Proven Performance | Structured Returns | Strategic Growth Plan
Investment Overview
Reece Fund is raising capital for the acquisition of a nationally recognized leader in the fabrication and erection of structural and miscellaneous steel for commercial and industrial projects. This is a rare opportunity to invest in an established, profitable company with a proven track record and significant growth potential.
Why This Investment Stands Out
The target company has built a sterling reputation over decades of operation, serving commercial and industrial clients across the nation. Their expertise in both fabrication and on-site erection provides a competitive advantage in a specialized market.
The company has demonstrated consistent profitability with impressive margins:
– EBITDA margins of 18-27% over the past three years
– Gross margins exceeding 35-38% in recent years
– Steady revenue base with proven ability to execute complex projects
The company is currently turning down work due to limited capacity – a clear signal of strong market demand and untapped potential. Our acquisition and operational plan will unlock this growth immediately.
The current CEO and head of sales will remain with the company post-acquisition, ensuring continuity of relationships, expertise, and operational excellence.
Ready to Explore This Opportunity?
Sign the NDA to access complete financials, business plans, and due diligence materials.
Financial Performance & Projections
| $ Millions | 2022 | 2023 | 2024 | 2025 (P) | 2026 (P) | 2027 (P) | 2028 (P) | 2029 (P) |
|---|---|---|---|---|---|---|---|---|
| Revenue | $20.4 | $22.3 | $21.6 | $33.8 | $31.7 | $33.0 | $34.3 | $36.8 |
| GM | $6.0 | $7.9 | $8.1 | $8.2 | $8.6 | $8.9 | $9.3 | $9.6 |
| GM % | 29% | 35% | 38% | 27% | 27% | 27% | 27% | 27% |
| EBITDA | $3.6 | $5.6 | $5.8 | $6.0 | $6.3 | $6.5 | $6.8 | $7.0 |
| EBITDA % | 18% | 25% | 27% | 18% | 20% | 20% | 20% | 20% |
Key Financial Highlights
– 2024 Revenue: $21.6M with $5.8M EBITDA (27% margin)
– 2023 Revenue: $22.3M with $5.6M EBITDA (25% margin)
– 2022 Revenue: $20.4M with $3.6M EBITDA (18% margin)
– 2025: $33.8M revenue with $6.0M EBITDA (18% margin)
– 2026-2029: Revenue growing from $31.7M to $36.8M
– Stabilized EBITDA margins of 20% throughout projection period
– Target: 10% annual revenue growth
Convertible Preferred Stock at $30,000 per share
What You Receive:
- Quarterly dividends of $675 per share (9.0% annual yield)
- Conversion option to common stock during the first 5 years
- Company call option after 5 years at $45,000/share (150% of basis)
- Investor put option after 7.5 years at $45,000/share
- Total targeted annual return for preferred shareholders: 14.48% – 17.45%
Two Investment Paths:
Hold your preferred shares and receive consistent quarterly dividends. If you choose not to convert to common stock, you’ll receive either the company call (after 5 years) or exercise your put option (after 7.5 years) at $45,000 per share – representing a 50% gain on your initial investment plus all dividends received.
Convert your preferred shares to common stock during the first 5 years and participate in the long-term growth and value appreciation of the company. Common stockholders will receive 25-50% of post-tax profits as dividends after all preferred shares are redeemed and acquisition debt is repaid.
Want to See the Complete Financial Picture?
Review detailed projections, historical performance, and our full financial model.
Immediate Capacity Expansion
The company is currently turning down profitable work. We will increase capacity by:
- Assessing the feasibility of adding a second shift
- Expanding subcontractor partnerships for on-site erection work
- Increasing the number of jobs and orders we bid on
- Evaluating workforce automation opportunities
Operational Efficiency Improvements
- Operational Support: Centralized legal, IT, compliance, payroll, accounting, and HR services
- Cost Efficiency: Strategic purchasing and vendor management to reduce overhead Revenue
- Growth: Target 10% annual growth through disciplined bidding expansion Leadership
- Continuity: Retain experienced CEO and sales team to maintain quality reputation Long-Term
- Planning: Build management depth and succession pipeline for sustainable growth
See How We’ll Execute This Strategy
Get access to learn more about our strategic plan and vision, oppotunities and team.
Market Opportunity & Industry Dynamics
The structural steel fabrication industry serves essential construction markets including:
– Commercial office buildings and reta il centers
– Industrial facilities and manufacturing plants
– Infrastructure projects and public works
– Healthcare and educational facilities
– Specialized expertise in both fabrication and erection
– Established relationships with general contractors and developers
– National reach with local project execution capabilities
– Strong safety record and quality reputation
– Decades of operational history and proven pro
– Significant capital investment required for equipment and facilities
– Technical expertise and skilled workforce development takes years
– Insurance and bonding requirements
– Customer relationships built over decades
Ready to Review the Full Documentation?
Access the complete offering memorandum, subscription agreement, and all exhibits.
Management & Operations
Continuity of Leadership
The current CEO and head of sales will remain with the company, ensuring:
- Preservation of key customer relationships
- Continuity of operational excellence
- Retention of institutional knowledge
- Smooth transition and integration
Reece Fund’s Role
As the acquiring entity, Reece Fund will provide:
- Strategic oversight and governance
- Financial management and reporting
- Access to centralized corporate services
- Growth capital and acquisition financing
- Industry expertise and operational support
Have Questions? Want to Dig Deeper?
Access all due diligence materials or schedule a call with our team.
Investment Process & Next Steps
Step 1: Review This Information Take time to understand the opportunity, financial projections, and investment structure.
Step 2: Sign the Non-Disclosure Agreement To access detailed confidential information, you must first execute our NDA. This protects both the target company and all prospective investors.
Step 3: Access the Data Room Upon signing the NDA, you will be immediately redirected to our secure Data Room containing:
- Detailed financial statements and tax returns
- Complete business plan and operational details
- Legal documents and transaction structure
- Market analysis and competitive positioning
- Management bios and organizational information
- Due diligence materials and supporting documentation
IMPORTANT: All information in the Data Room is strictly confidential and may not be shared with anyone without prior written consent from Reece Fund.
Step 4: Schedule a Discussion After reviewing the Data Room materials, we encourage you to schedule a call with our team to discuss the opportunity and ask questions.
Step 5: Submit Your Investment Commitment Qualified investors who wish to participate will complete subscription documents and fund their investment according to the timeline provided.
Confidentiality & Legal Considerations
Confidentiality Requirements
By signing the NDA, you agree to maintain strict confidentiality, use materials solely for investment evaluation, and not share information with third parties. Materials must be returned or destroyed if you do not invest.
Accredited Investor Requirement
This opportunity is available only to accredited investors as defined by securities regulations.
Take the Next Step
Join accredited investors who are already reviewing this opportunity. Signing the NDA takes less than 60 seconds.
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Questions?
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We look forward to discussing this opportunity with you.
DISCLAIMER: This presentation is for informational purposes only and does not constitute an offer to sell or solicitation to buy securities. Any offer will be made solely through formal offering documents. All projections are forward-looking statements involving significant risks and uncertainties, and actual results may differ materially. Past performance does not guarantee future results. This investment involves substantial risk, including potential loss of entire investment, and is suitable only for accredited investors who can afford such loss. These securities have not been registered with the SEC or any state securities commission. There is no public market for these securities and investors should expect to hold their investment for an extended period. All information is confidential and proprietary. Prospective investors should consult their own legal, tax, and financial advisors before making any investment decision. © 2025 Reece Fund. All rights reserved.