Executives in a boardroom reviewing deal documents
Lower Middle-Market M&A

M&A for Companies Built to Last

Established companies with real revenue, real teams and real reputations deserve a process aimed at the buyers who can pay for all three.

Strategic Buyers Pay for Strategic Fit

Consolidators and platform companies are actively acquiring across home services, distribution, healthcare and professional services. The right match can mean a higher price, better terms and a stronger future for your people.

  1. Buyer mapping

    Strategic acquirers, private equity platforms and family offices active in your industry.

  2. Confidential memorandum

    A professional package that tells your story with numbers buyers trust.

  3. Competitive process

    Managed outreach that creates tension between qualified buyers.

  4. LOI & structure

    Price, rollover equity, earn-outs, employment terms and working capital negotiated together.

  5. Diligence to close

    Quality of earnings, legal review and lender requirements kept on schedule.

An HVAC technician servicing a residential condenser unit

Case in Point: A National HVAC Platform

We sold an $11 million Richmond-area HVAC company to a national platform that had completed 21 acquisitions in three years. It was the second deal we had brought them, and all 30 employees stayed on.

Read the case study

Common Questions

Companies large enough to attract strategic and institutional buyers, typically with established management and several million in revenue or more.
Protecting employees is a common seller goal, and we make it a selection criterion. In our HVAC sale, all of roughly 30 employees were retained.
Part of the price paid as ownership in the buyer's company, giving you a second payday if the combined business grows.

Find Out What Your Business Is Worth

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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