Preservation Holdings
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?
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Expect an honest counterparty. We aim to build long-term relationships.
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Quick decisions and a “no tire kicking” culture
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Network referrals where appropriate
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Relatable to your clients and understanding of owner needs
How much capital do you have committed and what's its source?
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For our investible capital, we utilize the cash reserves from our existing platforms.
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These reserves represent enough capital for us to confidently write the full equity check for any deal in our target range.
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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
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Owner(s) seeking retirement or liquidity
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Majority ownership transactions
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Strong Line Manager (NON-Owner) preferred, but not required
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Extra consideration given to companies with a presence in Dallas/Fort Worth or Chicago
FINANCIAL
PROFILE
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Revenue of at least $3.5mm
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EBITDA between $0.5mm and $4.0mm
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EBITDA Margin of 15%+
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Accommodating of Growth CapEx and Working Capital
CORE
CHARACTERISTICS
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Provides non-discretionary services or manufactures "mission critical" products
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Operating in a growing and fragmented industry
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Company services a diverse and loyal customer base
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Sufficient capacity to support growth
NOT OF
INTEREST
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Customer Bas is 50%+ New Construction, Agriculture or Oil & Gas Field Services
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Gas Stations, Convenience Stores, Hotels, Restaurants or Laundromats
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Franchises, Startups or Real Estate Financing
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Bankruptcy (open to turnarounds and special situations)
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(Note - Open to purchasing Real Estate as part of an Operating Company if required)
Industries We Like
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IT Services, Consulting, and MSP
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Towing and Wreck Clearing
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Commercial Door, Gate, and Fence Installation & Repair
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Business Process Outsourcing (Call Center, Outsourced Accounting/Legal, Recruitment Outsourcing)
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Accounting, Tax, CPA Firms
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Supplemental Legal Services (Witness Prep, Transcribing, Research, Outsourced Paralegal)
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Packaging Services (Repackaging, Breaking Bulk, Outbound Logistics)
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Healthcare Staffing (Nurse Staffing, Hospital Staffing)
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Home Healthcare, Occupational Therapy, Physical Therapy, Hospice
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Fire Safety Inspection (Sprinkler Inspection, Fire Panel Inspection)
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Testing, Inspection, and Certification (Lab Testing, Equipment Certification)
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Road Maintenance Services (Street Sweeping, Highway Cleaning, Road Maintenance)
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Sewer, Sanitary, & Storm Maintenance & Rehabilitation Company
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Personal Protective Equipment
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Packaging, Labels, and Adhesives Manufacturing
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Specialty Chemical and Industrial Gas Distribution
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Roof Repair
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Pest Control, Exterminator
Industries We Avoid
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Printing, Publishing
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Construction, Excavation
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Retail
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eCommerce
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Tool & Die
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Import/Export Businesses
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Event Planning and Catering
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Remodeling, Restoration, and Disaster Repair
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Architectural Firms
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Medical Practices
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Sleep Testing
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Behavioral/Mental Health Services
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Pharmacies
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Tile Installation
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Tree Services
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Auto/Collision Repair
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CNC Machining
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Metal Fabrication
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Millworks
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Battery Manufacturing
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Auto parts Manufacturing
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Injection Molding
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Computer Equipment Manufacturing
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Non-specialized Freight
Preservation Holdings LLC