M&A Advisory for Home Services, Trades, and Healthcare Services
We sit next to you,
not across from you.
We advise founders through the sale of the companies they built. We run retained acquisition searches for PE firms, family offices, and independent sponsors deploying capital in these sectors.
Founded by an operator who built and exited multiple companies of his own, with his most recent exits completed in 2024. We have been the owner at the closing table.
Most advisors have watched deals happen. We have lived them as the owner.
2024
Most Recent Exits
Operator
Not Just an Advisor
Next to You
Not Across From You
Where We Work
Home Services and Trades
Founder-owned service businesses are consolidating under institutional capital. We represent the founders selling into that market and the buyers building in it.
- HVAC and Mechanical
- Plumbing
- Electrical
- Roofing and Exteriors
Healthcare Services
Care is moving into the home and capital is following it. We advise the owners of agencies and the investors acquiring them.
- Home Care and Home Health
- Hospice
How We Engage
- 01
Sell-Side Advisory
Full-process representation for founders preparing to sell. Positioning, materials, buyer outreach, negotiation, LOI, diligence, close.
- 02
Buy-Side Search
Retained search for PE firms, family offices, and independent sponsors. Direct founder outreach, operator to operator.
- 03
Exit Readiness Advisory
Fixed monthly fee, defined deliverables, no hourly billing. We address what buyers price before you go to market.
Whether you are selling or acquiring, start here.
A 30-minute discovery call. We will discuss your situation, our capabilities, and whether there is alignment for an engagement.
Book a Discovery CallOr submit an inquiry and we will respond within one business day.