Investment Thesis

Cedrick-Logging.net represents a compelling opportunity in the growing site preparation and land clearing market, driven by infrastructure spending, energy development, and residential construction.

$45M

Annual Revenue

32%

YoY Growth

18%

EBITDA Margin

$120M

Contract Backlog

Market Opportunity

Positioned at the intersection of three high-growth sectors

Energy Sector

$1.2T in planned energy infrastructure investment through 2030, including oil & gas, solar, and wind projects requiring site preparation.

Market Growth +24%

Infrastructure

Federal Infrastructure Bill allocating $550B for highways, bridges, and utilitiesโ€”all requiring professional site clearing services.

Market Growth +18%

Development

Housing shortage driving 1.5M+ new home starts annually, each requiring lot clearing and site preparation services.

Market Growth +15%

Competitive Advantages

What sets us apart in a fragmented market

  • Technology Leadership

    Proprietary LiDAR and GPS-guided systems deliver 30% efficiency gains over competitors.

  • ESG Compliance

    Zero-burn certification and environmental compliance open doors to ESG-focused clients and premium pricing.

  • Experienced Team

    Average 15+ years industry experience. Low turnover creates operational consistency.

  • Long-term Contracts

    Multi-year master service agreements with energy majors provide revenue predictability.

Financial Highlights

Revenue CAGR (5yr) 28%
Gross Margin 42%
Client Retention 98%
Asset Utilization 87%
Debt-to-Equity 0.3x

Growth Strategy

Disciplined expansion with clear milestones

1

Geographic Expansion

Targeting Texas, Nevada, and Southeast markets for 2024-2025 entry.

2

Fleet Modernization

$8M investment in next-gen equipment with autonomous capabilities.

3

Service Expansion

Adding environmental remediation and reclamation services.

4

Strategic M&A

Evaluating regional competitors for tuck-in acquisitions.

Executive Leadership

Experienced team with proven track record

Cedrick Thomas

Founder & CEO

25+ years industry experience. B.S. Forest Resources, University of Arizona. Former U.S. Forest Service.

Marcus Johnson

Chief Operations Officer

20 years forestry operations. Former Regional Director at Weyerhaeuser. MBA, Arizona State.

Jennifer Walsh

Chief Financial Officer

CPA with 18 years experience. Former VP Finance at Granite Construction. Stanford MBA.

Interested in Learning More?

Contact our investor relations team to schedule a presentation or request detailed financial information.

Contact Investor Relations โ†’

investors@cedricklogging.com