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 revenue that’s not dependent on the owners personally selling or doing the design.

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

Business Categories

We are seeking B2B, 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)

  • Custom millwork / commercial cabinetry
    (with a strong design or experiential component)

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 – $1.2M

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

  • Minimum 5 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 not the sole rainmaker 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