Sample $10MM Allocation
Balanced. Resilient. Versatile.
This $10MM portfolio illustrates our ability to draw in asset rich companies that span across industry, size, and geography.
Diverse Industry Exposure
Varied Company Size and Industry
Broad Geographic Footprint
High Asset-Rich Profiles
$162.5MM
Aggregate Company Revenues
$54.1MM
Owned Assets
25
Company Cross-Section
DIRT MOVING
This Texas based dirt moving business is on an exciting growth trajectory, boasting an impressive $4,500,000 in revenue and $1,500,000 in assets. With a solid foundation and a strong accounts receivable base, they are well-positioned to capitalize on expanding market opportunities. Their dedicated team and commitment to excellence ensures that they consistently deliver top-notch service. As they continue to build on success, they are eager to explore new projects, strengthen client relationships, and drive further growth in the industry.
Revenue
$4.5MM
Assets Owned
$1.5MM
Loan Needed
$150k
STEEL ERECTOR
This minority-owned steel erector business in Pennsylvania is experiencing rapid growth, driven by a commitment to excellence and a robust client portfolio. Their accounts receivable are diversified by dependable government contracts and partnerships with large commercial groups, ensuring a strong and predictable revenue stream. To support their expanding labor base and maintain momentum, they are looking to leverage their assets to secure the necessary liquidity. With a focus on quality, safety, and innovation, they are poised to continue their impressive growth trajectory and solidify their position as a leader in the steel erection industry.
Revenue
$4.5MM
Assets Owned
$1.3MM
Loan Needed
$500k
eCOMMERCE
This Florida-based eCommerce business is thriving, driven by dynamic social media platforms like TikTok and Instagram that are leading customer acquisition efforts. Their engaging online presence and innovative marketing strategies have propelled rapid growth and a rabid community. They are looking to leverage their inventory on hand to free up capital, enabling them to sustain and accelerate momentum. With a focus on continuous innovation and customer satisfaction, they are well-positioned to maintain an upward trajectory and expand their footprint.
Revenue
$3.5MM
Assets Owned
$600k
Loan Needed
$300k
ARCHITECTURE & BUILDING
Based in Wisconsin, this family-owned set of businesses is a dynamic force in architecture, engineering, and construction. With a robust growth trajectory, they are rapidly expanding their market footprint and accumulating significant assets. Their integrated approach across these disciplines allows them to deliver comprehensive solutions and exceptional value to their clients. As they continue to grow, their commitment to innovation, quality, and customer satisfaction remains unwavering, solidifying their position as a leader in the region.
Revenue
$30MM
Assets Owned
$10MM
Loan Needed
$500k
WINDOW & DOOR MANUFACTURER
Based in California, this window and door manufacturing company is poised for future growth and a seamless transition to new leadership. With a strong foundation in craftsmanship and innovation, they are focused on expanding market presence and enhancing product offerings. Their commitment to excellence and customer satisfaction drives them forward as they prepare for a successful transition to a dedicated longtime employee, ensuring continuity and sustained success in the dynamic California market.
Revenue
$2.2MM
Assets Owned
$750k
Loan Needed
$300k
DEMOLITION
Based in Austin, this demolition company has successfully established its roots and is now poised for substantial growth. With a strategic focus on acquiring new equipment, they are prepared to expand their capabilities and support a larger team to meet the needs of their growing customer base. Known for their expertise and commitment to safety and efficiency, they are dedicated to delivering top-notch demolition services across Austin and beyond. As they embark on this exciting phase of expansion, they look forward to enhancing their impact and solidifying their position as a leader in the demolition industry.
Revenue
$3.5MM
Assets Owned
$2MM
Loan Needed
$500k
WINDOW EGRESS
Founded in 2013, this Long Island based egress company was born out of a deep passion for safety and quality. With a commitment to excellence, they specialize in providing top-notch egress solutions that ensure both functionality and aesthetic appeal. Their dedication to innovation and customer satisfaction has fueled growth and solidified their reputation as a trusted industry leader. As they continue to expand, they remain driven by a core passion, delivering exceptional egress products and services to valued clients across New York and beyond.
Revenue
$5MM
Assets Owned
$1.5MM
Loan Needed
$100k
PLUMBING
Based in Tennessee, this plumbing company has built a strong foundation with a loyal customer base and a reliable team of skilled workers. With ambitious plans to 5x their size in the next few years, they are focusing on substantial investments in marketing to fuel growth. Their commitment to exceptional service and customer satisfaction drives them forward as they prepare to expand their reach and enhance offerings. As they embark on this exciting journey, they are confident in their ability to set new standards in the plumbing industry and serve even more communities across Tennessee.
