Issue link: http://deals.uberflip.com/i/1538027
INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022 - 2024 #68775 BUSINESS HIGHLIGHTS The Company is a premier design-build firm with over 25 years of experience delivering high-end residen al, light commercial, and equestrian projects across the tri-state area. Its integrated architecture and construc on model offers clients a seamless experience, ghter cost control, and consistent quality. Its ver cally aligned approach ensures compliance with state licensing requirements while suppor ng a broad range of custom work. More than 90 percent of projects stem from referrals and repeat clients, underscoring strong rela onships and reliable execu on. The Company o en serves second-genera on clients and has become a trusted partner across mul ple projects per household. A lean, scalable team and trusted subcontractor network support healthy margins and opera onal flexibility. With current clients seeking support in the tri-state area and beyond, the Company is poised for expansion. Addi onally, the "FLIGHT TO SUBURBS" trend that started in the pandemic con nues to bare new opportuni es for the Company. Low capital needs, transparent pricing, and a strong founda on make this a compelling growth opportunity. Aaron Presley Vice President, M&A E. apresley@genera onal.com T. 903-815-5260 DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity makes no representa ons or warran es as to the accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera onal Equity of this document. At all mes Genera onal Equity and/or its affiliate network members are agents for the seller and not for the buyer. Genera onal Equity's fees are paid by the seller. REVENUE / EBITDA INVESTMENT APPEAL a. Growth Pipeline & Near-Term Upside: Several architectural projects in progress are expected to convert into mul -phase construc on engagements over the next 12 months, represen ng over $2.5 million in pipeline value. b. Integrated Design-Build Execu on: Unified architecture and construc on approach improves coordina on, budge ng accuracy, and accountability. c. High Client Reten on: Long-standing client base with 90%+ referral and repeat business. d. Lean, Scalable Model: Efficient opera ons with strong margins and low capital requirements. A lean staff supported by experienced project managers allows for streamlined opera ons while maintaining flexibility. e. Geographic Expansion Poten al: Ac ve opportuni es in New York City and tri-state area driven by client demand. f. Transparent Cost Structure: Fixed 16% overhead/profit on construc on; phase-based billing for architectural services. Genera onal Capital 3400 N. Central Expy Suite 100 Richardson, TX 75080 EXPERIENCED TEAM MANAGEMENT / OWNER (1) $390K $3.0M 2025 REVENUE (EST) 2025 EBITDA (EST) SIGN NDA ► FINANCIAL PERFORMANCE ($M) REVENUE BY PROJECT TYPE HIGH-END DESIGN-BUILD ARCHITECTURE & CONSTRUCTION FIRM (Northeastern US) GEOGRAPHIC MARKETS (as % of 2024 revenue) NY / Hudson Valley 75% Western CT 20% New York City 5% FACILITIES Office: 1,000 sf (3rd party lease) Storage: 1,200 sf (3rd party lease) ADMINISTRATION (1 PT) ARCHITECTURE (2 FT) CONSTRUCTION / PM (4 FT) REVENUE BY SERVICE OFFERING OWNER & EXPECTATIONS Title: President Ownership: 100% Post-Transac on Role: Will remain for 2–3 years, or longer, under right partnership.