SIHAYA CAPITAL
SIHAYA
CAPITAL

Building a scalable, hard-asset platform positioned to benefit from structural tailwinds and essential needs

A hard-asset holding company in Mexico. We partner with the owners of leading regional operators and give their businesses the capital, procurement scale and national reach for the next stage of growth.

Sihaya, desert spring: building what endures.

Strategy

A portfolio of hard-asset businesses carried by Mexican economic tailwinds

We acquire control of asset-heavy service businesses that are essential, difficult to displace and cash generative, then compound them inside a single holding company. Each acquisition clears the same five filters and must make the assets we already own worth more.

1

Structural tailwind

Demand pulled by nearshoring capex, infrastructure build-out, urbanization and the formalization of environmental compliance.

2

Hard to disrupt

Physical work performed on site. No software substitute, no import substitute, and a service the customer cannot defer.

3

Cash generation

Recurring rental and service contracts, modest working capital, long-lived assets and predictable maintenance capex.

4

Physical footprint

Already holding, or one step away from holding, the footprint required to serve the customer, and displacing competitors that cannot.

5

Scale & fit

Procurement, financing and back-office leverage across the group, and adjacency to the assets already in the portfolio.

Current focus

Portable sanitation and its peripheral services

Small and mid-sized operators with owned fleets, regional density and years of reputation. Well-run businesses, not turnarounds, whose next stage of growth needs capital, procurement scale and a national footprint.

Target profile

Size
Owner-operated, regionally dense, with a fleet that serves anchor accounts
Assets
Owned units and service trucks, a yard, and licensed disposal arrangements
Revenue mix
Recurring rental and route service across construction, industrial and municipal clients; events as upside
Track record
Years of continuous operation, a stable crew and clients who renew without a tender
Geography
Any Mexican region, with priority where industrial activity is concentrating

Services in scope

  • Portable sanitationStandard, ADA and premium units on route
  • Septic tank cleaningPumping, grease traps, maintenance
  • Vacuum & haulingBlack and grey water to licensed sites
  • Site hygiene equipmentWash stations, showers, water tanks
  • Temporary site servicesAdjacent lines, same site supervisor
  • Construction campsCamp sanitation and water supply on remote sites
  • Events & projectsSeasonal demand on the same fleet

The peripheral services matter as much as the units. They deepen the client relationship and raise revenue per site using assets the business already owns.

For owners

Two ways to transact, one principle behind both

Option A

Full exit and liquidity

For owners ready to monetize a lifetime of work, we buy the business outright and take responsibility for what comes next.

  • Certainty of close. Committed capital, no financing contingency, a defined process.
  • The team stays. Crews, supervisors and management continue. We are buying the organization, not stripping it.
  • The name and reputation are preserved. Brand and local identity kept where they carry value.
  • Clients keep their service. Continuity of contracts, routes and service levels through the transition.

Option B

Partnership on a control stake

We acquire at least 51%, through primary, secondary or a mix calibrated to the growth plan, and the owner stays in as a partner in the platform.

  • Partial liquidity today, upside tomorrow. Cash out part of the equity and keep a stake in a larger platform.
  • National pipeline. Access to accounts and geographies no single regional operator can serve alone.
  • Platform scale. Group purchasing on units, trucks, parts and consumables, with supplier terms negotiated for the whole portfolio.
  • Financing muscle. Balance-sheet and debt capacity for fleet expansion when the business plan calls for it.

The operating principle

Our partners keep running the business they know best. The holding company owns capital allocation and platform strategy, and puts the group's capital, procurement and financing behind their plan.

Contact

Own a sanitation or site-services business in Mexico?

We are glad to talk with owners, families and their advisors, whether a sale is near or years away. Conversations are confidential.

Email xavier@sihayacapital.com
Phone +52 722 254 3856 Mexico +1 424 666 4519 USA
Based in Mexico City, Mexico

Sihaya Capital does not solicit investment through this website.