Tax-Advantaged Private Equity for the Modern Economy
Rollups | Opportunity Zones | Technology-Driven Returns
Our Mission
Empowering the Next Generation of Private Equity
We acquire, consolidate, and modernize essential service businesses in recession-resistant industries, unlocking scalable growth and permanent tax-advantaged returns through Opportunity Zone (OZ) and QSBS strategies.
Our approach combines sophisticated tax structuring with operational excellence, creating a powerful platform for sustainable value creation that benefits investors, businesses, and communities alike.
Why Now
A Convergence of Three Powerful Trends
Mass Business Transitions
70% of U.S. small and medium-sized businesses are owned by baby boomers approaching retirement, with many lacking clear succession plans. This demographic shift creates an unprecedented opportunity to acquire quality businesses at attractive valuations.
Tax Alpha Opportunity
Permanent Opportunity Zone and Qualified Small Business Stock tax advantages are now legislated and enhanced via the Opportunity Zone Business and Real Estate Acceleration Act (OBBBA), providing structural tailwinds for long-term investors.
American Reshoring & Policy Tailwinds
Over $2 trillion committed to infrastructure, defense, and U.S. manufacturing through bipartisan legislation. Reshoring initiatives are creating robust demand for domestic service providers and manufacturers.
What We Do
REV Global Capital Specializes In
Strategic Rollups in Fragmented Industries
We target essential service sectors including tax preparation, HVAC, healthcare services, and manufacturing—industries with predictable cash flows and recession-resistant characteristics.
Tax-Optimized Investment Structuring
Every investment is carefully structured to maximize federal tax incentives through Opportunity Zones and QSBS provisions, creating significant after-tax alpha for our limited partners.
Digital Transformation of Legacy Businesses
We deploy proven operational playbooks and technology infrastructure to modernize operations, improve margins, and position portfolio companies for premium exits.
Our Investment Thesis
A Modern Flywheel for Value Creation
Buy
Target founder-owned, recession-proof, technology-light businesses with strong fundamentals and established customer bases in fragmented markets.
Improve
Deploy operational playbooks and technology transformation initiatives to enhance efficiency, expand margins, and create scalable infrastructure.
Relocate
Strategically move operations or assets into designated Opportunity Zones to optimize tax treatment and access local incentives.
Exit
Execute strategic sales after 10-year holds with enhanced EBITDA, expanded multiples, and completely tax-free gains for investors.
How We Outperform
Traditional Private Equity
Value Creation
Primarily via financial engineering and cost reduction
After-Tax IRR
Approximately 17% after capital gains taxes
Hold Period
Short-term holds of 3-5 years with taxable gains
Execution
Fragmented operational improvements without integrated infrastructure
REV Global Capital
Value Creation
Operations transformation plus strategic tax optimization
After-Tax IRR
22%+ through OZ and QSBS permanent tax elimination
Hold Period
Strategic 10-year holds for completely tax-free gains
Execution
Integrated digital infrastructure and compliance excellence
Sample Case Study
Home Health Rollup – OZ Strategy Applied
01
Initial Acquisition
Acquired 5 home health agencies across the Southeast for $12 million, each with strong local market positions but limited scalability.
02
Strategic Consolidation
Merged operations and relocated headquarters and administrative functions into a qualified rural Opportunity Zone in Georgia.
03
Operational Transformation
Achieved 70% EBITDA growth over 6 years through technology integration, standardized processes, and expanded service offerings.
04
Premium Exit
Exit value of $45 million with after-tax uplift of 32% compared to traditional private equity structures—demonstrating the power of tax-advantaged investing.
Platform Focus Areas
Sector Rollups + OZ Integration
1
Legacy Manufacturing
Precision machining, metal fabrication, packaging, and contract manufacturing operations serving critical domestic supply chains.
2
Home Services
HVAC, plumbing, electrical, and property maintenance businesses with essential service models and strong local market positions.
3
Healthcare Services
Home health agencies, outpatient clinics, dental practices, and specialty care providers with recurring revenue and favorable reimbursement dynamics.
4
Real Estate-Adjacent Services
Title companies, real estate brokerages, escrow services, and property management firms with predictable transaction-based revenues.
Deal Sourcing Engine
Proprietary Channels for Consistent Dealflow
RIA and CPA Referral Programs
Strategic partnerships with over 200 registered investment advisors and certified public accountants who identify business owners planning exits and seeking tax-advantaged solutions.
Direct Outreach to SMBs in OZs
Systematic identification and outreach to small and medium businesses already located in or near designated Opportunity Zones across target industries.
