World Class Mergers & Acquisitions Since 1993
For Companies $5 Million to $100 Million+ in Revenue


42% EBITDA Margin, World-Class Data Center Located in Growing Metro Market Area

From a State-of-the-Art, SSAE16 Type 2 fully redundant datacenter (DC), the Company offers business class hosting solutions tailored to fit the specific needs of its SMB business clients. The average age of its client base is 8 years, which produces a recurring revenue and high cash flow (+40% EBITDA Margins). Serving the Chicago suburban market, the Company’s clients are evenly spread among Financial Services, Healthcare, Manufacturing, IT Services and Other industries. The Company’s revenue is derived 50% from Dedicated/Cloud services, 40% from Colocation services, and 10% from other add-on services.

For out-of-state datacenters, this Company represents an excellent opportunity to acquire a disaster recovery (DR) center with excess capacity equivalent to 86 racks or 3440 servers as well as the opportunity to enter the strong Chicago market with great growth prospects. For financial buyers, this Company is an excellent add-on or platform opportunity in a rapidly consolidating market. In fact, the Company’s history includes three acquisitions of smaller local datacenters and hosting assets, and is actively pursuing 6-7 additional acquisition prospects.

The owned facility is located 35 miles west of Chicago in a geographically stable (low disaster occurrence) area, the same area the Chicago Mercantile Exchange (CME) chose to locate their datacenter. Its 5,500 sf raised-floor DC is equipped with nearly unlimited bandwidth fiber carriers, which means no single point of provider failure. Inside it houses 42U, 21U, 14U, locking cabinets supporting standard 19” mounting rails. Total capacity of the building houses 218 racks or 8,720 servers and the Company is currently operating at 60% capacity. The building’s electrical power system contains fully redundant uninterruptible power systems (UPS) with backup diesel generators.

Location: Midwestern U.S.

Est. 2016 Revenue: $3.7 million

Est. 2016 Adj. EBITDA: $1.5 million (42% margin)

$7.1 million EBITDA Global Designer & Manufacturer of Patented Productivity-Enhancing Office Solutions

The Company designs and manufactures branded and private-label workstation products that boost employee productivity and reduce liability risk for employers. The Company’s innovative product lines achieve this by optimizing workspace, enhancing ergonomics and adding flexibility. Products include panel systems, sit-stand desks, task lights, Pelican drawers, CPU holders, tablet arms, chairs, stools and other office space products and accessories. The Company typically serves 400 customers at any given point in time, primarily independent dealers, OEMs and a broad range of end-users, especially Fortune 500/1000 companies.

There are 50 million fixed-height workstations in North America alone that will have to be replaced or converted to sit-stand, creating a minimum $50 billion market. Worldwide the market exceeds $100 billion, according to management estimates.

Traditional players in the office market are structured to build and sell new office furniture to replace older furniture, while the Company has developed its products specifically to convert existing workstations to sit-stand. Conversion and retrofitting is not only a lower-cost solution, it is also a more efficient way to increase employee productivity and meet expected new regulations.

Management expects department heads and other key employees would wish to remain post-transaction. 2016 is expected to be a breakout year for sales volume. Orders of about $2 million per month to a major financial services firm are slated to commence in the second half of 2016. As of May, 2016, net sales volume was around $7 million.

Location: North America

Est. 2016 Revenue: $24.8 million

Est. 2016 Adj. EBITDA: $7.1 million

Upscale, Regional Diamond Retail Group with Strong Brand Name Positioned for National Roll-Out

The Company’s brand enjoys strong name recognition and is associated with superior diamonds, premium jewelry and excellent client service. The Company attracts an upscale clientele, primarily young, high-earning professionals, shopping for engagement rings, wedding rings or diamond jewelry. The Company has developed a successful business model that can be replicated nationally. The stores are stand-alone buildings; all are located in the country’s most affluent markets and have easy access and high traffic. In addition to rolling out new stores, expansion opportunities include growing online sales, diversifying product line and monetizing the Company’s client base.

The Company is fanatical about providing an exceptional shopping experience and concierge-level service. The focus is on building a relationship of trust between client and diamond consultant. Each of the Company’s three stores is designed slightly differently, but the business process and presentation are consistent. Elegant display cases in the front showrooms display product range and identify client preferences. The actual selling takes place in private diamond viewing rooms.

About 88% of sales are in the diamond bridal category and 12% are gift and fashion items. An average diamond ring sale is $8,000. The Company operates with 25 full-time employees. The two owners have day-to-day operational responsibilities and are willing to remain with the Company post-transaction.

Location: Eastern U.S.

