$14.1 M Rev/ $ 8.58 M SDE - AI Infrastructure Specialty Contractor Projects in Texas

OVERVIEW This Texas-based specialty contractor provides mission-critical underground utility and fire protection infrastructure for commercial and industrial sectors. Since founding nearly 20 years ago, the firm has evolved into an essential downstream partner in the AI infrastructure ecosystem, supporting the physical buildout of hyperscale environments. Operating a vertically integrated model with 46 employees and a $3.3M+ fleet, the company delivers sophisticated "turnkey" utility integration for blue-chip clients. Competitive Edge A strategic relationship with a $5.6B national prime contractor anchors recurring revenue via openended data center contracts, providing visibility into a massive project pipeline. Specialized credentials, including Fire Line and OQ Trainer licenses, create high-barrier regulatory hurdles for competitors. Paired with a fully owned fleet and internal logistics, the firm generates 80%+ gross margins while maintaining control over project safety and scheduling. Company has several projects initiating in '26 that are multi year projects. Growth & Future In 2025 the firm realized $14.1M in revenue and $8.5M in Adjusted EBITDA, reflecting exponential growth tied to the national shift toward AI-optimized infrastructure. The company is positioned for continued record expansion with a $22M 2026 revenue projection supported by secured contract backlog and a primary role in constructing the digital backbone of the modern economy. Future upside includes geographic scaling across high-growth tech hubs in the Southern U.S. and service line extensions into high-density grid capacity and energy transmission infrastructure.