Declining market. EV transition. Technician shortage. And 41% EBITDA margins growing every year...
Jul 16, 2026
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7 min read
Watsco bought regional HVAC distributors nobody wanted. Built to $16B revenue. Market cap: $13.4B. The B2B infrastructure play that works...
Jul 14, 2026
6 min read
A decade-and-a-half-old platform doing what hospitals won't..
Jul 12, 2026
9 min read
Your Weekly Pipeline of Vetted Business Acquisitions
Jul 10, 2026
8 min read
Heavy equipment. Constant maintenance. Depreciation. And 47% EBITDA margins that improve every year...
Jul 9, 2026
Jul 8, 2026
TeamHealth started acquiring urgent care centers. Built to 2,300 clinics. Sold to Blackstone for $7.3B. The healthcare facilities goldmine...
Jul 7, 2026
Jul 6, 2026
Commoditized service. Easy to replicate. Price competition. And 94% client retention with 29% EBITDA margins...
Jul 2, 2026
Jul 1, 2026
ABM Industries started with one office building. Bought 650+ janitorial companies. Revenue: $8.4B. Market cap: $5.9B. The facilities services empire...
Jun 30, 2026
Jun 29, 2026
Weather dependent. Labor intensive. Equipment breaks down. And 38% EBITDA margins during a "recession"...
Jun 25, 2026
Rollins family bought local pest control companies. Built Rollins Inc (Orkin) to $2.9B revenue. Market cap: $18.7B. The subscription service that works...
Jun 23, 2026
Jun 22, 2026
A decade of building. A flagship in Le Marais. Audited financials, real inventory, and a cultural identity nobody can manufacture. This one is behind an NDA.
Jun 20, 2026
5 min read
Jun 19, 2026
Healthcare complexity. Regulatory burden. Collection rates. And 43% EBITDA margins that never compress...
Jun 18, 2026
Jun 17, 2026
Roger Penske bought struggling car dealerships. Built Penske Automotive to $28.2B revenue. Market cap: $12.8B. The franchised retail playbook that works...
Jun 16, 2026
Jun 15, 2026
Tiny market. Legacy code. Ugly interface. And the most defensible customer base in software...
Jun 11, 2026
Bradley Jacobs bought struggling equipment rental yards. Built United Rentals to $14B revenue. Market cap: $15.3B. The asset-based business that works...
Jun 9, 2026
Jun 8, 2026
Fresh product daily. Equipment intensive. Perishable inventory. And the most defensible local moat our client has ever seen...
Jun 4, 2026