What We Look For
Acquisition Criteria
We focus on a specific type of business — one built on recurring revenue, skilled trades, and strong customer relationships in the Mid-Atlantic region.
Deal Parameters
Size & Financial Profile
We pursue acquisitions across two tiers. Our primary focus is on smaller, owner-operated businesses. We also consider larger opportunities when the fundamentals are strong.
Core Acquisitions
Larger Acquisitions
Target Industries
Primary Focus: Recurring Service Businesses
We are particularly drawn to businesses with recurring revenue, route-based service models, and strong customer retention. These businesses tend to be resilient, predictable, and deeply embedded in their communities. We are also open to businesses in any industry that have demonstrated years of consistent profitability — a strong track record matters more to us than the sector.
HVAC
Heating, ventilation, and air conditioning service and installation businesses with recurring maintenance contracts.
Plumbing
Residential and commercial plumbing service companies with established customer bases.
Electrical
Licensed electrical contractors serving residential, commercial, or industrial customers.
Fire Protection & Alarm Services
Fire suppression, sprinkler inspection, alarm installation, and monitoring businesses with recurring service contracts.
Pest Control
Recurring revenue pest control businesses with subscription-based service agreements.
Commercial Cleaning
Contract-based commercial cleaning and janitorial service companies.
Building Maintenance
Facilities and building maintenance businesses serving commercial or multi-family properties.
Landscaping Maintenance
Recurring landscaping and grounds maintenance businesses with commercial or residential contracts.
Insurance Brokerage
Independent insurance agencies and brokerages with recurring commission revenue and established client books.
E-Commerce
Profitable online retail businesses with strong brand identity, repeat customers, and defensible product niches.
SaaS Platforms
Software-as-a-service businesses with predictable recurring revenue, low churn, and scalable infrastructure.
Digital Marketing
Marketing agencies and performance media businesses with retainer-based client relationships and proven results.
Additional Targets
Pool Service
Residential and commercial pool maintenance and service businesses with seasonal or year-round routes.
Restoration Services
Water, fire, and storm damage restoration businesses, including those with insurance relationships.
Equipment Rental
Equipment rental businesses serving contractors, municipalities, or commercial customers.
Beyond the Numbers
What We Value in a Business
Financial metrics tell part of the story. But the businesses we are most interested in tend to share a set of qualities that go beyond the numbers — qualities that reflect how a business was built and what makes it worth preserving.
We look for businesses with loyal, long-tenured employees; customers who have been with the company for years; and a reputation in the community that took decades to earn. These are the things that make a business genuinely valuable — and genuinely worth protecting.
Recurring Revenue
Service agreements, maintenance contracts, and route-based models that generate predictable, repeatable cash flow.
Stable Workforce
Experienced, long-tenured employees who are the backbone of day-to-day operations.
Strong Reputation
A track record of quality work and customer satisfaction built over many years.
Mid-Atlantic Geography
Pennsylvania, New Jersey, and Delaware — with a particular focus on the greater Philadelphia region.
Does Your Business Fit?
If your business matches these criteria — or if you are simply curious whether it might — we would welcome a confidential conversation.