Acquisition Investment Memorandum

Crewline Software

Field Service SaaS

Metric$12M Revenue
Metric$10.6M ARR
Metric$2.4M Adj. EBITDA
Metric$10.8M Illustrative EV

Situation

Denver-based field-service-management SaaS serving 478 HVAC, plumbing, electrical, pest-control and landscaping contractors, with 65 employees, ~88% recurring revenue, ~104% NRR and a 20% Adj. EBITDA margin.

Mandate

Acquisition investment memorandum at a $10.8M enterprise value (4.5x EBITDA).

Scope of Analysis

Investment ThesisRecurring Revenue & Unit EconomicsMarket Fragmentation AnalysisPricing OpportunityM&A StrategyValuation & FinancingReturns

Selected Findings

Identified a 10% ARPU increase opportunity worth ~$880K of incremental net ARR, supported by a mission-critical workflow position in a fragmented $5.8B market.

Transaction Perspective

Attractive recurring-revenue platform with clear near-term pricing and consolidation upside.

Selected Deliverables

Public · Executive Summary

Acquisition Executive Summary

Concise overview of the acquisition thesis and principal underwriting considerations.

View Executive Summary →

Full Report

Acquisition Investment Memorandum

Access the full representative acquisition investment memorandum.

Leverage Strategic is led by Prashant Gupta, CA, MBA, bringing 10+ years of experience across transaction advisory, M&A, corporate strategy and investor relations. About Prashant → | LinkedIn →

Illustrative Transaction Case. Representative work presented for portfolio and capability-demonstration purposes; company names, financial information and transaction details may be anonymized, modified or modeled to preserve confidentiality.
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