We partner with intermediaries who share our values of transparency. As experienced owner-operators committed to preserving business culture, we move quickly and close with certainty.
Our Process
1
Evaluate Fit Early
We focus on opportunities where there is mutual alignment on owner priorities, timeline, and expectations from the outset.
2
Align on Structure
We prioritize flexible deal structures, including rollover equity, seller notes, and earnouts—ensuring shared upside.
3
Move Efficiently to Close
With the ability to close without third party funding and minimal approvals, we move quickly. No last-minute retrading and proof of funds are provided with offers.
4
Build for the Long Term
With no defined exit timeline and conservative use of debt, we focus on sustainable growth and operational continuity.
Investment Criteria
Enterprise Value
$3 – 15mm
Target acquisition range
Revenue
$2.0mm+
Minimum annual revenue
Net Operating Income
$500K – 4.0mm
EBITDA / NOI range
Meaningful Participation
20%+ of EV
Earnout, Equity, or Note
Focus Areas
Target Industries
Services
Business Services
Cybersecurity
Managed Security Services
Network/Endpoint Security
Cloud Security
Identity Access Management
MDR Services
SOC Services
SIEM Services
IT Services + MSPs
Business Process Outsourcing
Outsourced Finance, HR, Legal, Accounting, Sales, etc.
Software or Hardware Integrators
Industrial Automation
Facilities Management
Access/Entry Point
Commercial Gate, Loading Dock, Overhead Door Services
Residential Plumbing
Licensed Master Plumber on post-close staff
Repair & Maintenance only
No construction or General Contractor work
No 1099 workforce
Healthcare and the sciences
Durable Medical Equipment
Lab Testing Services
Inspection Services
Compliance Services
Industrial Operations
Manufacturing
Packaging Products
Corrugated, Flexible, Shrink Sleeves, Films
Insulated Mailers, Pouches, Bubble Materials, Insulated Shippers
Foam Converters, Insulation Converters, and other products
Labeling Products Manufacturing (no commercial printers)
CNC Machining (aftermarket parts or Aerospace & Defense only)
Pumps
Valves
Compressors
Agricultural Equipment
Material Handling Equipment
Boilers
Specialty Chemical Materials Manufacturing
Polymers, Composites, Technical Ceramics, High-Performance Materials, Nano-Coatings and Materials, Functional Materials, Biomaterials
Injection Molding
Biomedical
Aerospace & Defense
Adhesives Manufacturing
Distribution
Janitorial and Sanitation Supplies Distribution
Packaging Products Distribution
Specialty Chemical Distribution (no fuel transportation)
Cylindrical Gas Distribution (no propane distribution)
We exclusively invest in situations where the Seller and/or Management team is willing to maintain meaningful ownership in the business (20%+). This creates alignment, encouraging all parties to work collaboratively in taking the business to the next level and achieving outsized growth.
Real Estate
We are open to purchasing Real Estate as part of an Operating Company
Dallas / Fort Worth
Due to our presence in the Dallas / Fort Worth metro, we’re actively considering both majority and minority investment opportunities within 150 miles of Dallas/Fort Worth, regardless of industry or size.
Finders Fees
We are open to Finders Fees on a case-by-case basis
please contact info@preservationholdings.com for more details
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)