DMX McArthur & Company
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About the Firm

The American Dream
was made to last.

DMX McArthur & Company is a privately held holding company acquiring blue-collar businesses to own, build, and hold indefinitely. Not a fund. Not a search. Not a rollup running on a five-year clock.

Headquarters
Phoenix / Tempe, AZ
Stage
Formation · Pre-Institutional
Hold Structure
Evergreen Hold
Primary Markets
El Paso, TX · Phoenix Metro, AZ
Confidential · For Informational Purposes Only
DMX McArthur & Company, LLC · 2026
The Market Problem

Something is broken for
America's builders.

An estimated 2.9 million boomer-owned businesses will seek succession in the next decade. The overwhelming majority are small, blue-collar, profitable, and community-anchored. The market offers exactly two options, and neither honors what these founders built.

2.9M
Boomer-owned businesses approaching succession in the U.S. over the next decade
~80%
Of businesses listed for sale that never close a deal — the owner simply works until they stop
$0
Benefits coverage at the median blue-collar business — no health insurance, no payroll infrastructure
3rd
Option DMX built — the only one that preserves legacy, liquidity, and employee welfare simultaneously
Option A
Sell to Private Equity.
They pay a fair price. Then they fire half the team, rename the company, and optimize for a five-year exit. The customer relationships built over decades get restructured into a spreadsheet.
The legacy disappears before the ink is dry.
Option B
Pass It On or Wait for a Buyer.
Most businesses never close a transaction. The owner works until they physically cannot, then it ends. Thirty years of community trust, customer relationships, and skilled labor. Gone.
The average succession ends not with a sale, but with a stop.
The DMX Option
Sell 51%. Keep 49%.
The founder's name stays on the door. The team stays employed. Customer relationships are honored. The founder receives liquidity at close and keeps earning quarterly distributions on the 49% retained stake.
The legacy continues. The economics compound.
What We Believe

Legacy is not a sentiment.
It is a structure.

The American Dream isn't just starting a business. It's that business lasting beyond you, for your family, your employees, your community. Four convictions govern how we build.

Builders deserve a respectful buyer.
Blue-collar founders built the physical infrastructure of American life: the HVAC systems, the plumbing, the landscapes, the pest-free homes. They deserve a buyer who treats their life's work as a legacy to steward, not a yield to extract.
Workers deserve real benefits on Day 1.
Health insurance, payroll, HR. Not promises contingent on an exit that may never arrive. Every worker at every acquired business gets enterprise-grade benefits on the day the transaction closes, through Humaneers Services.
Ownership should compound.
For founders, for employees, for the communities they serve. That is how the American Dream becomes durable: when ownership accretes over time rather than concentrating at exit, distributed wealth becomes the architecture, not the aspiration.
Maisons to elevate, not assets to extract.
Patient compounding. Brand stewardship. Governance discipline at every layer. We are building for decades. The reference model is not a fund. It is an institution. That is the architecture we are replicating at the community scale.
Structural Advantage

The Mechanism:
51% / 49%

DMX takes controlling interest. The founder keeps 49%. This is the alignment mechanism, not a talking point. Founders stay economically invested through integration and beyond because they remain owners.

"Back-office changes precede customer-facing changes. Always."

Every integration begins with internal systems: payroll, HR, IT, reporting. Customer relationships and brand identity are the last things touched. The operating playbook is codified in DMXOPS001 §5. No exceptions without Board approval.

What does not change at close
The business name and brand identity
Customer-facing team and relationships
Founder's 49% equity stake + quarterly distributions
Documented transition authority during handoff
Tag-along, drag-along, and defined buyout provisions
The legacy, the story, and community standing
Capital Architecture

How every deal
is capitalized.

Each acquisition closes into its own Special Purpose Vehicle: senior debt, LP equity, and the operator's retained 49% stake, each independently underwritten and governed. DMX's balance sheet stays clean. Each deal stands on its own.

