Profitable, established businesses
The current public target profile lists $1–10 million in revenue. The fund’s definitive offering documents and final investment decisions govern actual criteria.
The investment approach
Build on what already works.
HLG’s public strategy pairs control investments in profitable companies with hands-on operating support and considered technology adoption.
01 / Select with discipline
Start with durable demand.
HLG currently describes an acquisition focus across home and property services, professional services, and healthcare, with a U.S. geographic focus that includes Texas, Louisiana, and the Midwest.
Controlling investments
HLG’s public materials describe taking majority or control equity positions. Ownership, governance, valuation, and transaction terms are specific to each transaction.
02 / Improve the operation
Make the work easier to run.
Better systems should support the people doing the work and the customers who rely on them.
Understand the current business
Learn how customers are served, what the team already does well, and where coordination creates unnecessary effort.
Prioritize the practical changes
Identify opportunities in scheduling, intake, billing, records, and follow-up. Work should be grounded in the needs of each acquired company.
Support company leaders
Make changes alongside the people responsible for the business, with clear owners and appropriate review points.
03 / AI-enabled operations
Capacity. Control. More durable earnings.
AI automation can raise a home-service business’s value by capturing demand, improving technician utilization, and reducing owner bottlenecks. The upside shows up in measurable earnings and stronger operating handoffs.
Answer and book
Cover calls, qualify work, and schedule jobs while the team is serving customers.
Use every route well
Coordinate skills, geography, availability, and follow-up work across the technician schedule.
Close the follow-up loop
Keep estimates, maintenance reminders, and customer updates moving on time.
Reduce owner bottlenecks
Give managers clear workflows and decision history they can use without waiting for the owner.
Continue
See the businesses HLG seeks to back.
Review the sectors, target profile, and public fund parameters.