Newport Beach, CA  ·  Private Equity by Entrepreneurs and Financial Professionals

We buy and build
service businesses
the right way.

Greencrest partners with founders of essential-service businesses to structure thoughtful exits, accelerate growth, and build lasting value across the trades, healthcare, and beyond.

$50 M+
Target Revenue
SW  /  SE
Geographic Focus
Founder First
Partnership Model
Commercial HVAC & Mechanical Plumbing & Electrical Roofing & Exteriors Healthcare Services Fire Protection Athletic Infrastructure Entrepreneur-Led Long-Term Ownership Commercial HVAC & Mechanical Plumbing & Electrical Roofing & Exteriors Healthcare Services Fire Protection Athletic Infrastructure Entrepreneur-Led Long-Term Ownership
About Greencrest

Built by entrepreneurs
and financial professionals.

Greencrest is a Newport Beach-based investment firm acquiring and growing essential-service businesses in the lower middle market. We are entrepreneurs and financial professionals who have built, run, and scaled businesses with our own capital — across industries from mechanical trades and healthcare to fire protection and athletic services.

We invest with a long-term horizon. We buy companies we want to own, improve them methodically, and hold them as long as it makes sense.

01
Entrepreneurial Mindset

We've managed crews, bid jobs, and handled cash flow. That experience shapes every decision.

02
Institutional Discipline

Rigorous underwriting, clear governance, and transparent reporting, all without the bureaucracy.

03
Long-Term Stewardship

We protect jobs, honor customer relationships, and build for years rather than quarters.

04
Systems & Efficiency

We deploy AI-assisted workflows and operational playbooks that help businesses scale without losing their identity.

Team collaboration
Working together
Building teams
Investment Strategy

Essential services.
Durable demand.

We focus on essential-service businesses, specifically companies with recurring demand, strong local brand equity, and real barriers to entry. Our approach is to find well-run businesses, install systems that unlock margin, and grow through organic sales and disciplined add-ons.

Primary focus on the Southwest and Southeast United States, where we have deep regional networks and operational experience.

Target Sectors
Commercial HVAC & Mechanical

Heating, cooling, ventilation, and mechanical systems across commercial and residential properties.

Plumbing & Electrical

Residential and commercial plumbing and electrical services with high recurring demand.

Roofing & Exteriors

Replacement and repair contractors with strong local reputations.

Healthcare Services

Outpatient, home health, and specialty services with recurring patient revenue.

Fire Protection & Safety

Fire sprinkler installation, inspection, and maintenance services with contract-based revenue.

Athletic Infrastructure

Sports apparel, team services, league operations, and athlete-facing businesses.

Landscape Supply

Landscape materials, nursery supply shops, and outdoor service providers.

Infrastructure

Fiber networks, data centers, and energy services.

Investment Criteria

What we look for
in a great business.

Revenue
$50M+ Annual Revenue

Established businesses with real scale and proven market position.

EBITDA
$5M+ Adjusted EBITDA

Profitable with sustainable cash flow and not a turnaround situation.

Ownership
Founder-Owned & Operated

Founders considering transition, growth capital, or partial liquidity.

Geography
Southwest & Southeast US

Sun Belt markets where we have deep operational networks.

Revenue Quality
Recurring or Service-Based

Maintenance contracts, repeat customers, or service agreements preferred.

Reputation
Strong Local Brand

Years in market with established customer relationships and community trust.

Situations We Pursue
Founder Retirement Succession Planning Growth Capital Partial Liquidity Full Acquisition Recapitalization
Our Approach

Why we're different
from traditional PE.

01
We've Done the Work

Our principals have run construction projects, managed field service crews, and operated across multiple trades — not just analyzed them. We understand payroll, foremen, and the daily realities of a service business.

02
Field-Level Understanding

We know labor economics, dispatch challenges, and margin dynamics. We come prepared and ask the right questions so no time is wasted explaining the basics.

03
Practical Systems

We implement AI-assisted scheduling and workflow tools built for field service businesses, not enterprise software forced onto a 25-person roofing crew.

04
Patient Capital

No five-year exit clock. We invest alongside long-term partners, which means we can hold through a tough year and invest ahead of growth.

05
Respect for Legacy

We don't lay off key people in month one. We earn trust before making changes, and every change is designed to strengthen the business, not just improve a metric.

06
Flexible Structures

Full acquisition, partial buyout, retained equity, or earnout. We structure each deal around what actually works for the founder, their family, and their team.

For Founders

If you built something
worth protecting,
we should talk.

No pressure and no term sheet on the first call. Just a direct conversation between people who understand service businesses.

Team partnership
Greencrest may be right for you if:

You're thinking about retirement or succession and haven't found the right partner or structure.

You want to grow faster than your balance sheet allows, with a hands-on partner rather than a passive investor.