Layer 1 · Senior Debt
~60%
SBA 7(a) / conventional lender · DSCR target ≥ 1.25×
Layer 2 · LP / SPV Equity
~25%
Family offices, HNWIs, impact-aligned capital
Layer 3 · Operator Rollover
~15%
Founder's retained 49% · non-cash, aligns incentives
Illustrative · $2.0M Enterprise Value
Senior Debt
$1.2M
LP Equity
$500K
Rollover
$300K
Illustrative only. Final capital structure subject to per-deal underwriting. Source: DMXIEN001 v1 §2–§4; DMXOPS001 v1.3 §5.
Senior Debt (~60%)
  • SBA 7(a) or conventional lender
  • Secured against OpCo assets and operating cash flow
  • Target DSCR ≥ 1.25× at acquisition
  • Largest layer; optimizes LP equity returns
LP / SPV Equity (~25%)
  • Family offices, HNWIs, impact-aligned capital
  • Funds DMX McArthur's 51% controlling stake in OpCo
  • 8% preferred return paid from operating cash flow
  • 20% carried interest above hurdle rate
  • Pro-rata equity appreciation on hold or exit
  • Structure: Reg D 506(b) per-deal SPV
Operator Rollover (~15%)
  • Founder retains 49% equity stake at close
  • Non-cash; reduces total equity check required
  • Aligns long-term incentives; no earn-out needed
  • Participates in operating distributions quarterly
  • Pre-agreed buyout framework for future liquidity
Value Proposition

A deal that works for
everyone in the room.

Three constituents. Three discrete value propositions. Each reinforces the others, which is why the structure holds.

Operators / Founders
Liquidity without loss.
  • Liquidity at close: a controlled sale at a fair negotiated price
  • Retain 49% equity plus quarterly cash distributions from operations
  • Workers receive health insurance and benefits on Day 1 via Humaneers
  • Brand, name, and customer-facing team fully preserved
  • Documented transition authority: you stay in control during handoff
  • Upside participation as DMX improves margins through the 49% stake
  • Tag-along, drag-along, and defined buyout provisions
Capital Partners / LPs
Cash flow, not a clock.
  • Exposure to acquired operating cash flows: real businesses, real revenue
  • Per-deal SPV structure (Reg D 506(b)) with no forced exit timeline
  • Governance discipline plus quarterly reporting plus pipeline visibility
  • Platform appreciation as acquisitions deepen cross-sell and margin
  • No management fee drag between deals. Independent sponsor model.
  • Preferred pricing and benefits access across DMX McArthur portfolio companies
  • Evergreen hold: compounding, not transacting
DMX McArthur · The Firm
Recurring platform economics.
  • License fees: 1–6% of subsidiary revenue, tiered by integration depth
  • Per-employee Humaneers fees across every portfolio company
  • Vendor-margin capture: renegotiated procurement retained inside platform
  • Internal demand retained: cross-sell revenue stays in the ecosystem
  • GP economics from DMX McArthur Member Capital per-deal SPVs
  • Long-term operating asset appreciation across all verticals
  • Scale purchasing power across portfolio for procurement savings
Source: DMXIEN001 v1 §4. All intercompany economics documented at fair-market value with conflict-of-interest review.
Three Verticals · One Architecture

Not three separate bets.

A holding company with three reinforcing verticals, each compounding the others. BlueLine generates cash flow and cross-sell leads. Humaneers reduces portfolio cost basis. Real estate creates a captive demand floor for BlueLine contractors. That interdependence is by design.

