service commercial printer catering to both businesses, state agencies and retail customers across Northern California. Specializing in a wide array of business marketing communications and promotional materials, enable organizations to effectively communicate with their customers, stakeholders, employees, and shareholders alike. Their retail location offers cutting-edge services including spot and four-color process printing, digital printing, direct mail collateral and fulfillment, professional graphic design, and customized advertising specialty products.INVESTMENT APPEALSuperior Name and Reputation — The Company enjoys a long-standing reputation for the quality of its products and services, expertise, dependability, and superior customer support. The Company’s strong reputation in the industry is the result of conducting business with a ... Less

BUSINESS HIGHLIGHTSThe Company is a premier boutique winery located in California’s Napa Valley wine region. The Company operates a winery and a distinctive tasting room, and produces a range of award winning, handcrafted wines that offer exceptional value to the refined wine enthusiast. The Company produces approximately 3,500 cases of wine per year, representing 16 different varietals from different appellations. The Company sources grapes from local growers who adhere to its strict viticulture philosophy. All production and bottling activities are outsourced to trusted partners under the strict guidance from the Director of Winemaking. The Company maintains the appropriate licenses to sell throughout the US, as well as internationally, and can source bulk wine from key wine producing countries including Italy, France, and Argentina.INVESTMENT APPEALSuperior Name and Reputation — Known for the quality of its wine offerings ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a Company that operates a storefront/warehouse-style oilfield supply store that serves the oilfield operators in Alberta, Canada. The Company supplies oil field operators with pumpjack supplies, fire safety equipment and services, welding gases and oilfield apparel.INVESTMENT APPEALSuperior Name and Reputation — The Company enjoys a long-standing reputation for the quality of its products and services, expertise, dependability, and superior customer support. The Company’s reputation in the industry is the result of conducting business with a philosophy that is supported by professionals, principals, values, and ethics, resulting in a high rate of repeat business and referrals. Strong Client Relationships — The Company is proud of its strong ties to clients and its reputation for quality work and client service. Evidence of these relationships is shown in ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a licensed general contractor, specializing in remodeling, additions, and repairs for single family homes. The Company has a sterling reputation with nearly 4 decades in business, and a reputation for exceedingly high quality of work. The Company operates on a combination, basis of price and a premium “cost-plus” model.INVESTMENT APPEALSuperior Name & Reputation — The Company has built a superior name and reputation, resulting in considerable brand awareness. This is not only a competitive advantage but also provides a protective barrier to entry against competition. High-Caliber and High-Tenured Staff — The Company fosters a workplace where its extremely experienced and talented personnel are able to thrive and grow, and therefore remain long term. Average tenure for key employees is an impressive 10 years, with some employees having worked at the Company ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a vertically integrated olive producer, and processor, providing gourmet olives and olive oil. The Company produces under their own brand and private labels, and is renowned for its naturally fermented and brine-cured processes. In 2023, revenue was generated from olives (81%) and olive oil (19%). The Company has an extensive customer list of over 500 foodservice, delicatessen, and hospitality customers, many of which are loyal and have been with the company for decades.INVESTMENT APPEALSuperior Name and Reputation — The Company enjoys a long-standing reputation for its supplying premium products, private labels, and superior customer support. A reflection of its reputation is its approximate 98% rate of repeat customers. Trademarks — The Company holds a trademark for its product brand. The brand is known for its premium, all-natural olives and olive oil, ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a well-regarded residential and hospitality interior design firm. The Company offers comprehensive solutions, including full-scale remodels, new construction design, and furnishing projects. It's services span personalized consultations, project management, space planning, and custom furniture selection. The Company offers a comprehensive range of services tailored to residential design needs including full-scale remodels, new construction design, and furnishing and decorating projects.INVESTMENT APPEALSuperior Name and Reputation — The Company enjoys a long-standing reputation for the quality of its services, expertise, dependability, and superior customer support. It’s reputation is the result of conducting business with a philosophy that is supported by professionals, principals, values, and ethics. As a result, the majority of the business is from repeat ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a prominent manufacturer and installer of elevator cab interiors. With a strong focus on quality craftsmanship, the Company specializes in meeting the unique needs of their clients by providing tailored solutions for elevator interiors. The Company’s extensive expertise encompasses manufacturing, installation, and customization of elevator cab interiors, ensuring the highest standards of design, functionality, and aesthetics.INVESTMENT APPEALSuperior Name and Reputation — The Company is proud of its strong ties to clients and its reputation for quality work and client service. High-quality installation work and maintenance activities are crucial for industry success. Strong Client Relationships — The Company’s outstanding reputation comes from it’s strong client relationships. Evidence of these relationships is shown in the 90% rate of repeat business. ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a premier wood flooring company based in Hawaii, known for its diverse range of high-quality products and exceptional installation services. With a focus on customer satisfaction and sustainability, the Company offers a wide selection of materials, while prioritizing responsible sourcing and eco-friendly practices. In 2023, the percentage of revenue was generated from Flooring (30%), Installation (30%), Sanding & Finishing (25%) and Manufacturing/Millwork (15%).INVESTMENT APPEALSuperior Name and Reputation — The Company enjoys a long-standing reputation for quality products and superior customer support. It brings in new jobs and customers through word-of-mouth. The Company is well known for its expertise on meeting the needs of complex, fast tracked projects. Outstanding Growth Opportunities — There exist several opportunities for the Company to ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a distributor of hardware for universal door and gate systems. The Company sells a variety of gate and door operating assemblies, guiding systems, tracks, strap hinges, doors, and accessories. The Company offers unique and high-end residential and industrial applications that are designed, engineered, and manufactured to meet the needs of its clients.INVESTMENT APPEALSuperior Name & Reputation — Founded over 50 years ago, this third-generation business is known for its quality products and engineering support. Word-of-mouth promotion and deep relationships with builders and architects drive the Company’s success. In addition, long-term relationships with leading manufacturers ensures reliable product supply.High-Quality Products for High-End Applications — The hardware product lines the Company represents are top quality and designed to last. The Company ... Less

BUSINESS HIGHLIGHTSThis outstanding acquisition opportunity is for a reputable internal medicine clinic, offering personalized, high-quality care. The Company offers a broad array of services geared to address today’s most common illnesses and injuries. The Company has been serving clients in their local area for over 27 years, providing exceptional care, treating patients with dignity and respect. It currently has approximately 7,600 clients in its database.INVESTMENT APPEALSuperior Name & Reputation — The Company enjoys a long-standing (27+ year) reputation and has built considerable brand equity in its market segment.Excellent Brand Awareness — As a result of the Company's superior name and reputation in the market, it has established substantial brand awareness, which is not only a competitive advantage but also provides a protective barrier to entry against competition. Easy-to Replicate, Standardized Growth Formula — ... Less