§ 03 — Sector Intelligence

By NAICS

NAICS-indexed deal activity, valuation trends, labor pressure, and buyer appetite. Nobody organizes SMB intelligence this way. We do. Teaser data public — full sector breakdowns for subscribers.

🔒 Public ranges below — subscriber breakdowns include comps, risks, and diligence notes — Subscribe Free →

Multiple ranges reflect SMB transactions $1M–$10M EBITDA. Buyer appetite is editorial. Sources: ClearlyAcquired, IBBA Q2 2025, Stanford GSB 2024, ISM April 2026, BLS JOLTS Feb 2026.

332

Metal Fabrication

Range: 4.0x–6.5x EBITDA

Buyer Appetite: Strong

Issue Spotlight: #01

Section 232 expanded April 6 — full customs value now applies. ISM: Transportation Equipment and Machinery expanding.

Subscriber layer: full breakdown + diligence notes

333

Industrial Machinery

Range: 5.0x–7.5x EBITDA

Buyer Appetite: Strong

ISM: Expanding Apr 2026

One of 4 of 6 largest ISM sectors expanding in April. Reshoring narrative supporting premium multiples.

Subscriber layer: full breakdown + diligence notes

493

Warehousing & Storage

Range: 5.5x–8.0x EBITDA

Buyer Appetite: Very Strong

Trend: PE consolidation active

Highest buyer appetite of any sector we cover. PE platforms active. Competition from strategics increasing.

Subscriber layer: full breakdown + diligence notes

326

Plastics & Rubber

Range: 3.8x–5.2x EBITDA

Buyer Appetite: Soft

Watch: Resin costs (ISM)

ISM Prices Index at 84.6% — resins and petroleum products listed as surging. Regulatory uncertainty adding lender caution.

Subscriber layer: full breakdown + diligence notes

423

Industrial Distribution

Range: 4.5x–6.5x EBITDA

Buyer Appetite: Strong

Trend: Reshoring tailwind

Benefiting from nearshoring demand. Inventory risk from tariff uncertainty. Working capital requirements elevated.

Subscriber layer: full breakdown + diligence notes

561

Commercial Services

Range: 3.5x–5.5x EBITDA

Buyer Appetite: Moderate

Risk: Labor dependency

Owner dependency and key person risk common. Labor costs rising — ADP shows small business hiring pressure.

Subscriber layer: full breakdown + diligence notes

811

Automotive Repair

Range: 3.5x–5.5x EBITDA

Buyer Appetite: Moderate

Watch: EV transition uncertainty

EV service model still unclear. Traditional shops with fleet contracts more defensible than retail-focused.

Subscriber layer: full breakdown + diligence notes

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