BlueLine Services
Blue-Collar Rollup · Phase 1
Sub-$1M revenue, approximately 10 employees, 51% controlling stakes. Phase 1 acquisition targets span exterior trades, interior trades, and residential services across El Paso and Phoenix metro. Anchor verticals selected for recurring-revenue density: landscape, HVAC, plumbing, pest control.
Humaneers Services
Shared Services Backbone
HR, payroll, EOR, IT/MSP, and finance infrastructure serving every DMX McArthur subsidiary on Day 1 of integration. Also operates an external MSP as a standalone revenue line, serving SMB customers outside the portfolio. Those external clients become natural BlueLine cross-sell leads.
Humaneers Health
MSO Structure · Phase 2
MSO structure enabling Mindstack clinic acquisitions. Healthcare operations and consulting arm. Governed separately with eight-policy COI control layer required before first acquisition under the Mindstack platform.
Real Estate Holdings
Development SPVs · Land Bank
Development SPVs and land bank. Distressed and Opportunity Zone acquisition channels. Vertically integrated with BlueLine subsidiaries as preferred contractors. The ecosystem captures value at both the build layer and the service layer simultaneously.
HOA Management
Phase 3 · Recurring Revenue
HOA management companies provide recurring revenue and a natural cross-sell channel for BlueLine services across managed residential communities. Sources: HOA management company acquisitions and organic management contracts.
Property Management
Phase 3 · SFR / Multi-Family
SFR, small multi-family, STR, and light commercial. Sourced through NARPM and IREM networks. Creates a captive maintenance and renovation demand floor for BlueLine contractors at scale.
Mindstack
Community Care Platform
Post-discharge continuity, peer support, and clinic SPVs. Operated through the Humaneers Health MSO. Eight-policy COI control layer required before first acquisition. Addresses the community care gap in underserved Southwest markets.
PAPI
Pan-American Publications & Intelligence
Journalism platform with a board-chartered Editorial Independence Committee. Editorial authority is structurally insulated from commercial interests by governance design — not by policy promises. PAPI serves the same communities DMX operates in.
DMX Capital
VC Fund · Tiny New Owners
Mission-aligned equity for formation-stage owner-operators who lack access to traditional capital. The fund addresses the same structural gap at the startup layer that DMX Operations addresses at the succession layer.
The DMX Flywheel

Three verticals.
One compounding system.

Every acquisition makes the platform stronger for every other acquisition. BlueLine generates fees that fund Humaneers. Humaneers reduces cost basis for every sub. Real estate creates captive demand that flows back to BlueLine. Click any node to see how.

Fees · EOR Captive demand Savings · IT DMX PLATFORM COMPOUNDS Blue Line Real Estate Human eers

Scroll into view to see
how each vertical
compounds the others.

Humaneers Services

The American Dream,
made concrete.

A solo HVAC company cannot afford to offer its workers real health insurance, a 401(k), and professional IT support. A DMX-integrated HVAC company can, starting Day 1.

Humaneers is the shared-services backbone that makes this possible. Every acquired business plugs into the platform at close. Every worker receives real benefits immediately. The mission stops being an aspiration and becomes an operational fact.

The platform also operates an external-facing MSP as a standalone revenue line, serving SMB customers outside the DMX McArthur portfolio. Those external clients become natural BlueLine cross-sell leads. The ecosystem feeds itself.

"The mission stops being an aspiration. It becomes an operational fact."
Humaneers delivers on Day 1
Health insurance & comprehensive benefits package
Payroll processing & employer of record (EOR)
HR infrastructure, compliance & policy
Managed IT & MSP services
Finance back-office & reporting
Brand standards & marketing operations
Acquisition Diligence · DMXDIL001 Appendix A

Discipline before
the deal.

Every acquisition scored against a three-layer, 24-criterion rubric before LOI, re-scored at signed APA and again at close. The score determines integration depth and license fee tier. No override without explicit DMX Board approval and documented rationale.

