Buyer actively seeking new investment opportunities and add-ons to existing portfolio

Buyer Number 50999
Types of business preferred: 50 Wholesale Trade – Durable Goods
51 Wholesale Trade – Nondurable Goods
63 Insurance Carriers
64 Insurance Agents Brokers & Service
72 Personal Services
73 Business Services
737 Computer and Software Services
739 Internet Services and Web Sites
76 Miscellaneous Repair Services
80 Health Services
82 Educational Services
89 Miscellaneous Services
The Buyer is available for Co-Brokerage
Downpayment available: $ 5,000,000
Proof of a completed transaction is available for this buyer.
Preferred Location: National / TX
Buyer actively looking to acquire businesses with owner-operators seeking full liquidity as they transition out of day-to-day operations. Acquisition structures are highly flexible and creative; however, buyer requires a controlling interest: buyer is not a minority investor. The business must be located in the United States.

RETIREMENT READY AND RAPIDLY GROWING BUSINESS
• Ready to transition out of a day-to-day operating role
• No successor in place
• Cares about the future of the organization and its employees
• Need experienced day-to-day management and leadership
• Would benefit from access to capital
• Owner looking to diversify personal wealth
COMPANY ATTRIBUTES
• Diverse customer base with high retention rates
• Identifiable growth opportunities
• Clear value proposition for customers
• Sustainable competitive advantages

FINANCIAL ATTRIBUTES
• $5 to $50 million of revenue
• $750K to $5 million of EBITDA
• 15%+ EBITDA Margins preferred
• Consistent cash flow
• Significant growth potential
• Limited capital expenditures

INDUSTRY and NAICS CODE
• Business Services
• Financial Services
• RIAs, Investment Advisers, Portfolio Management
• Payment Processors
• Health Care Services
• Medical Records Technology
• Medical Billing / Receivables Management
• Healthcare IT Outsourcing
• Healthcare Software
• Insurance Distribution commercial, P&C, and specialty products emphasis
• Program Administrators, MGAs, Wholesalers, P&C Retail Agencies
• Insurance Services (including TPAs) & Technology
• HR Services
recurring administrative services
• Payroll, PEOs, Compliance
• Value-added Distribution assembly, kitting, or configuration
• Chemicals, medical, dental and other consumable products
• Direct Marketing
• B2B or B2C ecommerce, multi-channel marketing, digital marketing services
• Technology Services
• Managed Service Providers, SaaS, IT Outsourcing, Telecom Solutions
• Other Industries of Interest
• Education & Training: initial certification & ongoing compliance
• Data: processing, hosting, and related services; bureaus

Contact Jeff Adam, PE, MCBC, FRC, CBB at Adam Noble Group, LLC
Phone: (817) 467-2161
https://adamnoble.com