Rumbo Direct is an independent operation within Rumbo Capital Partners, focused on identifying, analyzing, and leading direct acquisitions of companies with high-value potential. We start from proprietary investment theses, generated from data, structural tailwinds, and real opportunities for sector consolidation or transformation.

How it works

  • We identify fragmented sectors, market inefficiencies, or assets with strong value creation potential. Theses are developed in-house and validated through our proprietary methodology, which includes harnessing AI powered tools for validation.

  • We use market intelligence and technological tools (AI, scraping, micro-market validation) to identify targets that fit each investment thesis.

    But most importantly, we just reach. Our network and lead-generation tools, gets us to talking to sellers of companies that are still off-market.

  • We typically structure deals where there is a value creation plan for the seller and where the terms align with our current thesis.

  • We offer private investors, family offices, or funds the opportunity to co-invest in structured deals—directly and without intermediaries.

  • Rumbo Direct leads and executes each transaction. Our returns come from a direct equity stake, fully aligned with the success of the investment.

Investment Thesis Validation

We continuously monitor economic shifts, emerging trends, and sector-specific inefficiencies to generate forward-looking investment theses.

Our latest thesis focuses on a high-potential opportunity identified through proprietary research, AI-powered market validation, and real-time deal sourcing activity. It targets a sector or geography currently undergoing structural transformation—where consolidation, innovation, or demand surges create ideal entry conditions.

What This Thesis Includes:

  • Sector Overview & Tailwinds

  • Fragmentation or Gap Analysis

  • Target Profiles & Ideal Criteria

  • Initial Deal Pipeline

  • Potential Exit Scenarios

We are continuously seeking strategic co-investors interested in gaining early access to this thesis and participating in upcoming acquisition opportunities led by Rumbo Direct.

Current Investment Thesis

Rumbo Capital Partners is launching a new acquisition-focused thesis through Rumbo Direct, targeting two highly fragmented service sectors in the Comunidad Valenciana and Murcia regions:

1️⃣ Home Services (Servicios del Hogar)

This vertical focuses on essential trades and services for residential clients, including:

  • Plumbing

  • Electrical services

  • HVAC (heating, ventilation, air conditioning)

  • Painting and small renovations

  • Locksmith

  • Power washing

  • Smart home installation

These businesses typically operate with strong local reputations, recurring demand and revenue, and word-of-mouth client acquisition—but suffer from low digitalization, aging owners, and difficulty in scaling. Many are prime for roll-up and professionalization.

2️⃣ Industrial Technical Services

This vertical targets B2B maintenance and outsourced services for factories, logistics firms, and energy-intensive industrial clients, such as:

  • Preventive and corrective maintenance

  • Machinery installation and relocation

  • HVAC for industrial environments

  • Outsourcing of qualified trade labor

These companies often serve long-term industrial clients but lack the structure or capital to scale regionally or digitally.

Why These Verticals?

  • Structural Fragmentation: Thousands of micro-firms without succession plans or access to scale.

  • Chronic Labor Shortages: Skilled trades are in high demand, making consolidation attractive for talent retention and training.

  • Recurring Revenue: Both verticals offer a mix of one-off and recurring maintenance contracts.

  • Tech Lag: Low levels of digital adoption open opportunities for value creation through software, process optimization, and branding.

  • Exit Pathways: Consolidated platforms become attractive targets for PE, industrials, or strategic players in 3–5 years.

We are currently seeking strategic co-investors interested in gaining early access to this thesis and participating in upcoming acquisition opportunities led by Rumbo Direct.