Layer 1 · Score 1–5
Operational Maturity
  • Financial reporting quality & close speed
  • Payroll / HR systems & benefits coverage
  • IT infrastructure & security posture
  • CRM adoption & customer data quality
  • Key-person risk — owner independence score
  • SOPs & documented procedures coverage
  • Vendor management & contract discipline
  • Regulatory compliance & licensing currency
Layer 2 · Score 1–5
Brand Equity
  • Repeat customer revenue percentage
  • Customer acquisition cost profile
  • Geographic recognition & brand-search frequency
  • Online reputation — volume, rating, recency
  • Category position in local market
  • Loyalty, contracts & recurring revenue density
  • Business tenure & multi-generational reputation
  • Brand co-positioning fit with DMX McArthur portfolio
Layer 3 · Score 1–5
Cross-Sell Potential
  • Customer-base overlap with existing DMX McArthur subs
  • Geographic alignment with DMX McArthur footprint
  • Vertical adjacency to other DMX McArthur businesses
  • Internal demand floor — DMX McArthur entities as buyers
  • Bidirectional referral potential across portfolio
  • Tech platform compatibility with DMX McArthur stack
  • Workforce mobility across verticals
  • Brand co-positioning enhancement for portfolio
Tier 1 · 1–2% Fee
Brand-Only Integration
High operational maturity plus strong brand plus low cross-sell. Minimal Humaneers cutover. Preserve and compound.
Tier 2 · 3% Fee
Selective Integration
Competent operations, uneven systems, available cross-sell. Partial Humaneers EOR/HR/payroll cutover.
Tier 3 · 4–6% Fee
Full Integration
Owner fatigue, weak systems, strong cross-sell potential. Full Day-1-to-100 runbook plus full Humaneers cutover.
Decline / Restructure
No Deal
Aggregate score below 2.5 across all layers. Override requires explicit DMX Board approval with documented rationale on file.
Integration Playbook · DMXOPS001 §5

Disciplined. Deliberate.
No disruption to what works.

Back-office changes precede customer-facing changes. Always. We optimize for durability, not optics. Every integration ends with a business that is stronger than it was at close.

1
Day 1 · Orientation
Activate. Transfer. Begin.
Humaneers benefits activated. Payroll transferred. IT assessment begins. Founder transition agreement signed. Team introductions complete. Zero customer disruption. The clock starts clean.
2
Day 30 · Systems
Migrate. Consolidate. Deliver.
Financial reporting migrated. IT consolidated onto the DMX stack. First quick win identified and delivered. Visible improvement before Day 30, every integration without exception. That is the standard, not the aspiration.
3
Day 100 · Operations
Cutover. Renegotiate. Connect.
Full Humaneers cutover complete. Vendor renegotiations in process. Cross-sell connections established. Tier license fee flowing. Synergies Steering Committee active and logging.
4
Year 1 · Compounding
Document. Track. Compound.
EBITDA improvement documented. Cross-sell revenue tracking. Annual diligence rubric calibration. Founder distributions flowing on 49% stake. The platform is provably stronger than at close.
0+
businesses
0+
workers covered
$0K+
license fees / yr
Geographic Footprint

Eyes on the nation.
Feet on the ground.

The operating footprint is regional and deliberate. Phase 1 markets selected for blue-collar service density and underservice by institutional capital, not for headline size.

HQ
Phoenix / Tempe, AZ
Operating headquarters. Daniel Otradovec based in Phoenix; Leo Mercer in Tempe. Arizona default jurisdiction for all entities. SBA lending relationships active in-market.
Phase 1
El Paso, TX
Primary acquisition market. Dense blue-collar service sector, underserved by institutional capital. Hispanic business-owner community with significant boomer succession pipeline. Anchored in landscape, HVAC, plumbing, and pest control.
Phase 1
Phoenix Metro, AZ
Active sourcing. High recurring-revenue density and cross-sell yield in anchor verticals. Proximity to HQ enables deeper integration oversight. Real estate and HOA pipeline runs parallel to service acquisition activity.
Phase 2
Tucson · Albuquerque · Las Vegas
Southwest expansion following Phase 1 proof points. Similar demographic profile to Phase 1 markets. Expansion triggered by operational capacity, not investor pressure.
Long Game
Flint, MI · Rust Belt
Distressed real estate, Opportunity Zones, and federal funding channels. DMX Impact thesis applied at the community infrastructure layer, where the American Dream is most structurally absent and most recoverable.
The Capital Network
The operating footprint is Southwest and regional. Deals are sourced locally; capital partners are sourced wherever the right alignment exists.
Phase 1 Anchor Verticals
Landscape · HVAC · Plumbing · Pest Control
Highest recurring-revenue density plus cross-sell yield in the blue-collar service category.
Real Estate Sourcing Channels
Bankruptcy auctions · Tax auctions · Brownfields · Opportunity Zones · HOA management company acquisitions
Founding Team

Operator. Builder. Strategist.
The triangle is complete.

