Portfolio Summary
Companies assessed
13
Average risk score
5.4/10
MODERATE
Combined asking price
$34,650,000
Highest risk
7.7/10
Ridgeline Health Services
Risk band distribution · least to most severe
2
5
5
1
Recommendation distribution · least to most severe
2
10
1
Assessments
| # | Company | Vertical | Buyer Persona | Score | Risk Band | Recommendation | Inq. |
|---|---|---|---|---|---|---|---|
| 1 | Ridgeline Health Services Healthcare · $3,200,000 ask | Healthcare | SBA / Individual Buyer | 7.7 | CRITICAL | DO NOT PROCEED | 25 |
| 2 | Pinnacle Integrated Solutions General / Trades · $3,000,000 ask | General | PE / Institutional | 7.0 | HIGH RISK | PROCEED WITH STRUCTURE | 24 |
| 3 | Greenscape Landscape Services General / Trades · $850,000 ask | General | SBA / Individual Buyer | 6.0 | HIGH RISK | PROCEED WITH STRUCTURE | 21 |
| 4 | Atlas Security Technologies General / Trades · $900,000 ask | General | Strategic Acquirer | 6.0 | HIGH RISK | PROCEED WITH STRUCTURE | 21 |
| 5 | Apex Managed Solutions Technology · $1,200,000 ask | Technology | Strategic Acquirer | 5.8 | HIGH RISK | PROCEED WITH STRUCTURE | 20 |
| 6 | Blue Collar Systems General / Trades · $950,000 ask | General | SBA / Individual Buyer | 5.7 | HIGH RISK | PROCEED WITH STRUCTURE | 20 |
| 7 | Helix Health Technologies Healthcare · $4,500,000 ask | Healthcare | PE / Institutional | 5.4 | MODERATE | PROCEED WITH STRUCTURE | 20 |
| 8 | Garrison Professional Advisors Accounting · $750,000 ask | Accounting | SBA / Individual Buyer | 5.3 | MODERATE | PROCEED WITH STRUCTURE | 19 |
| 9 | Mercer Law Partners Legal · $1,200,000 ask | Legal | Strategic Acquirer | 5.3 | MODERATE | PROCEED WITH STRUCTURE | 19 |
| 10 | Cornerstone Commercial Cleaning General / Trades · $1,800,000 ask | General | SBA / Individual Buyer | 4.6 | MODERATE | PROCEED WITH STRUCTURE | 16 |
| 11 | Peachtree Integrated Solutions Technology · $6,000,000 ask | Technology | PE / Institutional | 4.6 | MODERATE | PROCEED WITH STRUCTURE | 16 |
| 12 | Meridian Pediatric Group Healthcare · $7,500,000 ask | Healthcare | PE / Institutional | 3.3 | LOW RISK | PROCEED | 8 |
| 13 | Halcyon Wealth Advisors Accounting · $2,800,000 ask | Accounting | Strategic Acquirer | 3.0 | LOW RISK | PROCEED | 2 |