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
Heat
Industry: Industrial Services Investment: Equity + debt Shareholding: 80% Deal Size: <$1M
Exit
Industry: Financial 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.
The GATE is mobile responsive with access available through a desktop, laptop, a tablet or smartphone.