We invest in recurring-service businesses and in the operators who run them.

323 Horizon invests in founder and management-led service companies, partnering with the operators who run them. We bring capital, a field-tested playbook, and applied AI to build durable, compounding value. Strategic partners, not financial engineers.

The thesis

Strategic partners, not financial engineers.

We have run these businesses ourselves. When we invest, we already understand the work, the crews, and the customer on the other end of the appointment.

A field-tested playbook, paired with applied AI.

The same operating discipline that scaled a national service company, now sharpened by practical automation rather than slideware.

Built to hold and compound.

We hold for the long term and let durable businesses compound. Held, not flipped, and never dressed up for a quick sale.

The operator behind it

Built, ran, fixed, and exited. Not just financed.

Two decades of operating field-service businesses. The track record is the thesis.

Years operating 20+
Investments made 33
Acquisitions 11
Exits 5
Fifty thousand jobs a year, ordered
Order, from operational chaos.
A service business is thousands of small decisions a week. Our systems make the routine ones automatically, so the crews just work.
Appointments, crews, trucks, invoices. Tens of thousands of moving parts a year. Scheduled. Routed. Billed. Reported. That is what operating skill looks like.
What we look for

A short list, honestly applied.

If your business checks most of this list, we should talk.

01

Recurring revenue and real cash flow.

Contracts, routes, renewals, and re-inspections. We underwrite the work your customers will need next quarter, not a story about the quarter after.

02

Essential, unglamorous work.

Fire protection, facilities, flooring, field service. The economy cannot skip this work, and the crowd rarely looks at it. Boring is beautiful.

03

Owners who care what happens next.

Your name might be on the trucks. We keep the crews, keep the customers whole, and take the handoff as seriously as you do.

04

Succession without a successor.

A founder ready to step back and no second generation in the wings. That is not a crisis. It is a situation we know how to hold.

05

Room to modernize, not rebuild.

A sound business running on aging systems. Scheduling, dispatch, billing, and reporting that practical automation can quietly lift.

06

Situations that reward operating skill.

Stretched managers, messy books, deferred decisions. Problems that yield to hands-on work, not leverage.

How we operate

Three moves, one standard.

Invest Operate Modernize Compound
Patient capital, a quiet process built for first-time sellers. The playbook and the 323 Ocean bench, installed without drama. Applied AI removes drag from the systems that run the day. Held, not flipped. Durable businesses left to compound.
01

Invest

We partner with founders and management, bringing patient capital and a clear, quiet process built for first-time sellers. Fair terms, straight answers, and a close you can count on. You will always know where you stand.

02

Operate

We bring a field-tested playbook and the senior operating bench of 323 Ocean, our sister advisory firm, and we keep the people who built the business. Pricing, scheduling, cash discipline, and accountability, installed without drama. It is a caliber of support most owners at this size never get. The crews keep working, and the business gets stronger.

03

Modernize

We put applied AI to work on the unglamorous systems that run the day, upgraded for measurable lift rather than theater. Modernization sticks because it is built by operators who have done the work, not sold by a vendor who has not.

Applied AI, plainly

Systems that remove drag from the work.

No theater. We put practical automation into the parts of a service business that quietly leak time and money. Measurable lift for the business, proven by the operators who run it.

Scheduling The right crew in the right place, planned without the whiteboard.
Dispatch Routing that respects the day the field actually has.
Billing Invoices that go out the day the work is done, not the month after.
Reporting One clear view of the business, current as of today.
Sector experience

Where we have operated.

The businesses we hold are disclosed as permissions clear. The sectors we know are not a secret.

Fire and life safety Flooring Industrial and facility services HVAC Industrial cleaning Logistics Courier services
Get in touch

Start a quiet conversation.

Thinking about an exit? Tell us about the business and we will tell you straight whether it is a fit. No bankers, no auction theater.

Held in confidence. Your note goes to two people, not a list.

Replies come from a person, usually within two business days.