3 Deals We're Watching

This is the unicorn deal of the week—a 62.5% cash flow margin on $1.2M revenue that would make any PE firm blush. At just 2.0x cash flow, you're looking at a sub-30-month payback on a debt-free operation that's been printing money in Tulsa since 1978. The Oklahoma electrical contracting market remains undersupplied as commercial construction accelerates, and with only 7 employees generating $171K per head in revenue, there's obvious leverage for an operator who can add one truck and scale into the growing Tulsa metro. The asking price essentially values this at 1.25x revenue for a business throwing off 62.5 cents on every dollar—that's distressed seller pricing on a performing asset.

Verdict: BUY