Академический Документы
Профессиональный Документы
Культура Документы
BI
OTECH HOSPI
TALI
TY
BUSI
NESSSERVI
CES MACHI
NERY
CHEMI
CALS MANUFACTURI
NG
COMMUNI
CATI
ONS MEDI
A
CONSTRUCTI
ON PRI
NTI
NG & PUBLI
SHI
NG
CONSULTI
NG RETAI
L
EDUCATI
ON TECHNOLOGY
ELECTRONI
CS TELECOMMUNI
CATI
ONS
ENERGY TRANSPORTATI
ON
ENGI
NEERI
NG UTI
LITI
ES
ENVI
RONMENTAL W HOLESALE
MAKI
NG M&A MOBI
LE
Acces
sed f
orf
ree vi
athe App St
ore and Googl
e Pl
ay,Deal
For
ce
pr
ovi
dest
he t
op-
leveli
nfor
mat
ion ofever
ybus
ines
swe r
epr
esent
and l
etsyour
eques
ta copyoft
he f
ullOf
fer
ing Memor
andum -
-al
l
wi
thoutl
eavi
ng t
he app.
Agriculture
BUSINESS HIGHLIGHTS
2019 Revenue
$5.4MM The Company is a custom fertilizer blending company. It brings in fertilizer
products and micro nutrients. It blends, bags, and spreads bulk fertilizer.
STAFF BREAKDOWN The Company has a network of 80 plus landscape centers that distribute their
F.T. P.T. bagged product throughout North Carolina, Virginia and South Carolina.
Plant Manager 1
Bagging 9 The Company’s revenue in 2019 was driven by fertilizer sales (89.9% of sales),
Plant Foreman 1 Lime (2.8% of sales), Land plaster (1.3% of sales), spreading, and private label
Administration 1 bagging ( 6% of sales).
Maintenance 1
Private Retail
Label
WORLD CLASS FERTILIZER MIXING FACILITY
5%
Bagged 10%
The Company’s top-of-line mixing facility has 14 300-ton bins
Spread Bulk and one 400 ton bin; 14” thick concrete walls, and a heated
Product
floor.
35%
Bagged 21,000 square foot main plant with a separate 5,000 square foot
Product storage facility for bagged product.
50%
Chantland Open-Mouth Bag Filler system for 50 lb, 1000 and
2,000 pound bags.
Private
Retail Sales Label Layco computer controlled 10 bin stainless steel declining weight
5% 10% blender; that self calibrates every 15 seconds with two
micronutrient bins and spray bar.
Farmers
35% Layco over head in loading chain system to fourteen 300 ton
bins, the plant is on the main rail line of CXS with a 600 foot
Sod Farms
Landscapers, spur off the main line. In plant receiving system has under car
Golf Courses, unloading from rail cars or dump pit for truck delivery.
Landscape Centers
50% The plant also has a Liquid mixing facility.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified.
Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational
Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and
its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Apparel
Founded in 2004, the Company has established itself as a leading specialty retailer in the Southeast for upscale casual apparel and
sunglasses. With multiple retail locations in several states, the Company has a well-established and scaled footprint, and benefits from
name brand recognition.
Documented Systems & Procedures
The Company has established systems and procedures that are well documented, and has a dedicated training manager. Coupled with a
long history of researching new markets and opening new stores, the Company has an easy-to-replicate, standardized growth formula.
Strong Supplier Relationships
The Company has many strong and longstanding supplier relationships providing reliable sourcing for a wide variety of desirable inventory.
Investment Considerations
Available for acquisition: This multi-location retailer of upscale casual apparel and sunglasses, provides a wide assortment of the most
popular brands combined with a high level of customer service. In 2018, revenue was derived from sunglasses (43%), men’s apparel
(40%), women’s apparel (8%), and other products which include children’s items, footwear, accessories and miscellaneous hats, wallets,
coolers, and stickers. The Company continues to maintain strong margins on its retail products. Over the years, the Company has
expanded the total number of retail locations across the Southeast and offers customers a huge selection of name brand sunglasses and
casual apparel. At each location, there is a dedicated team of professional sales associates whose goal is to provide customers with an
informative and fun shopping experience. The Company carries popular brands in sunglasses and casual apparel.
Sunglass brands include Costa, Oakley, Ray-Ban, Spy Optics, Tory Burch, Smith Optics, Under Armour, Maho, and other top brands.
Apparel brands include Costa, Over-Under, MG Palmer, Southern Fried Cotton, Southern Marsh, Southern Point Co., Simply Southern,
Drake, and other major brands that fit the southern lifestyle. The Company serves retail customers, including residents and tourists,
men, women, and children. Outside sales and marketing efforts include billboards, social media, and an informative website. The
Company’s owners are supported by an employee base of approximately 18 full-time and 70 part-time employees. Operations are
managed from a 1,400 SF office with nearby warehouse space. Retail locations average 5,400 SF each. All facilities are leased from
independent third parties at fair market rates.
For more information, please sign the Non-Disclosure Agreement
Barry DeWitt, Sr. M&A Advisor Generational Equity, LLC
Tel: (727) 415-1487 11175 Cicero Drive, Suite 100
Client #61359
Email: BDeWitt@Generational.com Alpharetta, GA 30022 www.Generational.com I www.DealForce.com
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be lia-
ble for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
LEADING MEN’S FORMAL, WORKWEAR & UNIFORM
RETAILER & DISTRIBUTOR #63382
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA
This Northeast-based Company provides men’s formalwear, workwear and uniforms directly to consumers (B2C)
through its online web properties as well as commercial customers (B2B) nationwide. The Company has established
$6.7M $661K itself as a leader in its industry and differentiates itself through its strong customer relationships, superior reputation for
2019 Revenue 2019 EBITDA quality services, premium pricing, a wide variety of products and an experienced team.
Known for its large ‘in-stock’ programs and SKUs, the Company offers a wider variety of products than many of its
peers. As a result, many of its wholesale customers order items on an "as needed" basis which benefits store owners by
$8.0M $796K allowing them to maintain higher levels of profitability and maintaining stronger cashflow.
2020 Revenue 2020 EBITDA The Company’s websites have generated tens of thousands of reviews and stellar ratings (averaging above 4.7 out of 5).
(PROJ) (PROJ)
Recently added functionalities to the Company’s websites are expected to provide it with unique features and several
advantages as well as an improved shopping experience over many of its peers.
The Company-owned facilities occupy over 20,000 SFT, are located near several highways for ease of access and have the capacity to support future revenue
growth. The current owner is willing to stay with the Company during a transition period or longer-term given a suitable role.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Manufacturer & Distributor of High Quality
Footcare Products
Headquartered in Florida—National Recognition
The Company is a manufacturer and distributor of felt, foam, moleskin, and gel foot pads and padding supplies.
Over the years, it has developed a strong reputation for providing reliable products and customer service. The
success of the Company is attributed to its ability to market through effective personal networking, word of
mouth, and industry publications. Products include bulk pads, gel products, pre-packaged pads, ancillary products,
orthotics, and arch supports. The Company targets doctors and podiatrist offices who in turn sell the products
direct to patients along with using these in their daily treatments, also targeting sports teams and hospitals. The
Company distributes its products to various retail outlets and has its own online retail presence for individual
consumers. The Company is well-positioned for continued growth and success.
Investment Considerations
• Diversified Customer Base: No single customer accounted for more than 7.8% of revenue during the historical
period
• Product Line: A needed non medicated medical staple in Podiatry offices and many medical professional offices
• Superior Name and Reputation: The Company has a stellar reputation for providing high quality products and
delivering superior customer service. It is known by doctors, podiatrists, hospitals, athletic trainers and more
• Strong Sales Growth: Strong 2020 1st quarter growth up 10.5%; during the historical period, the Company expe-
rienced consistent growth from $2,798,000 in 2017 to $3,018,000 in 2019
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
Founded in 1997, the Company designs, manufactures, markets, and
$700K wholesales a trademarked brand of neckwear. The trademarked line is
2020 REVENUE (PROJ)
known for its fine traditional and fashion forward designs. The Company
has an expanded line including bow ties, silk knit ties, pocket squares,
$53K suspenders, women’s scarves, ribbon belts, hair accessories, jewelry, and
fabric wallets; all using custom school and corporate logos.
2020 EBITDA (PROJ)
The Company’s lines are sold through independent boutiques across the
United States. The Company markets itself directly to colleges, retail shops,
prep/high schools, and other individual custom product customers.
2019 REVENUE BY Revenue is diversified across many customers with no one customer
CUSTOMER MARKET representing more than 4% of revenue consistently.
INVESTMENT APPEAL
Diversified Customer Base. No single customer accounted for more than
4% of revenue during the historical period. The diversified customer base
helps ensure that the Company will not be significantly impacted by the
loss of a single account.
Trademarks and Copyrights. The Company controls a well respected
trademark, that dates back almost 100 years.
Significant Growth Opportunities. Several opportunities exist to increase
2019 REVENUE BY revenue and profit, including leveraging the Company’s proven reputation
PRODUCT LINE to pursue and penetrate new and existing markets, developing internet
marketing with an online store. These opportunities are attainable with
moderate investments in capital and human resources.
Strong Client Relationships. The Company is proud of its strong ties to
clients and its reputation for quality products. Evidence of these
relationships is shown in the 80% rate of repeat business.
Management Will Remain Through Transition. The owner is willing to
remain with the company after the sale. Continuity of customer and
supplier relationships are key to continued success.
Business Location is Movable. The present owner operates the business in
the Northeast, but recognizes that a new owner can move operations to
any desired location.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Designer, Manufacturer, and Marketer
of Women’s Wear #63202
Florida
Sign NDA ►
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Automotive
2019: 31.9% Strong Client Relationships: The Company is proud of its strong ties to clients and its reputation for providing
the highest quality services at a great price. Evidence of these relationships is shown in the estimated 80% rate of
repeat business.
2019 HIGHLIGHTS Strong Historical Sales Growth: Historical sales have grown from approximately $3,809,000 in 2017 to
$3,114,000 in 2019, representing a compound annual growth rate of 3.9%. Management expects the Company’s
Repeat Business: 80%
sales to continue this growth pattern and projects revenues to reach $4,300,000 for year-end 2020.
Revenue Growth: 6.7%
Strong Earnings: The Company has experienced strong earnings, representing by EBITDA, from $1,366,000 in
2017 to $1,311,000 in 2019.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
MULTI-LOCATION, HIGH-MARGIN
TRANSMISSION & AUTO REPAIR
#62995
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Since 2006 this company has been providing high quality, hassle-free transmission and auto repair.
Because of its well-known quality and affordable pricing, they were able to quickly grow from a single
$2.1M $400K location in 2006, to now three successful shops. Their third shop was added in 2011.
2019 Revenue 2019 EBITDA
The company has experienced and tenured shop managers at each location, making it easier for
$2.2M $426K management to focus on things like growth. With well-trained management in place, revenue has
2020 Revenue 2020 EBITDA continued to grow approximately 20% from 2016 to 2019.
(Proj) (Proj)
Location is another growth factor for this company. All three locations are well-positioned, with over
60,000 cars passing by their combined locations every day.
FULL-TIME EMPLOYEES c. Strong historical earnings growth: Earnings as measured by EBITDA grew at a 24.5% CAGR
Center Managers 3 between 2016 and 2018, with EBITDA margins as a percentage of revenue growing overall from
Builders 3 14.6% in 2016 to 19.2% in 2018.
Techs 6
d. Profit percentage above industry benchmarks: The Company’s 18.5% pre-tax profit margin in
2018 is over 4 times the 4.4% industry benchmark.
CUSTOMER MARKETS (2018)
Retail 90% e. Shop managers in place: The Company has experienced and tenured shop managers at each
Wholesale 10% location who manage day-to-day operations, minimizing ownership dependence.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Acquisition Opportunity
Diesel Parts Rebuilder and Performance Services
Mid‐Atlantic Region, US
Est. 2019 Revenue: $4.7MM Est. 2019 EBITDA: $338K
Diversified Customer Base: No single customer accounted for more than 6% of annual revenue
during the historical period. The diversified customer base helps ensure that the Company will
not be significantly impacted by the loss of a single account.
Strong Supplier Relationships: The Company’s long‐standing relationships with parts dealers
are pivotal in gaining customer confidence and economic longevity. With supplier relationships
ranging from 5 to 29 years, familiarity and expertise with products lends credibility with
customers on the quality of work performed.
Highly Recognizable Brand Products: The Company has distributor relationships with fuel
injector system manufacturers such as Bosch, Stanadyn, Ambac, Denso, Zexell, AVTeck, and
Delphi, and distributor relationships with turbocharger manufacturers such as BorgWarner and
Garrett. The Company is also an authorized dealer for Cummins Engines.
Recast Historical and Pro Forma Statement of Income
For the Fiscal Years Ended December 31 ($000)
Historical Est. Projected
2016 2017 2018 2019 2020 2021 2022
The Company provides diesel parts and service specializing in fuel
Client # 56471 injection systems. Products on hand include injectors, injection
pumps, charged air coolers, turbochargers, engines, diesel engine
parts, as well as fuel additives, Isspro gauges and accessories, HPS
silicone hoses, and other performance products. Services provided
include rebuilding and repairing engines, turbochargers, and fuel
Pete Pryor injectors. Additional services include testing injectors and charged air‐
Generational Equity coolers, as well as state inspection for passenger cars, pickups, semi‐
M&A Partner trucks, and trailers.
215‐322‐6696 (Tel)
ppryor@generational.com The Company’s customers include vehicles operators and technicians
from the trucking industry (25% of sales), repair shops (25%),
performance shops (20%), car dealers (20%), and truck dealers (10%).
The geographic markets served by the Company are Pennsylvania
(84% sales), Ohio (14%), and West Virginia (2%).
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been
verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof
acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this
document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the
seller.
Full-Service Recreational Vehicle Dealership
Sales, Parts & Service
Located in Southeastern US
2019 Est Revenue $2.7 million I 2019 Est EBITDA $279 thousand
The Company is a full-service RV dealership specializing in RV sales, service work, and parts sales. Located on the main
road of a highly touristic city, this company couldn’t have better visibility. It is the ideal location for an established
dealer to expand their brand or for the owner that wants to enter the RV industry. The Company’s operations include:
new and used RV sales (66% of 2018 revenue), service and maintenance work (25%), and parts and accessories sales
(9%). The Company’s excellent industry reputation and local brand awareness has established it as the preeminent RV
dealership in the region. The Company’s competitors are located, on average, approximately 145 miles away. Current
revenue generation is based on repeat customers, referrals, and exceptional industry reputation.
Investment Considerations
Outstanding Historical Sales Growth: Historical sales have grown from $2,024,000 in 2016 to $2,391,000 in the
fiscal year ending December 31, 2018, representing a compound annual growth rate of 8.7%
Strong Earnings: The Company has experienced strong growth in EBIT, from $95,000 in 2016 to $182,000 in
2018, representing a compound annual growth rate of 38.3%. EBIT as a percentage of sales is strong when com-
pared to companies in the same industry. The Company’s EBIT represented 7.6% of sales in 2018, higher than the
industry average of 6.3%
Decreasing Operating Expenses: Operating expenses have been trending lower, decreasing as a percent of sales
from 19.8% in 2016 to 17.3% in 2018. Effective management of operating expenses led to greater profitability
over the historical period
REVENUE / EBITDA
BUSINESS HIGHLIGHTS
The Company is a full‐service auto salvage and recycling yard in the Mid‐Atlan c US. The Company sells
$3.4M $265K used auto and truck OEM parts, as well as new and used a ermarket parts for foreign and domes c
2019 Revenue 2019 EBITDA vehicle brands. The majority of revenue is generated from a mix of the Company’s product offerings.
(PROJ) (PROJ) Those product offerings include:
Yard‐to‐yard Parts Sales Garage Services New Car Sales
$3.2M $232K Retail Parts Sales Used Car Sales Ba ery Core Recycling
2018 Revenue 2018 EBITDA Body Shop Services
The Company serves a broad geographic market from its headquarters and targets a diverse customer
base. Customers include numerous individuals, car parts distributors, and other salvage yards. No single
customer accounts for a significant por on of annual sales.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity makes no representa ons or
warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera‐
onal Equity of this document. At all mes Genera onal Equity and/or its affiliate network members are agents for the seller and not for the buyer. Genera onal Equity’s fees are paid by the seller.
Tire & Auto Repair Services
Well Established Goodyear, Dunlop, & Kelly Tire Dealer
The employee base consists of 12 full-time personnel, including its shareholders. The facility comprises approximately 7,700 square feet
and is utilized for office, showroom, shop, and warehouse purposes. The facility is leased from the majority shareholder at the market
rate, and can accommodate higher revenues without major facility improvements or capital equipment expenditures. Growth and
success will continue to be driven by its outstanding reputation for providing high-quality automotive repair services, industry expertise,
and strong commitment to customer support. The Company also relies on strong regional recognition and referral business.
Investment Considerations
Qualifications
The Company’s structure, excess facility capability, market expertise, brand name recognition, an established customer network, as well
as integrated management systems are designed to provide clients with interdisciplinary automotive repair and tire solutions. In
addition, the Company is part of the Goodyear Tire and Service Network, providing professional service, and offering a nationwide
limited warranty for an extensive list of services.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be lia-
ble for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
High End Corvette Dealership
Specializing in Sales, Servicing, and Parts
Located in Southeastern US
2019 Est Revenue $13.3 million I 2019 Est EBITDA $175 thousand
Available for acquisition is an independently owned and operated car dealership specializing in the sale,
maintenance and part distribution of used Corvettes. While the vast majority (80%) of their revenue is
derived from sales of Corvettes, another 15% of revenue is generated from the servicing of Corvettes,
and the last 5% of revenue comes from the sale of Corvette parts. The company also has a geographically
diverse customer base, only 40% of their customer base lives in the state they operate in. 15% of the
customer base is made up of international customers, while the remaining 45% of their customers are
domestic but not in the state the company operates in. In addition to the company’s 15,000 square-foot
showroom, they also own and operate a 25,000 square-foot service center just a mile away.
Investment Considerations
Diversified Customer Base: No single customer typically accounts for more than 1% of revenue. The
diversified customer base helps ensure that the Company will not be significantly impacted by the loss
of a single account.
Historical Profit Growth: EBITDA grew overall at a 17.3% CAGR between 2016 and 2018.
Strong Balance Sheet: The Company’s adjusted balance sheet (removing shareholder/related-party
items and adjusting fixed assets to fair market value) totaled $421,000 at December 31, 2018.
BUSINESS HIGHLIGHTS
Available for acquisition this Company founded in 1965 is a leading Mobile Communications and Emergency Vehicle Up fitter for
Police, Fire, EMS and other vehicles used by local agencies and businesses.
2018 Revenue
$2.4M The Company in recent years has increased its business with auto/fleet dealers, and other customers, who are seeking a reliable,
one-stop shop for their vehicle sales in police and emergency markets.
2018 EBITDA Recognized for their on-trend design, speed to market and production quality, the company continues to post steady high-margin
growth through a diversified customer strategy that reflects market trends.
$148K
The Company’s headquarters facility was acquired in 1995 and renovated specifically to suit Company operations. The facility totals
13,700 square feet situated on a lot with featuring parking for 30 vehicles.
MARKET
Genell Boyer
Generational Equity
Senior M&A Advisor
125 Park Avenue, 25th Floor
gboyer@generational.com INVESTMENT BANK
New York, NY 10017
336-486-7383 Cell OF THE YEAR
2016 . 2017 . 2018 T 336-486-7383
.
336-893-8233 Fax
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verifi ed. Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affi liate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
MEINEKE
Car Care Centers #63003
South Carolina Sign NDA ►
BUSINESS HIGHLIGHTS
INVESTMENT CONSIDERATIONS
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified.
Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational
Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and
its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Biotechnology
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
VETERINARY MEDICAL DIAGNOSTIC
MANUFACTURER WITH PROPRIETARY TECHNOLOGY
#63580
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Founded in 1990, the Company is a medical diagnostic manufacturer for the animal healthcare industry. The Company
contributes to the veterinary diagnostic and research market by offering the most advanced products and services for
$1.2M $128K animal hospitals and research laboratories in the U.S. and internationally.
2019 Revenue 2019 EBITDA The Company designs, manufactures, and markets low-cost, full-featured hematology analyzers, clinical chemistry
analyzers, and reagents for veterinary applications. These products provide complete blood test results at the “point
of care” environment at highly affordable price points.
$1.3M $137K The Company offers proprietary hematology systems, a series of blood cell analysis instruments and related reagents
2020 Revenue 2020 EBITDA
which perform medicine’s most often requested diagnostic test, the complete blood count (the “CBC”), the seven-
(PROJ) (PROJ)
part WBC differential, as well as the most demanding of all blood tests, reticulocytes, nucleated red blood cells and
band neutrophils. The Companies also offer a biochemistry system which provides laboratory chemistry capability.
Each proprietary system is composed of an instrument designed to cover an extensive measuring range, and reagents that are specifically optimized to
accommodate the various physiological differences encountered in animals. The Company’s instruments are automated, operate at the touch of a button,
require no maintenance and can be operated without specially trained operators. There are several options available for purchase on each instrument to further
suit customer requirements, and all instruments are upgradeable throughout the range.
The Company is a full-service interior design firm with a diverse set of capabilities. Services include
architectural detailing, model home merchandising, comprehensive custom home renovations, and
interior design for luxury home owners and builders.
The design firm typically completes 40 to 50 engagements per year with an average invoice of
approximately $300,000. An impressive portfolio reflects skill and expertise across all services
offered as well as a variety of styles including coastal, contemporary, mountain retreat, traditional,
and transitional.
Our client is registered as an S-Corporation and the shareholder is supported by a qualified team of
28 full-time employees.
Investment Considerations:
Historical Revenue increased at a CAGR of 21.6% from 2015 to 2017
Highly profitable operation with Adjusted EBITDA margins of 15.1% in 2017
High quality design work and superior customer service have resulted in numerous honors and awards
on the local, regional, and national levels as well as a website filled with testimonials from consumers
expressing sincere satisfaction
Diversified customer base with minimal if any concentration
Strategic partnerships established provides opportunity to use designer furnishings from notable brands
The Company was founded in 1995 as an S-Corporation. The Company employs 30 full-time personnel, including its two owners. The
Company’s team has a diverse professional background, depth of experience, and an unwavering commitment to excellent client service.
The facility comprises approximately 10,000 square feet, and it is utilized for office and warehouse purposes. The facility is leased from
the shareholders below the market rate, and can accommodate higher revenues without major facility improvements or capital
equipment expenditures.
Service Capabilities
Other Solutions
Investment Considerations
Facility Capabilities
The Company’s facility comprises 10,000 square feet. The Company anticipates capitalizing on the excess capacity during the pro forma
period as new target-markets are entered.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be li-
able for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
FULL-SERVICE PROPERTY PRESERVATION FIELD-
SERVICES COMPANY
#59174
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE The Company provides residential and commercial property preservation services for banks, mortgage field service
companies, investors, national property brokers, and realtors with a focus on the New England market. With over 32
$4.0M years of experience in property preservation, mortgage banking, and real estate, the management team employs licensed
2019 Revenue and insured field contractors to help customers preserve and protect assets from deterioration, decay, vandalism, and
code violations.
