Issue link: http://deals.uberflip.com/i/1535904
High Margin Forklift Solutions Provider - Located in the Midwest US #68598 Sign NDA ► Revenue / EBITDA DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Joe Hige Senior M&A Advisor Email: jhige@generational.com Mobile: 248-982-6400 Generational Equity 3400 N. Central Expressway, Suite 100, Richardson, TX Fax: 972-392-1124 BUSINESS HIGHLIGHTS The Company specializes in the repair, maintenance, rental, and sale of forklifts and material handling equipment. In 2024, revenue was derived from labor (55%), parts (35%), sales (7%), and rental (3%). It stands out from local competitors through superior service, better prices, and personable customer care. Serving a diverse customer base, the Company is known for reliable service and experienced technicians, ensuring optimal performance and safety for forklift equipment across various industries. With a small but dedicated team, it offers comprehensive services to keep customers' forklifts in top condition, addressing both routine maintenance and urgent repairs. By maintaining high standards of service and customer satisfaction, the Company has established itself as a trusted partner to its customers. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022 - 2024 COMPANY STATS >35+ Years of Operations >169 Active Accounts >85% Rate of Repeat Business >Located in Midwest US >6,000 Sq. Ft. Facility >B2B Customer Market >8 FT Employees >Outside Metropolitan Area >Low Capex > S Corporation INVESTMENT APPEAL • Strong Financial Performance: The Company has demonstrated exceptional financial performance, with historical sales increasing from $1.45 million in 2022 to $1.68 million in 2024, reflecting a compound annual growth rate (CAGR) of 7.6%. Additionally, EBITDA margins have remained strong, averaging 19.2% over the past 3 years, highlighting the Company's operational efficiency and ability to scale and improve margins. • Strong Client Relationships: The Company enjoys a very high rate of repeat business and has cultivated many longstanding customer relationships. Three of the top five customers in 2024 have been with the Company for over 35 years, while the other two have been loyal for 9-10 years each. This enduring customer loyalty ensures consistent business and reflects the Company's commitment to exceptional service and reliability. • Strong Supplier Relationships: The Company has longstanding and strong relationships with many suppliers to ensure reliable supplies of quality products at competitive prices. • Standalone Management Team: The Company is not owner-dependent, as an office/ parts manager hired in 2023 has taken over many of the owner's previous day-to-day responsibilities. This transition has significantly diminished the reliance on the owner, ensuring smoother operations and continuity. • Tenured Employee Base: Many of the employees have been with the Company for a significant amount of time, contributing to a stable and experienced workforce. This tenured employee base ensures continuity, reliability, and a deep understanding of the Company's operations and customer needs. GROWTH OPPORTUNITY >Become a Dealer >Add Sales People >Add Technicians Historical & Projected Financial Performance ($ In Millions) Customer Market Mix $1.68M 2024 Revenue $1.80M 2025 Revenue (Projected) (7.3% YoY Growth) $332k 2024 EBITDA (19.8% of Sales) $365k 2025 EBITDA (Projected) (20.3% of Sales)