DTC Water Filtration Platform — $8M Revenue, 50% EBITDA Margin, 50% Recurring

This is a confidential, off-market opportunity. We are in direct dialogue with the founder and there is no banker-led process. Business Overview: A highly profitable direct-to-consumer water filtration platform generating $4M in net income on $8M in revenue. The business operates on a razor-and-blade architecture: the initial hardware sale secures the customer, followed by a highly predictable stream of consumable filter purchases over a 4–5 year customer lifecycle. Approximately 50% of revenue is recurring, creating a lean, cash-generative operation with embedded revenue visibility. Investment Snapshot: • Revenue: $8M • Net income: $4M (50% margin) • Recurring revenue: ~50% • Average customer lifecycle: 4–5 years • Model: Razor-and-blade (hardware + consumables) • No banker-led process — direct founder dialogue Why This Is Interesting: The 50% EBITDA margin is exceptional for a consumer products business. The razor-and-blade model creates durable, compounding recurring revenue that improves with scale. The platform has significant untapped upside through scaled paid acquisition, retail/marketplace expansion, and HSA/FSA eligibility — none of which have been meaningfully pursued by the current owner. Ideal Buyer: Consumer brand platforms or DTC roll-ups seeking high-margin recurring revenue, strategic acquirers in health/wellness or water/filtration, or sponsors with consumer brand operating expertise. Next Steps: This is an exploratory, off-market dialogue. Qualified buyers should reach out directly to redacted for the NDA + an introduction to the founder.