EBITDA The Company offers a full service approach to commercial and residential property management, from all facets of
building repair and rehabilitation to lawn maintenance and tenant occupied service requests. From Wall Street to main
$592K street, The Company serves banks, mortgage field service companies, real estate agents, homeowners, and community
2019 EBITDA outreach groups that have a vested interest in protecting neighborhoods and preserving the idea of home ownership. The
Company primarily targets properties with loans insured by government agencies.
87%
20%
15%
10%
5%
New Market
The Company provides coa ng applica ons including industrial pain ng and enclosed sandblas ng for
various industries. The Company also provides related metal fabrica on solu ons through its in‐house
equipment. Metal fabrica on services includes gas transport frames, cryogenic tank heads, and one‐off
pieces for engineering firms, architectural structures, and various shipboard pla orms. Customer
markets served include cryogenic transport (tanks and trailers), infrastructure (bridge steel, building
steel, and signage), chemical, power genera on, and defense and government agencies. The Company
serves a broad geographic market although the majority of customers are located within a three to four
state region. The Company operates from a large facility with ample floor space and the appropriate
equipment to increase coa ng and fabrica on capacity with minimal capital expenditures.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Supply Chain Software Company
Offering Fully-Integrated Warehousing & Procurement Solutions
Headquartered in Georgia
2019 Est Revenue $3.1 million I 2019 Est EBITDA $374 thousand
Available for acquisition is a software company that specializes in supply chain management logistics. The
Company offers comprehensive software and service solutions for growing companies providing customer support
in the financial, manufacturing, and information technology fields spanning more than 30 countries. They bring to
bear a unique blend of proprietary software, industry expertise, and human resources that helps to resolve the
frustrations of day to day business operations. With more than 25 years of operation, this company has built a firm
reputation that supports Fortune 1000 companies around the globe. The Company employs 30+ full-time staff and
five part time employees to handle 3PL procurement support, programming enhancements, onsite 3PL warehouse
support, business analytics and various other management and administrative duties.
Investment Considerations
Strong Historical Sales Growth: From 2016-2018, sales grew at a compounded annual growth rate of 14.4%. Sales grew primarily through
increased work offered from its blue-chip companies.
Customer Relationships: The Company operates in a manner that fully integrates with the customer in order to remain a necessity (very
sticky). It totally immerses itself to ensure that all procurement and warehouse operations utilize its Supply Chain solution. The Company
works to integrate and maximize the efficiency as well as the value of its existing core systems. The operational model is so successful it
has never lost a customer for reasons related to work done by the Company.
Growing Demand for Cloud Computing: Customers continue to demand more sophisticated and fully featured cloud computing ser-
vices. Demand for software as a service (SaaS) and platform as a service (PaaS) is being driven by companies that increasingly want to offer
advanced services and hosted applications to their own customers. Technology startups especially need low-cost providers of advanced
data hosting and processing services to build new online services without the expense of maintaining their own data infrastructure.
$2.5M $347K The Company works closely with customers to ensure job satisfaction on restoration projects. The
2020 Revenue 2020 EBITDA
Company differentiates itself from competition by being a full-service restoration business. They are
(PROJ) (PROJ) fully capable of doing it all in any home .
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
ONLINE AND LIBRARY CATALOGING SERVICES #61874
SIGN NDA
BUSINESS HIGHLIGHTS
REVENUE/EBITDA Founded in 1985, the company provides Machine Readable Catalogue (MARC) catalog records and
library technical support services to law schools, law firms, courts, subscription libraries, publishers, and
$1,400 special libraries in the US and internationally in Europe, Canada, and Australia.
2019 Revenue (PROJ) The primary service of the company is the provision of superior quality searchable records, on a monthly
basis, for the major legal publishers and accredited law schools in the United States and Canada.
$244K Led by an exceptional management team of industry experts, the company is developing growth
2019 EBITDA (PROJ) markets for their company’s unique and proprietary services, both geographic and new industry
categories, promise continued growth.
Key Customers
Client Services 1
Customer A 6%
Administration 1 Customer B 5% USA 94%
Customer C 4% Europe 3%
Canada 2% 1%
Customer Retention Rate 98% Australia 1%
CUSTOMER SAMPLE
INVESTMENT APPEAL
Cataloging Process. The company developed a proprietary process for Industry Expertise: The company’s subject matter expertise includes Art,
creating MARC catalog records for major legal databases, distributing them Art History, Chemistry, Music History, Business, Law, Science, Medicine,
throughout the entire legal education and practicing law community and Engineering, Applied Medicine. And most recently, Juvenile Literature.
keeping the products current monthly. Growth Opportunities: The company has identified several new markets for
Intellectual Property and Long-Term Contracts. The company owns MARC catalog records domestically and internationally through current and
the copyright on the majority of its MARC catalog records. It also enjoys expanded industry sector categories.
renewable contracts with the three major legal publishers to produce
records to support their most subscribed-to databases.
SIGN NDA
Ahmad Behjati Generational Equity
Senior Vice President M&A 125 Park Avenue, 25th Floor
INVESTMENT BANK
E. abehjati@generational.com New York, NY 10017
OF THE YEAR
M. 203 716 1185 2016 . 2017 . 2018 T. 212 381 7650
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verifi ed. Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affi liate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Licensed Swimming Pool & Landscape
Maintenance Contractor
Located in Southeastern US Region -- NDA #62219
2018 Est. Revenue $1.9M | 2018 Est. EBITDA $217K
Available for acquisition is a Southeast-based licensed swimming pool contractor, as well as a licensed landscape and irrigation contractor.
The Company offers mowing, mulching, pruning, leaf removal, landscape maintenance and lawn care, fertilization and pest control,
landscape irrigation, aeration, tree and shrub services, and related services. In addition, the Company offers comprehensive pool design,
construction and installation, and maintenance services. The revenue mix consists of pool design, construction, supplies, and
maintenance services (54% of 2017 sales) and landscaping services (46%). Target markets include residential (74% of 2017 sales) and
commercial (26%) customers located in the Southeast. The Company maintains a database of approximately 870 clients (480 active), with
over 80% of revenue derived from recurring clients. The business operates from two facilities in the Southeast comprised of 12,600 SF.
These facilities have sufficient space to support the growth that is forecast through the pro forma period without major facility
improvements or capital equipment expenditures. The Company owns a large equipment base, including (but not limited to) earth-
moving equipment, blowers, back pack sprayers, chain saws, cut-off saws, extended hedge trimmers, plows, edgers, four wheelers,
rototillers, tractors and trailers, mowers, snow blowers, spreaders, trucks, and other related equipment. As of December 31, 2017, the
adjusted book value of fixed assets was $443,000. The Company’s growth and success has been a direct result of it’s 23-year operating
history, impeccable safety record, completing projects on time and within budget, and outstanding customer service.
Investment Considerations
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be li-
able for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Commercial Lawn Maintenance
and Hardscape Services #62501
Eastern US
Sign NDA ►
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue
The Company provides landscaping and construction services, as well as
$2.1MM hardscape and construction capabilities. The Company’s landscaping services
Proj. 2019 EBITDA primarily include lawn maintenance and design services when necessary. The
Company creates full designs and a 3D walk-through of client projects to
$238K
specific requirements. All lawn maintenance work is performed in-house per
three-year contracts, with fertilization and sprinkler work being subcontracted.
Hardscape and construction capabilities include:
• Fire Pits • Driveways • Walls
• Pathways • Waterfalls • Pizza Ovens
• Patios • Ponds
The Company also provides holiday decoration services and occasionally provides snow removal
services for select clients. Clients primarily include property managers and real estate developers, as
well as public entities and home owners.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Commercial Printing, Packaging, Direct Mail and
Fulfillment #62966
SIGN NDA
BUSINESS HIGHLIGHTS
Founded in 1925 and family owned for 94 years, this three generation Company is a leading Marketing
2019 Est. Solutions Provider (MSP) in the Southeast Region. The Company provides packaging, print, labels, direct
$4.8M mail, and fulfillment services to its clients leveraging current technology and methods. The Company's
highly-tenured employee base delivers on a commitment to bring value, integrity, and quality to every
project. In 2018, revenue was derived from packaging (40%), commercial printing (32%), and direct mail
2019 EBITDA (28%). The Company offers the broadest array of products and services under one roof, differentiating it
MARKET
North Carolina
South Carolina
Other US
RECOGNITION
INVESTMENT APPEAL Recipient of numerous awards for
CUSTOMERS/MARKETS:
print excellence:
2018 Recurring Revenue – 80%
• One of the most sought-after locations in the
• In recent months the
• Nutraceuticals Southeast both geographically and culturally
Company was awarded 9 best
• Grocery with a booming entrepreneurial community. of category awards, 5 special
• Medical • Primary packaging supplier for four growing judges’ awards, and 7 awards
• Golf national brands. of excellence in regional
• Fragrance competition. These awards
• Highly experienced and tenured staff with a
• Other recognize the Company’s
strong successor management team in place.
expertise in both the
• Strong client relationships and retention packaging and commercial
KEY ACCOUNT VOLUME rates.
print fields.
• The management team has completed 4 tuck- • Rainforest Alliance / Forest
No one Customer Contributes
more than 13% of Revenue in acquisitions over the last decade. Stewardship Council (FSC):
Opportunities exist for both organic growth The Company is pleased to be
a part of this worldwide effort
and additional acquisitions.
to sustain and protect the
environment.
Genell Boyer
Generational Equity
Senior M&A Advisor
14241 Dallas Parkway, Suite 700
gboyer@generational.com INVESTMENT BANK
Dallas, TX 75254
336-486-7383 Cell OF THE YEAR
2016 . 2017 . 2018 T. 972-232-1100
336-893-8233 Fax
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed ������������������� Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. �������������������������������� ers is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
International Architectural Practice #61558
New England, US
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
Founded in 2003, the Company is an award-winning international
$1,200K architectural practice offering a personal approach to complex planning and
2020 REVENUE (PROJ)
design challenges backed by over 50 years of combined experience. With
domestic and international experience across a wide range of mixed-use
projects for private, public, and institutional clients, the Company
$200K+ collaborates as multi-disciplinary teams to provide integrated planning,
2020 EBITDA (PROJ) urban design, and landscape architectural and architectural design services.
Customer markets include development companies, international city-
regional-national level government agencies, and international top-tier
design/technical institutions.
2019 REVENUE BY MARKET
The Company has extended relationships with a core group of colleagues
that assist in the identification of opportunities and coordination of
qualifications and proposals for new projects, they rely primarily on its
international industry contacts, word-of-mouth, personal relationships, and
referrals to generate business.
Most employees are educated at Ivy-League or at other premier design and
planning institutions and are well-versed in complex planning and design
challenges which provides the Company with a distinct competitive
advantage.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
NYC-BASED PROVIDER OF HIGH-END INTEGRATED #62740
SECURITY & MONITORING SYSTEMS
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA
This New York City based company designs, develops, implements, and maintains high-end security and video
monitoring systems for commercial and residential establishments, with a specialization in burglary and fire safety
$1.9M systems. It also installs card access systems, business telephone systems and offers data network wiring and
2020 Revenue certification services. Revenue is generated through installations, service and monitoring contracts.
(PROJ)
The Company’s customer base is mostly comprised of real estate management companies, building developers,
hospitals and various other commercial establishments and institutions. The Company differentiates itself through
$174K its strong reputation and deep trusting customer relationships that it has developed and nurtured over its 30-year
2020 EBITDA operating history. Furthermore, its dealer-direct product line, custom-tailored systems, high-tech integrations and
(PROJ) 24/7 service from on-call technicians provide it with significant competitive advantages over many of its peers. As a
result, the Company enjoys an extraordinarily high customer retention rate, a rapidly growing subscription base and
a strong referral business.
While the Company possesses many compelling attributes and outstanding growth opportunities, the owner believes that a buyer with the
appropriate resources would be better suited to lead the Company to its next phase of growth. The owner has indicated that he would be willing to
remain with the business for an agreed time period post-transaction in order to facilitate a smooth and orderly transition.
1.5%
1.5%
2%
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Window Coverings, Treatments, and
Interiors Sales and Installa on Services
Headquartered in Southern US
The Company specializes in blinds, drapery, all window treatments, retractable screens, solar shades,
awnings, shu ers, window n ng, cubicle curtains and tracks, and hurricane protec on window
coverings. Along with selling the products the Company also provides installa on services. The Company
serves a wide variety of customers comple ng projects for governmental en es, commercial,
residen al, healthcare, and hospitality. The Company is capable of providing products and services
regardless of geographic loca on but generally serves customers within a close proximity to its
headquarters. The Company operates from a strategically located and amply sized facility divided into
office, showroom, warehouse, and manufacturing spaces.
Investment Considera ons
Significant Exper se and Brand Equity: Over nearly two decades the Company has established a superior reputa-
on for reliable service availability, fast response mes, and compe ve pricing. The Company’s owners and em-
ployees possess significant industry knowledge which drives demand and provides a compe ve advantage within
the local and regional markets.
Controllable Costs: The Company’s cost of sales as a percentage of sales averaged 60.1% of sales from 2017 to
2019 and was 60.2% of sales in 2019 . The Company is expected to con nue to hold gross margins consistent going
forward by appropriately sourcing products and pricing projects accordingly.
Con nuity of Management Team: The owners are willing to remain engaged in the business post-transac on, if
requested, to ensure seamless ownership transfer, transi on established rela onships, and assist in con nued
growth.
2019 Est Revenue $9.5 million I 2019 Est EBITDA $1.2 million
Headquartered in the southeastern US, The Company provides contract chemical formulation, packaging
and warehouse services to the agricultural, industrial, and animal healthcare markets. The Company
serves several recurring customers that generate over 50% of total revenue across middle America.
The Company differentiates itself from competitors through its strong reputation in the market,
relationships with its previous customers, and large manufacturing facilities and the equipment base.
Investment Considerations
Outstanding Growth Opportunities: Several opportunities exist for The Company to significantly increase reve-
nue and profit, including leveraging the Company’s proven reputation to pursue and penetrate existing markets and
increasing its personnel and equipment base to fully utilize its facilities. These opportunities are easily attainable
given the appropriate investments in capital and human resources.
Strong Historical Sales Growth: Historical sales have grown from $5,770,000 in 2015 to $8,138,000 in 2017, rep-
resenting a compound annual growth rate of 18.8%. Sales have grown consistently year over year in the historical
period and are expected to continue this trend in to the base year. Revenue is projected to reach $9,500,000 in
2019.
Strong Customer Relationships: The Company has strong ties to clients due to its industry expertise and excellent
service. The Company has long-term, multiyear relationships with its largest customers, dating back over a decade.
As a result, the Company benefits from a strong rate of repeat business. Management estimates approximately
95% of revenue is generated from repeat business.
Headquartered in Eastern US
The Company formulates and manufactures custom and proprietary color masterbatch and compounds
for the plas cs industry. The Company produces the color masterbatch and compounds for the following
polymer systems: ABS, Acrylics (PMMA); EVA/EMAC, Nylons (PA6 and PA6.6); Polycarbonate; Polyolefins
(LLDPE, LDPE, HDPE, PP); Styrenes (GPPS, MIPS, HIPS); Vinyl (FPVC/RPVC), SAN and TPE’s. By duplica ng
a customer’s color target in a mul tude of polymer matrices, the Company can turn color concepts into
produc on reality. The Company serves cosme cs, pharmaceu cal packaging, medical devices, health
care consumer packaging, housewares, wire and cable, food packaging, and industrial packaging. The
Company serves a long‐standing customer base of approximately 100 ac ve customers, 90% of which
sustain ac ve recurring projects. The Company operates from two facili es housing office, plant, and/or
warehouse space. Both facili es are owned by the Company and have capacity to pursue current and
future growth opportuni es.
REVENUE / EBITDA
BUSINESS HIGHLIGHTS
Providing op cal transport engineering services to cellular operator customers represents the Company’s largest and most
$6.0M $334K profitable business line. Demand for these services is being driven by the con nuing rapid growth of cellular traffic.
2020 Revenue 2020 EBITDA The Company also purchases and distributes new and used communica ons equipment, maintaining an inventory of more
than 100,000 items of name‐brand items. These items are:
(PROJ) (PROJ)
Deployed by the Company’s engineering group in providing customer network build‐out services
Re‐sold directly or through Company’s extensive online store to a customer network of more than 400 wholesale and
$5.1M $289K retail buyers
2019 Revenue 2019 EBITDA Sourcing rela onships are maintained with virtually all major brand name manufacturers, including ADC, Fujitsu,
Adtran, Tellabs, Ciena, Commscope, Harris, NEC, Cisco, Alcatel, Lucent, Avaya and AT&T.
The Company supplies and installs equipment and maintains cellular communica ons equipment for cellular telecom customers including network operators,
owners of fiberop c infrastructure and cellular towers as well as construc on contractors serving the cellular industry.
2020 Revenue 2020 EBITDA Staff consists of an in-house team of experienced certified surveyors, designers and installers whose complementary
(PROJ) (PROJ) skills allow for reliable, expert, environmentally friendly, and cost-effective LED lighting solutions. Certified lighting
professionals and engineers manage the full sales cycle encompassing the introduction, investment grade audit,
proposal presentation, project management, installation, and guarantee. The Company’s customized software provides
customers with accurate projections of cost, savings, rebates, tax incentives and provides the staff with a platform to
cost the job, purchase the material and monitor the labor.
AUDITORS / ESTIMATORS
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Acquisition Opportunity
Commercial Construction Management Contractor
Maryland, US
2019 Revenue: $64M 2019 EBITDA: $3.5M
Strong Name Recognition: The Company possesses more than a half a century of experience in the
development, design, and construction of commercial projects.
Strong Project Management Team & Backlog: with a current project backlog of nearly $85 million.
Growth Marketing Opportunity: The Company differentiates itself from other contractors by the
vast pool of experienced subcontractors which are selectively utilized to competitively bid projects.
Client # 61277 The Company is full‐service construction provider primarily serving the
public services, schools, and private markets. Services include: pre‐
construction, construction management, design build, and general
contracting. It maintains an A‐1 bond rating with a bonding capacity of
$150 million, and a single project limit of $80 million. Throughout its
more than 50 year history, the Company has never failed to complete a
Jim Russell
project. Recently, it began requiring subcontractors to be bonded on
Generational Equity
large contracts to prevent defaults. The Company operates primarily in
410‐905‐1196 (Cell)
jrussell@generational.com the central Maryland area and nearby counties. The primary customers
are the State of Maryland, Archdiocese of Baltimore, Baltimore City
Schools, Senior living and Multi‐Family developers, as well as a myriad of
private businesses.
Maryland just announced $2.2 billion in new school construction
funding, making this firm’s primary market even more attractive and
promising, as well as recession resistant.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been
verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof
acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this
document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the
seller.
Diversified Civil Construction
Company & Aggregate Supplier #61672
New England, US
SIGN NDA
BUSINESS HIGHLIGHTS
REVENUE/ EBITDA
The Company provides expertise within all aspects of earthwork infrastructure construction, excavation
$18.0 M development, civil construction, demolition and other related projects. They recycle and reprocess aggregate
2019 Revenue (PROJ) materials along with a full scale of aggregates (sand, stone, gravel and earthen materials) service provider,
supplier and transporter. The Company also owns, operates and manages a fleet of heavy equipment.
$2.5+ M Operations range from preliminary excavations to full-scale civil construction work and projects of all sizes and
2019 EBITDA (PROJ) difficulties. Within civil construction, the Company provides site development, demolition, civil environmental,
roadway construction, utility infrastructure and general contracting. They also specialize in pre-engineered steel
building and snow and ice management.
Aggregate materials operations provide aggregate disposals, custom trucking and specialized aggregate sales.
This is a multi-faceted aggregates company that utilizes its extensive manufacturing and logistics expertise to
provide a vast array of products and services. They have a unique operation that allows customers
to dispose of clean, recycled and natural aggregate materials while, at the same time, offering the ability to
purchase a wide range of recycled and natural aggregate products.
The Leasing company provides leasing of heavy equipment, trucks, instruments and tools for its operating entities.
Construction Company 30 Superior Name and Reputation: In business for over 50 years, the Company has built substantial
goodwill in the community and the region by providing quality construction, aggregate services
Agretech 10 and heavy equipment expertise. Management also credits its reputation, extensive industry network,
Leasing 4 and established customer relationships as three of the most critical factors contributing to the
Company’s historical success.
Accounting 3
Project Mgt/Estimating 3 High Barriers-to-Entry: Operating with the heavy civil construction, aggregates recycling and heavy
equipment industries requires significant capital investment, expertise, and certifications to begin
Customer Rate of Repeat Business operations. As a result, the industry is relatively sheltered from high levels of market entrance.
2018 60%
Geographical Expansion: Management believes the industry is ripe for geographic expansion
2018 Key Account Volume % opportunities. Many smaller regional aggregate companies could be consolidated into a larger regional
Customer A (8 years) 48% company. Leasing does not capitalize on the international markets. Management believes a lucrative
opportunity for expansion exists for heavy equipment assets. During this time management would
Customer B (2 years) 11%
increasingly scale national operations as well.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
MARKET-ENTRENCHED, MULTI-GENERATIONAL
WINDOW & DOOR DISTRIBUTOR
#62105
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE For over 40 years, the Company has sold windows and doors to home builders and homeowners in the South-Eastern
$16.4M United States. Revenue is generated through three channels, the sale of products, service and installation. The
Company differentiates itself through a stress-free sales process, value, price, and a strong reputation for professional
2019 Revenue
installation.
The Company has established extensive relationships throughout the building industry in the South-Eastern Region. To
EBITDA
drive sales, the Company leverages four sales personnel and affiliations with builder associations, authorized dealer
$2.14M promotions, and its website, which provides comprehensive information of the Company’s history, past projects, services,
2019 EBITDA
and contact information. Ongoing growth and success will be driven by the Company’s outstanding, multi-generational
reputation for quality products, trouble-free installation, technical knowledge, and a commitment to customer support.
87%
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Utilities & Site Development Contractor
Serving Government, Industry & Development
Located in Florida
2019 Est Revenue $32.4 million I 2019 Est EBITDA $2.1 million
In business for over a decade, this utilities and site development contractor works for governmental authorities
and private industry (primarily municipal governments, general contractors, and real estate developers) in Florida.
The Company focuses on upgrading infrastructure including pipeline and related roadwork construction.
The Company has built substantial goodwill by providing quality installation and construction and excellent
customer service. Management credits its reputation and well established customer relationships as two critical
factors contributing to the Company’s historical success. The Company has also built a quality work environment
and prides itself on the longevity of its employee tenure. During the historical period, the Company had a turnover
rate of less than 5% for management and staff. Most superintendents have been with the Company for over a
decade.
Investment Considerations
Strong Client Relationships: The Company has maintained relationships with its top customers since inception.
