Opportunities

This company, located in the Mid Atlantic (PA, NJ, DE), is a leading regional provider of HVAC and refrigeration services. The company primarily serves commercial, industrial, and institutional clients but will also do some residential work. Their service offering includes installation, service and repairs, and preventative maintenance to cover all HVAC/R needs. A strong and loyal client base continually returns to work with the company and management conservatively estimates more than 75% of their work in a given year is with repeat customers. The company had another strong year in 2022 with revenues and Adjusted EBITDA of $7.1M and $1.14M respectively. There are tangible opportunities for growth, both organic and via acquisition, that are present in the market and would likely be pursued by a new owner. The owner has spent most of his professional life building the business and now feels the time is right to transition the company to a new, growth-oriented owner.

This company (based in New England) sources and sells exceptional, hard-to-find brands that have limited distribution and high margins. The company is well known in both the B2B and B2C markets that seek them out. Their suppliers have grown with them over the years as this company has created a channel for their products with discerning, wealthy American clients. Their team and their systems are both highly developed…delivering the products and experience clients expect each time. The owners are no longer customer-facing, and the business operates effectively without their day-to-day involvement.

This company is a fabricator and seller of well-recognized marine products. The company designs, manufactures, and markets their products for all types of boats. Their product lines are fabricated in the USA using the highest quality materials which meet and exceed their B2C and B2B customers’ expectations. Historically sales are domestic however the evolution of online retail and consumer comfort with buying online has expanded their footprint outside of the US. This is also a key area of continued growth for the company going forward. The owners have worked hard to build a knowledgeable and experienced team inclusive of third-party management for daily operations.

This well-established business (2 related companies) sells to a multitude of industries, including Pharmaceutical, Food & Beverage, Power Generation, Marine, Chemical, Plastics, Pulp & Paper, and more. The distribution company is a regional leader in their space with knowledgeable / experienced salespeople, a “best-in-class” website, and a vast inventory that allows them to offer quick, quality service. The manufacturing company grew out of the distribution business and provides “turn-key” solutions (sub-assemblies, accessory and installation kits, and other kitted products) for their shared customer base.

This company is a full service environmental, health, and safety management company. Services include government compliance consulting and support, waste management and transportation, safety training, drone analysis, and environmental consulting. The owners have focused on building a culture: hiring, developing, and retaining good people. Their team brings extensive experience in their respective fields. This company is well established in their key markets with 90% of their work coming from existing and returning clients. The base business is strong, but the growth opportunities available today are equally as strong. Current ownership is willing to remain with the business for an extended transition period and to advise the new owners over the longer term.