Below you’ll find up-to-date details on our buy- and sell-side opportunities.
To receive confidential information about any of the opportunities listed below, please click the button below, provide a few details and review and accept our confidentiality agreement. Once we receive your submission, we are happy to send you confidential offering documents and schedule a time to discuss your goals and the opportunities of interest.
Questions? Please contact Colin O’Donnell, Director of Mergers & Acquisitions, at [email protected].
Meet Our Most Motivated Buyers & Sellers
The clients below are extraordinarily motivated and ready to deal! Contact us if you’d like to receive confidential offering materials.
| Client | Industries | Search Criteria | Geography | Revenue/EBITDA |
|---|---|---|---|---|
| A | Insurance | Independent Insurance Agencies and Managing General Agents (MGAs) Specializing in Life, Health, and Medicare. | Great Lakes, Midwest, Southeast | Purchase Price ≤ $5MM |
| B | Insurance | Independent Insurance Agencies. All lines of insurance. | United States | Purchase Price ≤ $250MM. |
| C | Heavy-duty trucking, off-road equipment, mining, agriculture, industrial, medical, military, construction equipment, and the power sports industries. | Designers and manufacturers of proprietary products for both original equipment and aftermarket customers. | North America | Revenues up to $250MM or purchase price up to $500MM. |
| D | Manufacturing | Control Investments | Ohio, Indiana, Western Pennsylvania, Eastern Illinois, Southern Michigan, Northern Kentucky | EBITDA ≤ $2.5MM |
| E | Manufacturers and Value-Added Distributors of Engineered Industrial Components, Electrical & Electronic Components, Packaging, Specialty Chemical/Rubber & Plastic Products, Energy Products, Medical Devices/Components, Military & Aerospace. | Manufacturers and Value-Added Distributors. | US Midwest and Great Lakes (Add-ons anywhere) | $1MM - $8MM EBITDA (Add-ons of any size). |
| Client | Industry | Service Offering | Region | Approx. Revenue | EBITDA (Estimate) |
|---|---|---|---|---|---|
| A | Industrial Services | Specializes in services for the energy generation industry primarily in offshore drilling and wind. Has a manufacturing division for jacking systems and their own IP. | South | $50,000,000 | |
| B | Insurance | Managing General Agent (MGA) for personal insurance lines only. | Midwest | $3,000,000 | $775,000 |
| C | Manufacturing | Manufacturer and service provider of prefab commercial buildings and homes | Northeast | $23,000,000 | $3,507,500 |
| D | Manufacturing | Holdco for OEM and aftermarket marine products including marine/industrial pumps. | New England | $7,000,000 | $800,000 |
| E | Manufacturing | Manufacturer and fabricator of aftermarket and OEM products and components for industrial and transportation equipment | Midwest | $4,000,000 | $450,000 |
| F | Manufacturing | Manufacture HVAC systems and products | Midwest | $8,000,000 | $1,220,000 |
| G | Manufacturing | Manufactures reusable products for the construction and renovation markets. Generates business from all 50 states | Midwest | $10,000,000 | $1,525,000 |
| H | Manufacturing | Manufacturer of utility products | Southeast | $2,000,000 | |
| I | Manufacturing | Capital Equipment Machinery | Southeast | $6,000,000 | |
| J | Supplier | Value-added distributor of steel products such as plates, shapes, pipes, gratings, and expanded metals. They also proviide supplies to the automotive, electrical, cleaning, hardware, maintenance, marine, safety/environmental, plumbing, hand and power tools, outdoors, and office supplies. They also provide supplies such as fasteners, rigging, valves, fittings, and paint. | South | $35,000,000 | $15,000,000 |
Full Buyside Inventory
| Client | Industries | Search Criteria | Geography | Revenue/EBITDA |
|---|---|---|---|---|
| F | Heavy-duty trucking, off-road equipment, mining, agriculture, industrial, medical, military, construction equipment, and the power sports industries. | Designers and manufacturers of proprietary products for both original equipment and aftermarket customers. | North America | Revenues up to $250MM or purchase price up to $500MM. |
| G | Manufacturing | Control Investments | Ohio, Indiana, Western Pennsylvania, Eastern Illinois, Southern Michigan, Northern Kentucky. | EBITDA ≤ $2.5MM |