This long-term track record and customer loyalty provides significant stability in operations and contract de-
mand, making future cash flows easier to project. These strong relationships also reduce the costs of acquiring
new customers, resulting in incremental profitability.
Bonding Capacity: The Company has built a long-term relationship with its bonding company and can get bond-
ing of up to $30 million for an individual project.
Management Will Remain Through Transition: The active shareholders are willing to remain with the Company
for a transition period in order to ensure a seamless transfer of ownership.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has
not been verified. Accordingly, Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient
hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational
Equity’s fees are paid by the seller.
Patented Provider of Cutting Edge
Flooring Surfaces & Foundations for #63668
Landscaping, Multi-Purpose, Athletic,
and Court Applications.
Sign NDA ►
INVESTMENT CONSIDERATIONS
REVENUE MIX Outstanding Growth Opportunities: With the recent introduction of new
product innovations, there are now enhanced opportunities for the Company to
significantly increase revenue and profit, including leveraging the Company’s
proven reputation to pursue and penetrate new and existing markets through
additional sales and marketing initiatives, product line expansion, and
diversification of target customer markets. These opportunities are easily
attainable given the appropriate investments in capital and human resources.
Revenue for 2019 for courts and floors was limited due to the late launch of new
products. The Owners are anticipating a strong increase in sales for 2020 and
beyond due to innovative product features and an expanding variety of uses for
KEY 2019 HIGHLIGHTS
$4.4MM in Sales the Company’s patented technology which is rapidly gaining a wider customer
95% Rate of Repeat Business. audience.
250 Active Accounts
Strong Historical Sales Growth: Historical sales grew from $3,050,000 in 2017 to
EMPLOYEES $4,400,000 for the calendar year 2019, representing a compound annual growth
Managers—4 rate of 20%. Sales have grown consistently year over year during the historical
Advertising—1
period. The Company has also experienced strong EBITDA growth.
Marketing—1
Production—2 Management Will Remain through Transition: Ownership is interested and
Sales—2 willing to remain with the Company after a transaction to facilitate an orderly
Management and key employees to
transition to new ownership and, as appropriate, assist in achieving long-term
remain post transaction.
strategic growth objectives.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Full-Service Fireproofing & Acoustical Provider
Serving Commercial & Industrial Clients
Location: Southeastern US
2019 Est Revenue $4.0 million I 2019 Est EBITDA $1.3 million
The Company has been providing spray-applied fireproofing and acoustical products for commercial, institutional,
and light-industrial markets for over a decade. The Company operates primarily through subcontracts with
construction managers and general contractors. It serves small and large clients across the southeastern United
States, and has built an excellent reputation through its customer-centric approach, expertise, and experience.
In 2018, The Company’s revenue was derived from installation of fireproofing products, acoustical products and
intumescent paint.
Investment Considerations
Superior Name and Reputation: Client’s have known the Company’s name is synonymous with quality perfor-
mance for over a decade. The Company’s reputation and name recognition are a function of the ongoing success-
ful operation of the business in completing projects effectively and efficiently, allowing the Company to price its
services in the top quartile of the market.
Outstanding Growth Opportunities: The Company has various strategic alternatives that could lead to many
multiples of current volume. Historically, the Company has played to its strengths within a well-defined geo-
graphical scope and range of offerings, for the purpose of providing excellence to its clients.
Workforce Knowledge and Experience: The Company has a low turnover, which is reflective of professional com-
mon sense efficiency and cultural alignment within the Company. Low turnover allows the Company to retain the
most skilled and experienced workers in the industry, with many employees having over 20 years in the industry.
2019 Est Revenue $20 million I 2019 Est EBITDA $1.3 million
Available for acquisition is a full-service general contractor for the federal government, airports, and
municipalities. The Company provides a diversified pool of offerings including: general contracting,
construction management, pre-construction services, design-build, heavy civil works, demolition,
National Cemeteries, and military contracting. In 2018, management estimates the breakdown of
customer markets served was: federal cemetery (47%), aerospace (42%), federal non-cemetery (9%), and
municipal (2%). The Company’s customer base includes 30 accounts, including 15 active clients and
management estimates that the Company has an almost 100% rate of repeat business.
Investment Considerations
Strong Earnings: Earnings, as measured by EBITDA, increased at a 67.4% compound annual growth rate
from 2016 to 2018. Additionally, EBITDA increased from 4.5% of sales in 2016 to 13.0% in 2018.
National Reach: The Company’s operations and customer base are national in scope and the Company can easily
expand into new geographic markets. As an example of the Company’s reach, it has operated in the following
states: Florida, Georgia, North Carolina, Virginia, Massachusetts, Rhode Island, and Texas.
Safety Record: The Company is committed to safety and has not had a recordable accident in three years. As of
July 2019, the Company has an EMR of 0.86. Since inception, the Company has never had an OSHA safety viola-
tion. All supervisors have OSHA 30 and all field personnel have OSHA 10.
-
-
-
- - -
-
- - - -
- -
Premier Custom Home Builder
#63125
Florida
Sign NDA ►
EMPLOYEES Superior Name and Reputation: The Company has been serving the residential
Project Manager—1 construction needs of the region for over 20 years and has a reputation for reliable
Accounting/Permitting—1 service, fast response times, and competitive pricing. This reputation has grown
Interior Design—1 throughout the community. It is continually answering calls for new projects by
Building Superintendents—3 private homeowners. Additionally, the Company has been consistently featured as
Carpenter—1 “the best” in the region throughout the local media.
Management and key employees to
remain post transaction.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Construction, Surveying, and
Engineering Services Provider #63006
Charleston, SC
Sign NDA ►
2018 REVENUE MIX INVESTMENT CONSIDERATIONS
Project Managers. The management style of the Company has Project Managers
(PM’s) also perform es ma ng in their specialty; addi onally, the company
employs part‐ me PM’s that they have a long term rela onship with.
Established Sub‐Contractor Rela onships. The company benefits from
strong long‐term rela onships with their sub‐contractors with whom they have
established proven working rela onships. The Company has several
subcontractors for each of the 16 construc on divisions. 80% of these
subcontractors have been partners with the contractor for over 10 years and 40%
have been with the contractor since incep on.
Management Exper se. The Company’s key employees have significant industry
STAFF BREAKDOWN
knowledge and the ability to do complex or complicated projects which
Construc on—10
represents a significant intangible asset and advantage over regional compe tors;
Project Managers—4 FT; 4 PT
Surveying—3 the organiza on is well structured for con nued expansion.
Administra on—2 IDC Contract Revenue. Indefinite Delivery Contract (IDC) are used when GSA
Es ma ng—1 can't determine the precise quan es of supplies or services that
Management—1
the government will require during the contract period. The company has grown
Management and key employees to government IDC revenue and currently have 8 contracts with a total contract
remain post transac on.
value of $500,000. Management expects to con nue to grow these types of
contracts going forward.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified.
Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational
Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and
its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
WELL-ESTABLISHED, HIGHLY-PROFITABLE ROOFING #63374
AND SHEET METAL COMPANY (UPSTATE NY)
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA This upstate New York based Company has been providing comprehensive roofing and sheet metal services to
commercial and residential customers for over 20 years. Types of roofing systems offered include standing
$3.3M $898K seam, asphalt shingle, single-ply, EPDM, wooden shake, metal, tile, cement, and slate. The majority of revenue
is generated from commercial accounts, which include real estate developers and management companies.
2019 Revenue 2019 EBITDA
The Company distinguishes itself through its local market branding and reputation for high quality services at
reasonable prices and strong, long-lasting relationships with leading manufacturers. Staff are loyal and highly
$3.6M $975K skilled, with many key personnel employed for 10+ years. Considerable profits have been reinvested in the
business including the establishment of an in-house sheet-metal operation. Business is typically booked for
2020 Revenue 2020 EBITDA the entire year by winter and the Company often turns down significant new business.
(PROJ) (PROJ)
Growth potential is virtually unlimited with the only constraint being the amount of time, energy and resources
a new owner is willing to invest. The seller is willing to remain with the Company to assist with a transition.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
WELL-ESTABLISHED COMMERCIAL ELECTRICAL #63181
CONTRACTOR (CONNECTICUT)
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA For over 40 years, this leading Connecticut-based electrical contractor has been providing new installation and service
to large commercial, industrial, institutional and heavy industrial customers. It is active in three major categories: new
construction, electrical systems replacement and service and repair work. The Company maintains an excellent
$14.7M reputation for safety, timeliness, and quality of work.
2019 Revenue Current revenue generation is based on repeat customers, referrals, exceptional industry reputation and well-
developed relationships with regional estimators. The Company maintains an 80% rate of repeat business from
$850K previously engaged customers and continually adds to its client base.
Staff possesses a high degree of technical ability and attention to safety, ensuring that the Company remains a top
2019 EBITDA
electrical contractor in the region. Furthermore, the Company is known for its training and has retained some of the
best employees in the industry — resulting in low turnover, a departure from industry norms.
The Company’s office and warehouse occupy approximately 15,200 SFT and are strategically located, enabling employees to efficiently travel to
various projects within its region. Management has indicated its willingness to assist an acquiror through the transition period and all key employees
are expected to remain with the Company post-acquisition.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Licensed Commercial Electrical Contractor
Headquartered in Georgia
2019 Est Revenue $2.5 million I 2019 Est EBITDA $243 thousand
Actively seeking investors is a licensed commercial electrical contractor serving clients for over 25 years.
The Company primarily serves clients in healthcare, tenant build-outs, service, lighting and industrial, as
well as various other industries. The Company sources projects through attending tradeshows, client
referrals, repeat business and through its website. Regardless of a project’s scope, the Company puts
multiple decades of experience and integrity to work, and excels in delivering results on-time, and on-
budget, as-promised.
Investment Considerations
Strong Historical Sales Growth: Historical sales have grown from $1,415,000 in 2016 to $2,117,000 in the fiscal year ending
December 31, 2018, representing a compound annual growth rate of 22.3%. Sales have grown consistently year over year in
the historical period
Excellent Client Relationships: The Company is proud of its strong ties to clients developed over its 25 years of existence.
This commitment is represented in its 85% rate of repeat business
Increasing Earnings: The Company has experienced strong growth in EBIT, from negative earnings in 2016 to $99,000 in
2018. Management plans on being more active in sales and bringing on new clients to support an upward trend in earnings
throughout the pro-forma period
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Luxury Countertop Installation Firm
Located in Florida
The Company specializes in granite and marble countertop installations for kitchens and bathrooms.
Installations generate the majority of revenue, while the sale of granite, marble, and quartz slabs, as well
as sinks and cabinets make up the remaining portion of revenue. The Company has strong relationships
with almost all contractors in the region, but also serves condominium complexes and assisted living
facilities. The Company has established links with key suppliers lead to a steady flow of key inputs, such
as cut stone and polymers, enabling industry operators to meet orders in time, preventing clients from
using other producers to supplement unmet demand.
Investment Considerations
Strong Sales Growth: Revenue increased from $2,315,000 in 2016 to $3,454,000 in 2018, representing a 22.8%
growth rate over the previous year. In 2018, the Company reached an all time high in sales peaking at an approxi-
mate $3,454,000; revenue is expected to continue to improve in 2019 and is projected to reach $4,000,000.
Diversified Customer Base: No single customer accounted for more than approximately 5% of revenue during
the historical period. The diversified customer base helps ensure that the Company will not be significantly im-
pacted by the loss of a single account.
Gross Profit Percentage is Above Industry Benchmarks: The Company’s gross profit margin in 2018 was 25.5%,
and is expected to remain relatively flat going forward. This is above the corresponding industry benchmark of
15.8%.
The Company provides high‐quality retaining wall and paving systems to commercial and
governmental customers. Projects include commercial and residen al developments, apartment
complexes, shopping centers, schools, industrial sites, and DOT roadways. The Company has built
an excellent reputa on throughout its region as a superior and reliable provider of retaining wall
and paving systems. Headquartered just a few minutes off Interstate Route 95 enables quick and
ready access to most job loca ons. The Company’s exis ng facili es, modest capital expenditure
requirements, and market outlook lead management to expect the Company to con nue to
grow both over the short and the long term.
This Company is a full service general contractor that specializes in all phases of construction and
remodeling including:
Model Homes
Concrete Work
The Company works with commercial developers, smaller companies, individual business owners, and
residential homeowners. Furthermore, it has the experience to help guide clients through the
construction or rehabilitation process and make even the most inexperienced client feel comfortable.
The Company has completed various types of projects; from custom residential homes, gas stations,
restaurants, office buildings, warehouses, parking lots to custom engraved concrete flooring.
Utilizing a 3,000 square foot office/warehouse, the business employs approximately 30 employees.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has
not been verified. Accordingly, Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient
hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational
Equity’s fees are paid by the seller.
GLASS & GLAZING COMPANY WITH MULTI-
GENERATIONAL REPUTATION IN THE NORTHEAST
#63855
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA The Company is a multi-generational family-owned and operated glass and glazing contractor in continuous
operation since the 1920s. The Company has established itself as one of the leading glass companies in the
$2.2M* $500K Northeast. The Company’s primary offerings include new storefronts, entrances, skylights and windows.
2020 Revenue 2020 EBITDA The Company furnishes all types of glass including, bulletproof, laminated, tempered, insulated, tinted,
reflective, security glass, sneeze-guards, custom mirror work, glass walls, glass railings, glass tables and
$2.8M* $600K tabletops, and offer repair service to doors, windows, screens as well as supply replacement hardware.
2021 Revenue 2021 EBITDA
The Company is an approved vendor for state government, local municipalities, aerospace companies,
*Reflects impact from Covid-19 medical centers and property management firms.
DIVERSIFIED CLIENTS
87%
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Founded in 2014, the Company is an electrical contractor serving homeowners, property management
companies and general contractors. The Company’s revenue is generated through sales of materials, labor and
$8.9M professional services.
2020 Revenue The Company performs new installations, home renovations, tenant build-outs, emergency generator
(PROJ) installation, indoor and outdoor lighting installations and repairs, ceiling and attic fan installations, inspections,
service and system upgrades, surge protection, pool/spa/hot tub wiring, aluminum wiring, and smoke and CO2
$483K detectors installation. The Company also installs energy-efficient solutions such as LED lighting, occupancy
2020 EBITDA sensors and electric vehicle charging stations, performs preventive maintenance on meter stacks and electrical
(PROJ)
panels, thermal imaging, solar lighting, fire alarm, CAT5 cabling, troubleshooting services, CCTV and bucket
truck services.
By providing a variety of electrical services to homeowners, property management companies and general contractors the Company enjoys a multi-
channel revenue stream and enables it to transition electricians from one job to another when needed. This helps create the best-in-class
customers service their clients enjoy through a versatility of competence, value engineering, constant communication and project reliability.
The Company is a glass and glazing contractor located in Georgia. Services include curtain wall, storefronts,
aluminum entrances, aluminum door panels, framed and frameless shower doors, shower enclosures, and heavy
glass showers. It is supported by two related companies, one that owns the trucks and tools utilized by the
Company, and the second operates as the owners’ payroll management systems. The entity has established a
reputation for high standards, quality, reliability, and service. The Company primarily works on projects in
commercial, retail, education, housing, and various other markets. Active customer database comprises of 75
customers, in which 50% are considered recurring customers. The Company is well-positioned for continued
growth and success.
Investment Considerations
• Backlog of Signed Contracts: The Company’s backlog is valued over $6,000,000 for 2020 in first quarter and ex-
tends to 2022
• Value of Private Nonresidential Construction: The largest market for industry operators is nonresidential con-
struction
• Superior Name and Reputation: The Company has built a reputation for strength and reliability in performance
over its years in business
• Outstanding Growth Opportunities: Several opportunities exist to increase revenue and profit, including leverag-
ing the Company’s proven reputation to pursue new and existing markets. These opportunities are attainable giv-
en the appropriate investments in capital and human resources
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
Founded in 1985, this is a full-service fire sprinkler company that does the
$2.0M design, installation, maintenance and inspection of fire protection systems
2019 REVENUE (PROJ)
and provides materials and labor to install sprinkler systems, foam systems,
fire pumps and FM 200 Systems.
$370K The Company provides installation and contract work regarding all things
fire protection in commercial, industrial and residential real estate. They
2019 EBITDA (PROJ)
are supported by 13 full-time and 2 part-time personnel.
NH 5%
EMPLOYEES FT / PT MA 90%
Engineering 2 1 RI 5%
Installations 10 -
Office 1 1
INVESTMENT APPEAL
Professional Staff Expertise: The active Significant Growth Opportunities: The Company
shareholders are willing to stay with the Company has established operating procedures, providing a
during a transition period in order to ensure a stable base to support revenue expansion. The
seamless transfer of ownership issues. In addition Company has the ability to grow geographically, by
to the principals' extensive industry experience, sector and by staff.
many of the Company’s key employees also have Diversified Customer Industries: Working with
significant industry knowledge. This wealth of many general contractors, the Company operates
experience and expertise provides the Company in various types of real estate asset classes. Its
with a significant intangible asset and advantage contract work is also varied across different
over many regional and local competitors. industries, including office and bio-tech, which
Recession-Resistant Industry: Fire inspection and reduces risk of an industry’s decline impacting
installation will continue to see work as clients are earnings.
mandated by law to conduct fire safety services.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
PLAYGROUND CONSTRUCTION AND EQUIPMENT
INSTALLATION #62847
Central Florida
Sign NDA ►
INVESTMENT CONSIDERATIONS
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
FIRE PROTECTION CONTRACTOR #63106
SOUTH CAROLINA
Sign NDA ►
BUSINESS HIGHLIGHTS
The Company is a leading designer, installer, and maintenance provider of fire and
2018 Revenue sprinkler systems within the regional market place. The Company has worked on a
$4.5M broad set of projects across a diverse industries, which includes New Construction
(50% of 2018 revenues), Automotive (10%) and Existing Apartment Buildings (40%).
2018 EBITDA
Key customers that the Company services includes: Marriot Hotels, BMW,
$318K Mercedes, Bridgestone, Michelin Tires, and many others.
The facility is located on 7 acres, and rented from a related party, the 7,500 square
Est. 2019 Revenue
feet facility is used both for office and shop space.
$5.2M
CERTIFICATIONS and LICENSES
Est. 2019 EBITDA
$365K
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified.
Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational
Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and
its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Residential, Commercial, and Automotive
Glass and Glazing Contractor #63398
Mid-Atlantic US
Sign NDA ►
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue
The Company is recognized as one of the leading glazing contractors and
$1.5MM
provides services through three separate segments including residen al
Proj. 2019 EBITDA glass services, commercial glass services, and automo ve glass services.
$329K Residen al glass services include custom glass, custom mirrors, double
pane windows, emergency repair and replacement, glass tabletops and
custom shelving, shower door installa on, window repair and replacement, and glass protectant
applica on. Commercial glass services include advance measurement systems, door closer repair,
emergency repair and replacement, industrial solu ons, security films, and storefront doors.
Automo ve glass services include glass care, road hazard guarantees, headlight restora on and
repair, and windshield repair and replacement.
The Company categorizes its revenue into flat glass and automo ve glass categories, with flat
glass typically comprising two‐thirds of annual revenue and automo ve glass the remainder. The
Company serves customers across a three state area of the Mid‐Atlan c US.
The Company has a sufficient level of staff and facility space to support ongoing growth and
management an cipates capitalizing on this efficient level of opera ons to achieve growth. The
real estate is available for purchase at the buyer’s op on.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity
makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer.
Genera onal Equity’s fees are paid by the seller.
Established Commercial & Residential
Construction Contractor
Located in Southeastern US Region -- NDA #62223
2019 Est. Revenue $5,000,000 | 2019 Est. EBITDA $265,000
Founded in 1996, the Company is a commercial and residential construction contractor in the Southeast. The Company has excellent
systems in place including estimating and job costing processes. Average commercial jobs range between $300,000 and $1,000,000, and
residential projects can range from $50,000 for a small remodel to over $1,000,000 for a new home. The Company’s current backlog
exceeds $3,000,000. In 2018, revenue was generated from Commercial Construction (60% of revenue) and Residential Construction
(40%). Gross margins vary based on project type: Remodel (30%), New Home Construction (20%), and Commercial (15%). The Company
relies on its reputation, word-of-mouth, and referrals to generate new projects. Since inception, the Company has established an
extensive network of contacts throughout the region. The Company’s principal participates in direct selling activities to develop new,
large accounts, including active participation in professional organizations. The Company is a C-Corporation operating from a leased
(shareholder-owned) 3,360 square foot office. The facilities can accommodate more than double the current revenues without major
facility improvements. The Company’s core staff totals six full-time employees, including one active principal. Success in the industry is
driven by access to the latest and most efficient building techniques, marketing expertise, effective quality control, and having a good
reputation. The Company excels in each of these areas and is well positioned for continued future growth and success.
Investment Considerations
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be lia-
ble for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
CLASS “A” COMMERCIAL
ELECTRICAL CONTRACTOR #62974
Virginia Beach Area
—
—
—
—
—
- - - -
- -
HIGH-END, RESIDENTIAL REMODELING DESIGN
& CABINET MANUFACTURER
#63203
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA This Company specializes in custom cabinetry, kitchen and bath design, flooring and HVAC systems for the
residential remodeling market. The Company has access to hundreds of product lines through several top
$2.2M $301K wholesalers and provides free estimates, competitive pricing, top quality craftsmanship and installation
2019 Revenue 2019 EBITDA supported by excellent customer service.
The Company has established an outstanding reputation within their market for high-end redesign work. The
$1.8M* $222K Company leverages this reputation and markets services through personal networking and relationship-
2020 Revenue 2020 EBITDA based marketing which is what drives the above normal referral business.
(PROJ) (PROJ)
The Company operates from an 8,000sf office and warehouse, located near several highways allowing for
*Reflects impact of Covid-19 fast access to the project market.
87%
satisfied customers.
They have access to a multi-skilled and flexible workforce of full-time employees
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Glass & Glazing Installation &
Fabrication Company
Located in Southeastern US Region -- NDA #61205
2018 Est. Revenue $2.0M | 2018 Est. EBITDA $200K
Founded in 1991, the Company is an installer of store front glass, mirrors, tabletops, and glazing based in the Southeast region. The
Company serves as a distributor of Kawneer Aluminum storefront, doors, frames, sliding doors, and hardware. The Company relies on
local advertising, word-of-mouth, and referrals to generate business. Since inception, the Company has established an extensive network
of contacts in numerous industries. The Company’s partners participate in direct selling activities with new and large account
development, including active participation in professional organizations and building a network of clients. In 2017, revenues were
comprised of wholesale accounts (60%) and retail (40%).
The Company utilizes a standard pricing strategy based on a target gross profit range of 50%. Large, long-standing customer relationships
(projects) often benefit from volume discounts while one-time, smaller volume purchases typically command better margins. Moreover,
orders of bard-to-find items and/or requiring fast turnaround will command margins in the higher end of the range, irrespective of the
customer relationship. The Company operates from a leased (shareholder-owned) 15,000 square foot office and shop located in the
Southeast. The staff totals 14 full-time employees, including 2 active principals.
