Your Final Invitation of 2025

Hello SMB Deal Hunters!

📣 I wanted to invite you to participate in a business acquisition opportunity I’m investing in. Importantly, this is the final opportunity I'm sharing in 2025 where you’ll be able to invest alongside me.

This is a fully passive investment led by an experienced sponsor. Through Hunter Equity Partners, our investment arm, I’ve secured an exclusive allocation in the deal and am pooling capital from the SMB Deal Hunter community. I’m leading the syndicate and managing the investment vehicle, so you can gain exposure to this opportunity without having to operate the business yourself.

🔎 The acquisition target is an 80+ year old advanced manufacturing company that makes essential, high-precision parts for industries like aerospace, defense, energy, and research. According to the sponsors:

• The company is one of the only mid-size manufacturers in the U.S. that can handle every step of complex production in-house. Most firms with these capabilities are 10x larger, and rebuilding this level of infrastructure and certification would take 5-10 years and more than $30MM.

• The company has built parts for some of the most demanding programs in the country, including Boeing rockets, AI data center turbines, nuclear submarines, and national research labs.

• Less than 2% customer churn, with blue-chip long-term relationships including Honeywell, Leidos, Boeing, Northrop Grumman, SpaceX, and Solar Turbines.

• The existing leadership team has already been running the business for the last 3 years, with the seller averaging only 1 to 2 hours per week. This demonstrates a stable, durable, and transferable operation.

• The sponsor has already secured $17.5MM in institutional capital (debt and equity) from a global investment firm with more than $4.5B in AUM and deep relevant sector expertise.

Quick summary:

• 2025 EBITDA: $5.2MM

• 2025 Revenue: $36MM

• Purchase Price: $26MM (5x EBITDA)

• Equity Target Raise: $4.45MM

• Target Investor IRR: 21.2%

• Target Investor MOIC: 2.63x

• Target Hold Period: 5 years

• Target Close: Dec 19, 2025

• Minimum Investment: $50K

Note: You have to be an accredited investor to participate

💡 Here’s why I’m investing in this deal:

1. The sponsors have decades of experience leading multi site aerospace, defense, and industrial manufacturing companies. They have run global P&Ls, overseen major engineering programs for customers like Boeing, Gulfstream, Panasonic, and Bombardier, led eight acquisitions and complex carve outs, and executed a 740 million dollar sale at a 16.4x EBITDA multiple. Their background gives them the exact skill set needed to scale this platform.

2. Deeply embedded in mission-critical supply chains.
   The company makes parts used in gas turbines that power AI data centers, nuclear submarines, aerospace systems, and national research labs. These sectors spend consistently, rely on trusted suppliers, and have high switching costs.

3. Attractive entry multiple with a large margin expansion opportunity.
   We are acquiring the business at 5.0x TTM EBITDA, significantly below the 7.4x industry average and well below recent comparable sales of 8.1x to 10x.

4. Clear, low-risk growth opportunities:

   • Improving pricing, quoting, workflow, and scheduling to boost margins without adding cost

   • Expanding sales nationally and adding dedicated account managers for top customers

   • Scaling several newly launched long-term programs with Honeywell, Solar Turbines, Blue Origin, and Leidos

   • Unlocking more capacity across the company’s five facilities, which currently have around 40 percent excess room to grow

   • Strengthening processes and systems to support higher revenue and higher margins

5. Strong alignment from seller and institutional partners.

   The seller is rolling $6MM into the deal and will own 44% after closing. The institutional partner brings deep expertise, operational support, and a strong network in industrial and energy markets.

6. QSBS tax benefits.
   The investment is structured to qualify for QSBS treatment, which may allow investors to exclude up to 100% of capital gains at exit. These tax savings are not included in any projected returns and represent additional upside.

If you’re interested in learning more, request an invite to look at the data room. You must be an accredited investor to participate:

Thanks,

Helen Guo

P.S. I’ll also be inviting those who have requested more information to a private webinar where I’ll be interviewing one of my partners Kyle (Head of Investments at Hunter Equity Partners, the investment arm of SMB Deal Hunter) with an opportunity for Q&A on Thursday, Dec. 4.

Legal Disclaimer: The information herein concerns a private placement of equity securities offered under Regulation D as promulgated by the Securities and Exchange Commission. This email is not an offer for the sale of securities. The Offering referenced herein is qualified entirely by a certain private placement memorandum circulated by the issuer of this Offering, and securities may only be offered and sold pursuant to such memorandum and applicable securities laws.