| H | Manufacturers and Value-Added Distributors of Engineered Industrial Components, Electrical & Electronic Components, Packaging, Specialty Chemical/Rubber & Plastic Products, Energy Products, Medical Devices/Components, Military & Aerospace. | Manufacturers and Value-Added Distributors. | US Midwest and Great Lakes (Add-ons anywhere). | $1MM - $8MM EBITDA (Add-ons of any size). |
| I | Manufacturers and Value-Added Distributors | Control Investments | NE Ohio | $3MM Revenue |
| J | Insurance | Independent Insurance Agencies and Managing General Agents (MGAs) Specializing in Life, Health, and Medicare. | Great Lakes, Midwest, Southeast. | Purchase Price ≤ $5MM |
| K | Insurance | Independent Insurance Agencies. All lines of insurance. | United States | Purchase Price ≤ $250MM. |
| L | Energy efficiency, Environmental services, Clean energy, Industrial service, Utility & Infrastructure Services, Engineering & Design, Value-Added Distribution, and Technology-Enabled Logistics. | Growth or Acquisition Capital, Buyout or Recapitalization, Minority Investments, Interim Strategic Advisory. | United States | $10MM - $100MM+ Revenue, $2MM - $10MM+ EBITDA (Cash Flow), $10MM - $50MM Equity Investment. |
| M | Insurance | Independent Insurance Agencies specializing in P&C and Commercial lines. | North Carolina, South Carolina, Maryland, Virginia, Nebraska, Tennessee, and Kentucky. | $8MM - $10MM Revenue. |
| N | Insurance | Independent Insurance Agencies specializing in P&C and Commercial lines. | United States | Revenue ≤ $20MM |
| O | Accounting/Financial Services | Accounting and business advisory firms | United States | Revenues of $1MM - $25MM |
| P | Accounting/Financial Services | Accounting and business advisory firms | United States | Revenue ≤ $10MM |
| Q | Insurance | Independent Insurance Agencies specializing in personal P&C lines. | Michigan, Minnesota, Georgia, and Florida. | Revenue ≤ $15MM or Purchase price ≤ $20MM |
| R | Business/Consumer Services, Technology-Enabled Services, Manufacturing/Distribution, and SaaS Software. | Control Investments, Experienced Management team, Growth history, and Diverse customer base. | United States | For Platforms (EBITDA of $3MM-$20MM and no minimum for add-ons) for SaaS (Revenue of $5MM-$20MM with no EBITDA Minimums). |
| S | Business Services, Healthcare, Industrial, and Technology. | Buy and Build opportunities in fragmented industries, Corporate carve-outs or orphaned divisions, and Recapitalizations. Founders or managers maintaining significant personal investment post-transactions, Primarily generates revenue in North America, and has a strong competitive position with differentiated products and services. | United States | EBITDA of $5MM to $50MM. |
Full Sellside Inventory
| Client | Industry | Service Offering | Region(s) | Approx. Revenue | EBITDA (Estimate) |
|---|---|---|---|---|---|
| K | Automotive | Dealer, service provider, and parts provider for construction, landscaping, and heavy equipment. | Southeast | $12,000,000 | |
| L | Insurance | Independent insurance agency with over 200 insurance agents throughout the United States. Majority of business is from personal lines but also does some P&C and commercial business as well including group. | Southeast | $5,500,000 | |
| M | Insurance | Independent insurance agency that specializes in personal health and small business health insurance. | Midwest | $740,000 | |
| N | Insurance | Independent insurance agency that specialises in P&C lines including Auto, Home, Business, Recreational vehicles, and Bonds. | Southeast | $332,000 | |
| O | Insurance | Independent insurance agency that provides Personal, Commercial, and P&C lines of insurance. | Northeast | $200,000 | |
| P | Insurance | Independent insurance agency specializing in crop insurance. | Southeast | $1,800,000 | |
| Q | Insurance | Life insurance provider of employee benefits for non-profits. | Southeast | $700,000 | |
| R | Insurance | Independent insurance agency specializing in individual and group health insurance and medicare insurance. | New England | $300,000 | |
| S | Insurance | Independent insurance agency that provides individual, group, and life insurance. | New England | $280,000 | |
| T | Insurance | Managing General Agent (MGA) for personal insurance lines only. | Midwest | $3,000,000 | $775,000 |
| U | Manufacturing | Precision CNC machining services Engineering and design assistance Prototyping and production runs Materials expertise in aluminum, steel, and other alloys Quality control and inspection services | Midwest | $25,000,000 | $3,812,500 |
| V | Manufacturing | Manufacturer and service provider of prefab commercial buildings and homes | Northeast | $23,000,000 | $3,507,500 |