Investment Considerations
The Company experienced strong revenue growth over the last three years, increasing an average 10% per year.
Diversified & Loyal Customer Base
The customer base is diverse as no one customer represents more than a few percentages in a given year. Furthermore, the Company
has strong ties to clients due to its reputation for timely delivery and excellent customer service. This commitment is represented in the
strong retention rate of accounts.
Superior Name & Reputation
The Company has a long-standing reputation for its focus on quality products, offering reliable expertise, and providing superior
customer support. With a track record spanning more than 20+ years, the Company has become an established installer of store front
glass, mirrors, tabletops, and glazing in the Southeast.
Management Continuity
To facilitate a successful and orderly transition, the current owners are willing to remain with the Company during a transition period.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be li-
able for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
HEATING & COOLING CONTRACTOR SERVING
SOUTHERN NEW YORK STATE
#63565
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA This Putnam County-headquartered Company was founded in the late 80’s and specializes in all industrial
and commercial heating and cooling services and performs capital improvement contract buildouts with
$1.4M* $200K* emergency service capability.
2020 Revenue 2020 EBITDA The Company provides boiler replacement, emergency repairs preventive maintenance, equipment
installations, and design build, plan and spec services.
$1.4M $197K The Company has three revenue sources, 1) installation, 2) service and emergency and 3) service contracts
2019 Revenue 2019 EBITDA and maintenance. The Company has expanded in recent years to serve the residential/commercial and
*Reflects impacts of COVID-19 industrial customer markets to further diversify its customer base and increase sales.
87%
KEY CLIENTS BY REV. b. Management Expertise. A lean organizational structure, stable and dedicated workforce, and
management team with 30 years of experience anchor the business. The company has successful
Client A (2000) 20%
alliances with commercial clients and municipalities in its market area, which ensures continuous
Client B (2005) 20%
success.
Client C (1995) 8%
Client D (2014) 2% c. Inhouse Experts. The company has in-house experts, practices quality control to job completion, and
maintains work integrity throughout each job. It brings to each job an early knowledge of true costs and
opportunities for cost savings, a significant intangible asset and an advantage over many regional and
national competitors.
REPEAT BUSINESS
d. Growth Initiative. This company has been growing at a study rate organically and by acquisitions of
2019 88%
smaller companies and expanding its footprint in nearby cities. With a capital infusion, the company has
the tools and the intellectual capacity to accelerate expansion and achieve the desired growth.
BUSINESS HIGHLIGHTS
2018 Revenue
The Company provides structural steel building erection for all of North Carolina,
$2.98MM
Central and Northern South Carolina, as well as Southern Virginia. The Company
specializes in steel building erection for retail shopping centers, multistory
2018 EBITDA structures, schools, manufacturing facilities, office, and residential buildings.
$197K The Company operates from an 11,200 square foot, related party-owned office and
warehouse facility. The fair market annual lease rate for the facility is approximately
2019 Est. Revenue $24,000.
$3.3MM The Company works closely with steel building general contractors and engineers to
deliver services that range from erecting new steel buildings to structural
2019 Est. EBITDA remediation/repair on small or large complex projects.
$205K From ordering any volume of industrial steel, transportation, unloading, fabrication,
lifting components into position, erecting and aligning, the Company’s experienced
team services commercial and industrial construction projects .
Investment Appeal
Strong Net Working Capital: In 2018, the current assets were approximately $1,023,000 and
current liabilities were $74,000, resulting in a Net Working Capital of $949,000.
STAFF BREAKDOWN
Crane Service—3 Industry Expertise: The Company’s key employees have significant industry and service
Erection Crew—5 knowledge.
Maintenance—1
Diversified customer base: With revenue divided between three separate business lines, a
Fabrication—1
customer base of over 300 accounts, and no single customer accounting for more than 15% of
Administration —1
sales,
Generational Group
Gene Gall 125 Park Avenue , 25th Floor
M&A Advisor New York, NY 10017
Phone: 732-915-2700 INVESTMENT BANK Fax: 972-392-8538
OF THE YEAR
Email: ggall@generational.com 2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified.
Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational
Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and
its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
WELL-ESTABLISHED CUSTOM KITCHEN & BATH #58910
CONTRACTOR
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA
For over 30 years, this West Virginia-based contractor has been providing high quality custom kitchen and
bathroom design and remodeling, hard surface flooring, age-in-place products, pro-style appliances and
$1.44M $161K ceramic tile. With a superior regional reputation, strong customer and supplier relationships and experienced
2019 Revenue 2019 EBITDA team, the Company is well-positioned for continued growth.
All the necessary professional design and installation capabilities are provided in-house and the business can
meet any customers’ specifications and budget. The Company combines a wealth of experience, the latest
$1.50M $176K computer-aided design (CAD) technology, acute attention to detail with top-quality products from leading
2020 Revenue 2020 EBITDA suppliers and ensures consistent, accurate, customized solutions and on-time delivery for every customer.
(PROJ) (PROJ)
The Company employs installation specialists, design and sales professionals and a driver. Team members
have diverse backgrounds, deep experience, and an unwavering commitment to excellent customer service.
Facilities are owner-owned and total approximately 15,000 SFT, consisting of a 10,000 SFT showroom/office and a 5,000 SFT warehouse. The facility
is capable of supporting forecasted growth. The seller is committed to remaining with the Company for an agreed upon period following a sale to
help it realize pro forma objectives.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
RETAIL FLOORING COMPANY ON THE EAST COAST #58983
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Founded in 1991, this company is a premier distributor and retailer of flooring products located on the
beautiful East Coast. The Company primarily serves retail customers in the sale and installation of carpet,
$2.5M $135K ceramic tile, hardwood, vinyl, laminate, and other flooring products. With a 10,000 square foot retail
2019 Revenue 2019 EBITDA showroom, the company provides an excellent shopping and viewing experience for both walk-in retail and
commercial customers. The Company’s showroom features thousands of samples across multiple product
$2.6M $149K categories and provides the customer a way to properly visualize how the products will look in their home.
2020 Revenue 2020 EBITDA
Perfectly situated in a rapidly developing region, the company provides a healthy mix of service to residential
(proj) (proj)
clients, commercial contractors, property managers and flooring brokers. The company boasts a very high 90%
rate of repeat business.
For the online shopper, the Company’s website includes a fully operational online showroom. With a superior industry reputation, extensive product
lines, strong supplier relationships, industry expertise, a strategic geographic location, and a solid team, this Company is well-positioned for growth.
X
1 Favorable Industry Outlook: As a result of the continued strengthening economy, IBISWorld
ADMINISTRATION forecasts steady growth for the industry over the five years to 2024. While competition persists,
growth in the housing market will boost overall demand for flooring, benefiting the industry.
X 1
LABOR
Strong Local Economy: The company is located in the midst of strong residential and
X 2 commercial growth.
SALES
1 Modest Ongoing Capital Investment Requirements: The business is not capital intensive in
X
PURCHASING nature and total expenditures for capital equipment are not expected to exceed $10,000
annually for the next several years.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Authorized Garage Door Distributor
Commercial & Residential - Installation & Maintenance
Located in Florida / Six County Region
2018 Est Revenue $2.4 million I 2018 Est EBITDA $144 thousand
Available for acquisition, the Company is a franchisee and authorized distributor for garage door
products; the Company has the exclusive rights to operate as a distributor in nine counties in Florida. The
Company specializes in the installation of garage door controllers, garage door maintenance and
emergency services, and serves both residential and commercial clients. The Company operates from
two locations, and has been serving clients with excellence for several decades.
In 2017, revenue was derived from the following markets: residential (37%), industrial (35%) and
commercial (28%).
Investment Considerations
Strong Customer Relationships: The Company has an extensive database with close to 2,250 customers. Man-
agement estimates repeat business accounts for 85% of annual revenue.
Strong Historical Sales Growth: Overall, revenue increased from $1.4 million in 2014 to $2.0 million in 2017, and
is expected to reach $2.4 million in 2018.
Diversified Operations: The Company is capable of working on commercial, residential, and industrial buildings.
Further, the Company provides installation as well as maintenance/emergency services. The overall broad capa-
bilities help to mitigate any operational risk or dependence on a single sector.
Investment Considerations
Superior Name & Reputation
The Company enjoys a long-standing (24+ years) reputation for its focus on quality site preparation and erosion control services,
offering reliable expertise. The Company is well known for its diligence in meeting the needs of large, complex, and fast track projects.
It has an established track record and brand presence and possesses a favorable reputation for performance within its industry.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be li-
able for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Consulting
REVENUE / EBITDA
BUSINESS HIGHLIGHTS
This New York City based firm provides fully-integrated market research, strategy development, branding,
marketing and communications services to utility clients.
$4.5M $0.95M The Company has been very successful in establishing strong, deep and trusting relationships that it leverages
2018 Revenue 2018 Revenue to develop additional business and growth.
Clients appreciate the Company’s deep industry knowledge and its ability to seamlessly translate business
$7.5M $2.2M strategy and technical expertise into effective marketing strategies and communications campaigns. This level
of strategy to implementation oversight is particularly important in today’s markets where business models
2019 Revenue 2019 EBITDA
and customer needs are continuously evolving.
(PROJ) (PROJ)
Revenue stability, exceptional margins and customer stickiness makes this a uniquely attractive opportunity.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
PROJECT MANAGEMENT &
LEADERSHIP TRAINING FIRM #62908
Southeast, US
-
Staff by Department FT PT
Training & Consulting 2
Operations 2 1 -
Clerical 1
Owner 1
Tech &
Education
8%
Engineering & Pharma &
Manufacturing Health Care
17% 36% -
Banking &
- -
Finance
18%
Insurance
21%
-
PPMC &
Other Other
Training 5%
5%
Reimbursed
Expenses
8%
-
CPM Boot
Camp Training -
82%
- - - -
- -
Industrial Hygiene and Safety Consultancy
with Remediation and Laboratory Services #58903
Eastern US
Sign NDA ►
BUSINESS HIGHLIGHTS
Proj. 2020 Revenue
The Company provides full service industrial hygiene and safety consul ng
$2.5MM services, offering evalua on, survey, and analysis, as well as remedia on/cleanup,
and in‐house AIHA accredited laboratory services. Industrial Hygiene is the science
Proj. 2020 EBITDA and art of an cipa ng, recognizing, evalua ng, and controlling workplace
$405K condi ons that may cause worker illness or injury. Industrial hygienists use
inves ga ve techniques, job hazard analysis, exposure monitoring, and
compliance standards to evaluate the extent and circumstances of worker health and safety exposures.
Typical services include hazardous materials surveys, such as asbestos and lead inspec on; developing
technical specifica ons for remedia on; and supervising the execu on of clean‐ups.
The Company serves clients na onwide from its strategically located offices. Clients are generally
categorized as industrial/commercial, public works, schools, and other markets and specifically include
workplace sites such as pharmaceu cal, casino, chemical, petrochemical, metal fabrica on, refining and
power genera on facili es.
Services are performed and supported by 21 full‐ me and part‐ me employees with technical staff
including Cer fied Industrial Hygienists, Cer fied Safety Professionals, EPA‐trained asbestos and lead‐based
paint professionals, and other highly trained technicians.
REVENUE MIX
INVESTMENT CONSIDERATIONS
Diversified Customer Base. No single customer accounted for more than 6% of
annual revenue in recent history. Customers are diversified among a wide range of
industry sectors. The diversified customer base helps ensure that the Company will
not be significantly impacted by the loss of a single account.
Recurring Revenue. Approximately 80% of business is generated from long term
clients who request services regularly, or have standing agreements that provide
monthly revenue.
CUSTOMER MARKETS
1. Industrial/Commercial 55% Accredita ons, Cer fica ons, and Qualifica ons. Unique among its compe tors,
2. Public Works 15%
3. Schools 15%
the Company has its own in‐house AIHA‐Accredited lab. The AIHA accredita on
4. Other Markets 15% significantly heightens credibility, and provides efficiencies in the project delivery
model. Also, the Company’s technical and management staff have the highest level of
industry‐specific training and cer fica ons for their respec ve fields.
EMPLOYEES
Sales—1 Strong Organiza onal Structure. The Company’s consul ng, remedia on, and lab
Remedia on—4 divisions provide a one‐stop shop source for the most common problems in asbestos,
Lab—3
Office—2 mold, and other environmental hazards. This organiza onal structure led to a
Industrial Hygiene and Safety—10 reputa on for cost‐effec ve solu ons and risk analysis, delivered with the highest
Marke ng—1 level of integrity.
Management and key employees
to remain post transac on.
The Company provides Fortune 100 and other large businesses with access to highly experienced
consultants specializing in sustainability and corporate responsibility strategy, disclosure and
communications. The Company offers four primary services including strategy; analysis; reporting and
communications; and engagement. Each service contains multiple components and options to meet a
wide variety of client needs. The majority of revenue is derived from consulting to for-profit companies,
including some of the world’s major brands and companies. The Company is currently working with four
Fortune 100 clients, an additional four in the Fortune 500 and others. The services offered are applicable
across numerous industry sectors and have recently been provided to companies within financial
services; oil and gas; food and beverage; professional services; media; utilities; technology; and others.
Investment Considerations
Highly Specialized and Proprietary Expertise: The Company offers highly specialized expertise across its service
offerings and is able to deliver results that are transparent and accountable, while authentic and engaging. The
Company has developed proprietary tools to serve clients and respond to standards such as the Global Reporting
Initiative Standards (GRI).
Strong Financial Position: The Company achieved impressive financial performance over the recent history. This
performance is confidently expected to continue in 2019 and onward as the Company has secured a considerable
backlog of contracts with several existing customers.
Continuity of Management Team: The owner is willing to remain engaged in the business post-transaction, if re-
quested, to ensure seamless ownership transfer, transition relationships, and assist in continued growth.
Woman-owned Business: Certified by Women's Business Enterprise National Council.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Full-Service Architectural and Interior Design
Firm #63574
Florida
Sign NDA ►
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Education
The Company operates summer and holiday camps for children aged 3.5 to 15 with mul ple loca ons in a major
Northeast US city. During the summer, the Company offers tradi onal outdoor camp programs, a travel camp, a
sports program, and a performing arts program. The Company provides holiday camps whenever school is out.
A rac ve Market Demographic: The Company’s service area is characterized by a growing popula on of affluent
families with children in the targeted age range.
Consistent Growth: The Company has historically achieved sales steady growth and consistently posi ve cash flow
(EBITDA > 20%). The business model is highly capital efficient and requires minimal working capital or fixed assets.
Recession Resistant Model: The Company offers a cost‐effec ve alterna ve for working parents desiring high‐quality
a er school and summer supervised ac vity for their children. Demand for the Company’s camps has remained
strong through economic cycles.
Easy‐To‐Replicate, Standardized Growth Formula: The Company has established high standards for staff, high qual‐
ity programs for its campers, and superior logis cs and transport systems. These proven programs and documented
systems could be established in any urban environment or be seamlessly integrated into an exis ng opera on.
The Company is a provider of early intervention and case management services. The Company’s purpose is to help
children with developmental delays. Not all of the children served are developmentally disabled – some just need
some extra developmental help with speech or physical functions. The Company’s products and services include:
Early Intervention, Intake, Case Management to name a few. The Company hosts presentations at pediatrician
offices and daycares and offers free screenings for developmental delays, and it follows up with referrals. Current
revenue generation is based on repeat customers, referrals, and exceptional industry reputation. The Company is
well-positioned for continued growth and success.
Investment Considerations
• Management Will Remain through Transition: The Shareholder is willing to stay with the Company during a
transition period in order to ensure a seamless transfer of ownership
• Employee Quality: Management has reported that the Company is successful at finding the right people, and
then those employees are incentivized to deliver excellent service to clients Proprietary Expertise
• Excellent Operations and Company Structure: The Company’s operations carry a very low level of overhead, and
structure is greatly helped by it’s employees meeting the patients at various community centers and the patients’
homes
• Proprietary Expertise: In addition to the principals’ extensive experience in the industry, many of key employees
and managers have long histories in the industry
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
Founded in 2000, this New England based firm designs, develops,
$5.3M manufactures, integrates, and delivers sophisticated communication,
2020 REVENUE (PROJ)
control, and monitoring technologies used in launching and recovering
helicopters and Joint Strike Fighters for the US Navy and Coast Guard. Their
$750K+ Machinery Control System (MCS) software and hardware technology has
been installed onboard more than 70 ships and land-based pilot training
2020 EBITDA (PROJ) fields to control flight deck equipment for the US Navy. In addition, the US
Navy has recently committed to install these systems onboard all Navy and
Coast Guard (as well as Foreign Military Sales) ships with expectations of
2019 REVENUE BY more than 200 future installations.
CUSTOMER MARKET Growth and success will continue to be driven by 20 year Small Business
Innovative Research (SBIR) Phase III protected data rights, superior
software development, high-quality innovative products and services,
industry reputation, technical support staff, and strong customer
relationships.
The Company is a prime contractor for entities in the Department of
Defense and commercial defense contractors throughout the United States.
Since 2005, they have been awarded over $34 million in Phase III contracts
used in supporting NAVSEA and NAVAIR customers.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
AUDIOVISUAL, THEATRICAL SYSTEMS DESIGNER
#63266
AND INSTALLER (NORTHEAST, US)
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA In business since 1994, the company is a one-stop, A/V design, integration specialist and stage-lighting
provider that coordinates theatrical, audiovisual, broadcast, and show production systems with data
networks, security systems, electrical infrastructure, and interior finishes.
$6.75M $660K
The company brings a distinctive set of capabilities to the marketplace, enabling it to address uniquely
2019 Revenue 2019 EBITDA
demanding projects. Its business model emphasizes exceptional client service and flexibility,
communication, and safety on the jobsite. The company handles all sales, design, installation, and service
$7.00M $686K of audio, video, digital signage, and stage lighting and is often called on to design, fabricate, and refine
2020 Revenue 2020 EBITDA existing systems as well as to design build new systems.
(PROJ) (PROJ) As a recognized leader in complete systems integration, the company works with leaders in digital cinema
technology. It serves various commercial market segments, theatre, and education and has three major
revenue-generating divisions that include installations, box sales, service and repairs.
DIVERSIFIED CUSTOMERS
87%
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Power Semiconductor and Electronic
Components Distributor #62712
Eastern US
Sign NDA ►
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue
The Company distributes a variety of power electronic components
$12MM
including power semi‐conductors, power capacitors, sensors, power
Proj. 2019 EBITDA resistors, gate drivers, and spare parts. The Company distributes
$412K products to the transporta on, industrial, power genera on/
distribu on, pulsed power, and military/government markets primarily
in the United States and Canada.
Specific power semi‐conductors include IGBT and diode dies; thyristors; diodes, GTOs; IGCTs,
and IGBT modules. Specific power capacitors include power electronic, energy storage liquid
cooled, induc on hea ng, and over voltage protec on capacitors. Specific sensors include
hall effect sensors for industrial and trac on markets; voltage sensors and voltage detectors.
Specific gate drivers include plug‐and‐play and core IGBT and MOSFET drivers and IGBT’s and
SiC devices.
The Company sources high‐quality electronic products from a variety of vendors, resul ng in
superior quality and longevity of products. The Company has a longstanding history of
collabora on and excellent business rela onships with its vendors.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity
makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer.
Genera onal Equity’s fees are paid by the seller.
Wholesale Supplier of Electrical Products
Serving Commercial & Industrial Clients
Located in Florida
2018 Est Revenue $10.6 million I 2018 Est EBITDA $369 thousand
Available for acquisition is a value-added supplier of electrical products and components primarily
serving commercial and industrial clients. The company’s offerings include residential, commercial and
industrial lighting, wire, conduit and cable tray, panelboards, switchgear and transformers used for the
generation, transmission and distribution of electric energy. The company has a highly diversified mix of
clientele serving many industries. Industries serviced in 2018 include: industrial electrical contractors,
commercial electrical contractors, residential electrical contractors, power generating plants, mechanical,
A/C and heating contractors.
Investment Considerations
Ability to quickly adopt new technology: Electrical products experience rapid gains in technological innovation,
which leads the Company to stay abreast of new technology and stock products. The Company also uses its
knowledge by providing technical support and advice for the best way to use products
Strong Historical and Base Year Sales Growth: From 2017 to 2018 Fiscal Year the company grew by 25.3% and
it is projected to grow another 16.1% during the fiscal year of 2019. The interim revenue through 11 months of
2019, fiscal year ending March 31, 2019 supports the base year projection
Strong Net Working Capital: The Company’s unadjusted current ratio was 2.1 on March 31, 2018. Ratios above
1.0 generally indicate strength in a firm’s ability to meet short-term obligations
REVENUE / EBITDA
BUSINESS HIGHLIGHTS
Founded in 1981, The Company designs, develops, implements, and services security systems for commercial and
ins tu onal establishments. In 2019, revenue was generated by locksmith (44%), access control (28%), security camera
$2.3M $281K (25%), and safes (3%).
2019 Revenue 2019 EBITDA The Company is par cularly known for access control (both hardware and so ware) systems design and
installa on, security system network integra on, camera surveillance and alarm control panel design, installa on and
monitoring as well as sensing device integra on.
$2.4M $333K Overall, with superior custom‐tailored security solu ons, strong customer rela onships, long‐standing reputa on custom‐
2020 Revenue 2020 EBITDA tailored systems, and solid management team, the Company is well‐posi oned for growth.
(PROJ) (PROJ)
The Company primarily serves property management (30% of 2019 revenue), retail and automo ve (28%), financial
ins tu ons (20%), senior housing (12%), and retail (10%). The Company maintains an ac ve database of 2,000 customers
and, in which 70% of revenue is derived from recurring customers. The Company’s established customer base is a strong asset that contributes to stability, and
presents opportuni es for revenue growth.
INVESTMENT APPEAL
Opera onal
Diversified Customer Base: No single customer accounted for more than 5% of revenue during the historical period. The diversified customer base helps
ensure that the Company will not be significantly impacted by the loss of a single account.
Superior Name and Reputa on: The Company enjoys a long‐standing (38+ years) reputa on for industry exper se, knowledgeable staff, and recurring customer
base.
Outstanding Growth Opportuni es: Several opportuni es exist for the Company to significantly increase revenue and profit, including leveraging the
Company’s proven reputa on to pursue and penetrate new and exis ng markets by upda ng legacy systems originally provided by compe tors and capturing
addi onal revenue from exis ng customers that are expanding opera ons and adding physical entry points through ini a ng a sales and marke ng team and
geographic expansion. These opportuni es are easily a ainable given the appropriate investments in capital and human resources.
