Buy Box

We’re looking for a B2B, creative-adjacent business with physical delivery - like experiential fabrication, signage/environmental graphics, AV/staging, or trade show exhibit services. Ideally with 10–40 employees, recurring corporate or institutional clients, and growth that doesn't depend on the owner being the rainmaker or the sole talent.

Target Deal Type

  • SBA 7(a)–friendly asset purchase

  • 100% acquisition with 3–12 month owner transition

  • Open to subordinated seller note and/or small performance earn-out

Location

  • West Coast / Southwest preferred: CA, NV, AZ, NM, OR, WA

  • Should be within a reasonable flight of the San Francisco Bay Area

  • Local or regional client base preferred; national clients welcome.

Business Categories

We are seeking B2B, creative and creative-adjacent businesses with physical delivery and established client relationships, including:

  • Experiential fabrication & environments
    (museum exhibits, brand activations, trade show booths, pop-ups)

  • Signage & environmental graphics
    (interior/exterior signage, wayfinding, fleet graphics, environmental branding)

  • AV / staging / event production
    (corporate events, conferences, meetings)

  • Trade show exhibit services
    (design, build, storage, logistics, show services)

Key Characteristics

Repeatable services, operational depth, and on-site or physical output (not purely digital).

Financial Profile

  • Revenue: $2M – $7M

  • SDE / Owner Cash Flow: $500K minimum; ideal $700K – $1.3M

  • Stable or improving margins over the past 3–5 years

  • Minimum 7 years operating history

Customer & Revenue Mix

  • Primarily B2B

  • No single client >25% of revenue

  • Recurring or repeat client relationships

  • Not reliant on 1–2 “hero” projects per year

Operations & Team

  • Team size: 10–40 employees

  • Strong operations, PM, and production capabilities

  • Management or senior staff expected to stay post-close

  • Existing facility/warehouse/shop suited to current volume with room for growth

  • Documented processes for estimating, scheduling, production, and QC preferred

Owner Transition

  • Owner is not the sales or technical bottleneck

  • Willing to remain for transition period (3–12 months)

  • Key staff retention expected; retention incentives available

Deal Structure Requirements

  • SBA 7(a) financed transaction with ~10% equity injection

  • Business must support:

    • Full SBA debt service

    • Market compensation for one full-time CEO/creative role

    • Ongoing working capital and equipment reinvestment

  • Target DSCR: 1.6x or higher

Hard No

  • Pure digital marketing or SEO/social/media/web agencies

  • Businesses dependent on a founder’s personal brand

  • Trend-driven or platform-dependent companies

  • Distressed or early-stage startups

Nice-to-Haves

  • Corporate event, museum, association, venue, or agency client relationships

  • Clear upside from brand refresh, creative strategy, or improved client experience

  • SOPs and modern project management tools already in use

  • Opportunities to add higher-margin creative/strategic layers to existing production services

Contact us.

Let's start a conversation!

info@wmheath.com
(925) 678-0216