Wharton Court acquires established property service businesses serving commercial and multifamily owners, preserves their operating teams, and improves customer acquisition and execution. We focus on recurring property and business services in Houston, Dallas–Fort Worth, and Southern California.
Revenue: $5M–$25M
Adjusted EBITDA: $3M+, after a market salary for the owner's operating role
Ownership: founder or family owned, ideally established 10+ years
Revenue quality: at least 50% recurring or repeat business
Customer concentration: no customer above 20% of revenue preferred
Management: an operating manager or successor who can stay
Seller situation: retirement, succession, or a partner exit
Our Current Focus: Property Services
Founder-Led & Family-Owned
Corporate Carve-Outs & Recapitalizations
Revenue & Cash Flow
Competitive Moats
Seeking businesses with $5M–$25M in annual revenue and $3M+ in adjusted EBITDA after paying a market salary to replace the owner's operating role.
Focus on sustainable advantages and market leadership for long-term enterprise value.
Founder or family owned, ideally established 10+ years, with an operating manager or successor who can stay.
Unlocking value from non-core assets and optimizing capital structures for growth.
Flexible Investment Structures
Growth Equity
Private Equity Buyouts
Patient capital for expansion, market leadership, and product innovation.
Majority acquisitions providing liquidity for founders and strategic transitions.
Strategic Acquisitions
Targeted platforms for consolidation and operational synergies.
Partner for Enduring Value
Wharton Court seeks compelling opportunities where disciplined capital and operational expertise can drive long-term enterprise growth.