Regulatory environment strongly favoring the Company
HIPAA and banking regula ons are driving health care ins tu ons and banks to increase security expenditures
HIPAA health care informa on privacy requirements are ghtening further
ADA rules driving demand for handicapped accessibility and resident monitoring
Current environment of threatened mass shoo ngs and terrorism is driving companies, schools, hospitals and places of assembly to control and
monitor employees, students and visitors far more carefully
Escala ng demand for mobile security monitoring and control favors the Company’s capability
Demands wireless networking and remote monitoring exper se
Requires systems integra on capability that protects network security
Financial
Income Statement
2017 to 2019 Revenue CAGR 2017 to 2019 EBIT CAGR
13.5% 45.9%
Industry Forecast
Revenue Growth: Revenue (in current dollars) for US inves ga on and inves ga on and security services is forecast to grow at an annual compound rate of
5% between 2019 and 2023. (Data Published: August 2019). Increasing focus on physical and informa on security, combined with a regulatory environment that
is eleva ng security compliance standards (e.g.HIPAA regula ons), is further driving demand.
New Monitoring Products: Affordable integrated monitoring systems now include devices that measure environmental factors, such as humidity and quality
of air and water. Such systems are inexpensive enough for general commercial and industrial use. Other devices can monitor a wide array of items, and can alert
service personnel when maintenance is needed.
Remote Access: New wireless technologies are enabling users to monitor and control security systems remotely. Users are able to access advanced security
systems through mobile devices such as smartphones, laptops, and tablets through high‐speed internet connec ons. Companies that offer remote access have a
significant compe ve advantage, especially when targe ng knowledgeable ins tu onal customers.
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Founded in the mid-1990s and headquartered in the Northeast, the Company has eight offices strategically
located in states that are leading the clean energy revolution. The Company’s customer base and operations
$15.2M $2.4M are national in scope, with some strategically important clients also located in Canada, allowing it to easily
2019 Revenue 2019 EBITDA expand into new geographic markets.
The Company focuses on clean energy markets, offering clients innovative ideas to improve energy
$16.6M $2.9M efficiency, maximize economic performance, and minimize environmental impacts. The Company provides
technical expertise, quality assurance, and functions as a trusted advisor to utility, state and municipal
2020 Revenue 2020 EBITDA
program administrators. The company has completed numerous technical, program planning,
(PROJ) (PROJ)
implementation, research, and evaluation projects addressing clean technology, efficiency, and distributed
energy resources.
The company has developed proprietary tools for estimating energy projects performance which allows for identification of end-use customers. Its
data solutions include the latest visualization and analysis software tools, allowing them to continually outpace their competitors.
87%
REVENUE SOURCES Market Placements. The Company can readily grow through enhancing its role with major existing energy
Engineering & Tech. Assist 35% program clients (NYSERDA, National Grid, Eversource, California PUC, and many other utilities) and key
Evaluation Services 33% end-use customers. The Company recently expanded geographic coverage adding contracts in multiple
Outreach & Implementation 32% Canadian provinces and U.S. states with increased clean energy goals and funding.
Expanding Market. The energy consulting market is expanding to include the rapidly-growing clean
energy industry that encompasses much more than just efficiency and demand management. Budgets for
CUSTOMER MARKETS renewables, distributed generation, energy storage, strategic electrification and other greenhouse gas
Utilities 57% reduction strategies are growing exponentially, with the Company positioned as a leading participant in
State Govt. & Municipalities 42% these markets. The Company is at the forefront of program innovation efforts that are supporting
Direct & Other Clients 1% dramatic new policy goals addressing climate change including electric vehicles, energy storage, and
distributed clean energy.
BUSINESS HIGHLIGHTS
REVENUE/EBITDA Founded in 2003, this is a full-service stand-by power and electrical
contracting company that sells and rents as well as installs and services
$2.1M back-up power generators.
2019 REVENUE (PROJ) The Company has a diversified market base that includes residential,
commercial, government, hospital and contractor customers, with no
$450+ K customer contributing more than 15% revenue.
2019 EBITDA (PROJ) Their product line includes many well-known manufacturers including
Generac, Kohler, Cummins, GE, Briggs & Stratton, Honda, Honeywell and
others. Products include portable, residential and commercial generators.
NY 11%
MA 84%
CT 3%
OTHER 2%
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Engineering
REVENUE / EBITDA
BUSINESS HIGHLIGHTS
The Company provides technical advisory and project management services on a specialized
$8.4M $1.6M basis for data center projects. The Company has had deep penetra on into data‐center growth
2019 Revenue 2019 EBITDA sectors including:
Socialmedia and technology Telecom and networking services providers
$9.0M $1.8M Co‐loca on providers Healthcare and commercial enterprise/content providers
2020 Revenue 2020 EBITDA Financial ins tu ons Cloud, IT Services and Co‐loca on providers
(PROJ) (PROJ)
During 2019, the Company’s customer markets were Social Media (50% of sales), Data Center
Co‐Loca on (25%), Financial (15%), Non‐Profit (5%), and other industry segments (5%).
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity makes no representa ons or
warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera‐
onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer. Genera onal Equity’s fees are paid by the seller.
Established Multi-Disciplined Engineering
Consulting Firm
Civil, Structural & Construction Inspection—Florida
The Company is a multi-discipline engineering consulting firm specializing in civil, structural, and construction
inspection services exclusively in Florida. The Company’s principal focus is in the transportation sector, specifically
roadway and bridge design and construction inspection services. The majority of revenue is generated from a mix
of the Company’s product offerings, which include Construction Engineering Inspection, Highway Design, Bridge/
Structure Design and Bridge Inspection. The Company offers excellent service quality to clients, which drives
repeat business from customers. Historically, the Company received a large portion of its sales through repeat
business, which is responsible for generating approximately 100% of total revenue from year-to-year.
Investment Considerations
• Management Will Remain through Transition: The Shareholder is willing to stay with the Company during a
transition period in order to ensure a seamless transfer of ownership
• Low Employee Turnover: The Company has a low turnover, which is a signal of efficiencies and alignment within
the Company
• Facilities will Support Pro Forma Growth: The facilities and resources are not currently at capacity, so future
growth will be supported by the current facilities and assets on hand
• Strong Earnings: The Company has experienced strong growth in EBIT, from $1,078,000 in 2017 to $1,498,000 in
2019, representing a compound annual growth rate of 17.9%. EBIT represented 20.3% of sales in 2019
The Company provides high-quality work and service which results in its rehiring and referred
business. It generates revenues through two related processes as it designs and installs fire
protection systems. The majority of its revenue is derived from repeat business from its
commercial clients, which results in reliable and predictable annual revenue and profit streams.
The Company’s many long-tenured technicians are cross-trained and exposed to all facets of the
trade, increasing their competencies and efficiencies. This turnkey operation has ample growth
opportunity to expand beyond its local geographical service area. With the construction of a
company website, hiring of a sales team, and with the benefit of a greater strategic plan, the
Company could substantially increase its market share and gross revenue.
Investment Considerations
• Superior Name and Reputation: The Company has a long-standing reputation for providing quality design and installa-
tion services which is demonstrated by its 80% rate of repeat business.
• Proprietary Expertise: In business for over 30+ years, many key employees have significant industry and product
knowledge. This wealth of experience and expertise provides the Company with a significant intangible asset and ad-
vantage over many of its competitors.
• Net Income Margin Above Industry Benchmark: The Company has maintained exceptional net income profit margins,
reaching 51% in 2019, outperforming the industry average of 14.4%.
Sales 1,773 1,414 2,109 1,330 2,100 2,200 2,300 2,400 2,500
% Growth -- -20.2% 49.1% -36.9% 57.9% 4.8% 4.5% 4.3% 4.2%
Gross Profit 1,411 1,177 1,535 1,044 1,648 1,727 1,805 1,884 1,962
% of Sales 79.6% 83.3% 72.8% 78.5% 78.5% 78.5% 78.5% 78.5% 78.5%
EBITDA 749 441 628 123 693 737 780 824 866
% of Sales 42.3% 31.2% 29.8% 9.2% 33.0% 33.5% 33.9% 34.3% 34.6%
Investment Considerations
Superior Reputation & Nationally-Recognized Expertise
Founded in 2008, the Company has established itself as a leading boutique architectural design firm serving many notable clients in multiple
states. The Company excels in retail and mixed-use architecture. The firm is recognized not only for its high-visibility projects in its local
market, but also for being among the premier retail and mixed-use architects in the nation. Between 2015 and 2017, the Company worked
on projects located in seven states.
Strong Client Relationships
The Company has many long-standing client relationships and a high rate of repeat business. The top five clients in 2017 have relationships
dating back to 1987 at the earliest and 2008 at the most recent, representing an average of over 16 years each.
Historical Sales Growth & Superior Earnings
Revenue grew overall at a 9.1% CAGR between 2015 and 2017. Furthermore, the Company’s 29.8% pre-tax profit margin achieved in 2017
was well above the 9.7% industry benchmarks for companies of its size.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be li-
able for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
CIVIL ENGINEERING AND DESIGN FIRM #63767
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA This Company is a 20-year-old civil engineering firm regionally recognized for outstanding work for many high-
profile clients. The Company focuses on industrial and commercial projects in the Carolina region and
surrounding states. It provides a healthy mix of consulting and engineering design for projects such as
$1.5M $500K roadway improvement, stormwater mitigation, landscape design, and commercial real estate development.
2019 Revenue 2019 EBITDA The Company enjoys an A-rated reputation in the industry and works with a wide range of clients throughout
the South East. No single client accounts for more than 15% of the revenue, and approximately 68% of their
work comes from repeat business.
$1.7M $540K Growth opportunities abound for this company as it sits in one of the fastest-growing regions in the country.
2020 Revenue 2020 EBITDA Local sources for the area point to low inventories and high demand for both commercial and residential
(proj) (proj) development. With a current backlog of work, The Company projects that it will exceed the $1.7M revenue
projection for 2020.
Customer 3 8% the next several years. Current workload and backlog point to an
opportunity to expand well beyond the Company’s current location. X
4
Customer 4 6% ENGINEERING
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Privately Owned Engineering Consulting Firm
Florida
#63562
Sign NDA ►
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Full-Service Architectural Firm
Serving Commercial Clients
Located in Southeastern US
2019 Est Revenue $1.1 million I 2019 Est EBITDA $217 thousand
With roots dating back to 1933, the Company is a full-service architectural firm that serves commercial
clients with excellence. The Company offers a wide array of renovation and new construction services,
including master planning, concept development, site selection, schematic design, budget development,
construction documents, green sustainable facility design, construction cost estimating, construction
administration, and other architectural solutions. Project types include professional offices, military, and
churches, amongst a wide variety of differing projects. The company has expertise in commercial,
religious, federal, municipal and institutional projects, and has a proven track record of client satisfaction
as evidenced in their 75% rate of repeat business.
Investment Considerations
Qualifications: The Company’s structure, design capabilities, broad market presence, and integrated management
systems are designed to provide clients with interdisciplinary architectural solutions. Project fees range in size
from less than $30,000 to over $600,000; project construction costs range from $300,000 to $12 million
Green Building Design: The Company has LEED AP architects on staff with experience in providing LEED
design services. The International Code Council is developing stricter energy efficiency compliance codes that will
be released during the next code cycle. The Company intends to capitalize on this market segment during the pro
forma period
Strong Customer Relationships: The Company has strong ties to clients due to its industry expertise and excel-
lent customer service. More specifically, the Company’s database includes 150 commercial and government sector
customers
—
—
—
—
·
-
-
·
–
- - - -
- -
Technical Engineering Company
Specializing in Undersea Sensors and Artificial Intelligence
Headquartered in Southeastern US
2018 Est Revenue $1.9 Million I 2018 Est EBITDA $170 Thousand
Founded in 1992, the firm is a technical engineering company providing solutions and support for the U.S. Navy and
industry with its unique knowledge of undersea acoustics in complex marine environments. The Company’s state-of-
the-art technology is ideally suited to support autonomous operations for unmanned maritime systems. As a leader in
autonomous sensor technology, the company’s technology has been developed and deployed in support of the United
States Navy’s autonomous Anti-Submarine Warfare (ASW) and mining operations. The company’s technology is
employed on unmanned undersea vehicles (UUVs) for improved situational awareness, deterring collisions and enemy
detection. The company’s automated technology also supports marine mammal mitigation, abundance and density
estimates as well as the distribution of marine mammals in the world’s oceans.
Investment Considerations
Proprietary Product Technology: The Company holds the Small Business Innovation Research (SBIR) data rights
on all technology that is developed for the United States Navy.
Backlog of Signed Contracts: The Company’s backlog is estimated to be $1.5 million. More importantly, The
Company has been awarded eight Small Business Innovative Research (SBIR) contracts across several technology
areas with values up to 25 million dollars per contract without having to be completed.
High Barriers to Entry: Due to the industry's competitive nature, it requires significant investment in research and
development and high fixed capital costs to produce quality navigational, measuring and control instruments. The
industry has a high level of technological change, which can hinder the entry of new operators. Operators must
also be able to comply with government regulation to successfully enter the industry.
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue
The Company offers in architecture, interior design, space planning,
$2.3MM
environmental graphics and signage design, and donor recogni on
Proj. 2019 EBITDA design/build exper se. It specializes in planning and design of
$141K spaces, places, wayfinding, and recogni on for the people that
envision and support these environments. In 2018, revenue was
derived from interior design and space planning (40% of sales), donor recogni on design/
build (35%), environmental graphics and signage (15%), and architectural design (10%).
The Company primarily serves corporate headquarters and tenants (50% of 2018 sales)
and healthcare (40%) customer markets, as well as educa on (5%) and hospitality (5%). It
currently serves approximately 300+/‐ or ac ve/recurring projects, with approximately
60% being repeat clients.
The Company operates from a 10,590‐square foot headquarters which includes an
extensive material resource library, conference rooms, and mul ple team worksta ons
that contain technology to support design services. It also operates a nearby 4,800‐square
foot fabrica on facility which is equipped to produce the Company’s donor recogni on
and display designs.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity
makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer.
Genera onal Equity’s fees are paid by the seller.
Environmental
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Founded in 1996, this New Jersey-headquartered environmental and waste management company operates three
major business lines, industrial services, remediation, waste management and special waste services.
The Company’s clients include industrial manufacturing and packaging plants, terminals, port facilities, warehouses,
$3.5M $440K transportation yards, military bases and facilities, federal, state and municipal governments, power generators, and
2019 Revenue 2019 EBITDA utility plants.
The Company operates out of a 3,000 square foot office and shop facility and two secured equipment storage areas
in New Jersey. The principals are supported by 20 full-time employees. The Company has built an impressive client
$4.0M $455K base of globally recognized corporations in industrial manufacturing, packaging, port facilities, warehousing, and
2020 Revenue 2020 EBITDA transportation, all of which have provided consistent repeat and recurring revenue streams.
(PROJ) (PROJ)
An investment or acquisition will accelerate the Company’s growth and improve operating margins by
broadening distribution across new and existing geographic markets, and the financing of new special project
opportunities.
DIVERSIFIED CUSTOMERS
87%
BUSINESS HIGHLIGHTS
The company is a full-service environmental firm, providing in-house certified environmental laboratory
REVENUE / EBITDA services, indoor air quality services, and environmental project management. Headquartered in New England
since 1993, the company serves commercial, government, and residential customers.
$3.4M The Lab Services Division supports a variety of applications in municipal and industrial monitoring, site
investigations, petroleum contamination studies, waste characterization, and disposal analysis. The company
2019 Revenue (PROJ) has federal and state certifications for the full range of environmental testing, supporting all Volatile Organic
Compound (VOCs), Semi-Volatile Organic Compounds (SVOCs), Metals, Wet Chemistry, and many more
applications.
$451K The Indoor Air Quality Division investigates, assesses, and consults on mold, lead, asbestos, legionella, carbon
monoxide, allergens, mercury, PCBs, chemicals, unidentified odors, and other contaminants. The
Environmental Project Management division provides complete management and coordination of federal,
2019 EBITDA (PROJ)
industrial, and commercial projects requiring environmental compliance and OSHA compliance. It also
monitors various new construction and renovation projects.
# 63067
Food & Beverage
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
FULL-SERVICE SPORTS #63157
RESTAURANT AND BAR
North Central North Carolina
- - - -
- -
Specialty Casual Pizza & Sandwich
Restaurant/Take Out (2 Locations) #62175
New England, US
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
During its 20+ years of preparing and serving high quality meals at reasonable prices,
$2.35M the Company has focused on maintaining its traditional Italian menu. Its well-
2019 REVENUE (PROJ)
experienced staff has developed an excellent reputation for customer service.
A two-location, wood-fired, pizza and Italian restaurant offering full-service dine in,
$577K carry out, and catering services, the Company prides itself on service and quality
with all dishes made in-house from scratch with fresh ingredients.
2019 EBITDA (PROJ)
The Company has gained a strong reputation with customers by consistently
delivering fresh, innovative, and crave-able flavors in everything served. Both
2018 REVENUE BY locations are conveniently located adjacent to major highways which generates
LOCATION passerby traffic to supplement their loyal customer following.
LOCATION B
76% Competing against other restaurants in their local areas, the company thrives
(3,000 SqFt)
because no other restaurant matches their unique, wood-fired pizza recipes or fresh
LOCATION A from scratch menu. The Company also offers a family-oriented, casual-rustic
24%
(1,080 SqFt) ambiance that is a major differentiator.
INVESTMENT APPEAL
2018 REVENUE MIX
Easy-To-Replicate, Standardized Growth Formula: Management has refined its
products and processes over its many years in business, resulting in a streamlined
operational platform with higher efficiencies and profitability over industry
counterparts. The operational platform can be used to blueprint new store openings
and future growth.
Outstanding Growth Opportunities: The Company has several prospects for growth
including, but not limited to: 1) opening additional locations, both full service and
carryout only; 2) starting a franchise operation focusing on high volume, reasonably
priced family dining; 3) expanding the Company’s high quality gluten free product
lines both at the restaurants and for packaged distribution; and 4) developing sauces
and dressings for commercial distribution.
Experienced staff and strong management team: The Company relies upon its
2018 FINANCIAL PROFILE employees and managers to deliver a consistently positive experience for patrons.
The management team has extensive experience with the Company and is familiar
with its mission and value drivers.
Proprietary Product Ingredients: The Company’s pizza dough, pizza sauce, and salad
dressings are unique recipes made exclusively for the Company.
Low Revenue Volatility: The Pizza Restaurants industry revenue volatility level is low-
to-moderate. Demand primarily relies on consumer spending and Americans'
preferences toward pizza.
Strong Earnings: EBITDA averaging over 27% for the past 3 years with a forecast of
higher earnings. Superior results for restaurants that average 6% nationwide.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Specialty Coffee Roasting Company
Located in Southeastern US Region -- Retail Location & Online Store
2019 Est. Revenue $1.5M | 2019 Est. EBITDA $484K
Available for acquisition is a coffee roaster with a retail location and online store based in the Southeast. In 2018, revenues were
comprised of coffee products (95%) and apparel, cups, and other products (5%). Coffee is sold by the pound, prices range from $15.95 to
$19.95 per pound of roasted whole beans or ground coffee roasted on premises. The price per cup of brewed coffee is between $1.50
and $2.25 per cup and is competitive with c-store operators, and much less expensive than Starbucks - with room for a $0.75 per cup
increase. All raw coffee is purchased from trusted suppliers, and since the Company is the roaster it has the ability to determine what the
retail cost should be to maximize gross profit going forward. In addition, there are no wholesale or bulk accounts and that market is wide
open for growth as well as selling K-Cups roaster and packaged in-house or jobbed out to third party roaster/packager. Management has
added new equipment that will allow for the production of Keurig (K-Cup) Pods. Starting in early 2019, management forecasts capacity to
produce 900 K-Cups per day. If a co-packer were utilized, K-Cup production capacity could reach 50,000 to 100,000 per day. In 2018,
customers markets served included retail sales (77) and mail order/online (23). Founded in 1991, the Company is a Limited Liability
Company operating from a leased (shareholder-owned) 2,800 square foot retail store and roasting facility. The facilities can
accommodate more than double the current revenues without major facility improvements. The Company’s staff totals 9 full-time and 2
part-time employees.
Investment Considerations
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be lia-
ble for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
PREMIUM ICE-CREAM AND FROZEN DESSERT #63528
MANUFACTURER (CONNECTICUT)
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Founded in 1926, the Company is a family-owned manufacturer of quality ice cream and specialty frozen
desserts. It distributes its product through regional distributors and broad line food service suppliers.
$2.5M $346K Revenue is generated through two business units: Co-Packing and Company Brands and is generated
almost exclusively through repeat business.
2020 Revenue 2020 EBITDA
(PROJ) (PROJ) The Company serves clients throughout the United States from their 13,000 square-foot facility that
includes offices, manufacturing and warehousing with an additional 2,500 square-foot dry-good
$2.8M $402M warehouse space all located in Connecticut on the same site.
2021 Revenue 2021 EBITDA The Company offers a full line of ice-cream, ice-cream cakes and pies, custom-designed products as well
(PROJ) (PROJ)
as pint and half-gallon servings under its own brand and private labels. The Company also offers a line of
customer-portion-controlled servings of ice cream that are sold through the food service industry.
DIVERSIFIED CUSTOMERS
2019 KEY ACCOUNTS c. New growth initiatives. A major confectionery group is leveraging the Company’s brand recognition
Customer A (2009) 15% to move into the food service industry and will be showcasing their desserts throughout the group’s
distribution centers in New England. The group is discontinuing its own manufacturing of certain
Customer B (2011) 18%
products and is looking for the Company to manufacture on their behalf. The deal will immediately
Customer C (2005) 20%
generate close to $1 million in new business and has excellent potential for future growth. Additional to
Customer D (2010) 12% this deal, there is a second well-known UK based company that wants to distribute the Company’s ice-
Customer E (2015) 12% cream specialty products and management are exploring this opportunity.
d. Geographic expansion. The Company has represented several blue-chip clients for periods ranging
2019 MARKETS from 10-15 years and is now establishing similar relationships in Europe. An investment or acquisition
Northeastern States 50% can accelerate the growth and increase the operating margins by broadening the distribution across
Rest of the US 50% existing and new geographic markets and through the financing of new special project opportunities.
2019 Est Revenue $1.2 million I 2019 Est EBITDA $257 thousand
Available for acquisition is a bakery that produces fresh breads, rolls and muffins baked and delivered
daily. The Company predominantly serves restaurants and grocery stores that are within a 60 mile
radius. Orders average just over $45 each, and the Company handles between 60-70 orders daily.
Located in proximity to key markets, the Company is able to produce fresh goods and deliver them to
clients in a timely manner. Due to the highly-perishable nature of baked goods, this gives the Company a
competitive advantage over bakeries that transport goods over long distances. The Company has very
strong, lasting relationships with its clients, which is evidenced by its fantastic rate of repeat business.
Investment Considerations
• Diversified Customer Base: The Company’s top five customers accounted for less than 20% of total revenue in
the last historical year. The diversified customer base helps ensure that the Company will not be significantly im-
pacted by the loss of a single account.
• Superior Name and Reputation: The Company enjoys a long-standing (40+ years) reputation for providing the
highest quality and freshest bread in the area. The Company averages approximately 60 to 70 orders daily and has
shown expertise on meeting the needs of large orders with little notice.
• Strong Client Relationships: The Company is proud of its strong ties to clients and its reputation for the high-
quality product provided. Evidence of these relationships is shown in the 99% rate of repeat business.
