Partnering to Preserve & Grow Your Legacy.

Catamount Crest is an investment and operating company founded by a second‑generation family business owner. We acquire and scale essential‑services companies for the long term. With a hands‑on leadership style and network of seasoned executives and advisors, we ensure a seamless ownership transition, unlock growth, and generate durable cash flows.

Investment Criteria

We look for companies serving essential, growing needs, with the capacity to outperform their markets, and teams motivated to drive sustainable growth.

Geography
  • U.S.-headquartered; preference for Chicago/Midwest and markets near major airports (selectively excluding California)
Financial Profile
  • $2–6M in EBITDA or free cash flow
  • $8–40M in revenue
  • 15%+ EBITDA margins
  • Multi-year profitability, resilient to economic cycles
Transaction Types
  • Founder or family transitions
  • Management‑led buyouts
  • Majority recapitalizations
  • Corporate carve‑outs
Attributes We Favor
  • Accomplished management teams with sector expertise
  • Differentiating and defensible service model
  • Operational upside
  • High repeat-purchase rates, long‑tenure relationships, and low single‑customer concentration

Focus Area

Sectors early in their consolidation curve, where we can add value through acquisitions and market‑share gains.

Essential Services & Skilled Trades

Mission‑critical trades — e.g. HVAC, plumbing, electrical, fire/life safety, elevator, and environmental/industrial services — that address ongoing maintenance and compliance needs.

Light Manufacturing with Aftermarket/Service Revenue

 Producers of highly‑engineered components that generate recurring service, replacement, or certification revenue.

B2B Distribution with Value‑Added Services

 Distributors of consumables or specialized products with embedded services such as inventory management, technical support, or on‑site delivery.

Route‑Based & Recurring‑Revenue Services

 Businesses built on route density or subscription-like models — e.g. waste collection, uniform rental, industrial cleaning — delivering contracted, recurring revenue.

Focus Area

Sectors early in their consolidation curve, where we can add value through acquisitions and market‑share gains.

Essential Services & Skilled Trades

Mission‑critical trades—e.g. HVAC, plumbing, electrical, fire/life safety, elevator, and environmental/industrial services—that address ongoing maintenance and compliance needs.

Light Manufacturing with Aftermarket/Service Revenue

Producers of highly‑engineered components that generate recurring service, replacement, or certification revenue.

B2B Distribution with Value‑Added Services

Distributors of consumables or specialized products with embedded services such as inventory management, technical support, or on‑site delivery.

Route‑Based & Recurring‑Revenue Services

Businesses built on route density or subscription-like models—e.g. waste collection, uniform rental, industrial cleaning—delivering contracted, recurring revenue.

Building on Strength, Investing in Growth.

Catamount Crest was founded to acquire and operate an exceptional company for the long term. I take a hands-on approach to leadership and work closely with industry advisors and partners to ensure a seamless ownership transition and drive strategic growth.

Our steps to make your company shine in just minutes.

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Step 01

Analysis & Research

Looking for a way to reduce costs associated with fieldwork? Look no further than our field app. Our app is designed to streamline fieldwork processes and eliminate the need for manual paperwork.

Step 02

Execution

Looking for a way to reduce costs associated with fieldwork? Look no further than our field app. Our app is designed to streamline fieldwork processes and eliminate the need for manual paperwork.

Step 03

Launch

Looking for a way to reduce costs associated with fieldwork? Look no further than our field app. Our app is designed to streamline fieldwork processes and eliminate the need for manual paperwork.

Looking for a trusted partner to continue your company’s legacy?

Schedule a Conversation