Opportunity Overview
AMIVA Equity Partners has been exclusively retained to advise the shareholders of a differentiated, asset-light residential services platform serving individuals with intellectual and developmental disabilities (IDD) across the Colorado Front Range.
The Company operates a licensed host home network of 100+ provider homes serving 52 active clients, generating $4.5M in FY2025 revenue—100% backed by Medicaid HCBS waiver reimbursements with zero collection risk and built-in annual rate escalators. The platform has delivered a 33.6% revenue CAGR over the past two years while maintaining 24.7% net margins, zero debt, and approximately 100% cash conversion.
The Company's compelling investment thesis is anchored by 90.7% client retention, 95%+ lifetime provider retention, and an 80%+ referral conversion rate achieved with zero marketing spend. An eight-year track record of zero regulatory deficiencies across all state inspections creates a significant compliance moat, while the asset-light model requires no CapEx, no owned real estate, and no multi-shift staffing—driving superior capital efficiency relative to institutional care alternatives. Both founders are seeking a majority exit with flexible transition support, presenting a rare opportunity to acquire a scaled, cash-generative platform operating at less than 0.01% penetration of a $91B+ addressable market.
Key Highlights
100% Medicaid-backed revenue with zero collection risk and built-in annual rate escalators—no private-pay dependency
Asset-light, zero-debt platform with $0 CapEx requirements, ~100% cash conversion, and $2.5M+ in cumulative owner distributions
90.7% client cohort retention with 90% of returning clients increasing spend annually, driving net revenue retention approaching 99%
Eight consecutive years of zero regulatory deficiencies across all state inspections—creating a 12-18 month licensing moat versus new entrants
Organic referral engine with 80%+ conversion rates and $0 marketing spend, powered by deep Community Centered Board relationships
Significant white-space opportunity within a $91B+ TAM with 10,000+ individuals on the Colorado HCBS waitlist and favorable deinstitutionalization tailwinds
Employees
11
Full-time equivalent
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