A Trusted Independent Sponsor Serving the Lower Middle Market

Sourcing, negotiating, purchasing and managing acquisitions
with Adjusted EBITDA in the $1M to $10M range.

A Trusted Independent Sponsor Serving the Lower Middle Market

Sourcing, negotiating, purchasing and managing acquisitions
with Adjusted EBITDA in the $1M to $10M range.

Why Blue Heeler?

We chose the Blue Heeler name because, like the dog, we demonstrate a tireless pursuit of quality deals, dogged tenacity in seeing those acquisitions completed, and outstanding problem-solving skills in marshaling resources to drive long-term success.

Why Blue Heeler?

We chose the Blue Heeler name because, like the dog, we demonstrate a tireless pursuit of quality deals, dogged tenacity in seeing those acquisitions completed, and outstanding problem-solving skills in marshaling resources to drive long-term success.

Sourcing

Targeted acquisitions sourced through a proven network of business owners and banks.

Sourcing

Targeted acquisitions sourced through a proven network of business owners and banks.

Negotiating

Execute due diligence, structure the deal mechanics, and negotiate deal financing.

Negotiating

Execute due diligence, structure the deal mechanics, and negotiate deal financing.

Acquiring

Raise deal capital through family offices, high-net investors, and institutional partners.

Acquiring

Raise deal capital through family offices, high-net investors, and institutional partners.

Managing

Guide post-deal strategy and develop through operational role and / or BOD seats.

Managing

Guide post-deal strategy and develop through operational role and / or BOD seats.

Sourcing

Targeted acquisitions sourced through a proven network of business owners and banks.

Sourcing

Targeted acquisitions sourced through a proven network of business owners and banks.

Negotiating

Execute due diligence, structure the deal mechanics, and negotiate deal financing.

Negotiating

Execute due diligence, structure the deal mechanics, and negotiate deal financing.

Acquiring

Raise deal capital through family offices, high-net investors, and institutional partners.

Acquiring

Raise deal capital through family offices, high-net investors, and institutional partners.

Managing

Guide post-deal strategy and develop through operational role and / or BOD seats.

Managing

Guide post-deal strategy and develop through operational role and / or BOD seats.

Want to learn how we can work together to find the right acquisition for your business portfolio?
Let’s Talk

Want to learn how we can work together to find the right acquisition for your business portfolio?

Let’s Talk
Blue-Heeler-Deal-types

The Business Models We Pursue

We seek the traits and track records that experience has taught us deliver operational stability and market success.

  • Lower middle market focused

  • Niche businesses with strong growth potential
  • Control investments
  • $1.0M to $10.0M Adjusted EBITDA
  • Seller willing to co-invest
  • Businesses with headquarters based east of the Mississippi
Blue-Heeler-Deal-types

The Business Models We Pursue

We seek the traits and track records that experience has taught us deliver operational stability and market success.

  • Lower middle market focused

  • Niche businesses with strong growth potential
  • Control investments
  • $1.0M to $10.0M Adjusted EBITDA
  • Seller willing to co-invest
  • Businesses with headquarters based east of the Mississippi

B2B Services

We target B2B companies offering predictable, cash-flow-driven, highly scalable opportunities for investors.

Professional Services

Accounting, tax, IT, surveyors, actuaries, architects, service firms helping legal practices with back office support functions, and FP&A focused consulting firms.

Compliance-Related

Compliance related businesses, including consulting firms that help keep companies be in compliance with federal, state, and local laws and regulations.

Environmental & Infrastructure

Services geared towards helping environmental and infrastructure related businesses, including digital technology, construction, monitoring, and testing.

Commercial Application

Companies supporting building controls for commercial applications, including building automation, HVAC, electrical & lighting, and energy management.

B2B Services

We target B2B companies offering predictable, cash-flow-driven, highly scalable opportunities for investors.

Professional Services

Accounting, tax, IT, surveyors, actuaries, architects, service firms helping legal practices with back office support functions, and FP&A focused consulting firms.

Compliance-Related

Compliance related businesses, including consulting firms that help keep companies be in compliance with federal, state, and local laws and regulations.

Environmental & Infrastructure

Services geared towards helping environmental and infrastructure related businesses, including digital technology, construction, monitoring, and testing.

Commercial Application

Companies supporting building controls for commercial applications, including building automation, HVAC, electrical & lighting, and energy management.

Manufacturing

Manufacturers with strong cash flow, or operational improvement potential, or market stickiness.

Proprietary Products

Proprietary products made for industrial applications, including industrial and mechanical design, rapid prototyping, embedded systems, and IoT services.

Power & Motion Control

Power and motion control companies, including robotics, automation, hydraulics, pneumatics, electric drives, servo and CNC, and fluid-powered systems.

Precision Machining

Precision metals machining companies, including those doing CNC milling and turning, Swiss, and multi-axis machining; drilling, milling and grinding.

Building Controls

Commercial building control companies, including building automation, HVAC, lighting and electrical, power systems, security, dashboards and analytics.

Manufacturing

Manufacturers with strong cash flow, or operational improvement potential, or market stickiness.

Proprietary Products

Proprietary products made for industrial applications, including industrial and mechanical design, rapid prototyping, embedded systems, and IoT services.

Power & Motion Control

Power and motion control companies, including robotics, automation, hydraulics, pneumatics, electric drives, servo and CNC, and fluid-powered systems.

Precision Machining

Precision metals machining companies, including those doing CNC milling and turning, Swiss, and multi-axis machining; drilling, milling and grinding.

Building Controls

Commercial building control companies, including building automation, HVAC, lighting and electrical, power systems, security, dashboards and analytics.

Sourcing services Blue Heeler CP

Sourcing

Identify, originate, and develop potential acquisitions

We are experts at originating target investment opportunities, evaluate the business, build rapport with sellers, and securing capital to execute transactions.

  • Leverage proprietary network to identify prospects

  • Establish trusted relationship with owner(s)

  • Soup-to-nuts business evaluation

  • Locate and secure capital

Negotiating

Align buyer-seller interests, establish trust and long-term potential

We use trust, flexibility, and bespoke deal design to closely align with the seller’s personal and business goals, structure price and risk, and establish mutually agreed upon governance structure through definitive agreements.

  • Establish trust and credibility with the owner(s)

  • Identify seller motivation, post-deal needs

  • Negotiate value range, deal structure, thesis, timelines

  • Frame acquisition as goal-oriented stewardship

Negotiating services Blue Heeler CP
Acquisition services Blue Heeler CP

Acquiring

Conduct due diligence, source and assemble equity investors, manage deal stakeholders

Once an acquisition is agreed upon we assemble one or more equity investors who align perfectly with the deal mechanics, structure, and ownership and quarterback to fruition.

  • Source equity investors from trusted network

  • Coordinate debt providers

  • Align stakeholder expectations and obligations

  • Coordinate financial, legal, tax, and operational diligence

Managing

Serve as hands-on manager to meaningfully influence long-term business outcomes

With the acquisition completed we step in as executive leadership to manage near-term transition for long-term results

  • Transition from founder managed operations

  • Stabilize employee, vendor, and customer expectations

  • Establish reporting, KPIs, and daily operational cadence

  • Execute initial value-creation initiatives

Blue-Heeler-Management-Services
Want to learn how we can work together to find the right acquisition for your business portfolio?

Want to learn how we can work together to find the right acquisition for your business portfolio?