RayLio Holdings is a long-term, family-backed investment platform focused on acquiring and operating essential, asset-intensive lower middle-market businesses in the United States. We partner with owners seeking a thoughtful transition and prioritize continuity, legacy preservation, and operational…
RayLio Holdings is a long-term, family-backed investment platform focused on acquiring and operating essential, asset-intensive lower middle-market businesses in the United States. We partner with owners seeking a thoughtful transition and prioritize continuity, legacy preservation, and operational stability.
Our investment focus includes essential service businesses with non-discretionary demand, including HVAC, plumbing, electrical services, life safety, facility services, and select route-based or compliance-driven sectors such as portable sanitation and liquid waste. We target businesses with $1M–$5M of EBITDA, strong recurring revenue characteristics, and durable local or regional market positions.
RayLio is led by two partners with complementary backgrounds across investing, operations, and private equity. One partner brings over 15 years of experience across principal investing, structured finance, and M&A, including the execution of complex transactions alongside institutional capital providers. In addition, he has founded and operated a consumer business, providing firsthand experience with day-to-day operations, cash flow management, and scaling a company through both growth and challenging environments.
The other partner brings over 15 years of private equity experience across both large-cap and lower middle-market investments, with a focus on scaling founder-led businesses through operational improvements, professionalization, and strategic growth initiatives. His experience includes working closely with management teams to grow businesses from approximately $10–20M of revenue to $100M+.
This combination of investor and operator experience allows us to move efficiently through diligence, structure transactions thoughtfully, and engage with owners from a practical, partnership-oriented perspective. We are flexible in how we structure transactions and aim to align incentives for long-term success.
Our objective is to build a concentrated portfolio of high-quality operating businesses that we can own and grow over the long term, while being a reliable, transparent, and constructive partner to sellers and intermediaries.
Team (1)
Sectors RayLio Holdings serves:
Consumer Goods
Retail
Business Services
Industrials
Materials
Distribution
Consumer Services
Energy & Utilities
Technology
Health Care
Media
Financial Services
Manufacturing
Real Estate
Life Sciences
Telecommunications
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