Private Placement Memorandum
An Established Commercial Roofing Platform
A 26-year institutional roofing and solar operation in Dallas, Texas — offered to a qualified acquirer at a 5.0× cash-flow multiple.
$22M
Prior-Year Revenue
$4M
EBITDA · 20.0% Margin
5.0×
Cash-Flow Multiple
26
Years in Operation
TX · OK
Operating Footprint
Investment Highlights
- ~80–90% commercial & institutional revenue
- Strong focus on K–12 public-sector construction
- Bonded institutional project capabilities
- ~20–22 salaried staff; 5 PMs, 10 superintendents
- Key management retention arrangements
- Highly reduced owner involvement
The Opportunity
Institutional scale with experienced management and a differentiated public-sector focus
Founded in 2000, the company has built a significant regional presence serving institutional and public-sector construction markets across the Southern United States.
Prior-year revenue was approximately $22M, with current-year revenue expected in the $18M–$22M range. Reported earnings are ~$2M after significant owner distributions; potential normalized earnings are estimated at $4.5M–$5M, subject to verification.
Investment Snapshot
- Prior-Year Revenue
- ~$22M
- Current-Year Revenue
- $18M–$22M
- Reported Earnings
- ~$2M
- Normalized Earnings
- $4.5M–$5M
- Commercial Mix
- ~80–90%
- Primary Market
- K–12 / Institutional
- Operating Footprint
- TX · OK
Management Depth
20–22
Salaried Employees
5
Project Managers
10
Field Superintendents
~22
Company Vehicles
Why Buyers Will Love This Opportunity
An acquirer gains immediate scale in institutional commercial roofing — a differentiated profile free of storm and residential lead dependence — with management depth that already operates independently of ownership.
- Bonding, licensing & certifications create barriers to entry
- Decades-long institutional market position
- Key management retention arrangements post-close
- Room to expand markets, geography & adjacent revenue