| W | Manufacturing | Manufacture HVAC systems and products | Midwest | $8,000,000 | $1,220,000 |
| X | Manufacturing | Manufactures reusable products for the construction and renovation markets. Generates business from all 50 states | Midwest | $10,000,000 | $1,525,000 |
| Y | Manufacturing | Fabricates and installs custom-made renewable products and provides a full-service experience to the construction industry | Midwest | $9,000,000 | $1,372,500 |
| Z | Manufacturing | Manufacturer of components used in industrial and military markets | New England | $400,000 | |
| AA | Manufacturing | Manufacturer and fabricator of aftermarket and OEM products and components for industrial and transportation equipment | Midwest | $4,000,000 | $450,000 |
| BB | Manufacturing | Manufacturer of utility products | Southeast | $2,000,000 | |
| CC | Manufacturing | Plating and surface finishing provider | Southeast | $2,500,000 | |
| DD | Manufacturing | Capital Equipment Machinery | Southeast | $6,000,000 | |
| EE | Manufacturing | Manufacturing and E-Commerce business specializing in cookware, bakeware, teaware, and other kitchen products. | South | ||
| FF | Manufacturing | Very small, distressed manufacturing and E-Commerce business specializing in bike and motorcycle cushions. | Midwest | $0 | |
| GG | Manufacturing | Holding corp. for manufacturers of various marine industry products | South | $2,000,000 | $1,500,000 |
| HH | Manufacturing | Holdco for OEM and aftermarket marine products including marine/industrial pumps. | New England | $7,000,000 | $800,000 |
| II | Reseller | Value-added distributor of high quality european woodworking machines and parts | New England | $500,000 | |
| JJ | Supplier | Value-added distributor of steel products such as plates, shapes, pipes, gratings, and expanded metals. They also proviide supplies to the automotive, electrical, cleaning, hardware, maintenance, marine, safety/environmental, plumbing, hand and power tools, outdoors, and office supplies. They also provide supplies such as fasteners, rigging, valves, fittings, and paint. | South | $35,000,000 | $15,000,000 |
| LL | Industrial Services | Specializes in services for the energy generation industry primarily in offshore drilling and wind. Has a manufacturing division for jacking systems and their own IP. | South | $50,000,000 | |
| MM | Manufacturer | Manufactures their own bilges, switches, levels, gauges, and does fiberglass manufactured products as well. | South | $2,000,000 | |
| NN | Manufacturer/Supplier/Aerospace and Defence | Supplies all types of Aluminum and Stainless Steel metal materials. Manufactures a variety of large seagoing vessels, Truck and trailor products, rail industry products, other industrial products, and is a manufacturer of warships. Creates their own proprietary products as well. | South | $200,000,000 | |
| OO | Automotive | Four locations. One-stop shop for outdoor power equipment and servicing. Everything from handheld devices to tractors and other large machines. | Midwest | $25,000,000 | |
| PP | Construction | Construction tech software company specializing in cold-formed steel buildings. | Australia | $10,000,000 | $3,000,000 |
| Consulting | Consulting service provider, insurance service provider, and healthcare service provider that specializes in wellness and healthcare management solutions. | Southeast | $18,000,000 | ||
| RR | Defense | Supplier of defense products for both civilian, military, and police markets. Private market driven by E-Commerce. | Midwest | $13,000,000 | |
| UU | Insurance | Independent insurance agency that specializes in providing wholesale aviation insurance. | Southeast | $950,000 | |
| VV | Insurance | Independent insurance agency and Managing General Agent (MGA) providing wholesale life insurance products. | New England | $400,000 | |
| WW | Insurance | Independent insurance agency specializing in trucking and long haul insurance. | Southeast | $2,000,000 | |
| XX | Insurance | Independent insurance agency that specializes in the hospitality industry. | New England | $300,000 | |
| YY | Insurance | Independent insurance agency specializing in Commercial P&C lines. | Southeast | $250,000 | |
| ZZ | Insurance | Isurance Marketing Organization (IMO) that provides services such as building Websites, conducting Electronic & Mail Campaigns, Text & SMS Text Message campaigns, Sales Lead Programs, Advertising, Public Relations, Webinars/Seminars, and other Events | Southeast | ||
