Fragmented markets. Aging owners. Transition needs.
We focus on service industries where owner relationships and community trust are the foundation: sectors where a thoughtful transition matters most and where small business succession planning can make the biggest difference.
HVAC, Pest Control, Lawn Care, Cleaning & More
Recession-resilient trades with recurring service agreements, loyal residential customer bases, and decades of community trust built by their founders. These are the backbone of every neighborhood, from plumbing companies and electrical businesses to cleaning services and beyond.
If you are an HVAC, pest control, plumbing, electrical, or lawn care business owner thinking about selling, we would welcome a conversation. Whether you want to sell your HVAC business, sell your pest control business, sell your lawn care company, sell your plumbing company, sell your electrical business, or sell your cleaning business, we understand these trades and honor the legacy behind them.
- Recurring or repeat-service revenue models
- Strong residential and commercial customer mix
- Licensed, insured businesses with established routes
- Owner-operators ready to transition after 15–30 years
Staffing, Placement & Workforce Services
Fragmented, relationship-driven businesses where modernizing billing, placement systems, and client acquisition can unlock significant value without changing what makes them work.
Staffing agency owners considering an exit or succession plan can explore a transition with an operator-buyer who understands workforce services. If you want to sell your staffing agency, we offer a path that respects your client relationships and team.
- Established client rosters with repeat placement history
- Light industrial, healthcare, administrative, or skilled trades focus
- Owner-managed with small core teams
- Margin improvement through technology and systems
Explore a conversation about selling your staffing business.
Physical Therapy, Fitness & Holistic Wellness
Owner-built practices with deeply loyal patient and client bases. Whether you are looking to sell your physical therapy practice or transition a holistic wellness studio, the personal relationships these owners have built are the most valuable asset, and the hardest to preserve in a careless transition.
- Loyal patient and client bases built over years
- Cash-pay and insurance mix revenue models
- Strong local brand recognition
- Owners who care deeply about continuity of care
Home Health, Companion Care & Aging-in-Place
Mission-driven businesses serving one of the fastest-growing demographics in America. The right buyer needs to understand care delivery, compliance, and the human element.
If you run a home health, companion care, or aging-in-place business and are exploring selling, we bring both operational expertise and genuine understanding of care delivery. Owners looking to sell a home health care business will find a partner who values the mission as much as the margin.
- Non-medical or skilled home care services
- Licensed and in regulatory compliance
- Reliable caregiver workforce in place
- Private pay, Medicaid waiver, or LTC insurance mix
Professional Training, Safety & Certification
Niche operators with institutional client relationships, proprietary curricula, and recurring revenue from mandated certification cycles. Highly defensible and deeply undervalued by traditional acquirers.
- Accredited or approved by recognized regulatory bodies
- Recurring revenue from recertification cycles
- Corporate, government, or institutional client base
- Scalable delivery: in-person, hybrid, or online
Established SaaS Businesses
Software businesses with proven products, stable recurring revenue, and loyal user bases. We look for established SaaS companies where operational improvements and strategic marketing can accelerate growth.
- Stable monthly or annual recurring revenue
- Strong customer retention and low churn
- Proven product with established market fit
- Opportunities for growth through marketing and operations
Why fragmented service markets?
These industries share common characteristics: fragmented ownership, aging owner demographics (many baby boomer business owners built these companies 20 to 30 years ago and are now selling or considering retirement), and essential services that communities depend on every single day. They are the quiet infrastructure of American life. Read our full investment thesis.
When a retiring business owner steps away without a plan, the community loses. Employees lose jobs. Customers lose reliable service. Decades of trust and goodwill evaporate. The business the owner spent a lifetime building simply disappears.
We see an opportunity to be the right answer for these owners: not PE aggregation, not a flip-and-strip model, but genuine stewardship. We step in as operators who respect what was built and commit to carrying it forward. That is the core of our process.
- 10,000+ baby boomer-owned businesses will change hands in the next decade
- 73% of small business owners have no formal succession plan
- Service businesses make up the largest segment of Main Street M&A
- Average owner age in these industries: 55–65 years
Own a business in one of these industries?
Whether you're considering selling now or just starting to explore your options, we'd welcome a private conversation.
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