Est. 2016 Sales: $23.8 million

Est. 2016 Adj. EBITDA: $1.5 million

Manufacturer of Branded & Private-Label Fully-Cooked Pork, Beef & Chicken Products with $3.3 MM EBITDA Automated 54,000 Square-Foot, State-of-the-art Plant

The Company is a leading manufacturer and distributor of fully-cooked, portion-controlled beef, pork and chicken products sold in over 4,000 meat departments of national supermarkets, grocery chains and warehouse clubs. Branded products account for 52% of annual sales and private-label business is 48%. All product offerings are sold in both fresh and frozen formats and in a variety of BBQ sauces or dry spices. One of the Company’s core strengths is its ability to develop first to market innovative product offerings and its responsiveness to changing consumer trends, tastes and dietary preferences.

The Company operates from a pristine, state-of-the-art production facility and has earned certifications for food safety systems such as ISO 22000:2005, ISO 22002-1:2009. The Company is also compliant with Good Manufacturing Practices (GMPs), Standard Operation Procedures (SOPs), and Hazard Analysis and Critical Control Point plans (HACCP plans). Approximately 34,000 square feet is currently occupied for plant production with an additional 20,000 square feet currently sublet to a third party tenant and available for future plant expansion.

The Company’s technological innovations are a major competitive advantage, having Company-developed automated systems for cutting, weighing and other processes. These capabilities continue to drive down costs, making the Company a low-cost producer with premium-quality products. Management has aggressively used this advantage to offer attractive and flexible pricing terms and discounts for its customers while still maintaining desired profit margins.

Location: North America

Est. FY 2017 (ending 3/31/17) Revenue: $29.3 million

Est. FY 2017 Adj. EBITDA: $3.3 million

Chile-based Food Processing Exporter of Branded and Private Label Fruits & Vegetables with Capacity to Increase Volume and Add New Products

The Company is a leading Chile-based exporter of branded and private-label fruits and vegetables in different packaging formats. Known for its canned peaches and fruit cocktail, the Company also produces canned artichokes, peas, tomato products, jams, aseptic purees, red peppers and pulp. Branded products account for 41% of total revenues; 31% of sales are exports, and 24% of exports are branded products. Customers are located in México, Peru, Colombia, Argentina, the U.S., Germany, France, China, Japan and Australia and other countries. The Company holds about 47% of the global market for canned peaches.

The Company operates two facilities that are ideally located near major transportation routes and one the country’s major ports. Daily processing capacity can accommodate 1,000 tonnes of peaches per day, 120 tonnes of artichokes, 2,500 boxes of peas and 500 tonnes of pulp. Production plants have the highest standards of operation and have HACCP certifications, which allow entry to the most demanding export markets.

In the 2014-2015 Global Competitiveness Index published by the World Economic Forum, Chile took 33rd place out of 144 economies, ahead of all other Latin American countries. In its World Investment Report 2015, the United Nations Commission on Trade and Development (UNCTAD) placed Chile second in its ranking of Latin American countries receiving foreign investment following Brazil and ahead of Mexico

Location: Chile

2015 Revenue: CLP 51,258.8 million (USD 74.3 million)

2015 EBITDA: CLP 6,502.2 million (USD 9.4 million)

Exclusive distributor of nutritional products to 1,600 facilities

The Company is the exclusive distributor of one of the world’s largest brands of specialty nutritional products and infant formulas to public health entities and hospitals in one of Brazil’s states. The Company has a diversified portfolio of nearly 1,600 active customers, with the largest representing only 5% of sales. There is a significant growth opportunity to expand to new markets.

The Company projects annual sales in 2016 to total approximately BRL 36.5 million with approximately BRL 6.9 million in adjusted EBITDA. Despite a 3% decline in sales in 2015, the Company’s gross profit has been enjoying steady growth due to price increases, better procurement terms and an improved sales mix.

The Company’s products meet the nutritional requirements of patients with specific health concerns. For most products, there are versions for both oral consumption and tube feeding. The Company is responsible for approximately 70% of all sales to the private market and 35% of sales to government entities in its area, and is present in 90% of the hospitals. The Company is poised to enter new geographic markets. In the near-term, management believes the existing staff—with the addition of several additional sales professionals—could be leveraged to expand nationally.

Location: Brazil

Est. FY 2016 Revenue: BRL 36.5 million (USD 10.4 million)

Est. FY 2016 Adj. EBITDA: BRL 6.9 million (USD 1.9 million)

Residential & Commercial Solar Energy Systems Installer in Fast-Growing Northern California Market

The Company is the most respected and well-recognized installer of state-of-the-art solar systems in one of the country’s most affluent and growing markets. Until recently, the Company had been focused on the lucrative residential markets in its service area. However, to meet growing demand, the Company is now expanding its commercial solar division by widening its service area and hiring a new Commercial Business Development Manager.