You want partial liquidity now while staying involved to capture future upside.

You care about your employees and want certainty they'll be taken care of after the deal.

You've talked to other buyers and walked away feeling like they didn't understand what you built.

Flexible on structure. Full sale, partial sale, retained equity, or earnout. We tailor the deal to what works for you and your team.

Our Process

Simple, direct,
and founder-friendly.

No months of mystery, no committee delays, no re-trades after diligence.

1
Initial Conversation

A direct call with a Greencrest principal. Fully confidential, no obligation.

2
Evaluation

Basic financials review. Preliminary indication within 2 to 3 weeks.

3
Letter of Intent

Clear LOI with price, structure, and terms. No surprises.

4
Diligence & Closing

Focused diligence, 60 to 90 days. We don't re-trade on price after signing.

5
Partnership & Growth

We work alongside your team, implementing systems and driving growth.

Collaborative teamwork
Currently Seeking

Actively seeking
great businesses
to partner with.

We move quickly on compelling opportunities and maintain full confidentiality throughout.

HVAC, plumbing, electrical, roofing, healthcare, and fire protection with $50M+ revenue in Sun Belt markets

Recurring or contract-based revenue with loyal customer base and high repeat rates

Founders considering transition in the next one to five years

Add-on acquisitions complementing existing portfolio companies

Institutional Experience

Depth Across
Institutional Capital

Our team has worked alongside endowments, pensions, and family offices across multiple investment cycles. We bring rigorous underwriting, disciplined capital allocation, and a focus on downside protection to every transaction. That institutional foundation is paired with hands-on operating execution. We deploy patient capital with a long-term orientation, aligned with investors who value compounding over quick exits.

  • Direct exposure to institutional investment processes, fund structures, and LP reporting standards
  • Evaluated hundreds of businesses across sectors, geographies, and transaction types
  • Portfolio construction mindset applied to capital deployment and concentration management
  • Risk assessment built around downside scenarios, margin of safety, and capital preservation
  • Structured alignment with long-term investors through transparent governance and shared incentives
Our Network

Backed by
Experience

Greencrest is supported by a network of institutional-quality advisors and partners with deep experience across investing, operations, and company building. These are active thought partners who contribute directly to evaluating opportunities, underwriting risk, and supporting growth.

Who Stands Behind Us
Institutional Investors

Current and former Chief Investment Officers and senior investment professionals at major endowments and pension funds.

Operators & Builders

Executives who currently run or have previously built and scaled billion-dollar companies across multiple industries.

Serial Entrepreneurs

Founders who have successfully started, scaled, and exited multiple businesses with proven track records of value creation.

The Edge This Creates
Proprietary Deal Flow

Source opportunities through trusted relationships before they reach the broader market.

Dual-Lens Underwriting

Evaluate investments with both institutional discipline and real operator insight.

Hands-On Support

Back management teams post-investment with practical, real-world operating experience.

Efficient Scaling

Grow businesses and improve margins using proven operational playbooks.

Active thought partners — not a passive advisory board. Our network contributes directly to every stage of the investment lifecycle.

Sample Transactions

Select Experience
Across Markets

Large-Scale Real Estate Portfolio

Built and scaled a highly profitable portfolio of thousands of residential units, each requiring heavy capital investment in renovation and repositioning.

Property & Construction Management

Scaled multiple property management and construction management businesses from the ground up, building full operational infrastructure across portfolios.

Energy Technology Turnaround

Acquired an energy technology company, secured large-scale contracts, and partnered with the management team on a full operational turnaround. Exited with asymmetric returns.

$5B+ Capital Deployed

Participated in deploying over $5 billion of investor capital across a range of asset classes, strategies, and market cycles.

Leadership

Managing Partner

Brandon Akiyama, Managing Partner at Greencrest
Brandon A.
Managing Partner
LinkedIn

Brandon Akiyama is a private equity investor and operator with over 15 years of experience across acquisitions, capital formation, and operational improvement. He has worked with institutional and private capital across multiple industries, with a focus on disciplined underwriting, thoughtful structuring, and long-term value creation. His experience includes sourcing, executing, and managing investments across a range of market environments.

He combines an investor's perspective with hands-on operating experience, partnering closely with management teams to drive performance and scale businesses. His approach is grounded in alignment, accountability, and execution, with a focus on building durable companies and supporting founders through successful transitions.

Brandon graduated from the University of California, Irvine and has passed the SIE and Series 63 examinations.

Deal Intake

Submit an Opportunity

Greencrest partners with founders, owners, and intermediaries on acquisition opportunities where operational improvement, technology enablement, and strategic growth can drive long-term value creation. If you believe your company or client may be a fit, please submit the information below.

Submission of information does not create any obligation, offer, or commitment by Greencrest. Opportunities are reviewed internally and responses are provided selectively.