Our Sandbox
Strategic Platforms
We are building four distinct, highly focused platforms: Professional Services, Consumer Services, Industrial Services, and Essential Property Services. Across all platforms, our focus is on acquiring essential service providers and niche manufacturers that operate in highly fragmented markets and generate predictable, stable cash flows.
Our Sandbox
Strategic Platforms
We are building two distinct, highly focused platforms: Construction & Property Services, and Healthcare. Across both platforms, we target companies that provide essential, people-driven services with predictable cash flows and high fragmentation.
I.
Specialty Trades
- Platform Thesis
The built environment requires constant renewal and relentless upkeep. This platform professionalizes the fragmented property lifecycle by integrating specialized installation trades, route-based maintenance, and fiduciary management services. We target businesses providing essential, non-discretionary services—from high-ticket commercial remodeling and HVAC maintenance to property management—transforming them from founder-dependent shops into scalable, tech-enabled regional leaders.
Core Verticals & Capabilities
- Platform Thesis
Core Verticals & Capabilities
II.
Health &
Wellness
II.
Industrial & Contract Manufacturing
- Platform Thesis
The backbone of the domestic supply chain relies on specialized, highly technical fabrication and assembly. We invest in precision machining, contract manufacturing, and industrial services that serve as mission-critical vendors to OEM partners. We focus on shops with high switching costs, specialized certifications, and deeply entrenched B2B relationships.
Core Verticals & Capabilities
Management Companies
The Playbook: We professionalize the back office. Most of these companies run on Excel and email. We install modern ERPs, automate tenant communication, and layer in high-margin ancillary services.
- HOA Management
- Property Management
- Facilities Services
Third-Party Admins
The Playbook: Efficiency = Margin. By upgrading the software stack and refining the workflow, we can often reduce processing time by 30-50%. This creates massive operating leverage.
- Warranty Admin
- Benefits Admin
- Payroll Services
Critical Infrastructure
The Playbook: We focus on moving revenue from "break-fix" (unpredictable) to "managed services" (predictable monthly recurring revenue). We also implement rigorous cybersecurity standards.
- Managed IT (MSP)
- Cybersecurity Ops
- Compliance
I.
Professional
Services
Platform Thesis
Core Verticals
II.
Consumer
Services
Platform Thesis
Core Verticals
III.
Industrial
Services
Platform Thesis
Core Verticals
IV.
Essential Property
Services
Platform Thesis
Core Verticals
I.
Professional & Financial
Services
Platform Thesis
Trust is the ultimate moat. This platform targets relationship-driven knowledge businesses with recurring fee streams, regulatory barriers, and clients who rarely switch once embedded—from managed IT contracts and fee-based advisory books to insurance renewals and mandated environmental work. We professionalize the back office, shift revenue from project-based to contracted, and unlock cross-sell across a shared client base.
Core Verticals
Maintenance &
Repair
The Thesis: These are the “keep the lights on” businesses focused on ongoing residential upkeep. Non-discretionary, recurring, and route-based. We focus on aggregating route density to improve margins.
Management &
Advisory
The Thesis: Focused on operational oversight and professional support. We invest in the fiduciary layer—companies that manage, insure, value, and transact property. Sticky revenue with high switching costs and regulatory moats.
Technology &
Information
The Thesis: Covering innovative tools and platforms that enable real estate operations. We invest in the software companies designed to support residential and commercial real estate services—not speculative tech, but mission-critical workflow tools.
Investment Criteria
We work to take major positions in U.S. based companies where we can apply our operational playbook to drive sustainable growth.
$2-10M
EBITDA RANGE
5%+
ANNUAL GROWTH
10% +
Min. EBITDA Margins
Stable
Monthly Revenue &
Cash Flows
10+ Years
Operating History