ulsiinvesstments.com

Investing 
In
Margins With A
Mission.

Flagship buyout collaboration strategies to invest in leading American essential facilities management industry with potential for both growth and operational improvements. Led by operations and consolidation experts from the industry with over 200 years of combined experience, ULS invites market leading small and medium enterprises to join forces with exponentially gainful succession plans.

Investing 

In Margins With A Mission.

Flagship buyout collaboration strategies to invest in leading American essential facilities management industry with potential for both growth and operational improvements. Led by operations and consolidation experts from the industry with over 200 years of combined experience, ULS invites market leading small and medium enterprises to join forces with exponentially gainful succession plans.

ABOUT US

A specialized investment firm targeting lower middle-market, founder and family-owned, high-quality
essential facility management companies with a distinct risk/reward profile compared to traditional buyouts. We prioritize long-term partnerships, aiming to fully scale, grow, and optimize your business to achieve its best operational potential.

ULS focuses on acquiring, merging, and integrating service-oriented and local legacy businesses that require effective succession plans, addressing both the emotional and financial needs of retiring founders or growth-focused entrepreneurs.  

With experienced leadership, ULS adds value by preserving and enhancing these legacies, delivering exceptional results that surpass the expectations of all stakeholders.

Industries

Plumbing

Electrical

Roofing

Landscaping

Carpentry

HVAC

Underground Utilities

Construction Management

Janitorial Services

Facilities Management

Restoration

Sewage

Criteria

Founder & Family Owned

USA

$5M to $100M Revenue 

Higher Than $1.5m EBITDA

Retrofit Project Based

Maintenance Services 

Consistent Cash Flows

Strong Repeat Customers

No Customer Concentration

Long Standing Team

Technology Enabled

Barrier To Entry

LEADERSHIP

Sunanddita Das

Chief Executive Officer

Christopher M Lynch

Chief Financial Officer

Lauren Fielder

Corporate Counsel

Patrick J Meyers

Operating Partner

Richard Osmann

Board Chairman

Obie L McKenzie

Director

Paul Adams

Director

Paul Rowland

Independent Director

Ed, Selkow

Board Advisor

Rocco Bova

Board Advisor

Tracy Llyod

Board Advisor

Partners

Sunanddita Das

Sunanddita Das

Chief Executive Officer

Experienced 7 multi-Billion Acquisition & Mergers, pre- and post- merger integration, with 2 decades operating expertise in the multi-national largescale facilities management, contracting, construction industries including in luxury hotels. Thorough in business and operations management and led mid to senior leadership teams with revenue and earnings accountability in Fortune 500 companies including Marriott, Hyatt, Accor, Kempinski.

Founder and former Principal of Urbane Luxury Services, a Canadian Certified WBE business, a national facilities services provider propelling local legacy businesses growth through partnerships and contracting.


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Chris Lynch

Christopher M Lynch

Chief Financial Officer

Recognized strategic leader and operationally focused CFO with 3 decades of successful track record across publicly listed, venture capital and Private Equity backed businesses. Strong background in financial and strategic planning, corporate development, mergers and acquisitions, public and private capital markets, restructuring, financial reporting, corporate governance, investor relations and treasury management

Former CFO at Financeit, and AlarmForce Industries Inc, Senior Vice President of Corporate Finance and Treasury with Brookfield Residential Property Services, BGRS and an avid Investment banker with CIBC.


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Manoj Hippola

Manoj H

Chief Investment Officer

A qualified Chartered Financial Analyst, with 15-year Private Equity and Corporate Development strategist with multiple acquisitions and public exits under his leadership. His experience spanned in North America and Europe. Former CFO at Wikileaf, and former CIO at Nesta.


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Lauren Fielder

Lauren Fielder

Corporate Counsel

Practising Bar at law with over 25-year experience in international law, human rights, Mergers and Acquisitions. She is the Assistant Dean at School of Law, University of Texas. Lauren carries sharp experience in the contracting industry of lower middle market niche and boasts herself as a Searchfund investor in SMB space.


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Patrick, J Meyers

Patrick J Meyers

Operating Partner

UCLA Civil & Environmental Engineer and a Booth’ MBA alumni, influential & innovative C-suite executive in the Energy/HVAC industry, served over 2 decades as Senior Vice President, Business Development/Sales with Sunnova Energy, Veolia, Constellation Energy managing over $100M P&L. Serving in his roles he has led Mergers & Acquisitions from due diligence to post-merger integration and organic growth and expansion opportunities.

Successfully founded, scaled and exited a deregulated energy company in the United States.


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Richard Osmann

Richard Osmann

Board Chairman

Chief Executive Officer of Project Finance Exchange, managing global project financing of $24Billion annually, a strategic business advisor, negotiator, Mergers & Acquisitions facilitator, capital raise specialist and a business growth transformer. Brings over 40 years of experience managing in North America, Australia, and Europe, in many verticals including healthcare and infrastructure.

Former Executive Director and Board at Kester Bottling Company, Ltd. Accra, Mastermines Utah


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Obie L McKenzie

Obie L McKenzie

Director

Mr. McKenzie is an experienced executive with over 50 years of financial service experience. regulated. MBA in finance from Harvard Business School (’72), His roles have spanned investment banking, commercial banking, broker dealing, corporate treasury, investment management, and corporate independent advisory. He is a founding Board member of The National Association of Securities Professionals, The Toigo Foundation, Girls Who Invest and is Chairman Emeritus of MIDA. During his distinguished career, he has held positions of Managing Director at BlackRock, Merrill Lynch Investment Managers, and Chase Investors, Executive Director of UBS Asset Management and Cordiant Capital. 

Mr. McKenzie has played a major role in raising over $50 Billion Of limited partnership capital.


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Paul Adams

Paul Adams

Director

2019 Ernst & Young Entrepreneur of The Year, specializing in building maintenance and contracting services, he is the recent Chief Growth Officer & Founder of private equity backed Royal House Partners, completing a consolidation in Missouri, Tennessee, Texas, Oklahoma & Arkansas with $50m revenue and 275 employees. Former Chief Executive Officer of Trüdela Partners within Dallas-Ft Worth. Former Executive of Service Experts LLC., a national maintenance company, with over 100 service centers across North America, 2,800 plus employees and $435m+ in annual revenue, facilitating its acquisition to Enercare in 2016. 

Outstanding Leader in the Construction Industry by Realty 2.0 in April 2022 and Awarded ACHR’s (Air Conditioning Heating & Refrigeration) News 2022 Best Contractors to Work For List.


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Paul Rowland

Paul Rowland

Independent Director

4 decades of risk management, underwriting and due diligence expertise, overseeing independent due diligence of multi-billion dollars global infrastructure projects in Invictus Risk Solutions LLP.


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Ed, Selkow

Ed, Selkow

Board Advisor

Industry expert with over 50 years’ experience in Commercial Facilities Management Services across North America managing facilities of over 10 million square foot, vendor, and commercial contract management.


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Rocco Bova

Rocco Bova

Board Advisor

Bespoke Hotels Developer & Managing Director of large hotels, meetings, and events facilities with operational excellence of 3 decades across the globe, managing pre-construction developments to fully functional luxury hotel facilities in 3 continents.


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Tracy Llyod

Tracy Llyod

Board Advisor

Talent management and Human Resources expert, former Vice President of Minor Hotels with decades experience managing global hotel management companies and talent pool of executives.


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