Fast-Growing Specialty Medical Clinic and Surgery Center #2018

The Company is a comprehensive, vertically integrated, specialty medical platform operating multiple clinic locations across the nearby greater metropolitan area, supported by a wholly-owned Medicare-certified ambulatory surgery center (ASC).
With 15+ years in operation and current ownership, the Company has evolved from a single-physician practice into a full-service organization offering clinic-based procedures, in-office therapy, certified laboratory testing, and advanced surgical procedures.

Location: Houston, TX

Event And Experience Agency For Fortune500 Clients

Full Service Event & Experience Agency, Fortune 500 Clients

Deal ID: WSMO09

Overview

Full-service experiential and sponsorship agency producing custom luxury events for corporate, B2B, and high-net-worth clients nationwide. The firm delivers once-in-a-lifetime branded experiences and maintains a diversified, high-end roster that includes numerous Fortune 500 companies. With over 100 new clients added annually, the company has established a strong first-mover advantage within its niche. The model is highly scalable, asset-light, and supported by repeat corporate engagements. Zero debt and consistent historical net margins between 42%–48% reflect disciplined execution and premium positioning.

Industry: Experiential Events / Marketing & Sponsorship

Target Price: $18M
TTM Revenue: $12.6M
TTM EBITDA: $6.9M
EBITDA Margin: 54.8%
Historical Net Margins: 42%–48%
Price / EBITDA: 2.61x
Client Base: Fortune 500, Corporate, HNW Individuals
New Clients Added: 100+ annually
Scalable: Yes – National reach, international expansion capable
Turnkey: Yes – Established team and vendor ecosystem
Transaction Structure: Majority sale or full exit; structured buyout option 24–48 months post-close

Growth Opportunities

Infusion of growth capital is expected to accelerate market share capture through expanded sales infrastructure and national brand visibility. International expansion is achievable given the portable experiential model and established vendor relationships. Additional upside includes deeper sponsorship packaging, retainer-based corporate contracts, strategic brand partnerships, and expansion into multi-event annual programs. Structured buyout flexibility (24–48 months) provides optionality for phased liquidity or recapitalization.

Exit Advisor Takeaway

This business presents a rare combination of 54.8% EBITDA margins and a 2.61x EBITDA multiple, significantly below typical marketing agency valuations (calculated). With $6.9M EBITDA on $12.6M revenue, the company operates with exceptional operating leverage and premium pricing power. The zero-debt balance sheet, recurring corporate clientele, and scalable experiential model align well with investors seeking high-margin, growth-oriented yet turnkey platforms. The structured buyout option further enhances downside protection while offering clear pathways for value creation and expansion.

Location: US

 

Established Midwest Industrial Supply Company In United States

Founded in 2007 and located in the Midwest, this company is a leading supplier of structural steel, fencing, structural steel pipe, API pipe, API valves and API fittings. They are dedicated to providing outstanding products and services to industries such as structural steel assemblies, Departments of Transportation, private and public sector commercial fencing, structural steel pipe consumers, oilfield, natural gas delivery and various construction GC’s, consistently setting the standard for quality. Known for their high-quality products offered at competitive prices, they also feature custom fabrication and commercial and residential fencing divisions. Their exceptional adaptability enables them to customize products to meet their clients’ specific needs.

Grow business with additional capital: The company can boost physical output at both locations with additional capital investment. By hiring more employees, the new ownership could potentially increase output by 2 to 3 times.

Grow business with marketing efforts: Currently, the company only markets through their website and could benefit from a strategic marketing plan including an outbound social media, online marketing, and SEO strategy.

They serve customers nationwide including Michigan, Indiana, Ohio, New York, California, Kentucky, West Virginia, and many other locations. They are in the Industrial Supply market and service oilfield, natural gas, and other industries.

Location: United States, US

 

Fabricator And Installer Of Natural Stone And Quartz Countertops

This family-owned enterprise was founded over 20 years ago by the owner for the purpose of fabricating and installing natural stone and quartz countertops. The company is known for delivering on-time, high-quality work, which has made them a leader in their desirable, thriving marketplace.

The organization has refined processes and systems in ways that attract and retain business. As a result, the company boasts a low customer concentration and strong backlog of jobs with their well-known and loyal large-scale residential builder clients. The owner wishes to sell 100% of the business and retire. He is also willing to sell the real estate as part of the business transaction or enter into a long-term lease.

Summary Investment Considerations:

Highly profitable business with over 50% gross profit

Reputation for unparalleled customer service among their loyal client base

Experienced, skilled team that takes pride in creating attractive environments to exacting specifications

Situated in a booming marketplace that has garnered recognition as a special place to live, work and retire

Location: South Carolina, US

 

Data Platform with 97% Monthly Recurring Revenue

This fully remote B2C platform delivers property data and educational content
tailored to its user base. With a track record spanning several decades, the
business has established a strong and trusted market presence supported by
proprietary digital assets and technology infrastructure. Operating on a
subscription model, the platform provides verified information to a large,
highly engaged audience, distributing millions of email alerts each month. With
lean operations and attractive margins, the company is well positioned for
future growth, including planned AI integration to enhance personalization and
data-driven insights.
General Information

• Premium domain ownership supporting strong brand recognition and long-term
digital equity
• 97% recurring revenue, driven by a monthly subscription model
• Leader in its niche, with limited remaining competitors and strong market
resilience
• Fully remote operations enabling low overhead and high scalability
• Experienced team with established tenure, ensuring operational consistency and
institutional knowledge
• Millions of email alerts sent monthly, driving exceptional user engagement and
retention
• Clear B2B pathway

Michelle Seiler Tucker M&AMI, CSBA, CBB 504-285-2680