Seeking Profitable Lower-Mid Market Firms

We represent a long-duration private investment platform actively seeking acquisitions in the lower-middle market. The buyer deploys approximately USD 100 million of equity capital per year and completes one acquisition per quarter. The mandate focuses on established, profitable service companies with durable cash flow and strong fundamentals across the United States and Canada.

Acquisition Criteria
• Annual cash flow: USD 2M–10M
• Geography: United States (nationwide) and Canada (sector selective)
• Business types: Service companies with recurring or contract-based revenue
• Financial profile: Stable margins, low capex, strong customer retention
• Ownership: Founder-led or entrepreneur-owned preferred
• Deal size: Flexible based on cash flow, growth potential and structure

Sectors of Interest
• Business services
• Consumer services
• Home and field services
• Healthcare services
• Franchise and multi-unit operations
• Specialty and niche technical services
• Value-added distribution or light-asset operations
• B2B services with repeat revenue

What the Buyer Offers
The platform provides committed long-term capital and a streamlined, founder-friendly acquisition process. The buyer is not dependent on fundraising or external financing to complete transactions.

Key advantages include:
• High certainty of close
• Ability to complete transactions within 45–60 days
• Simple and transparent deal process
• Flexible structures including full buyouts, partial exits and earn-outs
• Continuity for existing teams and operations
• Strong experience in integrating and scaling multi-location or multi-territory platforms

Track Record
The buyer and its affiliated platforms have completed multiple acquisitions across North America. Representative examples (without identifying the parties) include:
• Scaling a health and aesthetics platform to approximately USD 40M in revenue across multiple locations
• Acquiring a seasonal services franchisor with roughly USD 75M in system-wide sales and more than 200 territories
• Acquiring a national restaurant franchisor with approximately USD 94M in system-wide sales and over 100 locations
• Launching and expanding a platform focused on locksmith and access-control businesses
• Successful exit of a national med-spa platform to a private equity sponsor

These transactions demonstrate capability in roll-ups, integration, operational improvement and platform expansion.

Ideal Targets
We are interested in companies with strong local or regional positioning, consistent year-over-year performance and clear opportunities for organic growth or add-on acquisitions. Businesses with established management teams, loyal customer bases and defensible market advantages are particularly attractive.

Process
Sellers and intermediaries can expect a fast, confidential and professional process beginning with an introductory call, rapid NDA execution, initial information exchange and an early-stage indication or LOI. The buyer is experienced in working with advisors, founders and transitioning owners.

If you represent or own a company that meets these criteria, we welcome the opportunity to review it for potential acquisition.