2019 Est Revenue $3.80 million I 2019 Est EBITDA $2.65 thousand
Founded in 1992, this Bakery is a family-owned Caribbean bakery and restaurant that offers traditional
Caribbean cuisine and baked goods to customers. The business has built a reputation as a go-to
destination for authentic Caribbean cuisine in the area. It offers breakfast, lunch, and dinner; through
prepared foods, baked goods, beverages, catering, grocery, and a food truck. The business relies on its
strong reputation for providing quality food and excellent customer service, which has resulted in a
strong rate of repeat business and word-of mouth advertising. Management estimates approximately
95% of total revenue is generated from returning customers. Additionally, the Company’s website,
provides information including location, menus, special events, photos, and the website makes online
ordering easy.
Investment Considerations
Diversified Customer Base: No single customer accounted for more than 1% of revenue during the historical period.
Superior Name and Reputation: Company enjoys a long-standing reputation for its focus on providing high quality food and
service. Management attributes its success to its strong reputation and dedication to serving.
Outstanding Growth Opportunities: Several opportunities exist for increasing revenue and profit, including leveraging the
Company’s proven reputation to pursue a retail presence with franchising, production expansion, and marketing.
Strong Client Relationships: The Company has served thousands of pleased customers since its inception. This is evi-
denced by the over 95% rate of repeat business.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Full-Service Liquor Store #63136
Florida
Sign NDA ►
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Independent Gourmet Grocery Store #63539
Northeastern US
SIGN NDA ►
REVENUE / EBITDA
BUSINESS HIGHLIGHTS
The Company is an independent gourmet grocery store providing its regional community
$5.8M $171K a one-stop destination for quality meats, produce, baked goods, and groceries.
2020 Revenue 2020 EBITDA
(PROJ) (PROJ) The Company sources products from a diversified list of hand-selected vendors to ensure
product quality and satisfy customer demand.
The Company operates from a 12,000 square foot facility leased from a related party,
$5.7M $162K which allows significant advantages and operational consistency for the store. The facility
2019 Revenue 2019 EBITDA
is available for acquisition along with the Company.
REVENUE SOURCES
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Upscale Diner with Beer & Wine License
Business is Qualified for Visa
Located in Florida
2019 Est Revenue $2.4 million I 2019 Est EBITDA $145 thousand
The Company is a 1940s - style upscale diner that captures the "luncheonette" feel of that era's most
popular eateries, but seasons it with a dash of 21st-Century finesse. It is conceived as a comfortable
neighborhood respite from the home kitchen. Homemade food, served in a stylish but casual
atmosphere, with large portions and value pricing make it particularly attractive to families with children
as well as couples and singles. Additionally, the Company serves beer and wine and provides retail
merchandise. The Company offers take-out, delivery service, and catering. The Company serves the
nearby community with approximately 250,000 residents within a 5 mile radius. Management estimates
that 80% of business is from repeat customers.
Investment Considerations
Superior Name and Reputation: In business since 1999, the Company has built substantial goodwill by provid-
ing quality food and excellent customer service. Management credits reputation and established strong customer
relationships as the two most critical factors contributing to the Company’s historical success.
Cash Business: Approximately 99% of annual sales to customers are performed as cash transactions; less than
1% of customers pay on account. As such, the Company does not carry an accounts receivable balance.
Employee Base: In addition to the principals’ extensive experience in the restaurant industry, many of the Com-
pany’s key employees and managers have histories in the industry. This wealth of experience and expertise pro-
vides The Company’s with a significant intangible value and advantage over many competitors.
BUSINESS HIGHLIGHTS
Founded in 1959 this company is an award-winning USDA‐approved industry leader in meat slaughter
and processing.
2019 Est.
Headquartered in the Southeast United States, the Company is led by industry veteran and serves
$2.2M a notable client base with team of specially trained professionals.
The Company primarily markets itself via continuous personal networking and relationship‐based
2019 EBITDA
marketing with key customer accounts. This marketing approach, coupled with the Company’s
$151K excellent reputation, accounts for a material portion of revenues being derived from repeat
business. The direct relationships built with the Company’s clients lend credibility to the
Company’s services and help garner new business.
MARKET
Virginia
Tennessee
North Carolina
South Carolina
Georgia
Florida
Genell Boyer
Generational Equity
Senior M&A Advisor
14241 Dallas Parkway, Suite 700
gboyer@generational.com INVESTMENT BANK
Dallas, TX 75254
336-486-7383 Cell OF THE YEAR
2016 . 2017 . 2018 T. 972-232-1100
336-893-8233 Fax
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed ������������������� Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. �������������������������������� ers is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Long-Standing Restaurant & Bar
Located in Georgia -- NDA #60464
2019 Est. Revenue $1,550,000 | 2019 Est. EBITDA $150,000
Available for acquisition is a casual family restaurant with an attached bar located in Georgia. The restaurant is divided into two sections:
a lounge area with a full-service bar and a family dining area with a separate game room for the kids. The menu includes a variety of
offerings to accommodate most tastes, including southern inspired appetizers, unique sandwiches, gourmet burgers, pizzas and salads.
The Company is open Monday through Saturday from 11:00 A.M. to 10:00 P.M. and on Sunday from 11:00 A.M. to 9:00 P.M. It is known
for using fresh daily ingredients and homemade recipes. In 2018, revenue was derived from the sale of Food (81% of revenue), Spirits
(12%), and Beverages (7%). Additionally, the Company generates a small amount of revenue from games located in the restaurant. While
not included in historical revenue, the business hired a delivery service and expects catering to make up a material portion of revenue
moving forward. Founded in 1976, the owners have established a long-standing reputation across multiple generations for providing a
relaxed environment to enjoy quality food at fair prices. Management estimates that as much as 95% of annual revenue comes from
repeat customers. The facility comprises 4,160 square feet and is leased to the Company through the owners’ real estate company. The
business employs 42 employees, including 16 kitchen staff members, 22 floor staff members, and 4 key managers that been with the
Company since at least 1998. The owners are proud of the restaurant’s reputation in the community and believe the Company is well-
positioned for future growth; which can potentially be accelerated by new ownership with additional resources.
Investment Considerations
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be lia-
ble for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Healthcare
The Company is comprised of three related entities: a private massage therapy provider (60% of sales); a massage
school (36%); and a national massage network (4%). The Company has 41 employees (25 part-time), which consist
of 2 managers (1 part-time), 16 licensed massage therapists, 4 receptionists (2 part-time), 10 part-time instructors, 1
part-time custodian, and 8 part-time contractors.
The Company is a private practice in massage therapy. The facility utilizes eight treatment rooms, which all
outfitted with electric tables, table warmers, hot stone cookers, and sound machines. The Company averages 200 –
Client #61014
250 hours of massage weekly and consistently provides event massage and outcall services to extend its reach. The
Company’s massage school is the only approved massage school in its local city and surrounding counties. The
Genell Boyer school is state approved the Board of Massage and Bodywork. There are 1,267 state-approved massage training
Senior M&A Advisor programs in the US. The school has four enrollment periods consisting of two day and two evening programs. Each
336-486-7383 program entails 648 hours with day classes taking 9 months to finish, evening classes taking 12 months to finish,
gboyer@generational.com
and part-time classes taking 24 months to finish. Class sizes range from 8 to 26 students. Tuition for the school cost
is $8,900. Students can either pay on a quarterly basis or receive a loan from the school. Students are offered a 2
year loan at 6% interest with a $1,000 deposit put down. Additionally, the Company offers massage therapy in all 50
Generational Equity, LLC
14241 Dallas Parkway, Suite 700 states through its national massage network.
Dallas, TX 75254 The Company leases 63% of a 10,500 sq ft office space; the other 37% of the office space is leased to unrelated but
www.generational.com complimentary services. The office/school space boasts a large waiting room, multi-window reception area,
therapist locker room, staff lounge, 3-1/2 kitchens, laundry room, sky lit atrium and large digital sign. There is space
in the school to offer multiple programs. The building is fully accessible, in a great area of town, and has
approximately 70,000 cars pass by daily.
Southeastern U.S.
2019 Est Revenue $3.1 million I 2019 Est EBITDA $400 thousand
Available for acquisition is a rapidly-growing wholesale nursery, based in North Carolina. The Company
has an extensive selection of various high-quality plants. All plants are grown in containers on the
Company’s premises, in either greenhouses or open-air. The Company’s total customer base is comprised
of over 400 accounts. Major customer markets include retail garden centers, wholesale nurseries, re-
wholesale nurseries and landscape companies throughout several states. No single customer generated
more than 8% of the Company’s annual sales. Overall, the Company’s team has a diverse background,
depth of experience, and an unwavering commitment to excellent customer service. Well located for
future multi-purpose development.
Investment Considerations
Diversified Customer Base: The Company’s customer base is well diversified among 400 customers. No single
customer generated more than 8% of The Company’s annual sales.
Above-Average Profitability: The Company’s adjusted operating margin (EBITDA) totaled 10.1% of sales in FY
2017, which was well above the industry average of 5.4%.
Specialty Plants/Large Inventory: The Company owns a vast inventory with over 300,000 plants at varying
growth stages at any given time.
Strong Base Year Sales Growth: The Company’s revenue is estimated to reach $3.1 million in 2019, a 6.9% year-
over-year growth.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Hospitality
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
A full-service Country Club and event venue having a highly-rated, private 18 hole golf course, tennis courts,
$4.1M heated outdoor swimming pool, and areas for casual and fine dining. The Company’s pricing strategy
2019 Revenue (PROJ) is based on affordable access, hosting and catering special events such as banquets and weddings,
leveraging the club’s exquisite location and incomparable views.
$0.41M The customer base is segmented approximately 50% golf memberships and 50% events business. The
2019 EBITDA (PROJ) venue is a premier destination, offering breathtaking views, well-appointed surroundings, and white glove
service whether the event is an important business meeting or a momentous social occasion. The 5,000
square-foot ballroom will seat 275 people or can be reduced to three individual rooms for smaller groups.
Function rooms for smaller gatherings can provide convenient and scenic space, with handicapped
accessibility, for business meetings and special events.
5,000
0
2014 2015 2016 2017 2018
Favorable Outlook for Industry Growth: Revenue (in current dollars) for US golf courses and
country clubs is forecast to grow at an annual compounded rate of 4% between 2019 and 2023.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Machinery
BUSINESS HIGHLIGHTS
Est. 2019 Revenue
The Company specializes in on-site machine tool repair and
$5.0MM
maintenance; parts and accessories sales; and machine tool sales
Est. 2019 EBITDA and CNC machine tool sales.
$1.24MM On-site machine tool repair and maintenance services include
machine inspection, calibration, and laser alignment; CNC and
manual machine tool upgrades; machine tool emergency break-down repair; and
preventative maintenance programs. Parts and accessories sales are grouped into
categories including digital read outs; CNC controls; and several machine options.
Machine tools and CNC machine tools sold include several brands of CNC machine
tools, conventional machine tools, fabrication machine tools, and specialty machine
tools.
The Company provides its services across the United States and Canada for public and
private sector customers. The Company currently has three contracts with military
bases to provide preventative maintenance and emergency repairs. The contracts are
typically 3-5 years and have each been renewed many times.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Manufacturing
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA In operation for over 30 years and under current ownership for over 11 years, this
foundry specializes in copper-, aluminum-, and zinc-based sand castings.
$4.5M In addition to nonferrous castings, it also offers many value-added services, including
pattern design/production, heat treating, annealing, machining, powder coating,
2019 REVENUE (PROJ)
painting, anodizing, and assembling. The Company’s revenue mix consists of raw
castings through finished products (94% of 2018 sales) and its own product line (6%).
$1.1M The Company operates from a 10,000-square foot facility; with the addition of a
second shift, the facility has ample room for growth, as management currently
2019 EBITDA (PROJ) operates only one full-time shift. The owners estimate this facility could support at
least $8 million in annual sales without the need for physical expansion.
EMPLOYEES
MANAGEMENT 2
FOUNDRY 8
INVESTMENT APPEAL
Superior Name and Reputation: The Company has built Superb Staff: The Company’s personnel are its most
long-term customer relations with an enduring important asset. In order to ensure customers receive
reputation for providing high-quality nonferrous sand the highest quality products and services, the Company
castings and related expertise, on-time and within provides continuous training and support to its dedicated
budget with competitive pricing, backed by exceptional team of professionals.
customer service.
High Barriers to Entry: The significant capital investment
Outstanding Growth Opportunities: Given additional to purchase manufacturing equipment and establish
resources, there are opportunities to accelerate revenue relationships with suppliers and customers is a significant
and profit growth by diversifying and expanding its barrier to entry for new competitors.
customer base and geographic markets, capitalizing
Management Will Remain through Transition: The
further on existing customer relationships, hiring
owners are willing to stay with the Company post-
dedicated and experienced sales professionals, and transaction in order to ensure a seamless transfer of
implementing a comprehensive marketing strategy.
ownership.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
PATENTED BARBEQUE GRILL ACCESSORIES MANUFACTURER #62729
SIGN NDA
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
The Company is a well-established manufacturer of grill accessories and components with diversified
$6.0M revenue streams. Revenue is generated through B2C, Amazon, OEMs, wholesale to retailers and
2019 Revenue (PROJ) distributors. A commercial application for the core product is generating revenue and shows significant
potential. Indoor residential and the professional/commercial segment are actively being developed.
$1.0M A systems patent underlies the company’s product line which interfaces with nearly all major barbeque
2019 EBITDA (PROJ) grills as well as commercial and indoor grilling/cooking equipment. The Company has extended their
brand to a broad assortment of grilling and related accessories. The Company serves a global market: U.S.,
Canada, Europe, Australia, Korea and Japan; It is well positioned for accelerated growth and success.
INVESTMENT APPEAL
Patent and Proprietary Product Technology: The Company’s patent Strong Brand Reputation: Consumer reviews and customer
is in effect in the U.S., major EU countries and Australia; additional IP satisfaction speak to a remarkable product family
potential exists Relocatable: The Company can be moved virtually anywhere just
Strong Client Relationships: The Company has an excellent reputation easily relocatable
in the market for quality products and customer service. Strong
relationships with OEM’s further validate and reinforce its products
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
# 62493
MANUFACTURER OF FIXED AND R ETRACTABLE
BUILDING ENCLOSURES
Business Highlights
REVENUE/EBITDA Founded in 2002, the Company is an internationally recognized manufacturer of custom
designed and built fixed and retractable polycarbonate and glass rooms for ground level,
$6.1 M $976 K rooftop, and custom applications.
2019 Revenue EBITDA The enclosures are built for national hotel and restaurant chains, independently owned
businesses, residences, and other applications worldwide providing year-round use of
(PROJ) (PROJ)
valuable outdoor space in any season.
Products are designed and manufactured to meet the needs of each customer while meeting
$4.7 M $744 K all BOCA code requirements. Factory efficiency, coupled with the infield ease of assembly,
2018 Revenue EBITDA creates quick installation times.
Having received the Grand Prize in the 2018 Aluminum Extrusion Design Competition for
their distinctive design using aluminum extrusions, the Company has solidified itself as the
leader in the sloped glazing industry.
Employees
2019 Geographic Markets (PROJ) 2019 Customer Markets (PROJ) Management 3
New York City 60% Commercial 75% Sales 2
New Jersey 20% Residential 10% Production 6
Washington, D.C. 5% Dealer 15% Template/Installer 6
Chicago 5% Operations Center Administration 1
West Coast 5% Northeast Region Designer 1
Account Manager 1
Other States 5% Florida
Diversified Customers
Investment Appeal
Superior Components and Engineering Process. The company has
Scalable Model. The business has been built to be scalable with the
developed custom components for retractable and fixed enclosures
established customer relationships, innovative products and
market development strategies, and excellent management. and skylights, offering advantages over competitors’ systems.
Precise manufacturing processes allow preassembly of enclosures
The Wow Factor. The product gives restauranteurs and hoteliers prior to delivery, which saves labor cost in the field.
maximum year-round revenue generating opportunities on their
valuable outdoor spaces regardless of Weather Condition. This Dealer Network. The network can grow by adding residential and
separates one establishment’s success from the next by providing commercial contractors looking to expand their product offerings.
an indoor-outdoor dining benefit to its customers. The residential With the expansion of a dealer network the growth opportunity
market benefits by allowing for year-round use of a pool, hot tub becomes exponential because of a presence in markets nationwide
spa and patio. and closer proximity to customers
# 62493
PRECISION PARTS MANUFACTURER - HVAC,
AEROSPACE, DEFENSE, TESTING & MEDICAL #62210
SIGN NDA
BUSINESS HIGHLIGHTS
Founded in 1944, the company is well established as a premier manufacturer of precision-machined parts for use in HVAC, aerospace,
REVENUE/EBITDA testing & measurement, automotive, defense, and medical device applications, amongst others.
$3.2M Recognized for its ability to provide turnkey solutions in the design, build, test, and delivery of complete assemblies, the company enjoys
strong brand-name and value recognition, an excellent market reputation, and strong customer loyalty with a very diverse customer base.
2020 Revenue (PROJ) The company is ISO 9001:2015 certified and provides CNC machining services and out-sourced finishing services for ready-to-assemble
parts in all metals and plastics in sizes ranging from 0.0625” to 3.5” in diameter.
$647K Headquartered in the Northeastern US, the company enjoys steady growth in the United States and Mexico and continues to increase its
sales through strategic partnerships with customers and by acquiring new technologies.
2020 EBITDA
Employees 2019 Customer Markets Operations Center 2019 Key Customer Profile
Management 2 22% Northeastern US.
Relationship Term % of Total Revenue
2 8%
Sourcing Locations 1 7%
5%
Quality Assurance 3 United States 2 4%
19%
3 Europe 3 14%
8%
Setup technicians 6 China
8%
India
Fabrication 8 30%
INVESTMENT APPEAL
Management Expertise. Lean organizational structure, stable and dedicated workforce, and Innovative Growth Opportunity. The Company is currently using 3-D Printing for rapid
a management team with 75 years of combined experience anchor the business. To prepare prototyping of sample projects for new contracts. This transformative technology will
for growing demand, the Company has established a successful alliance with a local trade allow the Company to increase client prospect engagement and dramatically reduce time
school. to market resulting in increased revenue and profit margin.
Diversified Market. The Company serves a wide variety of customers in multiple industries Scalable Model. This company has the expertise and experience to grow exponentially. It
and is not dependent upon any one sector. As such they are able to be responsive to has the manufacturing and intellectual capacity, a quality reputation for dependable, high-
significant growth trends in any of the sectors they participate in. precision machining, and is known for its attention to customer needs and detail-oriented
accuracy.
SIGN NDA
Ahmad Behjati Generational Equity
Senior Vice President 125 Park Avenue, 25th Floor
INVESTMENT BANK
E. abehjati@generational.com M. New York, NY 10017
OF THE YEAR
203 716 1185 2016 . 2017 . 2018 T. 212 381 7650
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verifi ed. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity
of this document. At all times Generational Equity and its affi liate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Heat Exchanger, Air Conditioning, and
Refrigeration Product Manufacturer #61441
Mid-Atlantic US
Sign NDA ►
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue
The Company is an ISO 9001‐2015 cer fied manufacturer of heat exchangers,
$3.3MM flexible metal hose assemblies, and replacement parts for air‐condi oning,
Proj. 2019 EBITDA refrigera on, and hydronic applica ons for commercial and residen al
applica ons. These products improve system efficiency and reliability resul ng
$415K in lower opera ng costs and longer life.
Commercial products include DC series desuperheaters, AC series desuperheaters, CADS ammonia
desuperheaters, CO2 vaporizers, suc on line heat exchangers, coaxial coils, tube‐in‐tube condensers,
shell & tube heat exchangers, brazed plate heat exchangers, vibra on absorbers, liquid to liquid heat
exchangers, and replacement parts. Residen al products include aquefier heat recovery units, C series
light commercial desuperheaters, and replacement parts.
The Company primarily services customers in the supermarket and commercial refrigera on industry.
The Company directly and indirectly supplies customers through original equipment manufacturers,
wholesalers, exporters, distributors, contractors, and end users. These customers choose the Company
for its quality products; mely response on quote requests; on‐ me order delivery; as well as its
courteous, knowledgeable, and responsive customer service. When those characteris cs are combined
with the Company’s sufficient on‐hand inventory; quality custom and fabrica on parts workmanship; and
be er than expected order turnaround mes, significant customer loyalty is earned resul ng in higher
margins.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity
makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer.
Genera onal Equity’s fees are paid by the seller.
Manufacturer of Shutters, Blinds &
Window Coverings
ASKING PRICE: $1.75M | Located in Southeastern US Region -- Two Locations
2020 Est. Revenue $3.1M | 2020 Est. EBITDA $288K
Available for acquisition is a premiere window treatment company that fabricates, sells, and installs custom window treatments. The
Company offers clients a full service experience, and operates two strategic locations in the Southeast. The Company provides custom
measurements while offering design advice, order to job specifications, and installation services for a variety of decorative window coverings.
The Company also has wholesale clients who purchase the plantation shutters which are fabricated on-site. The Company offers a
comprehensive range of shutters, blinds, and recently introduced drapery at its two locations. The Company serves residential (74% of sales),
commercial (20%), as well as whole clients (6%). The Company serves over 3,000 clients, of which approximately 35% are recurring. The
employee bases consists of 11 full-time and 4 part-time employees, of which 3 are sales representatives and 4 are production workers. The
Company operates from an 8,000 SF showroom, office, and fabrication facility. Additionally, the Company also rents a 2,200 SF showroom/
warehouse in a nearby city. The Company competes with other regional-based companies, including some franchise operators, but it
primarily differentiates itself from these competitors by selling only local and/or American-made products at competitive prices which
includes installation. Given sufficient resources, there are tremendous opportunities to grow revenues and profits by expanding its product
and service offering, growing its customer and geographic markets, enabling e-commerce capabilities, and hiring additional experienced sales
professionals.
Investment Considerations
The Company enjoys a long-standing (26+ years) reputation throughout its markets for a focus on providing high-quality window
treatments, along with competitive pricing and superior customer service.
Over the past few years, the Company has been more aggressively targeting the wholesale market, which continues to increase as a
percentage of the Company’s total sales (relative to retail accounts). Furthermore, the Company has a diversified customer base with
minimal customer concentration. This is evidenced by the fact that no customer accounted for more than 4% of revenue during 2017.
The business experienced strong revenue growth over the past three years, increasing at a 13.7% CAGR. Management is projecting another
strong year of growth due to enhanced product offerings in a new showroom, and increased targeted marketing efforts.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly,
Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be li-
able for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network
members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
# 62793
MANUFACTURER AND DESIGNER OF POINT OF
SALE DISPLAYS
Business Highlights
REVENUE/EBITDA Founded in 2003, this northeastern US company designs, manufactures, and markets
merchandising displays and packaging products in three distinct business units:
$2.5 M 1. Manufacturing Point-of-sale Displays. Produces custom store fixtures and displays for
short-term special and seasonal work or for permanent store fixtures.
