Democratizing Private Equity
Offering Accredited Investors fractional ownership in private businesses and a secondary market to trade their shares.
Offering Accredited Investors fractional ownership in private businesses and a secondary market to trade their shares.
Peak
Industry: Commercial HVAC
Overview: This HVAC engineering value-added reseller specializes in niche floor heating and cooling solutions and has been in business for 30 years. The owner is retiring, while the President and Business Development lead will remain with the company under a long-term plan. An operating partner is investing in the business and taking on an interim operational role.
Key Highlights: The company has an $8 million order book, representing two years of historic revenue. It provides engineering-specified products and operates with high margins, maintaining an average EBITDA margin of 26.5% over the past two years. The business offers an attractive valuation and earn-out structure.
Investment: Equity
Ownership: 100%
Minimum Investment: $100,000
Deadline to submit non-binding commitments: Feb 28, 2025
CPA
Industry: CPA Firms Investment: Equity Shareholding: 20% - 100% Deal Size: $10M
Fast
Industry: Architectural services Investment: Equity + debt Shareholding: 90% Deal Size: >$3M
Missing Middle
Industry: Real Estate Investment: Equity + debt Shareholding: 100% Deal Size: <$5M
Heat
Industry: Industrial Services Investment: Equity + debt Shareholding: 80% Deal Size: <$1M
Create
Industry: Architectural services Investment: Equity Shareholding: 20% Deal Size: >$1M
Furr
Industry: Pet Services Investment: Equity Shareholding: 100% Deal Size: <$1M
Heat II
Industry: Manufacturing Investment: Equity Shareholding: 51% Deal Size: <$1M
Heat III
Industry: Industrial Services Investment: Equity Shareholding: 80% Deal Size: >$1M
Fulcrum
Industry: Industrial Services Investment: Equity Shareholding: 100% Deal Size: >$10M
Furr II
Industry: Pet Services Investment: Equity Shareholding: 100% Deal Size: <$1M
Exit
Industry: Financial services Investment: Debt Shareholding: N/A Deal Size: <$1M
Lift
Industry: Manufacturing Investment: Equity Shareholding: 100% Deal Size: >$1M
Gamma
Industry: Healthcare Investment: Preferred Equity Shareholding: Minority Deal Size: >$2M
Sweet
Industry: Confectionary Investment: Equity Shareholding: TBC Deal Size: >$1M
Woodwork
Industry: Manufacturing Investment: Equity Shareholding: 100% Deal Size: <$1M
Film
Industry: Film equipment rental Investment: Equity Shareholding: 100% Deal Size: >$2M
Lift II
Industry: Services Investment: Equity Shareholding: 100% Deal Size: >$1M
Remove
Industry: Waste removal service Investment: Equity Shareholding: 100% Deal Size: <$1M
Brace
Industry: Construction Investment: Equity Shareholding: Minority Deal Size: <$1M
Elevate
Industry: Window cleaning Investment: Equity Shareholding: 100% Deal Size: >$1M
Cream
Industry: Food and beverage Investment: Equity Shareholding: Minority Deal Size: <$1M
Bake
Industry: Bakery Investment: Equity Shareholding: Majority Deal Size: >$1M
Elevate
Industry: Window cleaning Investment: Debt + equity option Shareholding: N/A Deal Size: <$1M
Weld
Industry: Industrial Investment: Equity Shareholding: Majority Deal Size: >$1M
Search
Industry: Search services Investment: Equity Shareholding: Minority Deal Size: <$1M
Step
Industry: Manufacturing Investment: Equity Shareholding: Majority Deal Size: <$1M
Sight
Industry: Healthcare services Investment: Equity Shareholding: 100% Deal Size: >$5M
Wrap
Industry: Industrial services Investment: Loan Shareholding: N/A Deal Size: $1M
Strong
Industry: Manufacturing Investment: Equity Shareholding: 100% Deal Size: >$1M
Protect
Industry: Manufacturing Investment: Equity Shareholding: 100% Deal Size: >$1M
Precision
Industry: Manufacturing Investment: Equity Shareholding: Minority Deal Size: >$1M
Manage
Industry: Services Investment: Debt Shareholding: N/A Deal Size: >$1M
Investors and acquisition partners use the GATE to browse investment opportunities, secure investment commitments, access data files and view performance dashboards. Members can anonymously sell shares in their direct investments, providing liquidity, creating a secondary market.
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