| AAA | Insurance | Independent insurance agency that specializes in personal lines only. Including Life insurance, Annuities, Disability insurance, and long-term care. | New England | $1,500,000 | $750,000 |
| BBB | Insurance | National Agency providing Health Insurance & Financial Services for the Self-Employed, Individuals & Families. They are committed to Educating the Consumer and providing Free Market Solutions that offer outstanding value and peace of mind. They are currently active in 32 states. | Midwest | $550,000 | |
| CCC | Insurance | A claims team providing services such as property claims adjusting, claims administration, appraisal and umpire services, catastrophe management, litigation support, and residential/commercial underwriting inspections. | Southeast | $2,000,000 | 1500000 (valuation) |
| DDD | Insurance Marketing Organization (IMO) | Lead generator that specializes in matching leads with carriers. Is a multi-line company doing Auto, Life, Health, and Commercial lines. | New England | $2,500,000 | |
| EEE | Insurance/RIA | Independent insurance agency providing personal lines of insurance to their RIA which provides financial advising services. | Midwest | $2,600,000 | |
| FFF | Manufacturing | Two affiliated manufacturing companies precision high-volume products and specialty products | Midwest | $75,000,000 | $11,437,500 |
| GGG | Manufacturing | Manufacture and supplier of industrial components and custom mechanical parts | Midwest | $40,000,000 | $6,100,000 |
| HHH | Manufacturing | Market leader in coatings for healthcare, energy, and technology. | New England | $17,000,000 | $2,592,500 |
| III | Manufacturing | Majority OEM manufacturer of automotive and industrial components and lines. | Midwest | $15,000,000 | $2,287,500 |
| JJJ | Manufacturing | Designer and manufacturer of prefab and made to spec products in the owner-occupied construction industry | Northeast | $13,000,000 | $1,982,500 |
| KKK | Manufacturing | Specializes in custom products and components for the automotive, mining, mixing, electrical, oil and gas, paper, steel, and other undustries | Midwest | $10,000,000 | $1,525,000 |
| LLL | Manufacturing | CNC turning, milling, and machining shop | New England | $2,500,000 | $381,250 |
| MMM | Manufacturing | Tool and dye shop for the electronic and tooling markets including manufacturing of OEM products | Northeast | $2,000,000 | $305,000 |
| NNN | Manufacturing | Designer and manufacturer of custom products for the molding and tooling industries | New England | $1,000,000 | $152,500 |
| OOO | Manufacturing | Patented manufacturer of systems used in IT and data storage | Southeast | - | - |
| PPP | Manufacturing | Manufacturer of thermal and mechanical protection products | Southeast | $2,200,000 | $335,500 |
| QQQ | Manufacturing | Manufacturer of industrial products | Midwest | $1,500,000 | $500,000 |
| RRR | Manufacturing | Designer and manufacturer of industrial components and products as well as custom engineered products and accessories | Midwest | $11,600,000 | |
| SSS | Manufacturing | Manufacturer of products and components for large industrial, agricultural, mining, and construction machines | Midwest | $3,200,000 | |
| TTT | Reseller | A large supplier, service provider, and one-stop shop for all things in the food processing industry. | Midwest | $60,000,000 | |
| UUU | Supplier | Value-added manufactured products seller for the fluid power business | Midwest | $25,000,000 | |
| VVV | Supplier | Natural stone and tile wholesaler. | New England | ||
| WWW | Manufacturing | Manufacture and reseller of electrical components and products | Midwest | $10,000,000 | $1,525,000 |
| XXX | Manufacturing | Light manufacturer, assembly, and shipper of electrical power distribution modules and harnesses for the automotive industry | Midwest | $1,000,000 | $152,500 |
| YYY | Manufacturing | Manufacturer and distributor of high quality vineer leather products and building material | New England | $1,500,000 | $1,125,000 |
| AAAA | Manufacturing | Manufacture specialized niche components | Midwest | $13,000,000 | $1,982,500 |
| BBBB | Manufacturing | Stamping and fabricator that produces high quality progressive dies and precision tools. | Midwest | $5,000,000 | $762,500 |
| CCCC | Manufacturing | manufactures and supplies quality plastic film and plastic sheets and is a full service material converter. | Midwest | $3,000,000 |
Want more details? Click below to submit your inquiry and we’ll be in touch shortly.
Questions? Please contact Colin O’Donnell, Director of Mergers & Acquisitions, at [email protected].
