Agent-First
Boring Business
M&A
Michele “Mike” Mauri
Acquiring stable, asset-backed local industries. Eliminating admin margin. Expanding multiples through tech.
Chasing Boring Cash Flow
Focus on acquiring unsexy, recession-proof, asset-backed local industries - HVAC, plumbing, water delivery - that print cash, instead of chasing the VC-hyped, Adderall-fueled AI model race. These businesses don’t need to be disrupted; they need to be acquired and stripped of friction.
$200,000
10x / yr
2%
A $20,000 down payment controls a $1,000,000 asset throwing off $200,000 in annual seller’s discretionary earnings. That’s 10x annual cash-on-cash yield on day one - before any operational improvements.
The Agent-First Catalyst (MCP)
Using AI automation to gut administrative margins, and integrating Model Context Protocol (MCP) so that customer-facing personal AI agents can autonomously discover, order, and schedule services without humans in the loop. The admin layer that once consumed 15-20% of revenue goes to zero.
Gutted middle layers
AI agents discover, order, and schedule services through MCP - bypassing SEO spend, sales commissions, and administrative overhead. Margins that were 15-20% go to near-zero.
The SBA & Roll-Up Arbitrage
Utilizing high-leverage acquisition structures - like the Canada SBA play: $20K down for a $1M business - and rolling individual businesses up into a tech-enabled aggregate to expand valuation multiples from 3-4x to 8-10x.
Individual Acquisitions
Tech-Enabled Aggregate
145% valuation uplift · $4.9M in arbitrage value created by rolling up fragmented local businesses under a single tech-enabled platform.