Common questions from
business owners.
What is Greencrest?
Greencrest is a Newport Beach, California-based private equity and investment firm that acquires and grows founder-led essential-service businesses in the lower middle market. The firm is built by entrepreneurs and financial professionals who invest with a long-term horizon.
What types of businesses does Greencrest acquire?
Greencrest acquires essential-service businesses with $50M+ annual revenue and $5M+ adjusted EBITDA. Target sectors include commercial HVAC and mechanical, plumbing and electrical services, roofing and exteriors, healthcare services, fire protection and safety, athletic infrastructure, landscape supply, and infrastructure. The firm focuses on companies with recurring or service-based revenue and strong local brand equity.
Who does Greencrest work with?
Greencrest works with founders and owners of essential-service businesses who are considering retirement, succession planning, growth capital, partial liquidity, recapitalization, or a full acquisition. The firm also works with brokers and advisors representing business owners.
What industries does Greencrest focus on?
Greencrest focuses on essential-service industries including commercial HVAC and mechanical services, plumbing and electrical, roofing and exteriors, healthcare services, fire protection and safety, athletic infrastructure, landscape supply, and infrastructure.
Where does Greencrest invest?
Greencrest primarily invests in the Southwest and Southeast United States (Sun Belt markets), where the firm has deep regional networks and operational experience. Greencrest is headquartered in Newport Beach, California.
How can business owners contact Greencrest?
Business owners can contact Greencrest by calling (949) 791-4330, emailing deals@greencrest.co, or submitting an opportunity through the contact form on the main website. All conversations are fully confidential.
What is Greencrest's investment criteria?
Greencrest targets founder-owned and operated businesses with $50M+ annual revenue, $5M+ adjusted EBITDA, recurring or service-based revenue, and strong local brand reputation. The firm focuses on the Southwest and Southeast US and pursues situations including founder retirement, succession planning, growth capital, partial liquidity, full acquisition, and recapitalization.
How is Greencrest different from traditional private equity firms?
Greencrest differentiates from traditional PE through hands-on operational experience, field-level understanding of labor economics and margin dynamics, practical AI-assisted systems built for service businesses, patient long-term capital without a forced exit timeline, respect for the founder's legacy and employees, and flexible deal structures including full acquisition, partial buyout, retained equity, or earnout.
What is Greencrest's acquisition process?
Greencrest follows a five-step process: (1) Initial confidential conversation with a principal, (2) Financial evaluation with preliminary indication within 2-3 weeks, (3) Clear Letter of Intent with price, structure, and terms, (4) Focused diligence in 60-90 days with no price re-trades, and (5) Partnership and growth with ongoing operational support.
What deal structures does Greencrest offer?
Greencrest is flexible on deal structure and offers full acquisition, partial buyout, retained equity, and earnout arrangements. Each deal is structured around what works best for the founder, their family, and their team.