About Us
From Local Expertise to Strategic Growth in Core Service Sectors
We are a dynamic team combining extensive industry knowledge in real estate, construction, and plumbing with financial expertise in private equity and investment banking. Our unique approach focuses on acquiring locally, for core service needs like plumbing, HVAC, and construction sectors. With +12 years of plumbing experience combined with backgrounds in real estate development, acquisition, and private equity providing opportunistic returns without the associate return profile risks like technology, demand volatility, and competitiveness.
Our Experience
Blend of hands-on industry experience and direct underwriting experience
Plumbing - Construction and Repair & Mainenance
Team experience for local plumbing businesses in large scale commercial projects, university buildings, residential new builds, and repair and maintenance.
Real Estate - Development & Acquisition Underwriting
Team experience in middle market and upper middle market acquisitions, Indianapolis/secondary market real estate development, and Bloomington + University real estate acquisitions.
Fundraising and Transactional Experience
Middle market and upper middle market fundraising experience for private placements, 144As, sell-side, and buyside in related industries.
Targeting non-cyclical markets with a lack of buyer competition
Our Focus
Industries We Serve!
The markets we target are undercapitalized, institutionally anchored, lack buyers, and are non-cyclical as proven during Covid-19 and the GFC.
In talks with operators for attachment to proposed acquisitions or expansion into the HVAC market which sees similar security in our target markets.
In talks with local operators for attachment to proposed acquisitions or expansion into the electrical market which tends to be more cyclical in our target market.