Zerix acquires established, family-owned businesses with strong fundamentals — preserving their legacy while unlocking the next chapter of growth.
"We don't just buy businesses — we become their next chapter."
Zerix is a business acquisition platform built for the lower middle market. We identify established, cash-flowing businesses — primarily family-owned — where the owner is ready to exit but lacks a clear succession path.
We step in as the trusted partner. Not to strip and flip, but to stabilize, invest, and grow. We install professional management, improve operational efficiency, and drive long-term profitability — turning legacy businesses into scalable platforms.
Our model benefits everyone: sellers receive a fair, structured exit with ongoing opportunity. Employees retain their roles under professional stewardship. And Zerix builds a diversified portfolio primed for institutional capital.
We target businesses generating between $500K and $5M in annual revenue — the underserved sweet spot of the lower middle market, where most PE firms don't play.
A generational wave of baby boomer business owners is approaching retirement — with millions of profitable companies and no clear successors. Zerix is positioned to be the trusted acquirer in this moment.
Over 10 million baby boomer business owners are expected to exit their companies in the next decade. The majority have no succession plan, creating a structural acquisition opportunity.
Home services, manufacturing, professional services — each is deeply fragmented. Zerix's roll-up model creates valuation arbitrage by consolidating these businesses into scalable platforms.
We target businesses with 10+ year operating histories. These are not startups — they are battle-tested operations with loyal customer bases and predictable revenue streams.
We are disciplined acquirers. Our criteria are designed to identify businesses where we can add the most value — and where sellers deserve the most respect.
We look for businesses with a minimum of 10 years of continuous operation. Longevity signals proven demand, resilient operations, and a loyal customer base.
10+ YearsOur sweet spot is businesses generating between $500K and $5M in annual revenue — large enough to be meaningful, small enough to be underserved by traditional private equity.
$500K – $5M ARRFamily-owned or founder-led businesses where the principal owner is approaching retirement or seeking an exit — and values legacy over a purely transactional sale.
Owner-OperatedWe target home services, light manufacturing, professional services, and specialty retail — industries where fragmentation creates consolidation opportunity.
4 Core SectorsWe acquire across the United States, with a preference for businesses with regional dominance that can be replicated in adjacent markets as part of a multi-state roll-up.
NationwideSubmit your business via our contact form. We review every submission and respond within 48 hours with a preliminary assessment.
Under a mutual NDA, we conduct a thorough review of financials, operations, and market position. No brokers, no leaks.
We present a clear, fair LOI with transparent terms — full buyout, partial exit, or structured earnout. Your goals drive the structure.
We handle the full due diligence and legal process, with a 30–90 day transition period to ensure continuity for customers and staff.
Every business owner has different needs. We offer flexible deal structures that can be combined and customized — because your exit should be on your terms.
"We're not private equity. We're operators. We buy to build, not to strip."
We focus on industries with strong fragmentation, recurring demand, and high barriers to organic entry — where our acquisition-led model creates the most value.
HVAC, plumbing, landscaping, cleaning, pest control — essential services with loyal customer bases and predictable recurring revenue.
Small-batch production, custom fabrication, and specialty manufacturing businesses with strong regional market positions.
Accounting, staffing, consulting, and niche B2B services with established client relationships and high retention rates.
Niche retail operations with strong community presence, loyal customer demographics, and consolidation potential across markets.
Thank you for reaching out. We'll review your submission and respond within 48 business hours.