North Texas PE/VC Portfolio Opportunities

Continual Intelligence Platform Analysis

Generated: December 9, 2025

Executive Summary

$338.0M

Total Portfolio Revenue

71.4

Average PE Score

1,430

Total Employees

$250K

Avg Revenue/Employee

Key Highlights

✓Premier Investment Targets: 25 carefully selected businesses with PE scores ranging from 59-87, representing $330M+ in combined revenue
✓Optimal Size Profile: All companies fall within the ideal acquisition sweet spot of $10M-$20M revenue with $2M-$4M EBITDA
✓Geographic Concentration: North Texas location provides operational synergies, market knowledge, and management accessibility
✓Service Focus: 100% service businesses with high margins, recurring revenue, and low capital requirements

Platform Overview

Continual Intelligence Platform

Data-Driven Investment Intelligence

Our platform leverages advanced analytics, market intelligence, and proprietary scoring algorithms to identify and evaluate middle-market investment opportunities with institutional-grade precision.

Comprehensive Deal Sourcing

Systematic analysis of financial metrics, operational efficiency, market position, and growth potential enables confident investment decisions backed by quantitative insights.

Interactive Analytics

Revenue Distribution Analysis

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Operational Efficiency Matrix

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Industry Distribution

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PE Score Matrix

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Investment Opportunities

Each company profile includes detailed investment rationale, financial metrics, and strategic value creation opportunities.

Apex IT Solutions

IT Managed Services

Score: 87

Annual Revenue

$18.5M

EBITDA

$4M

EBITDA Multiple

5.0x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $4M EBITDA falls in the $2M-$4M acquisition target range with 5x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $18.5M revenue from IT Managed Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Acquisition Ready: Founder-owned structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: 30% YoY growth, 95% client retention rate
✓Strong Target: PE Score of 87/100 indicates solid fundamentals for value creation through operational improvements and strategic initiatives.

Summit Healthcare Staffing

Healthcare Staffing Services

Score: 85

Annual Revenue

$16.8M

EBITDA

$3M

EBITDA Multiple

5.5x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 5.5x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $16.8M revenue from Healthcare Staffing Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $373K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Acquisition Ready: Family-owned structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Expanding into travel nurse segment
✓Strong Target: PE Score of 85/100 indicates solid fundamentals for value creation through operational improvements and strategic initiatives.

Precision Engineering Consultants

Engineering Services

Score: 83

Annual Revenue

$14.2M

EBITDA

$3M

EBITDA Multiple

4.8x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 4.8x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $14.2M revenue from Engineering Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Growth Indicators: Major TxDOT projects secured for 2026
✓Strong Target: PE Score of 83/100 indicates solid fundamentals for value creation through operational improvements and strategic initiatives.

Meridian Accounting Group

Accounting & Tax Services

Score: 81

Annual Revenue

$12.5M

EBITDA

$3M

EBITDA Multiple

4.3x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 4.3x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $12.5M revenue from Accounting & Tax Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Acquisition Ready: Founder-owned structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: High-net-worth individual practice growing
✓Strong Target: PE Score of 81/100 indicates solid fundamentals for value creation through operational improvements and strategic initiatives.

Velocity Marketing Agency

Digital Marketing Services

Score: 79

Annual Revenue

$11.8M

EBITDA

$2M

EBITDA Multiple

5.2x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $2M EBITDA falls in the $2M-$4M acquisition target range with 5.2x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $11.8M revenue from Digital Marketing Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Acquisition Ready: Founder-led structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: B2B SaaS client vertical growing rapidly
✓Viable Candidate: PE Score of 79/100 shows opportunity for value enhancement with clear improvement pathways.

Cornerstone Property Management

Commercial Property Management

Score: 78

Annual Revenue

$10.2M

EBITDA

$3M

EBITDA Multiple

4.5x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 4.5x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $10.2M revenue from Commercial Property Management provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Growth Indicators: New clients in North Dallas submarket
✓Viable Candidate: PE Score of 78/100 shows opportunity for value enhancement with clear improvement pathways.

Apex Business Consulting

Management Consulting

Score: 77

Annual Revenue

$13.4M

EBITDA

$3M

EBITDA Multiple

4.6x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 4.6x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $13.4M revenue from Management Consulting provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $258K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Growth Indicators: Fortune 1000 clients, repeat engagements
✓Viable Candidate: PE Score of 77/100 shows opportunity for value enhancement with clear improvement pathways.

