Long-term operator. Active buyer. Capital committed.
California-based long-term holding company. Acquiring and operating durable service, light-industrial, and B2B businesses across the western United States.
EBITDA $700K – $1.5M · Capital committed · Closing now.
Investment thesis.
Umara acquires durable businesses one at a time and holds them for the long term, building a portfolio over multiple acquisitions. Each business operates under its own strong general manager and team, with Umara providing capital, strategy, and operating oversight at the holdco level.
The principal brings operating capabilities developed across global organizations — dispatch and capacity planning, vendor governance, SOPs and SLA discipline, programmatic sales, and localized digital growth — applied in partnership with the existing team to extend reach and accelerate growth.
Every acquisition is treated as a long-term hold. Teams, customers, and licensed key personnel are assets to protect, not lines on a transition plan.
Buy box.
Umara is characteristics-led, not industry-led. Any business that satisfies the financial and operational criteria is in scope. Active sourcing today across four sector groups.
Facility & property services — Commercial cleaning and janitorial, property management (HOA, residential, commercial), industrial and route cleaning, commercial kitchen exhaust, parking lot maintenance, guard and surveillance infrastructure.
Specialty trade services — Commercial door and window replacement, glass and glazing, HVAC commissioning and HERS testing, low-voltage systems, fire protection and inspection, locksmith and commercial access control, specialized restoration (water and mold mitigation).
Environmental services — Soil gas testing, vapor intrusion testing, indoor air quality monitoring, lead and asbestos abatement, stormwater and BMP cleaning, solar panel cleaning systems.
Light industrial & manufacturing — Precision CNC machining, sheet metal fabrication, custom welding services, contract light industrial assembly, specialized B2B components.
Acquisition Criteria
Adjusted EBITDA: $700K – $1.5M
Revenue model: Contracted or recurring preferred; stable transactional acceptable
Financial trend: Stable, growing, or flat over trailing three years
Geography: 1.5-hour direct flight from San Jose (SJC) or 5-hour drive of the greater Bay Area
Leadership architecture: Strong second-in-command already in place — must-have
Owner dependency: Departing owner not performing more than 25% of billable field work
Workforce: W-2-compliant, structured, clean operational records
Transition: 1–6 months standard; longer where licensing or complexity warrants
Transaction structure: Asset purchase or §338(h)(10) / §336(e) stock purchase
Capital: Capital committed. Non-SBA structure. Free of typical underwriting friction.
Hard Exclusions:
Restaurants and food service. Franchises. Gyms, salons, and personal wellness. Healthcare, dental, and clinics. Pet care and veterinary. B2C retail. Landscaping and lawn care.
Bring us a deal
Umara responds personally to every inquiry. Capital is committed. Decisions are fast.