Operator-led M&A advisory for service businesses, with particular depth in trades and essential services
We build businesses worth buying — then help owners find the right buyer, negotiate a deal that reflects what they've built, and get to the finish line without surprises. If the business isn't ready to sell yet, we help fix that first.
Start the ConversationMost service business sales don't fail because the business is bad. They fail because something comes up during the buyer's review that nobody prepared for.
Messy financials, too much depending on the owner, no clear plan for what happens after close. The buyer gets nervous, the price drops, or they walk. We've seen it from both sides. That's why we don't just run the sale — we make sure the business can hold up under a buyer's scrutiny before we bring anyone to the table.
The business runs without you in the building every day
Books that tell the truth and hold up when a buyer goes through them
Crews and managers who run day-to-day operations
No single customer or contract that makes or breaks the company
Operations that a new owner can actually step into
A clear transition plan that doesn't spook employees or customers
If your business checks most of these boxes, you may be ready to sell. If not, we help you address what matters most — before a buyer uses it against you.
We're not just advisors — we're active business owners. We've signed payroll checks, walked job sites, and know how fragile a service business can be when too much sits with one person. We understand that an exit isn't just about the number — it's about finding a buyer who'll take care of your people and protect what you built.
We've worked on both sides of M&A — as advisors at top investment banks and as operators running our own businesses. We know how buyers think, how they find risk, and what makes them pay a premium. That dual perspective means we can both prepare the business and run the deal.
Our core focus is trades and service businesses — HVAC, electrical, plumbing, landscaping, and similar essential services. We also selectively advise other owner-operated companies where our operator-led approach and buyer perspective are a fit.
Sell-side execution is our core focus
This is what we do. We run the sale of your business from start to close — presenting your business the right way, screening out weak buyers, managing the buyer's review process, and negotiating to protect your terms so you can stay focused on running the business.
Not every business is ready for a buyer on day one. When we see gaps that would cost you at the negotiating table, we help fix them first — so you sell from strength, not urgency.
For operators looking to grow by buying. We help you find, evaluate, and close the right acquisition — without overpaying or overcomplicating the process.
Thinking about selling your business? You want the right buyer, a price that reflects what you've built, and a process that doesn't fall apart at the finish line. That's exactly what we run.
Not ready to sell yet but know you should be planning? That might be the best time to talk. We'll tell you honestly what a buyer would see today and what's worth fixing before you go to market. No pitch, no pressure. All conversations are confidential.