2019 Revenue (PROJ) 2. Merchandise Packaging Division. Offers injection molding, thermoforming, printed
insert cards, and plastic pouches. The packaging can be a printed piece, either cut to the
$255 K shape of the product or much larger than the actual product to provide a platform to
highlight features and benefits.
2019 EBITDA (PROJ) 3. Fulfillment Division. Offers distribution and fulfillment services to customers who
cannot store displays or packaging inventory. The company can supply just-in-time
inventory by making and holding products to be released as requested by customers.
2018 Revenue Sources 2018 Customer Markets Employees
Manufacturing 53% Hand tool manufacturers 44% Management 1
Merchandise Packaging 40% OEM 29% Manufacturing 3
Fulfillment 7% Retailers 18% Administration 1
Customer Retention Rate 95% Distributors 9% Sales 1
Delivery 1
Diversified Customers
Investment Appeal
Management Expertise. Effectively governed by a three-person Growth Initiative. Company is enhancing its market position by
leadership team, the organization has established accountability attending more trade shows, retooling its e-commerce presence,
for sales, operations, strategy, and market outreach. Its core values
and improving social media appeal with more Infomercial videos.
focus on meeting challenges and building a supportive work
Sales manager is increasing personal visits to assess client needs
environment.
and identify potential untapped revenue.
Diversified Market. The company serves customers in multiple
industries and is not dependent on any one sector. It is able to E-Commerce. Management has identified six to eight SKUs to offer
respond to significant growth trends and add customers in all as stock displays ordered directly through the website or through
sectors. It has added two new major accounts in 2019 and Amazon marketplace; it has the manufacturing, and packaging, and
presently is negotiating with two other firms. fulfillment expertise to grow this segment exponentially.
# 62793
Innovative Craft Products Distributor/
Manufacturer **PRICED TO SELL** #62927
Southeastern US
Sign NDA ►
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Grey Iron Casting Foundry #61775
Northeast Region, US
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
The Company is a foundry focused on producing high-quality grey iron
$1.75M castings. All products are prepared on a custom basis and built according to
2019 REVENUE (PROJ) customer specifications. Value-added services provided include product
design, manufacturing, pattern design and repair, testing, chemical and
$150K+ physical analysis, maintenance, and after-sales support. The Company has
made significant investments in its equipment and facilities in order to
2019 EBITDA (PROJ)
position the business as a leader in its niche market.
The Company differentiates itself in the market by offering an extensive
2018 REVENUE BY array of high quality grey iron castings to a diverse range of industrial
CUSTOMER MARKET markets including energy, construction, telecommunications,
infrastructure, agriculture, building materials, transportation, and
consumer products, with an unparalleled focus on customer service
(including technical design and timely delivery of products). They have
developed a loyal base of customers that has enabled the business to
operate for over 71 years.
Operating from a 55,000-square foot facility dedicated to production,
warehousing and office space, the property is Company-owned and can
accommodate higher revenues without major improvements or expansion.
EMPLOYEES Strong Customer Relationships: The Company has strong ties to customers
due to its strong reputation for quality, longevity in business, technical
Furnace 1 expertise, and excellent customer service. Specifically, the Company’s
Pouring Crew 2 database includes 155 customers. Due to its reputation and long-term
presence in the industry, repeat business exceeds 95% each year.
Molders 3
Comprehensive Equipment Capabilities: The Company has made
Grinding 2 substantial investments in equipment. This allows it to provide superior and
Core Room 3 advanced grey iron casting products.
Office 1 Management Continuity: The principals are willing to stay with the
Company during a post closing transition period to ensure a seamless
Maint & Ship/Rec 3 transfer of ownership.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and w hile believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Specialized Commercial Heat
Treating Company #58641
New England, US
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
The Company specializes in the heat treatment of high-speed steel and alloy
$1.5M tool steels in molten salts. Tools and components heat treated by the
Company using salt bath processes outperform those heat treated using
2020 REVENUE (PROJ)
vacuum and controlled atmosphere furnace processes, showing increased
wear resistance, toughness, and ductility under the most arduous working
$140K conditions imaginable.
2020 EBITDA (PROJ)
Whether it is metal cutting tools (such as milling cutters, saws, slitter knives,
drills, taps, reamers), metal forming tools (such as punches and dies), down
hole hammer drills for gas and oil well drilling, or pneumatic chisels used in
2019 REVENUE BY the construction trades, the Company’s heat treating procedures instill
CUSTOMER MARKET optimum superior metallurgical properties in the parts processed.
The key success factors in the Company’s industry are quality customer
service, predictable product quality, and efficiency. The Company excels in
these areas, offering tailored client solutions with industry leading quality.
The Company produces higher quality results than that of the competition.
In addition, they provide a wide range of services that (combined) are not
provided in the industry
The Company operates from a 14,000-square foot manufacturing facility, as
well as a 1,512-square foot office building. It is currently staffed by 13 full-
time and 1 part-time non-union employees.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
SUCCESSFUL MACHINE SHOP SERVING
CRITICAL INFRASTRUCTURE
#63621
Northeastern US
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA
The Company is a family‐owned “job shop” machine shop that has been serving “essen al” customers
$900K $134K since 1973 and is one of the only machine shops able to service large jobs in the local market.
2020 Revenue 2020 EBITDA The Company targets steel and metal manufacturers (45% of 2019 revenue), material handling industries
(PROJ) (PROJ) (20%), construc on equipment repair (15%), power genera on (15%), and fluid process and hydraulic
industries (5%). Most customers are classified as cri cal infrastructure producers.
$821K $105K The Company’s customers comprise manufacturers and distributors of steel and specialty metal
products including stainless steel bar and wire, strip and foil and ribbon wire. Revenue is generated
2019 Revenue 2019 EBITDA
through the following services:
• New Machining per Drawings (65%) • Repair Machining (20%)
• Rush Machining (10%) • New Machining per Sample or Instruc ons (5%)
These customer rela onships, many of which are decades‐long, have been developed to the point where the Company is broadly
considered among the highest‐quality and most trusted shops in the region. There are no comparable machine shops in the immediate
area so compe on is limited, especially for larger jobs.
The Company’s has been consistently profitable since it was founded in 1973 and business con nues to be strong, with increasing
demand.
VALUE PROPOSITION
Respected Family Business. The Company and its owners have been established in the local community for [3] genera ons and have a
reputa on for reliability, fair pricing and integrity. The Company name carries significant brand value in the market and generates repeat
business.
Robust Customer Base. The Company’s customers con nue to benefit from the growth in strongtheir underlying industry sectors,
including automo ve, material handling and construc on and metal fabrica on, which are demonstra ng solid growth in the Company’s
service area.
Strong Market Posi on. Most of the Company’s direct compe on is located out of state, allowing the Company to operate as one of the
only machine shops able to service large jobs in the local market.
New Business Visibility. The strong working rela onship between the Company and its customers provides the Company with a high
level of visibility into the pipeline of machining needs of key customers.
Efficient Opera ng Cost Structure. The Company generates a high return on invested capital based efficient opera ng methods and
careful management of fixed costs combined with [a full and updated complement] of equipment. In addi on, the Company has
remained profitable and increased its market footprint through previous recessionary periods. On‐going capital expenditure requirements
are minimal.
Management Will Remain through Transi on. The ac ve owners are willing to remain with the Company through a transi on period in
order to ensure a seamless transfer of ownership.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity makes no representa ons or
warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera‐
onal Equity of this document. At all mes Genera onal Equity and/or its affiliate network members are agents for the seller and not for the buyer. Genera onal Equity’s fees are paid by the seller.
FULL SERVICE METAL WORKING JOB SHOP
New England, US
#62489
SIGN NDA
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
Established in 1989, the company is a full-service industrial job shop. Featuring 5-axis machining and 3-dimensional
$2.95M programming capabilities. Services include CNC turning and milling, welding, anodizing, balancing, grinding, heat
treating, hard coating, painting, plating, powder coating, and EDM.
2019 Revenue (PROJ)
The operating team has significant experience with plastic and base metals including aluminum, brass, carbon steels,
and stainless steels. As well, expertise in exotic materials including Kovar, Hastalloy, Monel, Ultem, Tungsten, and Alloy 20
$45K differentiate the operation from their competitors.
2019 EBITDA (PROJ) With a premier market reputation for precision quality and customer service, the company serves a diversified customer
base including both international Fortune 500 companies and small local businesses.
Rhode Island
45%
Vermont 7% Massachusetts
Florida 6% 26%
Connecticut
12%
Massachusetts 26% Vermont
7%
Rhode Island 45% Florida
6%
Other
Connecticut 12%
4%
Employees 2018 Revenue by Customer Market Key Account Volume % Rate of Repeat
INVESTMENT APPEAL
Superior Name and Reputation: The Company has built substantial Proprietary Expertise: The Company’s key employees have established a
goodwill by providing quality products and excellent customer service. Market significant competitive advantage with their significant industry experience
reputation and established long term relationships are credited for their and proprietary expertise. Their address of niche markets and provision of
industry leading account retention and historical success. innovative printing solutions have proven to be valuable intangible assets.
Diversified Customer Industries: The company serves a wide range of Modest Capital Investment Requirements: The company has thoughtfully
industries and has historically controlled their service delivery so that not invested in and responsibly managed their capital equipment and facilities.
more than 20% of revenue comes from a single sector, insulating it from a Going forward, management anticipates capital expenditures to average less
downturn in any one industry. than $60,000 per year for asset purchases and leasehold improvements.
SIGN NDA
Jeff Carignan Generational Equity
Senior M&A Advisor 125 Park Avenue, 25th Floor
INVESTMENT BANK
E. jcarignan@generational.com New York, NY 10017
OF THE YEAR
M. 413-537-3079 2016 . 2017 . 2018 T. 212 381 7650
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Acquisition Opportunity
Scientific Instruments Designer & Manufacturer
New England Region, US
Est. FYE April 2019 Revenue: $3.2MM
▪ Superior Name and Reputation: The Company has a long-standing (64+ years) reputation for
providing quality products, reliable expertise, and superior customer support.
▪ Strong Customer Relationships: The Company has strong ties to clients due to its reputation for
customization and excellent customer service.
▪ Diversified Customer Base: The customer base is diverse as no one account represents more than
9.5% of revenues in a given year.
▪ Proprietary Expertise: Many of the Company’s key employees and managers have long histories in
the industry. This wealth of experience and expertise provides it with a significant intangible value
and advantage over many competitors.
▪ Modest Ongoing Capital Investment Requirements: Management does not expect a significant
investment in capital assets to be required over the pro forma period. Going forward, management
anticipates capital expenditures to average only $15,000, indexed for inflation, per year for various
equipment purchases and leasehold improvements.
▪ Management will Remain through Transition: To facilitate a successful and orderly transition, the
current owners are willing to remain with the Company during a transition period.
Client # 62031 The Company designs, builds, tests, and installs spectrometers,
monochromators, spectrographs, and optical systems for science
applications at commercial, university, and federal research
laboratories around the world. These are custom designs, but more
often are based on the Company’s comprehensive range of standard
products. They are finished per published specifications or tweaked
for specific scientific requirements.
Jeff Carignan
Customer markets include science (72% of FYE April 2018 revenues),
M&A Advisor
413-537-3079 semiconductor manufacturing (20%), energy (5%), and analytical
JCarignan@generational.com instruments (3%). The Company has supplied products and/or services
to customers throughout the world, including Asia and Europe.
The Company operates from a leased, 21,600-square foot office and
Click_here_to_sign_NDA production facility, which can accommodate more-than-double the
current revenues without major facility improvements. Staff currently
totals 19 full-time and 2 part-time employees.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been
verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof
acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this
document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the
seller.
Specialized Computer Product
and Accessory Manufacturer #62977
Mid-Atlantic US
Sign NDA ►
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue
The Company develops and manufactures specialized computer products for three
$3.6MM primary markets, public safety, industrial, and medical/healthcare. Products are
developed with superior ruggedness, compactness, reliability, and power
4‐Year Revenue CAGR
condi oning characteris cs to serve these target markets.
28.3%
The Company’s product line includes all‐in‐one computer systems with moun ng
hardware, rugged tablets, vehicle moun ng systems, and embedded computer systems, as well as,
individual components and services such as keyboards, LCD monitors, compact box PCs, and repair/service.
Product development and manufacturing takes place within a ver cally integrated, state‐of‐the‐art
environment, which includes computer‐aided design and automated machining, plas c injec on molding,
electronic design, PCB layout, cable and connector assembly, final assembly, and a Class 10000 clean room.
By delivering highly durable products and the flexibility to quickly develop customized solu ons, the
Company is significantly differen ated. Consistent investment in the development of intellectual property
has led to two patents which provide addi onal differen a on and edge in key markets.
GEOGRAPHIC MARKETS Strong Sales Growth. Great success was achieved over recent history in a rac ng
greater sales from key markets. From 2016 to 2018 the Company generated sales
growth at a compound annual rate of 31.5%.
Intellectual Property and Patents. The Company’s products are sought out for their
quality and superior performance achieved through significant investment in
intellectual property. Examples of this intellectual property are the two patents the
Company holds for products used in vehicles.
High Customer Sa sfac on Across a Broad Geography. The Company’s reputa on
and long‐term presence in the industry generates approximately 85% repeat business
EMPLOYEES each year. The Company has maintained an edge in the marketplace through its
Accoun ng/HR—3 Plant Management—3 flexibility in responding to unique customer requirements and customizing standard
Sales—4 Customer Support—3
Produc on—10 Engineering—4 products quickly. These repeat customer rela onships are held across a broad
IT Support—1 geography including North America, Asia, Australia, and Europe, with no geographic
Management available post transac on at
buyer’s op on. restric ons within current opera ng guidelines.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity
makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer.
Genera onal Equity’s fees are paid by the seller.
Printing/Publishing
REVENUE / EBITDA
BUSINESS HIGHLIGHTS
Headquartered in central Connec cut, the newspaper is a leading local newspaper publisher,
$1.84M in opera on since 1951. The Company offers two newspapers in their local market, the
2020 Revenue weekly covering one specific town and a weekly newspaper covering several adjacent towns.
(PROJ) There is no local newspaper compe tor in its geography.
Opera onal Opportuni es:
$160K Pricing for subscrip on and adver sing unchanged over past 15 years
2020 EBITDA
Opera onal changes present opportuni es
(PROJ)
New, invigorated management can have significant impact
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Retail
BUSINESS HIGHLIGHTS
Founded in 1997 this Company is a single-location retail art gallery specializing in pop art, urban art, as well as art and photography
2018 Revenue derived from, or influenced by, popular culture. The diversity and depth of its inventory makes it a great springboard for younger
people to begin collecting, while serving as a dynamic source for more seasoned and experienced collectors.
$1.4M The customer base mainly consists of private art collectors and art investors primarily located throughout the US and abroad. The
Company has developed a database of over 15,700 active customers that have expressed specific interest in its portfolio of artists; of
2018 EBITDA
which, 4,441 have purchased artwork from the gallery.
$17K The Company operates from a 1,750-square foot gallery that features distinct exhibit areas, high ceilings, warm lighting, and an
open environment to facilitate interaction with the pieces of art. The Company’s staff totals one part-time and five full-time
employees.
OFFICE LOCATIONS
A. Niche Market Leadership: The Company is an art The Company has a multi-disciplined
team of specialists providing expertise in:
gallery that is derived from popular culture for over
22 years. They provide a comfortable environment
1 Executive Management
where first time patriots can learn and understand
when they’re buying art.
B. Superior Name and Reputation: They have 4 Account Managers
Genell Boyer
Generational Equity
Senior M&A Advisor
125 Park Avenue, 25th Floor
gboyer@generational.com INVESTMENT BANK
New York, NY 10017
336-486-7383 Cell OF THE YEAR
2016 . 2017 . 2018 T. 336-486-7383
336-893-8233 Fax
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verifi ed. Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affi liate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Building Supplies Distributor / Do-It-Best Member
Premium Location - Southeastern US
Investment Considerations
Strong Potential for Stepwise Expansion of Revenue and Profit: All sales are currently done in store only, with
no POS. All manual books and records with ability to add outside sales, internet sales, and expanded store hours.
Very low A/R & A/P.
Diversified Customer Base: No single customer accounted for a significant portion of revenue during the histori-
cal period. The diversified customer base helps ensure that the Company will not be significantly impacted by the
loss of a single account.
Superior Name and Reputation: The Company has a long-standing (20+ year) reputation for its focus on quality
products, offering reliable expertise, and providing superior customer support.
Diversified Customer Industries: The Company offers a diverse line of products attracting a wide consumer au-
dience that includes over a dozen industries providing a broad economic base of customers.
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
Founded in 2007, the Company operates a recreational facility offering
$2.2M variety of classes and training for a variety of skill levels and ages ranging
2020 REVENUE (PROJ)
from 2 years of age to adulthood. With over 1,200 current active
participants, management has created a program which generates reliable
$300K+ and recurring revenue streams by establishing a strong reputation in the
region that surpasses the competition. The recreational facility is over
2020 EBITDA (PROJ) 34,000 square feet in size making it one of the largest of its kind in the
entire northeast region of the country. By offering a combination of both
recreational activities and programs geared towards competitive individual and team performance,
management has placed itself uniquely in a position to generate revenues in ways other gyms cannot.
Owners 2 -
Administration 1 1
Facility Mgt 2 -
Competitive Coach 4 4
Class Coach - 10
Event Staff - 30
INVESTMENT APPEAL
Diversified Customer Base. No single customer accounted for more than 1% of revenue during the
historical period. The diversified customer base helps ensure that the Company will not be
significantly impacted by the loss of a single account.
Outstanding Growth Opportunities. Management has several strategies for growth that could be
implemented to continue growing revenue and profit including new training programs, corporate
team building, franchising, sales and marketing, and technology driven registration systems. With
current capacity utilization of its facility at around 70%, the growth could be achieved with no
significant capital expenditures required.
Professional Staff Expertise. The Company’s key employees have significant industry knowledge.
This wealth of experience and expertise provides a significant intangible asset and advantage over
many of its competitors.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Full-Service Jewelry Retail,
Wholesale, and Repair #62300
Mid-Atlantic US
Sign NDA ►
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue Founded in 1993, the Company is a full‐service retail and
$2.6MM wholesale jeweler. It retails and services all types of jewelry,
Proj. 2019 EBITDA including engagement rings, wedding bands, diamonds, and
$158K mepieces. In 2018, revenues were comprised of showcase
sales (72%), special orders (16%), jewelry and watch repairs
(11%), and other (<1%).
Customers are mostly retail (97% of 2018 revenue) with some wholesale
accounts (3%). The Company has eight wholesale accounts that are primarily
repairs for other jewelers. Expansion of the wholesale customer base is
considered a strategic growth opportunity for new ownership.
The Company operates from a free‐standing, 5,000‐square foot retail store and
repair shop for customers located within a 20‐mile radius and beyond. It is
currently staffed by 11 full‐ me and 4 part‐ me employees.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity
makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer.
Genera onal Equity’s fees are paid by the seller.
Specialty Toy Retailer
2 Locations & Online #62696
New England, US
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
For over 26 years, the Company has been serving families in a popular coastal town.
$1.5M Over 20 years ago a larger second store was opened in a similar locale. The Company
provides its customers with a lively, interactive shopping experience that delights
2019 REVENUE (PROJ)
children and their parents.
$135K They offer the highest quality toys, featuring traditional as well as curated from the
latest trends, with a focus on toys that are safe, educational, creative and inspire
2019 EBITDA (PROJ) imagination.
Both stores are found in the heart of bustling downtown historic districts. The areas are popular, surrounded by other
fine shops and restaurants. They are open year-round, except for Thanksgiving, Christmas, and New Year’s Day, seven
days a week to serve the local population of families, tourists, and vacationers in the coastal centers. The owner
designed and developed the stores to look adventurous, entertaining, magical, and welcoming. Encouraging a “hands
on” feel, the products appeal to customers of all ages.
Location A 32%
(980 SqFt)
Location B 68%
(2,800 SqFt)
EMPLOYEES FT / PT
Sales 5 4
Inventory - 2
INVESTMENT APPEAL
Superior Name and Reputation: With a 26-year history, Outstanding Website: The Company maintains an
the Company has developed an excellent reputation for attractive and informative website promoting its
providing a broad selection of toys and children’s books products and services.
to its customers.
Low Employee Turnover: The Company values its staff
Strong Supplier Relationships: The Company prides itself and their experience, and that treatment is reflected in
in offering the highest quality toys, by the most the low employee turnover rate.
reputable manufacturers who adhere, not only to US
Modest Ongoing Capital Investment Requirements: The
Testing Standards, but also European Safety Company’s operations are not capital-intensive and
Qualifications. The Company has developed solid
require only modest capital expenditures.
relationships with its suppliers from around the world.
Sign NDA ►
Jeff Carignan Generational Group
Senior M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK
New York, NY 10017
Phone: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
WELL-KNOWN MFG & RETAILER OF PREMIUM #63100
CHOCOLATE & CONFECTIONERY
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA This well-known Buffalo, New York company has been manufacturing and selling gourmet chocolate-based
confections, sponge candy and non-chocolate treats for over 80 years. Products offered include its famous
sponge candy as well as assorted chocolate-dipped bars and pops, nonpareils, nuts, bark, pretzels, and
$1.05M $76k caramels, orange chocolate, popcorn, brittle, caramels, barks and box assortments of creams, fruits and nuts.
2019 Revenue 2019 EBITDA The Company strives to make the very best products possible using the purest, finest ingredients available,
and therefore, commands premium pricing. Confections are produced and packaged in the Company’s own
production facility under strict quality control standards and practices throughout the entire manufacturing
process. Products are primarily sold through the Company’s retail store as well as online. Revenue generation
$1.09M $85k is based on repeat customers, referrals, and exceptional industry reputation. The Company maintains a very
2020 Revenue 2020 EBITDA high rate of repeat business and is dedicated to continually increasing its client base and industry reputation.
(PROJ) (PROJ) The Company’s exceptional management team oversees day-to-day operations, which would allow for a
smooth transition of ownership. Furthermore, management would be interested in remaining with the
business post-acquisition.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Technology
BUSINESS HIGHLIGHTS
Developed by MIT graduates, the Company is a proactive medical alert service that enables high-risk aging and disabled consumers to live
independently at home. The Company was founded in Boston in 2010.
Specialized in Wearable Computing and Machine Learning/AI, the Company has developed patented power-efficient methods to sample and
transmit personalized safety and wellness data to remote care teams 24 hours per day providing a technical advantage for monitoring patients
with multiple health conditions.
The Company’s clients include Fortune 500 health plans Anthem, BCBS, Centene and United Healthcare. The Company has received awards
from the NIH, AARP, Amazon Web Services and the Cleveland Clinic.