Guardian Security Services

Security & Risk Consulting

Score: 76

Annual Revenue

$17.2M

EBITDA

$3M

EBITDA Multiple

5.8x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 5.8x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $17.2M revenue from Security & Risk Consulting provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Growth Indicators: Federal and state agency clients expanding
✓Viable Candidate: PE Score of 76/100 shows opportunity for value enhancement with clear improvement pathways.

Elevate HR Solutions

HR Consulting & Payroll

Score: 75

Annual Revenue

$10.8M

EBITDA

$3M

EBITDA Multiple

4.4x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 4.4x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $10.8M revenue from HR Consulting & Payroll provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $284K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Acquisition Ready: Founder-owned structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Compliance services in high demand post-pandemic
✓Viable Candidate: PE Score of 75/100 shows opportunity for value enhancement with clear improvement pathways.

#10

Keystone Architecture Studio

Architectural Services

Score: 74

Annual Revenue

$11.2M

EBITDA

$2M

EBITDA Multiple

4.7x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $2M EBITDA falls in the $2M-$4M acquisition target range with 4.7x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $11.2M revenue from Architectural Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $267K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Growth Indicators: LEED certification expertise in demand
✓Viable Candidate: PE Score of 74/100 shows opportunity for value enhancement with clear improvement pathways.

#11

Nexus Technology Services

IT Services & Cybersecurity

Score: 73

Annual Revenue

$15.6M

EBITDA

$3M

EBITDA Multiple

5.1x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 5.1x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $15.6M revenue from IT Services & Cybersecurity provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Growth Indicators: 85% recurring revenue from managed services
✓Viable Candidate: PE Score of 73/100 shows opportunity for value enhancement with clear improvement pathways.

#12

Redstone Legal Support Services

Legal Services Support

Score: 72

Annual Revenue

$12.9M

EBITDA

$3M

EBITDA Multiple

4.9x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 4.9x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $12.9M revenue from Legal Services Support provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Acquisition Ready: Founder structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Relationships with top 20 DFW law firms
✓Viable Candidate: PE Score of 72/100 shows opportunity for value enhancement with clear improvement pathways.

#13

Vanguard Facility Services

Facilities Management

Score: 71

Annual Revenue

$19.5M

EBITDA

$3M

EBITDA Multiple

6.8x

Employees

120

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 6.8x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $19.5M revenue from Facilities Management provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Acquisition Ready: Family business structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Long-term service agreements with corporate clients
✓Viable Candidate: PE Score of 71/100 shows opportunity for value enhancement with clear improvement pathways.

#14

Summit Financial Advisory

Wealth Management Services

Score: 70

Annual Revenue

$10.5M

EBITDA

$3M

EBITDA Multiple

3.8x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 3.8x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $10.5M revenue from Wealth Management Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $328K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Growth Indicators: Fee-based model, strong client retention
✓Viable Candidate: PE Score of 70/100 shows opportunity for value enhancement with clear improvement pathways.

#15

Catalyst Training & Development

Corporate Training Services

Score: 69

Annual Revenue

$10.0M

EBITDA

$2M

EBITDA Multiple

4.7x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $2M EBITDA falls in the $2M-$4M acquisition target range with 4.7x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $10.0M revenue from Corporate Training Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $250K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Acquisition Ready: Founder structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Enterprise client base, IP in training programs
✓Viable Candidate: PE Score of 69/100 shows opportunity for value enhancement with clear improvement pathways.

#16

Precision Logistics Solutions

Supply Chain Consulting

Score: 68

Annual Revenue

$14.8M

EBITDA

$3M

EBITDA Multiple

5.7x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 5.7x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $14.8M revenue from Supply Chain Consulting provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $255K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Acquisition Ready: Founder-led structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Transitioning to retainer model from project-based
✓Viable Candidate: PE Score of 68/100 shows opportunity for value enhancement with clear improvement pathways.

#17

Horizon Medical Billing

Healthcare Revenue Cycle

Score: 67

Annual Revenue

$16.2M

EBITDA

$3M

EBITDA Multiple

5.4x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 5.4x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $16.2M revenue from Healthcare Revenue Cycle provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Growth Indicators: 98%+ coding accuracy, strong reputation
✓Viable Candidate: PE Score of 67/100 shows opportunity for value enhancement with clear improvement pathways.

#18

Maverick Insurance Agency

Insurance Brokerage

Score: 66

Annual Revenue

$11.6M

EBITDA

$3M

EBITDA Multiple

4.3x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 4.3x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $11.6M revenue from Insurance Brokerage provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $264K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Growth Indicators: Strong carrier relationships, recurring commissions
✓Viable Candidate: PE Score of 66/100 shows opportunity for value enhancement with clear improvement pathways.

