This is what your first
delivery looks like.
Below is Delivery #1 for a fictional PE client. Every detail — company profiles, owner intel, contact paths — is what you'll receive within 48 hours of submitting your criteria.
Qualified Targets
10 companiesRobert Kessler, age 67. Founded Cascade in 1994 after 12 years as a machinist at Caterpillar. Has spent three decades building a recurring customer base serving industrial OEMs across the Southeast. No identified successor. Recently declined to hire a VP of Operations, citing cost concerns — a common signal of owner fatigue and diminishing reinvestment appetite. No public statements about succession, but spouse mentioned retirement planning in a 2022 local trade publication interview.
Strong fit across all four evaluation dimensions:
- Owner age 67; spouse mentioned retirement planning in a 2022 local trade publication interview.
- No formal management team — operations run through owner and 2 long-tenured foremen with no escalation path.
- Company not listed on any business broker marketplace — not actively marketed, no competing buyer pressure.
- Commercial insurance for facility not renewed on standard carrier — potential indirect signal of succession and estate planning activity.
Patricia Voss, age 63. Co-founded Meridian with her husband, who exited in 2019. Has been running operations solo since. Strong recurring revenue from long-term municipal contracts. PE-ready financials with consistent EBITDA margin expansion over the past 4 years.
Owner fatigue signals present. No marketing broker identified. Two warm introduction paths available.
David Stanton, age 71. Third-generation family business established in 1958. Two adult children not involved in operations and pursuing separate careers. Strong recurring maintenance contract base providing predictable annual revenue. Meaningful geographic expansion opportunity into Knoxville and Louisville corridors.
Clear succession vacuum. Business not on market. High transition readiness score.
Regional specialty food distributor with strong regional grocery and hospitality client base. Owner-operated since 2003. Consistent year-over-year volume growth driven by Southeast restaurant expansion.
Owner approaching retirement age. Attractive distribution infrastructure. No identified buyer competition.
Established commercial and industrial electrical contractor with licensed master electrician owner. Serves logistics, manufacturing, and municipal clients across metro Atlanta. Significant backlog visibility through 2025.
Strong contracted revenue, defensible license moat, owner in late 60s with no transition plan identified.
Your first delivery arrives in 48 hours.
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