Focus Areas
Essential services, built to last
We concentrate on three verticals where demand is non-discretionary, revenue is recurring, and a well-run local operator is genuinely hard to displace.
Focus Area 01
Medical Transportation
Non-emergency medical transport (NEMT), wheelchair and stretcher services
Getting patients to dialysis, treatment, and appointments is a contracted, recurring service with real barriers to entry: credentialing, payor and brokerage relationships, fleet compliance, and driver retention. These are unglamorous, essential operations, and the good ones are built over decades of local reputation.
- What we likeRecurring trip volume, established brokerage or facility contracts, a compliant fleet, and a dispatch operation that actually runs on time.
- Where we helpFleet financing and replacement cycles, scheduling and billing systems, payor mix analysis, and disciplined route density.
- Deal typesFull exits from retiring owners, partial recapitalizations, and add-on acquisitions to an existing platform.
Focus Area 02
Waste Management
Dumpster rental, waste hauling, transfer stations and landfills
Waste is the definition of a route-based essential service: predictable, local, asset-backed, and effectively recession-resistant. Density wins, permits are scarce, and a well-run book of commercial accounts compounds quietly for decades.
- What we likeRoute density in a defined service area, a healthy mix of commercial and residential accounts, owned containers and trucks, and permitted disposal assets.
- Where we helpPricing discipline, container tracking and asset utilization, capital for fleet and container expansion, and tuck-in acquisitions in adjacent territories.
- Deal typesIndependent haulers, roll-off operators, transfer stations, and C&D or MSW landfill assets.
Focus Area 03
Home Repair
HVAC, plumbing, and garage door service and replacement
Residential trades sit on top of an installed base that has to be maintained. Systems fail, and homeowners call the company they know. The businesses worth owning have earned that reputation over years and have technicians who stay.
- What we likeA large installed base and service agreements, strong local brand and review profile, a stable technician bench, and a healthy service-to-replacement mix.
- Where we helpRecruiting and retaining technicians, dispatch and CRM systems, membership-plan design, and disciplined marketing spend.
- Deal typesFounder retirements, ownership transitions where the team stays, and roll-ups across a metro area.
Adjacent Opportunities
Close but not exact?
If a business shares the economics we look for — recurring, essential, route-based or service-contract driven — we would still like to see it.