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For investors

Buy small. Build national. Sell to private equity.

Zerix acquires essential trades businesses from retiring owners at small-business prices, consolidates them into one professionally run national company, and sells that company to a private equity buyer at institutional multiples. Investors participate deal by deal.

Request the deal overview How it works
The thesis

Three forces, one window

01

The succession gap

A large share of America's trades businesses are owned by people approaching retirement, and most have no successor. Good businesses are closing for lack of a buyer, not lack of demand.

02

AI-resistant demand

Plumbing, HVAC, electrical and similar trades are licensed, physical and local. Software does not fix a boiler. As fewer people enter the trades, pricing power rises.

03

Multiple arbitrage

Owner-operated trades businesses change hands at low single-digit multiples of earnings. Consolidated platforms with professional management sell to private equity at several times that.

The model

From acquisition to exit

01

Acquire

Established, cash-flowing businesses with employed crews, bought directly from owners with flexible structures that keep our cash outlay efficient.

02

Rebrand

Every business joins one national brand. Local reputation stays; the brand, marketing and customer experience become consistent.

03

Consolidate

Shared finance, dispatch, purchasing and management. Margins improve, reporting becomes institutional-grade, and the group reads as one company.

04

Exit

The combined company is sold to a private equity buyer. Proceeds flow to each deal's investors and to owners who rolled equity.

How you participate

One deal at a time. Full transparency.

Zerix does not run a blind pool. Each acquisition is funded through its own special purpose vehicle (SPV). You see the business, the financials, the structure and the terms before you commit, and you choose which deals to join.

Zerix LLC, a subsidiary of Level Zero LLC, sources, negotiates, structures and operates every acquisition. Investors hold their interest through the deal SPV, which in turn holds its share of the consolidated company at exit.

1

Deal memo

You receive a memo on each qualifying acquisition: the business, the numbers, the structure, the risks and the expected hold.

2

Commit to the SPV

Subscribe to the SPV for that deal. Minimums, terms and fees are set out in the SPV documents.

3

Quarterly reporting

Performance of the business and the wider platform, reported quarterly, with direct access to the Zerix team.

4

Exit proceeds

On the platform sale, or an earlier liquidity event, proceeds are distributed to SPV investors in line with the SPV terms.

What goes into the platform

Disciplined criteria on every deal

We would rather buy three well-run $700K businesses on good terms than one $3M business at a competitive auction. Smaller targets, less competition, cleaner integration.

Essential trades

Plumbing, HVAC, electrical, septic, roofing, commercial cleaning, pest control, elevator service.

$500K to $2M revenue

Established businesses with a track record, below the size where private equity competes for them.

10+ years, 3+ technicians

Proven demand and a crew that runs the work. We buy the business, not the owner's own labour.

Retiring owners, nationwide

Succession-driven sellers across all 50 states. Motivated sellers, flexible terms.

Investor enquiry

Request the deal overview

Tell us who you are and we will send the Zerix platform overview and add you to the list for upcoming deal memos.

Who this is for
Accredited investors, family offices and institutions in the United States and abroad.
What you receive
The platform overview, then a memo for each acquisition as it reaches the SPV stage.

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This page is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offer will be made only to qualified investors through the definitive documents of the relevant special purpose vehicle, which will contain a full description of the investment, its terms and its risks. Past performance is not indicative of future results. Investments in private companies are illiquid and involve a risk of loss, including loss of the entire investment.