
ABOUT
Cavvy Capital is a people-first, hands-on partner lower middle-market trades and e-commerce, focusing operational support rather than traditional private equity. We believe lasting value is built through collaboration, not just capital. Our mission is to empower your team to become elite operators for sustainable growth, utilizing patient capital and expertise in process optimization. We prioritize multi-generational partnerships, supporting long-term success over short-term gains.
STRATEGIC FOCUS: TRUE PARTNERSHIP & OPERATIONAL EXECUTION
We serve as a operating partner to business owners and management teams. Our approach is patient and intentional, leveraging deep operational experience and a network of exceptional leaders to implement best without imposing a rigid playbook. We actively modern capabilities, including AI implementation, alongside core business improvements. We provide management teams with the capital guidance necessary to accelerate growth, whether means expanding into new global markets or securing complex domestic contracts. Our aim is to build enduring relationships based on trust and transparency, ensuring our partners achieve their goals while making a lasting impact across their industry.
INVESTMENTS CRITERIA
We partner with established, stable businesses that meet the following core attributes:
Financial Health: Cash flow positive and demonstrating growth in EBITDA for three consecutive.
Revenue Profile: Strong foundation with recurring revenue streams.
Market Position: Defensible market advantage with low customer concentration.
Retention: High customer retention rates and demonstrated customer loyalty.
Compliance & Structure: Proven ability to operate within U.S. federal government compliance standards where applicable.
That said, if you have a special situation, we’d love to hear about it. We are adept at putting together puzzle pieces to create great pictures.
TARGET SEGMENTS
​We focus our specialized operational resources and deep domain expertise on high-potential sectors:
-
E-commerce: Direct-to-Consumer and B2B.
-
Skilled Trades and Essential Services: Plumbing, Electrical, HVAC, specialized contracting, facilities support.
-
B2B Products & Services: Leveraging technology/AI integration.
-
Regulated/International Services: Where government clearance or global operations are a factor.
.png)