Revenue
$1.1MM
Assets Owned
$350k
Loan Needed
$150k
HR CONSULTING
Based in Boston, this HR consulting business has decades of expertise, a strong reputation, and a stellar client base. As they prepare for the future, they are strategically positioned for a seamless transition to the next owner. Known for their comprehensive HR solutions and personalized service, they continue to innovate and adapt to meet evolving client needs. With a legacy of excellence and a forward-thinking approach, they are committed to ensuring continuity and sustained success in the dynamic field of HR consulting in Boston and beyond.
Revenue
$1.4MM
Assets Owned
$300k
Loan Needed
$150k
FASTENER DISTRIBUTOR
Based in Illinois, this fastener distributor is thriving, fueled by a deep SKU base and operational efficiencies. With a solid foundation and strong supplier relationships in the industry, they are poised to expand their reach and increase product volume through strategic online initiatives. Their focus on quality, reliability, and customer satisfaction sets them apart as they embrace new opportunities and innovations in the marketplace. With a dedicated team and a proactive approach to growth, they are excited to accelerate success and deliver exceptional value to customers across the digital landscape.
Revenue
$4.5MM
Assets Owned
$1.5MM
Loan Needed
$300k
ELECTRONIC PARTS MANUFACTURER
Based in California, this electronic parts manufacturing business stands out with an expansive accounts receivable portfolio that includes an extensive list of Fortune companies as valued clients. Known for their high-value equipment, typically in the range of several hundred thousand dollars per piece, they pride themselves on innovation and customer-centric solutions. While financially liquid, they continuously seek strategic capital to fuel their creativity in serving clients even better. With a proactive approach to growth and a commitment to excellence, they are poised to continue their growth and lead the industry and expand market influence.
Revenue
$24MM
Assets Owned
$7MM
Loan Needed
$1MM
DOOR INSTALLER
This West Virginia garage door business is in an exciting scale-by-acquisition phase, driven by unparalleled operational and management expertise. their pointed, strategic approach has fueled their meteoric growth, allowing them to expand their market presence rapidly. With a strong foundation and a clear vision for the future, they are poised to continue their upward trajectory, delivering exceptional service and innovative solutions to the expanding customer base. Their commitment to excellence ensures that they remain a leader in the garage door industry, providing reliable and top-quality products and services.
Revenue
$3.5MM
Assets Owned
$1.5MM
Loan Needed
$500k
WELLNESS SPA
Under new management, this Illinois based wellness spa is undergoing an exciting transformation. They have been aggressively turning around the business with strategic investments in marketing and state-of-the-art equipment. These enhancements are expanding service offerings, allowing them to provide a more diverse and comprehensive wellness experience. Currently, they offer cutting-edge services such as cold plunges, deprivation tanks, and a variety of other rejuvenating treatments.
Revenue
$250k
Assets Owned
$500k
Loan Needed
$100k
ELECTRICAL CONTRACTOR
This fast-growing electrical contractor business in Texas is thriving, driven by a robust leadership team with deep management and industry expertise. Their strong and evergrowing AR is anchored by large, reliable general contractors. Their “hockey stick” growth trajectory is a testament to their exceptional service and fast-growing industry reputation, with the only constraint being available capital. As they continue to expand, they are poised to seize even greater opportunities, solidifying their position as a leader in the electrical contracting sector in the fast growing Dallas-Fort Worth region.
Revenue
$9.5MM
Assets Owned
$2MM
Loan Needed
$1MM
ROOFING
This California roofing business is a thriving family-owned enterprise. They are experiencing reliable and stable growth, thanks to their commitment to quality and customer satisfaction. With a strong foundation built on years of industry experience and a dedication to excellence, they provide top-notch roofing solutions to residential and commercial clients alike. Their reputation for reliability and superior service continues to drive their success, ensuring a bright future for their family-owned business in the competitive California roofing market.
Revenue
$10.5MM
Assets Owned
$2MM
Loan Needed
$400k
RESTORATION
Based in Ohio, this restoration and emergency service franchise is at the forefront of providing essential support and solutions during critical times. With a strong presence in the community, they are known for their rapid response and expert restoration services. Whether it’s water damage, fire restoration, or mold remediation, their trained professionals deliver prompt, reliable assistance. Backed by a trusted national franchise network, they uphold rigorous standards of quality and customer care. The management team has a strong vision to continue the growth this company has already experienced.
Revenue
$10MM
Assets Owned
$4MM
Loan Needed
$500k
WINDOW TINTING
Based in the Dallas Fort-Worth area, this window tinting business is a leader in providing bespoke and tailored window solutions to a diverse customer base. With a commitment to quality craftsmanship and customer satisfaction, they offer a robust service offering that meets the unique needs of clients. From residential homes and commercial properties to hospitals and correctional facilities, their expertise in window tinting enhances privacy, improves energy efficiency, and adds aesthetic appeal. As they continue to innovate and expand their service portfolio, they remain dedicated to delivering exceptional results and exceeding expectations across Texas.
