Wall Street expertise for Main Street business owners
We help service business owners sell their companies, acquire competitors, or plan their exit — combining Wall Street M&A expertise with real-world operator experience.
Start the ConversationWe're not just advisors—we're active business owners. We've signed payroll checks and walked job sites ourselves. We understand that selling isn't just about the price—it's about finding a buyer who'll take care of your people and protect the legacy you've built.
We've worked on both sides of M&A—as advisors at top investment banks and as operators running our own businesses. That dual perspective means we know how to find credible buyers with real money AND how to position your business to attract them.
We work with owner-operators in trades and service businesses—the companies that keep homes and businesses running. HVAC, electrical, plumbing, landscaping, and similar essential services.
We help you get a fair price without the games. We screen out tire-kickers, negotiate aggressively to prevent buyers from lowering the price at the last minute, and run a clean process so you can focus on your business until close.
Grow through acquisition — without overpaying or overcomplicating. Find and acquire the right business to add to your portfolio or platform.
Get clear answers without the sales pitch. We'll tell you what your business is actually worth, what buyers will look for, and whether now is the right time to sell—with no pressure to move forward.
Thinking about selling? You're probably worried about three things: getting a fair price, finding a buyer who'll protect your legacy and take care of your people, and making sure you don't get jerked around during the process.
We can't promise perfection—no one can. But we've been on both sides of these deals. We know how buyers think, what red flags to watch for, and how to structure agreements that keep everyone honest. Let's talk through your situation. All conversations are confidential and obligation-free.