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Flexible Solutions for Essential Services Businesses

what is Carnyx?

Carnyx is a boutique investment firm that actively partners with family- and founder-owned businesses that provide mission-critical services to their customers. We focus on companies taht serve critical parts of American infrastructure or provide essential, recurring services to their customers. We help owners transition, grow, or take chips off the table by structuring deals around their goals.
 
Carnyx invests on a deal-by-deal basis, meaning that we structure each transaction to best fit the needs of the business owner. We bring in capital as well as advisors and operating partners that are best suited to support the next phase of the business. High-level examples of transaction structures include:
 

  • Buyout: Acquisition of up to 100% of a company where the owner is looking to fully retire

  • Growth Partnership: 51-80% acquisition where an owner wants to retain a longer-term day-to-day role in the company or partially “cash out” as part of a transition to a new generation

  • Minority Growth Capital: Acquisition of less than 50% of the company where ownership wants outside support to strengthen operations or build out new initiatives

We look for companies that have over $5 million of revenue and $2 million of EBITDA (annual adjusted profit) but will opportunistically look at smaller opportunities.

who is Carnyx?

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Carnyx was founded by Ted Barrett in 2023 after a career in investment banking where he focused on advising and raising over $3 billion of capital for infrastructure companies.

 

Carnyx was formed to take what Ted learned in his investment banking career and apply it to his professional goals and interests, including:

 

  • Having a long-term stake in a business rather than acting as a short-term advisor and being able to plan and execute strategies over years

  • Working with teams and people rather than just infrastructure projects and being able to be a positive impact on the culture and success of the business

  • Finding creative capital solutions and unlocking opportunities for family and founder-owned businesses

How does Carnyx Work?

1. Intro Call: We start with a short conversation to understand your business, goals, and transaction objectives.

2. Initial Requests & IOI: We gather initial information, and if we believe there is a fit, we issue an Indication of Interest (IOI) outlining valuation, structure, and next steps.

3. Detailed Requests & LOI: Following mutual interest, we make document requests and submit a formal Letter of Intent (LOI). Once the LOI is signed, we work closely with you to fully understand the business and prepare for closing a transaction in 90 days.

4. Close & Transition: We finalize the deal and work with you on a seamless transition and growth plan post-close.

Contact

For any inquiries, please email us or fill out the contact form below:

Thank you for contacting us. We will get back to you shortly.

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