Trade Association Pipelines
Active memberships and sponsorships in key industry associations providing access to business owners and proprietary market intelligence.
Economic Development Partnerships
Collaborative relationships with state and local economic development agencies seeking private capital for community revitalization initiatives.
Online Business Marketplaces
Sophisticated sourcing strategies across platforms including Axial, BizBuySell, and other specialized marketplaces for proprietary deal origination.
Why LPs Invest
Differentiated Returns. Tangible Impact.
30-60%
After-Tax Return Premium
Higher after-tax returns compared to traditional private equity through strategic deployment of OZ and QSBS tax advantages.
10+
Communities Revitalized
Active investments in economically distressed areas, creating jobs and catalyzing local economic development through strategic business operations.
100%
Recession-Resistant Sectors
Exclusive focus on essential service businesses with predictable cash flows that demonstrate resilience across economic cycles.
Transparent Execution with Robust Compliance
Our experienced team provides comprehensive compliance support, detailed reporting, and transparent communication throughout the investment lifecycle. Every portfolio company benefits from institutional-grade financial controls and tax structuring expertise.
Our Team
Proven Expertise Across Private Equity, Tax Structuring, and Operations
Managing Partners
Combined 40+ years in private equity, with successful exits across multiple sectors and proven track records in value creation and capital deployment.
Operating Partners
Former CEOs and operators from healthcare, manufacturing, and business services with deep industry expertise and operational transformation experience.
Tax & Legal Advisors
Leading OZ and QSBS specialists from top-tier law and accounting firms, ensuring optimal structuring and full compliance with evolving regulations.
Industry Vertical Experts
Seasoned professionals with specialized knowledge in our target sectors, providing strategic insights for acquisition evaluation and portfolio company growth.
Next Steps
Let's Talk.
LP Commitments & Co-Investments
Join sophisticated investors benefiting from tax-advantaged private equity with transparent execution and aligned incentives.
Deal Referrals & Partnerships
Leverage our platform to create value for your clients through strategic introductions and collaborative opportunities.
Strategic Collaboration Opportunities
Explore joint ventures, co-sponsorship arrangements, and customized investment vehicles tailored to your objectives.
Contact Us
REV Global Capital Email: investments@revglobalcapital.com Web: revglobalinc.com | Phone: 213-898-BLUE
The Tax Advantage in Action
Deferral & Growth
Capital gains are deferred, and appreciation becomes tax-free after 10 years, maximizing long-term returns.
QSBS Enhancement
Benefit from up to 100% exclusion on qualified gains, significantly reducing your tax liability.
Tax Summary
Understanding the OZ and QSBS Advantage
Opportunity Zone Benefits
  • Deferral: Capital gains invested in OZ funds defer taxation until December 31, 2026, or until the investment is sold
  • Step-Up: After 5 years, original gain basis increases by 10%; after 7 years, an additional 5% step-up
  • Permanent Exclusion: After 10-year hold, all appreciation on OZ investment is permanently tax-free
QSBS Enhancement
  • Section 1202 Exclusion: Up to 100% of gains excluded from federal taxation on qualified small business stock
  • Per-Issuer Limits: Greater of $10 million or 10x basis excluded per issuer
  • State Benefits: Most states conform to federal QSBS treatment, providing additional tax savings
Combined Tax Impact: Traditional PE vs. REV Global Capital
The combined power of Opportunity Zone and QSBS structuring creates 600+ basis points of after-tax outperformance compared to traditional private equity investments, significantly enhancing long-term wealth creation for limited partners.
Timeline to Optimize 10-Year Hold
1
Year 0-1
Acquisition & OZ Structuring
Deploy capital into OZ-qualified businesses, establish QSBS eligibility, and implement operational improvements.
2
Year 1-3
Platform Building
Complete rollup acquisitions, integrate technology infrastructure, and standardize operations across portfolio companies.
3
Year 3-5
Growth Acceleration
Scale operations, expand market share, and achieve EBITDA targets. Original capital gains deferral period ends in Year 5-7.
4
Year 5-8
Value Optimization
Refine exit strategy, maximize EBITDA multiples, and prepare portfolio companies for premium valuations through operational excellence.
5
Year 8-10
Strategic Exit
Execute sales to strategic buyers or financial sponsors. After 10-year hold, realize completely tax-free gains for investors under OZ provisions.

Key Insight: Patient capital combined with strategic tax structuring creates a powerful competitive advantage. Our 10-year investment horizon aligns with permanent tax elimination, allowing us to focus on sustainable value creation rather than short-term financial engineering.