#19

Pinnacle Systems Integration

Enterprise Software Services

Score: 65

Annual Revenue

$13.1M

EBITDA

$3M

EBITDA Multiple

5.2x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 5.2x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $13.1M revenue from Enterprise Software Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $252K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Growth Indicators: 70% recurring support contracts
✓Viable Candidate: PE Score of 65/100 shows opportunity for value enhancement with clear improvement pathways.

#20

Sterling Environmental Services

Environmental Consulting

Score: 64

Annual Revenue

$11.4M

EBITDA

$2M

EBITDA Multiple

4.9x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $2M EBITDA falls in the $2M-$4M acquisition target range with 4.9x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $11.4M revenue from Environmental Consulting provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Acquisition Ready: Founder structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Regulatory tailwinds driving demand
✓Viable Candidate: PE Score of 64/100 shows opportunity for value enhancement with clear improvement pathways.

#21

Titan Executive Search

Executive Recruiting

Score: 63

Annual Revenue

$10.3M

EBITDA

$3M

EBITDA Multiple

4.0x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 4x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $10.3M revenue from Executive Recruiting provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $368K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Acquisition Ready: Founder structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: High-margin business, strong networks
✓Viable Candidate: PE Score of 63/100 shows opportunity for value enhancement with clear improvement pathways.

#22

Benchmark Quality Systems

Quality Management Consulting

Score: 62

Annual Revenue

$10.1M

EBITDA

$2M

EBITDA Multiple

4.3x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $2M EBITDA falls in the $2M-$4M acquisition target range with 4.3x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $10.1M revenue from Quality Management Consulting provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $289K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Growth Indicators: Specialized niche, low overhead model
✓Viable Candidate: PE Score of 62/100 shows opportunity for value enhancement with clear improvement pathways.

#23

Quantum Data Analytics

Business Intelligence Services

Score: 61

Annual Revenue

$12.2M

EBITDA

$2M

EBITDA Multiple

5.4x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $2M EBITDA falls in the $2M-$4M acquisition target range with 5.4x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $12.2M revenue from Business Intelligence Services provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Strong Efficiency: $265K revenue per employee demonstrates solid operational efficiency typical of well-run service businesses.
✓Acquisition Ready: Founder structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Project and retainer mix, enterprise clients
✓Viable Candidate: PE Score of 61/100 shows opportunity for value enhancement with clear improvement pathways.

#24

Ascend Physical Therapy Management

Healthcare Practice Management

Score: 60

Annual Revenue

$15.4M

EBITDA

$3M

EBITDA Multiple

5.3x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 5.3x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $15.4M revenue from Healthcare Practice Management provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Growth Indicators: Strong reimbursement rates, payer relationships
✓Viable Candidate: PE Score of 60/100 shows opportunity for value enhancement with clear improvement pathways.

#25

Forge Construction Services

Construction Management

Score: 59

Annual Revenue

$17.8M

EBITDA

$3M

EBITDA Multiple

6.8x

Employees

Investment Rationale

✓Sweet Spot EBITDA: $3M EBITDA falls in the $2M-$4M acquisition target range with 6.8x multiple (4-7x target range), positioning this below competitive PE thresholds.
✓Service Business Model: $17.8M revenue from Construction Management provides high margins, recurring revenue streams, and low capital requirements ideal for acquisition.
✓Acquisition Ready: Founder-owned structure with clear succession/liquidity needs presents classic acquisition opportunity.
✓Growth Indicators: Repeat client base, bonding capacity established

Value Proposition

Investment Advantages

→Systematic deal origination with quantitative scoring
→Geographic clustering for operational synergies
→Pre-validated financial and operational metrics
→Clear value creation pathways identified

Risk Mitigation

◆Diversified sector exposure reduces concentration risk
◆Established businesses with proven revenue streams
◆Management teams accessible for due diligence
◆Recession-resistant business models prioritized

Methodology

Data Collection

Comprehensive business intelligence gathered from multiple verified sources including industry databases, public filings, and market research.

PE Scoring Model

Proprietary algorithm evaluating financial metrics, operational efficiency, market position, and growth potential on a 100-point scale.

Validation Process

Multi-layered verification including financial analysis, market research, and operational due diligence for investment-ready profiles.

Disclaimer: This analysis is for informational purposes only. All investment decisions should be made based on comprehensive due diligence and professional advice.