M&A Advice for Owners Playing a Bigger Game
We evaluate potential targets and merger partners as well as financial and strategic alternatives. We advise on approach, timing, structure, financing and pricing, and we negotiate and close.
Where Brokerage Ends and Advisory Begins
Larger, more complex transactions need more than a listing. They need a strategy.
Target & partner evaluation
Assess acquisition targets and merger partners for strategic and financial fit before anyone signs a letter of intent.
Alternatives analysis
Sale, merger, recapitalization or a phased exit. We model the options against your goals.
Timing & structure
Asset or stock sale, earn-outs, seller notes, rollover equity and transition terms.
Financing
SBA 7(a) and conventional lenders brought in early so the capital stack holds together.
Negotiation & closing
We run the negotiation and coordinate counsel and accountants through closing.
Closing summary
SoldAnnual revenue, residential HVAC contractor
- Location
- Richmond metro, VA
- Employees
- ~30, retained
- Buyer
- National HVAC platform
- Buyer's track record
- 21 acquisitions in 3 years
- Process
- Confidential, targeted
- Seller outcome
- Exited, relocated to Florida
Recent Deal: An $11 Million HVAC Company, Matched With the Right Buyer
The owner wanted more than the highest bid. He wanted his 30 employees protected, his customers looked after and a clean exit to Florida. We ran a confidential, targeted search among strategic acquirers already investing in HVAC and brought a national platform to the table.
It was the second acquisition we had facilitated for that buyer. Familiar parties, a real strategic fit and a quiet process meant negotiations moved efficiently without disrupting daily operations.
Read the case study
Talk Directly With the Broker Who Will Run Your Deal
Dan Daniel founded the firm and still leads every engagement personally. He brings more than 40 years of business experience in valuation and analysis to companies of all sizes, and a referral network of M&A attorneys, CPAs, financial advisors, exit planners and SBA lenders.
You will not be handed to a junior associate after the first meeting. The person who values your business is the person who negotiates it.
- Confidential, no-obligation first consultation
- Scheduled on your calendar, not ours
- Straight answers on value, timing and fees
Plan Your Transaction With an Advisor
A complimentary, confidential valuation consultation for owners anywhere from Richmond to Philadelphia. No obligation, and nobody else will know you asked.
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