Three founders, three distinct functions. No overlap by design. The governance architecture, the deal playbook, and the capital strategy are each owned by the person best positioned to execute them.

LM
Leo Mercer
Chairman + Managing Partner
Operations, planning, and policy.
Architect of the DMX operating system, integration playbook, and governance architecture. Former journalist and executive operator. Designed the Humaneers shared-services framework, the 24-criterion diligence rubric, and the entity governance stack from the ground up. Based in Tempe, AZ.
DO
Daniel Otradovec
General Partner · Treasurer + Secretary
Construction management, project management, and finance.
Operating lead for the DMX RE Developments vertical. Brings construction and project management depth to real estate sourcing, development SPV structure, and the BlueLine contractor integration. Based in Phoenix, AZ, in-market for Phase 1 acquisition activity.
XG
Xander Goepfrich
Chief Strategy Officer · Designate
Deal sourcing and strategy.
Completing the operator-plus-builder-plus-strategist triangle at the founding team level. Joining designation confirmed. Responsible for deal origination, capital strategy, and the long-term geographic expansion roadmap for Phase 2 and beyond.
Entity Context

DMX McArthur & Company, LLC is the managing holdco entity. Arizona-based, formation stage, pre-institutional capital. The governance architecture separates entity-level economics from portfolio-company operations. All intercompany transactions documented at fair-market value with conflict-of-interest review. (DMX-OPS-001 §8)

Where We Stand · Formation Stage

Pre-close. Not
pre-work.

The architecture, the playbook, the team, and the sourcing engine are being built with intention before the first dollar is deployed. Getting the structure right first: governance, integration discipline, entity architecture, shared-services backbone. That is the right way to build a lasting holding company.

Day
30
Foundation Set
  • First LOIs in landscape, plumbing, HVAC, pest control
  • F&F and GP commit closed
  • SBA 7(a) banker engaged
  • DMX McArthur Board seated
Day
90
First Close
  • First BlueLine acquisition closed
  • Humaneers MSP founding acquisition in diligence
  • Sub-holdco entities formed
  • Conflicts policy operational
Mo.
6
Platform Operating
  • 2–3 BlueLine subsidiaries operating
  • License fees flowing at $50–80K annualized
  • Mindstack first clinic in diligence
  • Humaneers MSP in market
Mo.
12
Compounding
  • 5+ BlueLine subsidiaries operating
  • License fees $200K+ annualized
  • First Mindstack clinic SPV operational
  • PAPI Project Meridian pilot launched
Phase 1 milestones per DMXTML-001 §8. Dates and figures are targets, not guarantees.
The Vision

The American Dream,
made structural. Made to last.

Founders who sell to DMX McArthur keep their name, their team, and their legacy. And still get paid. Workers at every acquired business have real health insurance on Day 1. Communities in El Paso, Phoenix, and Flint where the American Dream is a structural fact, not a slogan. An architecture that compounds for decades, not exit cycles.

Conversations we are open to
Capital Partners
Operating Partners
Seller Introductions
Advisors & Board Members
Contact
Leo Mercer
Chairman + Managing Partner
mercer@humaneers.dev
Phoenix / Tempe, AZ
This document is confidential and for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any securities offering by DMX McArthur & Company, LLC will be conducted pursuant to a formal Reg D 506(b) process, subject to securities counsel review and compliance gate, and will be made only to accredited investors in accordance with applicable law. Formation stage. Pre-institutional capital. 2026.