We focus on industries primed for consolidation, where strategic roll-ups yield the highest efficiencies and growth opportunities
Specialized medical services and outpatient care.
High-demand supply chain solutions.
Legal, financial, and consulting firms positioned for scalability.
Regional players ready to expand into national markets.
Consumer brands with strong demand and digital presence.
Strategic investments in energy infrastructure and resource optimization.
Advancing aviation infrastructure and optimizing fleet management.
We focus on industries primed for consolidation, where strategic roll-ups yield the highest efficiencies and growth opportunities
High-demand supply chain solutions
Regional players ready to expand into national markets
Strategic investments in energy infrastructure and resource optimization
Specialized medical services and outpatient care
Legal, financial, and consulting firms positioned for scalability
Consumer brands with strong demand and digital presence
Advancing aviation infrastructure and optimizing fleet management.
Specialized medical services and outpatient care
Strategic investments in energy infrastructure and resource optimization
Legal, financial, and consulting firms positioned for scalability
Advancing aviation infrastructure and optimizing fleet management.
High-demand supply chain solutions
Regional players ready to expand into national markets
Consumer brands with strong demand and digital presence
Our approach focuses on acquiring businesses with $750K to $2M EBITDA and systematically scaling them through:
Our approach focuses on acquiring businesses with $750K to $2M EBITDA and systematically scaling them through:
9FB Capital is uniquely positioned as a roll-up-focused private equity firm that leverages strategic consolidation to maximize value in fragmented industries. Our advantage stems from three core pillars:
We target niche, undercapitalized markets where scale and operational efficiency can be rapidly achieved.
Our roll-up strategy focuses on DTC eCommerce, transport and logistics, NEMT, and healthcare, among other sectors.
Unlike traditional PE firms that may diversify, our approach is deep and focused, allowing us to build platform companies rather than fragmented holdings.
We structure our acquisitions with a blend of equity, debt, and structured capital, often incorporating first-loss mechanisms to de-risk senior capital.
This approach ensures more predictable cash flow and greater downside protection, making our investment offerings highly attractive to LPs.
Our use of corporate bonds (e.g., $150M bond for DTC roll-up) ensures liquidity without sacrificing long-term value.
Our unique COFYS Method (Cross-selling, Organic Growth, Financial Synergies, Superpower Leverage) creates a repeatable, scalable model for value creation.
This method not only drives top-line growth but also margin expansion, providing superior risk-adjusted returns.
The COFYS Method is a proprietary strategic framework that integrates operational efficiency and strategic growth levers. It is the core of how we extract alpha from our roll-up acquisitions.
Leverage our platform companies to cross-sell services and products among portfolio brands.
Example: Integrating eCommerce brands with complementary product lines to increase average order value (AOV) and customer lifetime value (CLTV).
Impact: Immediate revenue uplift without significant marketing spend.
Apply data-driven marketing strategies to boost brand presence and customer acquisition. Standardize best practices across the portfolio, including SEO, paid media, and customer engagement tactics.
Implement growth hacking techniques: loyalty programs, subscription models, and influencer partnerships.
Example: In DTC brands, implementing automated email sequences post-purchase to drive repeat sales.
Impact: Sustainable growth from existing customer bases, reducing CAC.
Consolidate back-office functions: accounting, HR, procurement, and logistics to create economies of scale.
Renegotiate supplier contracts through bulk purchasing, leveraging aggregated volume across brands.
Centralize inventory management to reduce holding costs and prevent overstocking.
Example: Integrating multiple NEMT service providers under a unified dispatch and billing system.
Impact: Immediate cost savings and increased EBITDA margins.
Focus on cash flow management and yield improvements through operational efficiency.
Implement AI-driven predictive analytics to anticipate seasonal demand, reducing excess stock and waste.
Example: Dynamic pricing strategies for eCommerce brands to capture higher margins during peak demand.
Impact: Maximizing free cash flow, ensuring better debt service coverage (DSCR).
Leverage our Strategic Allies and Industry Advisors to open new distribution channels and secure bulk sales agreements.
Utilize preferred partners to co-invest and co-brand where synergies align.
Example: Partnering with a major logistics provider to optimize the last-mile delivery network for our transport and logistics roll-up.
Impact: Establishes competitive barriers and reinforces long-term profitability.
Unlike one-off strategies, COFYS provides a consistent, measurable approach across varied sectors.
It’s a systematic value creation model that scales with each additional acquisition.
By emphasizing cross-selling and yield improvements, COFYS mitigates the risks associated with isolated business models.
Our focus on organic growth ensures that we are not overly reliant on acquisition-led value creation.
The method is not just about acquiring assets but about integrating them efficiently into a cohesive operational platform.
This is particularly relevant in fragmented industries where operational improvements yield disproportionate returns.
Expanding sales channels and market penetration.
Creating economies of scale that improve margins.
Standardizing processes to accelerate business performance.
EIN 33-2037843
11001-2023
Austin HQ 9FB Capital 14425 Falcon Head Blvd BUILDING E, Suite 220, Austin, TX 78738
9FB Capital, Floor 12,
#1210, 100 Biscayne Blvd,
Miami, FL 33131
9FB Capital 8 The Green,Suite B,
Dover,Kent,
Delaware 19901
11001-2023
14425 Falcon Head Blvd BUILDING E, Suite 220, Austin, TX 78738
8 The Green,Suite B,
Dover,Kent,
Delaware 19901
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