SIGN NDA
Tom Goltz Generational Equity
M&A Advisor 125 Park Avenue, 25th Floor
Email: tgoltz@generational.com INVESTMENT BANK
New York, NY 10017
OF THE YEAR
Phone: 617-686-2824 F. 972 392 8538
2016 . 2017 . 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no
representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way
connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
FEDERAL GOVCON IT/CYBER SECURITY PROVIDER TO THE #62976
US INTELLIGENCE & DEFENSE AGENCIES
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA An Intelligence Community (IC) customer recently awarded the Company a nearly $100 Million, 5-year, prime
contract to design and build a private cloud solution to serve as an on-demand marketplace platform, sharing
services across the IC supporting analysts and warfighters.
$23.5M $3.0M The Company enables defense, national security, and federal law enforcement clients to expand, improve, and
2020 Revenue 2020 EBITDA strengthen critical IT infrastructure and mission system capabilities within the Tier III - IV Enterprise IT
Operations and Cyber Security domains. Their project portfolio includes the customization and delivery of
optimized cloud computing, data center operations and migration, enterprise architecture, scientific research
$13.7M $1.1M and analyses, and cyber security solutions.
2019 Revenue 2019 EBITDA Strategically positioned in the GovCon space with key IDIQ contracts, process maturity certifications, a Top
Secret facilities clearance and a >$120M contract backlog, this company can rapidly scale as a platform or
augment a larger corporate division.
10%
Dept. of Defense
48% Intelligence
42% Fed. Law Enforcement
& Civilian
REVENUE GROWTH
2017 - 2019 20% CAGR
2019 - 2020 65% CAGR
CONTRACT BACKLOG
$120M+ in contracted revenue to 2025
$100B in IDIQs extending to 2028
VALUE PROPOSITION
Transformational Technology: Designs, builds and manages secure cloud environments, enabling customers to deploy advanced inte-
grated technologies for large-format data management and secure communications; optimizes and secures Internet of Things (IoT)
technologies for Celestial Navigation, Earth Orientation and Network Time Services.
Clearance and Certifications: Top Secret facility clearance, DCAA audit, 3 ISO Certifications and CMMI assessed at L2-SVC attest to: 1)
best-in-class solutions delivery; 2) proven corporate maturity; and 3) stability & credentials to penetrate preferred, cleared con-
tracting spaces.
Lean, Efficient, Scalable Infrastructure: Backoffice efficiencies through cloud-hosted processes allow for rapid proposal submission
and resource scalability while maintaining low fixed overhead. Corporate-wide access to information is enabled through Office 365,
SharePoint, and web-based payroll and timecards.
Incumbent Advantage: The Company enjoys the economic resilience of a successful, 20-year incumbent government contractor and is
structured to capitalize on privileged access to contracts while navigating the competitive landscape with a high degree of operational
agility.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Rapidly Growing Technology Services Provider
to Government and Healthcare Clients #62829
(Southeastern US)
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA This Florida-based technology services provider offers expertise and services in cybersecurity including
advanced threat intelligence and incident remediation, as well as systems engineering and enterprise
$1.44M $936K logistics support to government and commercial healthcare customers. It also provides intelligence mission
command to Other Government Agency (OGA) clients (OGA support not included in the Company’s Financial
2019 Revenue 2019 EBITDA Statistics and Revenue projections).
The Company’s unwavering commitment to quality and on-time results allows for the successful
$5.50M $1.55M implementation of customer requirements. It maintains a customer base of 160 clients, 15 of whom are
active and recurring.
2020 Revenue 2020 EBITDA
Staff consists of highly technical, experienced and self-motivated professionals that understand unique
customer challenges and know how to provide tailored solutions that meet and exceed customer
$11M $3M requirements. In addition to the President / CEO, the Company is supported by 10 full-time employees, 5
contract workers and 4 consultants.
2021 Revenue 2021 EBITDA
The Company holds special government statuses as a Service-Disabled Veteran-Owned Small Business
(SDVOSB) and Small Business Enterprise (SBE). In addition, the Company holds a Top Secret (TS) facility
$22M $6M clearance* with access to Sensitive Compartmented Information (SCI).
2022 Revenue 2022 EBITDA *Prospective buyers must understand the National Industrial Security Program requirements and currently
have a TS Facility Clearance (FCL) or meet the requirements for a TS FCL.
REPEAT BUSINESS
2019 75%
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Software/Hardware Firm with Patented Solutions for
e-Commerce Fulfillment and Manufacturing, Kitting and
Sequencing
Headquartered in South Carolina
Headquartered in South Carolina, the Company designs, develops, deploys and supports hardware and software solutions for
order fulfillment in distribution centers as well as kitting and sequencing for manufacturing. These solutions are targeted at
improving both speed and accuracy of fulfillment operations, primarily for ecommerce orders from individual consumers and for
store replenishment applications. The Company designed custom hardware and software systems that are based upon both
granted and pending patents. The innovative designs and strong intellectual property position will greatly increase the
Company’s ability to maintain a competitive advantage within the supply chain industry. The Company’s core markets: industrial
tools and accessories, organic fruits and vegetables, apparel/party supplies, jewelry, cosmetics, tobacco products, vitamins and
supplements, salon products, and printed media. The Company is well-positioned for continued growth and success.
Investment Considerations
• Innovative Product Line: The Company is known for creating innovative technologies for improving the speed and ac-
curacy of order fulfillment. These technologies include hardware and software designed to provide fast and easy in-
stallation and maintenance as well as fault tolerance to enable continued operation in the face of failure
• Awards and Recognition: The Company has generated substantial awareness through numerous awards and recogni-
tion in major trade shows, trade journals and conferences
• National and International Reach: The customer base and operations are national and international in scope, allowing
it to service clients wherever they may be located and easily expand into new geographic markets
• Patented Products: The Company currently owns numerous patents and trade secrets. The Company has spent con-
siderable time and investment in developing new software and hardware systems accompanied by proprietary pro-
cesses
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Founded in 2006, the Company offers program management, consulting, integration, and custom software
development services to its Department of Defense (DoD) client base. In addition, the Company focuses on
Earned Value Management (EVM) solutions developed through the deployment of its proprietary,
$2.6M $1.0M enterprise-level Software as a Service (SaaS) application.
2020 Revenue 2020 EBITDA
(PROJ) (PROJ) In solving challenging demands for some of the country’s largest development programs, the Company
operates through two profit centers; consulting and software sales. The Company enjoys an extraordinarily
$2.9M $1.1M high repeat client base and 98% of revenue comes from recurring active customer projects protected by
2021 Revenue 2021 EBITDA consulting agreements.
(PROJ) (PROJ) In addition to project management tools and performance management/EVM software, the company
supports clients by providing additional services including the creation of command media, training, and
staff mentoring in all aspects of performance management. Their services also extend to personnel
augmentation for projects, as needed, to successfully implement performance management processes.
DIVERSIFIED CUSTOMERS
87%
2019 REVENUE MIX An investment or acquisition can accelerate the growth and increase the operating margins by broadening
the distribution across existing and new geographic markets, and the financing of new special project
Consulting 64%
opportunities.
Software 36%
2019 Est Revenue $8.8 million I 2019 Est EBITDA $837 thousand
Founded in 2003, the Company provides software consulting, development, and integration services to
its large base of clientele. The Company applies the principles of continuous integration and test-driven
development methodology to ensure that clients’ software initiatives are of the highest quality and will
meet business needs precisely and as required. Services provided include SAP practice (5%), software
design and programming (85%), IT infrastructure (3%), software QA consulting (5%), staff augmentation
(2%), candidate services employer services (1%), and talent management (2%). In 2018, the client base of
58 individual accounts included: state and federal (18%) governments, insurance companies (12%),
telecom companies (10%), and firms in banking and other markets (60%).
Investment Considerations
Strong Historical Sales Growth: Revenue grew at a 39.5% CAGR between 2016 and 2018. Only working capital
constraints will temper continued double-digit growth in the near term.
Contracts and Awards: The Company was awarded a GSA Schedule 70 (IT) Contract in J anuary 2017 and has
received several state/state agency contracts, including some exclusive awards.
Diversified Customer Base and Markets: The Company serves private sector clients across varied industry sec-
tors as well as government clients. The top five customers in 2018 collectively contributed only 24% of total reve-
nue. The diversified customer base helps ensure that the Company will not be significantly impacted by the loss of
a single account.
The Company employs a comprehensive team of applica on engineers, technicians and customer service representa ves trained in new
phone system installa on, VoIP, unified messaging systems and SIP trunk installa on, opera on and maintenance.
The Company has more than 1,150 customer rela onships, including 700 ac ve accounts. Approximately 66% of revenue is derived from
long term contracts.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity makes no representa ons or
warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera‐
onal Equity of this document. At all mes Genera onal Equity and/or its affiliate network members are agents for the seller and not for the buyer. Genera onal Equity’s fees are paid by the seller.
Transportation
Strong Customer Relationships: The Company has strong ties to clients due to its
industry expertise and excellent customer service. The result is a strong rate of
repeat business and longevity with customers, as management estimates a 99% of
3% 2% revenues are generated through repeat business.
Service Consumable Other
Industry Relationships: The Company has a strong market presence in the aircraft
maintenance industry due to its long tenure at the major New England airport and
KEY ACCOUNT VOLUME
1. 28% 4. 10%
relationships with commercial airlines and industry professionals. The Company
2. 22% 5. 4% often receives referrals as new airlines enter the market and begin new routes
3. 14% through the airport.
Sign NDA ►
Jeff Carignan Generational Group
M&A Advisor 125 Park Avenue , 25th Floor
Email: jcarignan@generational.com INVESTMENT BANK New York, NY 10017
Cell: 413-537-3079 OF THE YEAR Fax: 972-392-8538
2016 - 2017 - 2018
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified.
Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational
Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity
and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Liquid & Dry Bulk
Transportation
Located in SOUTHEAST US
This Company provides transportation services for both dry and liquid bulk customers located
throughout the eastern and southeastern US. Additionally, it also offers dump truck services. Major
equipment includes:
26 tractors
1 hopper
Customer markets include highway and airport construction, farm/agricultural, manufacturing, and
landscaping. Its employee base comprises 32 full time and 3 part time individuals. The business operates
from a 4,000 office/shop and separate 2,000 square foot satellite facility .
The principals are pleased with the success the Company has achieved and recognize that it is well
positioned for continued growth; however, new ownership with greater capital and human resources
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has
not been verified. Accordingly, Generational Equity makes no representations or warranties as to accuracy and truthfulness of such information. The recipient
hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational
Equity’s fees are paid by the seller.
Full-Service Towing & Recovery
Serving Commercial Clients
Located in Southeastern US
2019 Est Revenue $2.9 million I 2019 Est EBITDA $595 thousand
Available for acquisition is a full-service towing and recovery firm that primarily serves commercial
clientele. The Company’s services include: heavy duty and light duty towing and accident recovery, heavy
construction equipment hauling, storage container delivery, police rotation/emergency towing and
recovery, vehicles impound storage, private trespass/non consensual towing, voluntary repossessions
and portable vehicle relocation. The Company serves transportation and equipment rental companies ,
and other individual clients. The Company serves with excellence 500+ active accounts, with none
providing more than 10% of revenue during the historical period.
Investment Considerations
Strong Historical Sales Growth: Revenue grew at a 23.5% CAGR between 2016 and 2018.
Critical Mass: The Company’s sales of $2.9 million in 2019 will be attractive to buyers seeking to establish a
strong foothold or increase market share within the industry.
Diversified Customer Base: No single customer accounted for more than 10% of revenue during the historical
period. The diversified customer base helps ensure that the Company will not be significantly impacted by the loss
of a single account.
Solid equipment base: Over its history, the Company developed a strong asset base of tow vehicles and related
equipment.
Sign NDA ►
Inventory management
Cross-docking
Re-packaging
The Company employs 24 full-time, and 4 part-time staff members including the owners.
The Company’s personnel base comprises operations management, sales, administration,
dock supervisors, and warehouse personnel. The company’s employee base possesses a
significant depth of experience and a strong commitment to excellent customer service.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
MANUFACTURER OF REPLACEMENT PARTS FOR
#63525
MASS TRANSIT INDUSTRY (CONNECTICUT)
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA Founded in 1986, the company is a manufacturer of replacement parts for the mass transit industry. The
company serves railroads, railroad contractors, commercial clients, and original equipment manufacturers
$1.14M $175K primarily in New York, Massachusetts, Pennsylvania, New Jersey and Connecticut.
The company makes a diversified spectrum of parts, producing approximately 400 to 500 rail parts annually
2019 Revenue 2019 EBITDA
in such categories as electrical (ground straps, cable assemblies, bus bars), sheet metal (covers, brackets,
fabricated weldments), specialty bolts, neoprene parts (flexible ducts, cleats), and fiberglass products
$1.30M $220K (covers, sand boxes) for commuter cars, light rail vehicles, and subway cars.
2020 Revenue 2020 EBITDA The company is an ISO-audited and MTA-approved vendor with a 30-year history of providing quality parts
(PROJ) (PROJ)
at competitive prices. The company operates from a 7,400 square foot facility in Connecticut. They are the
sole source for many products since the original manufacturers no longer produce them and their
competitors no longer exist.
87%
7%
2%
4%
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Local and Long-Distance Moving,
Storage, and Packing Services #62667
Mid-Atlantic US
Sign NDA ►
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue
The Company provides moving, storage, and packing services for local and
$4.0MM
long‐distance. The Company maintains modern, clean, and secure storage
Proj. 2019 EBITDA facili es specifically designed to protect belongings un l they are ready
$211K for delivery. Movers offer a secure and personalized experience for
customers, anywhere, any me. The Company offers over 40,000 square
feet of class A warehouse/office space, 24’ clearance, five loading docks, 24‐hour central alarm
system, and containerized.
The Company primarily serves the residen al market as well as commercial and military. No
residen al clients comprise a significant por on of revenue and commercial clients rarely
account for more than 5% of annual revenue consistently. The Company primarily serves
customers from a regional, mul ‐state footprint; but all in a local or long‐distance capacity.
The Company’s sales and marke ng program includes several avenues to capture new business,
retain current business, and build brand awareness, including direct mail, online adver sing, and
print media. Sales staff also a end weekly business networking seminars in an ongoing effort to
build brand awareness and strengthen personal business referrals, rela onships, and friendships.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity
makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer.
Genera onal Equity’s fees are paid by the seller.
Utilities
Sign NDA ►
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Available for Acquisition
Portable Pole Rack Systems Sales & Design/Construction Services
Located in Southeastern US Region: NDA #61430
Est. 2017 Sales: $1,300,000 | Est. 2017 EBITDA: $557,000
Superior Name & Reputation
In business since 1987, the Company has built substantial goodwill by providing quality
products and excellent customer service. Management credits reputation and established
strong customer relationships as the two most critical factors contributing to the Company’s
historical success.
Lack of Competition
The owner designed the pole rack based on his previous work in construction management.
Major suppliers have non-compete and non-disclosure agreements with the Company that
prevents them from selling the parts to other customers and duplicating the system. No other
companies are providing similar racks.
Founded in 1987, the Company portable pole rack systems as well as design and construction services for
pole yards to public and private utility companies throughout the US. The Company’s Pole Storage System
was custom-designed by the owner for the utility industry to provide more effective pole yard management.
The manufacturing of the parts is completed by three primary suppliers that have non-compete and non-
disclosure agreements in place. Installation is performed on-site, by the Company, by other contractors, or by
Client #61430 the customer. The Company has designed pole yards and installed Pole Racks in over 250 pole yards. All of
the engineering and design is completed by in-house staff using the latest CADD systems available.
Mario Dieckmann The Company primarily serves public and private utility companies throughout the US with a strong
Senior M&A Advisor concentration in the Southeast. The Company primarily focuses on building its online presence to garner
Licensed Real Estate Broker potential leads. The Company also attends industry trade shows to build its network and educate utility
239-231-3069 companies on safety.
mdieckmann@generational.com
Since 2009, utility companies have become increasingly concerned with worker safety, and the pole yard is
one area that has proven to be high risk. With a properly designed yard and a safe, efficient pole rack system,
the possibility for accidents has been reduced. The portable pole rack system is even recognized by major
Generational Equity, LLC
14241 Dallas Parkway, Suite 700 insurance carriers and safety rating agency’s as a proven method to reduce risk. Further, the Company has
Dallas, TX 75254 developed a system that can be installed under the pole racking system that collects and cleans water run-off.
www.generational.com Over the years, the need for electricity has grown; thus, the need for additional poles for transmission and
distribution continues to increase. The Company provides a proven system to safely and effectively manage
those poles.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
Wholesale
The Company wholesales and retails industrial and oilfield supplies including hoses, valves, fittings, tools,
and other related items. The Company also utilizes job trailers and Conex containers that can be left at
customer locations for on-hand supply. The Company provides a wide array of services from building
custom hydraulic hose kits for drilling rigs and private lay line for industrial hose; all the way up to facility
build-outs for well hookups and saltwater disposal wells. Quality products and expert service are offered
for well head hookups, job trailers, tank batteries, injection disposals, valves/pipe, weld fittings,
industrial hoses, hydraulic/custom hose kits, pneumatic, suction/discharge hose, custom bulk hoses, and
crimp fittings/camlocks/quick connects. Hoses are built to specifications and can be crimped or banded.
The Company serves a diverse customer base including the oilfield production, oilfield trucking, drilling,
farm/ranch, and industrial/utility plants customer markets. The Company serves and supports its
customer base through a highly experienced and knowledgeable outside and inside sales team.
Investment Considerations
Unique Market Position: The Company’s strategic geographic positions enable it to rapidly serve its customers in
the most efficient manner. The Company also offers a selectively broad product range that they cannot find at most
competitors, if not all.
Reputation for High Quality Products and Outstanding Customer Service: The Company’s employees are experi-
enced and knowledgeable, which contributes to a high degree of customer satisfaction. The Company provides
customers with a tailored experience when and where possible. Its ongoing commitment to quality service, prod-
uct availability, and customer relationships has resulted in consistent repeat business and significant referrals.
Continuity of Management Team: The owners are willing to remain engaged in the business post-transaction, if
requested, to ensure seamless ownership transfer, transition established relationships, and assist in continued
growth.
BUSINESS HIGHLIGHTS
Proj. 2019 Revenue
The Company supplies and distributes fuel products to a broadly
$77.8MM diversified base of customers. The Company meets customers daily and
Proj. 2019 EBITDA emergency fuel needs for products including hea ng oil, diesel fuel,
$1.5MM gasoline, kerosene, and propane. The commodi zed nature of products
leads the Company to compete on the basis of consistency of supply and
service, customer rela onships, and price.
While the Company’s pricing strategy is fairly consistent with other industry par cipants, its
service offerings match or exceed most compe tors. Customers are able to secure daily pricing,
short and long‐term fixed pricing, and fixed formula pricing based on industry indexes. The
Company provides value‐added services including fuel tank monitoring services, a tank loaner
program, and fuel user and reseller credit packages. This service offering cons tutes a
comprehensive solu on to customer fueling needs, solidifies customer rela onships, and drives
recurring/repeat business.
The Company delivers products and services from a strategically located facility and a base of
trucks and trailers from leading manufacturers.
DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity
makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer.
Genera onal Equity’s fees are paid by the seller.
QUALITY BUILDING SUPPLY, CABINETRY AND
LIGHTING SUPPLY COMPANY #63036
SIGN NDA ►
BUSINESS HIGHLIGHTS
REVENUE / EBITDA For nearly 30 years, this full-service building supply company has been providing residential and commercial
contractors with all varieties of cabinets, windows & doors, siding, lighting and accessories. Many well-known
$7.8M $727K builders in the region are counted as repeat customers.
This company has two locations. The headquarters is comprised of a 60,000 SF facility, housing a showroom,
2019 Revenue 2019 EBITDA
warehouse and office space. The showroom is a novelty in the area, with its very unique layout and design.
With a second 15,000 SF location, there is plenty of space for continued growth and development.
$8.5M $792 The customer base is a healthy mix of home construction (75%) and commercial contractors(25%) ; 82% being
2020 Revenue 2020 EBITDA repeat business. Because of their image and reputation, they are enjoying a strong trend toward high-end
(PROJ) (PROJ) residential and commercial projects. This company is truly recognized for its quality of product and service.
20%
80%
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or
warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera-
tional Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Wholesale Battery Distribution &
#63595
Retail Sales
New England, US
Sign NDA ►
BUSINESS HIGHLIGHTS
REVENUE/EBITDA
The Company is a battery specialist distributing all types of batteries,
$6.3M battery equipment, and battery accessories, with a smaller retail segment.
2020 REVENUE (PROJ) Their core competencies are in four main product divisions: cars, trucks and
recreational vehicles, security alarms, household electronics, and
$480K+ accessories. The Company offers a wide variety of batteries used in many
homes, offices, plants, and product lines, and can deliver them quickly to
2020 EBITDA (PROJ) customers located throughout the Company’s service area. The Company is
home to the most consistently knowledgeable, experienced and service-
oriented team of employees in the area.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity
makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said
recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer.
Generational Equity’s fees are paid by the seller.
DISTRIBUTOR of FASTENERS
& CUTTING TOOLS #62244
North Carolina Sign NDA ►
BUSINESS OVERVIEW
Est. 2019 Revenue The Company is a tool and fastener distributor located in North Carolina. The
Company works with most commercial construction trades, as well as industrial
$1.3M and government agencies. With a staff of 5 full-time and 3 part-time employees
Est. 2019 EBIT that includes the two principals, the Company operates out of a 9,166 square-
foot facility, that includes store and warehouse. The facility is leased from a
$280k unrelated party. The owner is willing to remain post sale, to facilitate a smooth
transition.
Glazers & Laser Diverse Customer Base The Company has over
Products
3% 200 active customers across a diverse range of
Electrical Tools &
industries.
Assessories Fastners
7% 51%
Efficient Fill-Rate 95% percent of orders are
shipped to customers within 24 to 48 hours.
The Company provides free same or next-day
Cutting Tools delivery, and offers product advice and
21% training.
DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified.
Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational
Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and
its affiliate network members is an agent for the seller and not for the buyer. Generational Equity’s fees are paid by the seller.
Well-Established Distributor of Bear-
ings & Power Transmission Equipment
Located in Southeastern US Region — NDA #61036
Founded in 1973, the Company is registered as an S-Corporation. The current owners are willing to remain with the Company through a
reasonable transition period to ensure a seamless transfer of ownership and favorable compensation. Management is supported by one full-
time non-union sales employee. The Company operates from a 700 square foot facility that is centrally located to its clients. The facility is
leased at fair market rates. The Company’s equipment base includes computer equipment, furniture and fixtures, and vehicles.
The Company is differentiated from its competition through its strong customer relationships and superior reputation for quality products.
The Company’s strong technical product knowledge and proximity to key markets has positioned it to take advantage of opportunities, such
as the launch of LED lighting product line. Significant success and growth will be achieved going forward as the Company continues to
leverage its strong relationships with its loyal customer base and benefit from referrals from existing customers.
Investment Considerations
Proprietary Expertise
With its broad product offerings, and other services provided including engineering and system design, inventory management, and training,
the Company has developed and implemented strong internal programs to strongly differentiate itself from competition.