Sectors

Seven sectors, one method.

We source across seven sectors, with the most activity where fragmented, founder-owned markets make buy-and-build work. Below are examples of the themes we search. Your thesis sets the actual criteria.

Industrials

Fragmented, relationship-driven markets full of founder-owned businesses with loyal customers and room to professionalize.

Example search themes

  • Specialty manufacturing
  • Industrial distribution
  • Testing, inspection and certification
  • Engineered components
  • Commercial and industrial services
  • Environmental services

Business services

Recurring-revenue service businesses where scale, systems, and route density create value quickly.

Example search themes

  • Facility services
  • Managed IT services
  • Compliance and risk services
  • Outsourced back-office
  • Staffing
  • Marketing and data services

Healthcare

Services businesses where regulation, reimbursement, and local relationships make owner-direct conversations especially valuable.

Example search themes

  • Home health and hospice
  • Healthcare staffing
  • Physician practice management
  • Dental and specialty practices
  • Medical equipment and supplies
  • Revenue cycle and healthcare IT

Consumer

Brands and multi-unit businesses with proven demand and a clear path to expand.

Example search themes

  • Branded consumer products
  • Multi-unit services
  • Food and beverage
  • Health and wellness
  • Pet
  • E-commerce enablement

Energy

Services and infrastructure businesses tied to the long build-out of energy and utilities.

Example search themes

  • Utility services
  • Energy efficiency
  • Oilfield and field services
  • Power and grid infrastructure
  • Renewables services
  • Fuel distribution

Technology

Software and tech-enabled services with sticky customers and recurring revenue.

Example search themes

  • Vertical software
  • IT services
  • Data and analytics
  • Cybersecurity services
  • Tech-enabled services
  • Payments infrastructure

Media

Information, marketing, and content businesses with durable audiences and recurring clients.

Example search themes

  • Marketing services
  • Information services
  • Events and trade shows
  • Content and production
  • Digital agencies
  • B2B publishing

Building in a sector not listed here?

The method works in any market with clear criteria. Tell us the profile and we'll tell you honestly whether it's a fit.