Our Industries & Services
We facilitate connections between business owners looking to sell and buyers/private equity, using a consultative approach to understand client goals.
We provide our clients with vetted introductions, helping guide the acquisition process from introduction to close, streamline meetings, follow-ups, and communication to ensure a seamless transaction.
HVAC & Plumbing
Restoration
Landscaping
Lumber
Vocational Trucking
Fasteners
Overhead Garage Doors
Paving
Roofing
Medical Devices
Transportation & Logistics
Facilities Maintenance & Building Services
Our Approach
Identify prospective acquisition targets that align with the Private Equity Group’s investment parameters, including revenue size, geographic location, and EBITDA benchmarks.
Initiate discreet outreach to potential target firms to confidentially explore their openness to a potential transaction.
Develop a concise seller profile summarizing key operational and financial highlights for presentation to the Private Equity Group.
Secure executed confidentiality agreements and facilitate initial introductions between the interested buyer and the target company.
Coordinate communication and logistics, including arranging introductory calls, sharing contact information, scheduling site visits, and supporting early-stage due diligence by gathering preliminary financial documents and initial request lists.
Relay feedback and insights gathered from the seller throughout the deal process to ensure alignment and address concerns proactively.
Let’s Chat
We are always exploring new industries and work with a number of private equity groups and buyers seeking specific criteria of companies to acquire.