Rollups · Opportunity Zones · Technology-Driven Returns
We acquire, consolidate, and modernize essential service businesses in recession-resistant industries — unlocking scalable growth and permanent tax-advantaged returns through Opportunity Zone (OZ) and QSBS strategies.
Our approach combines sophisticated tax structuring with operational excellence, creating a powerful platform for sustainable value creation that benefits investors, businesses, and communities alike.
70% of U.S. small and medium-sized businesses are owned by baby boomers approaching retirement, with many lacking clear succession plans. This demographic shift creates an unprecedented opportunity to acquire quality businesses at attractive valuations.
Permanent Opportunity Zone and Qualified Small Business Stock tax advantages are now legislated and enhanced via the Opportunity Zone Business and Real Estate Acceleration Act (OBBBA), providing structural tailwinds for long-term investors.
Over $2 trillion committed to infrastructure, defense, and U.S. manufacturing through bipartisan legislation. Reshoring initiatives are creating robust demand for domestic service providers and manufacturers.
We guide middle-market buyers through every stage of acquiring businesses in the $1M–$10M range — deal sourcing, due diligence, LOI drafting, negotiation guidance, and post-acquisition integration. Close with confidence. Scale without disruption.
We connect operators and investors with the right capital stack — LP vehicles, Opportunity Zone funds, and QSBS-eligible structures engineered to maximize after-tax returns and minimize friction at every stage of the capital lifecycle.
We embed AI and digital modernization into portfolio companies to reduce operating costs, compress timelines, and accelerate revenue. SDR automation, legacy system modernization, and sales acceleration tools — built to increase exit multiples.
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Schedule a Consultation →Target founder-owned, recession-proof, technology-light businesses with strong fundamentals and established customer bases in fragmented markets.
Deploy operational playbooks and technology transformation initiatives to enhance efficiency, expand margins, and create scalable infrastructure.
Strategically move operations or assets into designated Opportunity Zones to optimize tax treatment and access local incentives.
Execute strategic sales after 10-year holds with enhanced EBITDA, expanded multiples, and completely tax-free gains for investors.
| Traditional Private Equity | REV Global Capital | |
|---|---|---|
| Value Creation | Primarily via financial engineering and cost reduction | Operations transformation plus strategic tax optimization |
| After-Tax IRR | Approximately 17% after capital gains taxes | 22%+ through OZ and QSBS permanent tax elimination |
| Hold Period | Short-term holds of 3–5 years with taxable gains | Strategic 10-year holds for completely tax-free gains |
| Execution | Fragmented operational improvements without integrated infrastructure | Integrated digital infrastructure and compliance excellence |
Precision machining, metal fabrication, packaging, and contract manufacturing operations serving critical domestic supply chains.
Trucking, towing and logistics businesses with essential service models and strong local market positions.
Home health agencies, outpatient clinics, dental practices, and specialty care providers with recurring revenue and favorable reimbursement dynamics.
Real estate and multi-family investment in Opportunity Zone designated areas, combining operational returns with permanent tax advantages.
Higher after-tax returns compared to traditional private equity through strategic deployment of OZ and QSBS tax advantages — targeting 22%+ IRR vs. ~17% for traditional PE.
Active investments in economically distressed areas, creating jobs and catalyzing local economic development through strategic business operations.
Exclusive focus on essential service businesses with predictable cash flows that demonstrate resilience across economic cycles.
Our experienced team provides comprehensive compliance support, detailed reporting, and transparent communication throughout the investment lifecycle. Every portfolio company benefits from institutional-grade financial controls and tax structuring expertise.
Two of the most powerful tax structures in the U.S. tax code — combined into a single, institutional-grade investment strategy.
The combined power of Opportunity Zone and QSBS structuring creates 600+ basis points of after-tax outperformance compared to traditional private equity investments, significantly enhancing long-term wealth creation for limited partners.
Deploy capital into OZ-qualified businesses, establish QSBS eligibility, and implement initial operational improvements. Compliance frameworks and reporting infrastructure are established from day one.
Complete rollup acquisitions, integrate technology infrastructure, and standardize operations across portfolio companies. Build shared services and centralized management capabilities.
Scale operations, expand market share, and achieve EBITDA targets. Original capital gains deferral period ends in Year 5–7, crystallizing the basis step-up benefit.
Refine exit strategy, maximize EBITDA multiples, and prepare portfolio companies for premium valuations through operational excellence and strategic positioning.
Execute sales to strategic buyers or financial sponsors. After the 10-year hold, investors realize completely tax-free gains on all appreciation under OZ provisions.
Patient capital combined with strategic tax structuring creates a powerful competitive advantage. Our 10-year investment horizon aligns with permanent tax elimination, allowing us to focus on sustainable value creation rather than short-term financial engineering.
Combined 40+ years in private equity, with successful exits across multiple sectors and proven track records in value creation and capital deployment.
Former CEOs and operators from healthcare, manufacturing, and business services with deep industry expertise and operational transformation experience.
Leading OZ and QSBS specialists from top-tier law and accounting firms, ensuring optimal structuring and full compliance with evolving regulations.
Seasoned professionals with specialized knowledge in our target sectors, providing strategic insights for acquisition evaluation and portfolio company growth.
The Qualified Opportunity Zone program is entering its most consequential phase. QOZ 2.0 establishes a permanent framework for managing capital gains through 2047 — with rolling 5-year deferrals and new Relocation Safe Harbors that allow operating businesses to move into zones without compromising tax-free growth status.