Revenue
$750k
Assets Owned
$200k
Loan Needed
$100k
HVAC
Based in Colorado, this HVAC business is poised for strategic expansion into new states with the needed equipment and rolling stock to support expansion. They are ready to bring their exceptional service and quality craftsmanship to new markets. With a strong foundation and a commitment to customer satisfaction, they are excited to embark on this journey of growth, delivering superior HVAC solutions and establishing themselves as a trusted provider across multiple states with a recognizable brand.
Revenue
$3.6MM
Assets Owned
$1MM
Loan Needed
$250k
Hospitality Renovation
Based in Idaho, this company is a leading nationwide general contractor specializing in hospitality renovations. With a focus on quality craftsmanship and timely project delivery, they have built a reputation for transforming hospitality spaces into stunning, functional environments. Their dedicated team brings expertise and innovation to every project, ensuring client satisfaction and exceptional results. As they continue to expand their footprint, they remain committed to setting new standards in the hospitality renovation industry and creating inviting spaces that guests will love.
Revenue
$10MM
Assets Owned
$5MM
Loan Needed
$500k
ELECTRICAL
Launched in 2023, this Oklahoma-based electrical company is experiencing remarkable month-on-month growth, quickly becoming a standout success. The high demand for their products/services has exceeded their expectations, and while they face the challenge of keeping up, their dedicated team is working tirelessly to meet and exceed customer needs. With an unwavering commitment to quality and innovation, they are excited about their future prospects and are confident in their ability to continue this upward trajectory.
Revenue
$750k
Assets Owned
$150k
Loan Needed
$50k
AUTO MECHANIC
Based in Colorado Springs, this auto mechanic business is a staple of the community, known for their reliability and exceptional service. With multiple locations and plans to secure additional sites, they are expanding their footprint while maintaining their commitment to quality craftsmanship. Their strong reputation and deep community ties make them a trusted choice for automotive care. As they grow, they remain dedicated to providing reliable solutions and exceeding customer expectations, ensuring they continue to be the preferred auto mechanic shop in Colorado Springs.
Revenue
$4.5MM
Assets Owned
$2MM
Loan Needed
$500k
MEDICAL PRACTICE
Based in Texas, this concierge healthcare and aesthetics company has firmly established its roots and is now poised for dynamic growth. With a strategic focus on expanding service lines and investing significantly in human capital, they are prepared to enhance offerings and provide exceptional care to clients. Known for commitment to innovation and personalized service, they are dedicated to improving the health and well-being of their community. As they embark on this exciting journey of growth and expansion, they look forward to continuing to make a positive impact and setting new standards in healthcare and aesthetics across Texas.
Revenue
$1MM
Assets Owned
$500k
Loan Needed
$150k
COOLING COMPANY
This company is a dynamic pre-cooling and cold storage warehouse management company based in Salinas, CA and Yuma, AZ. As a rapidly expanding firm, they are eager to welcome new talent to their accomplished team. Their management style is rooted in inclusivity, valuing employee input, and fostering growth. Their mission is threefold: first, to prioritize the well-being of their team, treating each member like family. Second, to excel in customer service by understanding and meeting their clients’ unique needs. And third, to emphasize collaboration, knowing that their collective strength surpasses individual efforts.
Revenue
$10MM
Assets Owned
$5MM
Loan Needed
$500k
MODULAR CONTAINER BUILDER
This New Jersey-based modular shipping container business, proudly women-owned, has demonstrated remarkable resilience and innovation. During the COVID-19 pandemic, they achieved peak revenues by playing a crucial role as a key logistical provider for Operation Warp Speed. Their versatile projects span personal and commercial communities, including constructing hospitals with modular containers in the Bahamas and beyond. With a solid asset base, they are well-equipped to expand into new business units. With the right liquidity, they are poised to further impact and continue delivering innovative modular solutions worldwide.
Revenue
$4.5MM
Assets Owned
$1.5MM
Loan Needed
$500k
PROPERTY MANAGER
Headed by an industry veteran, this over 2 year old property management business is thriving, backed by a solid foundation and expertise. Their accounts receivables are anchored by a robust $3 million per year contract, secured with a five-year deal, providing stability and predictable revenue. To ensure long-term growth and mitigate risk, they are actively seeking strategic capital to diversify their client base and expand their portfolio. With seasoned leadership and a strong financial base, they are well-positioned to enhance service offerings and drive continued success in the property management industry.
Revenue
$9.5MM
Assets Owned
$1.4MM
Loan Needed
$500k
