We acquire established businesses in the lower middle market — not to strip and flip, but to stabilize, invest, and grow.
"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 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.