Verticals
Essential-service verticals we acquire and operate.
We concentrate in a small number of essential-service industries with code-mandated demand, recurring service revenue, fragmented ownership, and enough operational complexity that a real operating system creates real value. Each of these verticals has a seed portfolio foothold we're building around.
Fire & Life Safety
Code-mandated inspections. Fragmented ownership. Recurring cash flow.
Fire suppression, alarm inspection, extinguisher service, kitchen exhaust cleaning — a set of essential services legally required at defined intervals, delivered by thousands of local operators. The economics are as durable as any category in essential services.
Surface Infrastructure
Turning one-time projects into contracted maintenance revenue.
Pavement preservation, sealcoating, striping, crack repair, and related surface maintenance for commercial and municipal property owners. The category is fragmented, cash-flow positive, and undermanaged.
Executive Risk & Protection
High-multiple, high-trust, recurring corporate contracts.
Executive protection, secure transportation, event security, and related risk services delivered to corporate clients, high-net-worth individuals, and public figures. Contracts are recurring, relationships are sticky, and multiples reflect it.
Interior & Exterior Finishes
A fragmented $350B market with local relationships worth preserving.
Flooring, tile, countertops, painting, and exterior cladding businesses serving residential remodel, commercial fit-out, and homebuilder channels. Fragmented by geography and by trade — with room to consolidate without destroying what made each operator work.
Industrial Dry-Ice Cleaning
Chemical-free cleaning where downtime and compliance both matter.
Industrial dry-ice blasting for kitchen exhaust systems, food processing, manufacturing, and fire & life safety compliance. Non-abrasive, chemical-free, and increasingly the specified method where downtime, sanitation, and regulatory reporting all matter at the same time.