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For Intermediaries

We primarily invest in B2B and B2C Services and Light Manufacturing companies in the Mainstreet and Lower Middle Markets (EBITDA $0.5mm to $4.0mm)

What should I expect when working with your team? 

  • Expect an honest counterparty. We aim to build long-term relationships. 

  • Quick decisions and a “no tire kicking” culture 

  • Network referrals where appropriate

  • Relatable to your clients and understanding of owner needs

How much capital do you have committed and what's its source?

  • For our investible capital, we utilize the cash reserves from our existing platforms.

  • These reserves represent enough capital for us to confidently write the full equity check for any deal in our target range.

  • On a deal by deal basis, we may also include other co-investors depending on business risk and their ability to provide additive expertise to the target industry or growth opportunity.

Investment Criteria

TRANSACTION

TYPE

  • Owner(s) seeking retirement or liquidity

  • Majority ownership transactions

  • Strong Line Manager (NON-Owner) preferred, but not required

  • Extra consideration given to companies with a presence in Dallas/Fort Worth or Chicago

 

FINANCIAL 

PROFILE

  • Revenue of at least $3.5mm 

  • EBITDA between $0.5mm and $4.0mm

  • EBITDA Margin of 15%+

  • Accommodating of Growth CapEx and Working Capital

CORE

CHARACTERISTICS

 

  • Provides non-discretionary services or manufactures "mission critical" products

  • Operating in a growing and fragmented industry

  • Company services a diverse and loyal customer base

  • Sufficient capacity to support growth 

 

NOT OF

INTEREST

  • Customer Bas is 50%+ New Construction, Agriculture or Oil & Gas Field Services 

  • Gas Stations, Convenience Stores, Hotels, Restaurants or Laundromats 

  • Franchises, Startups or Real Estate Financing 

  • Bankruptcy (open to turnarounds and special situations) 

  • (Note - Open to purchasing Real Estate as part of an Operating Company if required)

Industries We Like

  • IT Services, Consulting, and MSP

  • Towing and Wreck Clearing 

  • Commercial Door, Gate, and Fence Installation & Repair

  • Business Process Outsourcing (Call Center, Outsourced Accounting/Legal, Recruitment Outsourcing) 

  • Accounting, Tax, CPA Firms

  • Supplemental Legal Services (Witness Prep, Transcribing, Research, Outsourced Paralegal)

  • Packaging Services (Repackaging, Breaking Bulk, Outbound Logistics)

  • Healthcare Staffing (Nurse Staffing, Hospital Staffing)

  • Home Healthcare, Occupational Therapy, Physical Therapy, Hospice

  • Fire Safety Inspection (Sprinkler Inspection, Fire Panel Inspection)

  • Testing, Inspection, and Certification (Lab Testing, Equipment Certification)

  • Road Maintenance Services (Street Sweeping, Highway Cleaning, Road Maintenance)

  • Sewer, Sanitary, & Storm Maintenance & Rehabilitation Company

  • Personal Protective Equipment

  • Packaging, Labels, and Adhesives Manufacturing

  • Specialty Chemical and Industrial Gas Distribution

  • Roof Repair

  • Pest Control, Exterminator

Industries We Avoid

  • Printing, Publishing

  • Construction, Excavation

  • Retail

  • eCommerce

  • Tool & Die

  • Import/Export Businesses

  • Event Planning and Catering

  • Remodeling, Restoration, and Disaster Repair

  • Architectural Firms 

  • Medical Practices

  • Sleep Testing

  • Behavioral/Mental Health Services

  • Pharmacies

  • Tile Installation

  • Tree Services

  • Auto/Collision Repair

  • CNC Machining 

  • Metal Fabrication

  • Millworks

  • Battery Manufacturing

  • Auto parts Manufacturing

  • Injection Molding

  • Computer Equipment Manufacturing

  • Non-specialized Freight

Preservation Holdings LLC

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