Equity Opportunity – Madison, WI Home Services Acquisition ($869K AEBITDA, Landscape)

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December 04, 2025

by a searcher from University of Pennsylvania - The Wharton School in New York, NY, USA

NDA: http://bit.ly/4oA1CPh Investment Highlights: - Projected Returns: 38.5% IRR | 3.56× MOIC | 10% Pref. Return | 2.0x Step Up - Purchase Price: $3.53M (4.06× LTM Adj. EBITDA of $869K) - Financing Structure: $2.7M SBA 7(a) + $530K seller financing (two notes — 10-year and 2-year standbys) + $177K sponsor equity + $803 equity gap - Current State: Equity Financing; Debt Underwriting; Definitive Legal Documentation - Sponsor Role Post Close: Two full-time operators on-site in Madison (WI); CEO and advisory team have deep local ties Business Highlights: - Low customer concentration: #1: 6.5%, Top 3: 13.98% - Strong Repeat Client Base: 42% Residential, 73% Commercial, 80% Contractors - Scalable Ops: Lean model with trusted seasonal crews - Sustained Stable Growth: Revenue CAGR of ~5% over 3-yr period - Nearly 40 years of operational history and an outstanding reputation (A+ BBB) - No direct outbound sales efforts or consistent marketing to date - Current Site Operations Manager has GM potential - Significant unmet demand for the establishment of a recurring maintenance business and expanding snow removal offerings
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commentor profile
Reply by a lender
from Eastern Illinois University in 900 E Diehl Rd, Naperville, IL 60563, USA
If you need help on the financing side, we would love to assist. We do not do equity, but we know some people that can provide equity. You can reach me here or directly at redacted
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Reply by a searcher
from University of Pennsylvania in New York, NY, USA
We’re fully secured on the debt side. Right now we're just looking to find the right investors to fill the remaining equity gap. So any introductions to groups you trust would be appreciated. Will follow-up shortly.
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