In 2015, the Company served 300 customers. Revenue in 2016 is expected to increase 13.7% over 2015 to total $12.7 million. EBITDA margin is still quite healthy at 10% for 2016. Although the Company has already achieved a competitive position in a high-income and environmentally aware market, there is still significant share to capture throughout the state. In 2016 the Company entered the commercial market, which is expected to add additional revenue in the current year above the FY-2016 estimate. The commercial solar market is undergoing rapid growth due to greater access to financing. The Company has begun to aggressively target retailers and shopping malls, churches, schools, convenient stores, industrial facilities and others.

There is a seasoned management and technical team in place to take the Company to the next level of success.

Location: North America

Est. 2016 Revenue: $12.7 million

Est. 2016 Adj. EBITDA: $1.3 million

Colombia’s Premier Enterprise Software Company Serving Hospitals and Municipalities

The Company develops, installs and maintains customized software for health clinics, hospitals and city halls. With over 170 health institutions using its software and a total of 200 clients, the Company is the market leader in its niche. The Company sells its own copyrighted information system and also implements licensed solutions. In addition, the Company provides annual maintenance contracts that include support, maintenance and product and legal updates.

Revenue for 2016 is estimated to total 15,556 million Colombian pesos with EBITDA of 5,890 million Colombian pesos.

The Company was among the first Colombian software companies to achieve international certifications such as ISO 9001:2000 and CMMI Level 3 and is the only software company in the country to hold CMMI Level 5 certification. This sector has strong entry barriers and developing an information system as robust and well-positioned as the Company would require many years and a high level of investment.

Colombia’s economy is South America’s third largest, behind Brazil and Argentina. In 2016, Colombia is ranked #4 in Latin America for Ease of Doing Business by the World Bank, and is one of region’s largest recipients of foreign direct investment. GDP is projected to grow 4.6% in 2016 with low inflation, according to’s Index of Economic Freedom.

Location: Colombia

Est. 2016 Revenue: COP 15,556 million (~USD 5.2 million)

Est. 2016 EBITDA: COP 5,890 million (~USD 1.9 million)

Enterprise IT Systems Integrator for Tier-1 Multinational Client Base $40.4 million Revenue with $4.2 million EBITDA

The Company is a leading systems integrator providing enterprise IT solutions to a prestigious Tier-1 client base in retail, commercial and financial services. The Company delivers a broad range of world-class products and professional services including big data analytics, data center design, project management, hardware/software, installation and support to its corporate end-user client. The Company has a lucrative recurring net income stream from software subscriptions and licenses, which amounts to about 15% annually.

Revenue for 2016 is estimated to total USD $40.4 million with approximately USD $4.2 million in EBITDA.

Sixty percent of annual revenue is derived from product sales, 30% services and 10% software. The Company serves an impressive list of 50-60 global enterprise clients, the majority of whom have been with the Company for 10 years or longer. Key verticals are retail (80%), financial services (10%) and telecommunications (10%). The Company obtains new business directly from core OEM relationships with IBM and Lenovo. The Company’s largest client accounts for 13.4% of annual revenue.

The Company has created a strong value proposition by amassing lucrative business process expertise in the retail sector and establishing an exceptionally solid technical team. As it consolidates its dominance in the retail industry, the Company could leverage this expertise by adding a second sales office to attract additional new clients in manufacturing and financial services.

Location: Mexico

Est. FY 2016 Revenue: $40.4 million

Est. FY 2016 Adj. EBITDA: $4.2 million

Provider of Commercial HVAC Design & Installation

One of the largest mechanical contractors in its market, the Company designs, installs and maintains HVAC, plumbing and fire protection systems for commercial, industrial and multifamily residential projects. The Company undertakes jobs in all areas of commercial and industrial HVAC, plumbing and fire protection: new, retrofit, repair and maintenance.

Currently, about 83% of revenue is public sector projects, 5% is private sector and 12% is educational and religious institutions. The Company typically serves 25 clients at any given point in time and is at work on over 80 projects. Clients are primarily GC’s, however, the Company also works directly for end-customers as a GC representing 10% of 2016 revenue and 20% of backlog: acting as GC, margins are typically higher.

The Company is solidly positioned for expansion and has the resources and capabilities to work on large-scale projects anywhere in the country. The Company could expand to new geographic markets by hiring a dedicated sales and marketing manager to focus on business development initiatives. Leads are currently generated by the Company’s established network of general contractors and other business relationships.

The EBITDA decline in FY-14 was due to four projects that extended beyond expected completion dates causing an adverse $750,000 impact on earnings. Management expects a significant portion of this amount will be returned to the bottom after pending claims related to these projects are settled. The Company’s 30% increase in contract revenue in FY-15 is attributable mostly to one particular job.

Location: Eastern U.S.

Est. FY 2016 (ending 9/30/16) Revenue: $58.9 million

Est. FY 2016 Adj. EBITDA: $1.5 million