Our Services

Full-cycle M&A advisory for industrial, commercial, and construction business owners and acquirers. Every engagement is handled with the same rigor and discretion we'd expect for our own transactions.

🏢

Seller Representation

Selling a business is one of the most significant financial events of your life. It deserves more than a listing on a broker marketplace. We provide comprehensive sell-side advisory that begins long before any buyer sets foot at the table — and doesn't end until the wire hits your account.

We work exclusively with owners of industrial, commercial, and construction businesses valued between $3M and $250M. That specialization means we understand your business model, your customer relationships, your equipment, and the risks a buyer will scrutinize. We use that knowledge to position your company for a premium outcome.

Our process is discreet, structured, and designed to generate competitive tension — because the best price comes from having multiple qualified buyers engaged at the same time.

  • Initial business valuation and market positioning assessment
  • Preparation of confidential information memorandum (CIM)
  • Identification and outreach to qualified strategic and financial buyers
  • Management of buyer communications and NDA process
  • Negotiation of letter of intent (LOI) terms
  • Coordination through due diligence, legal close, and wire transfer
🔍

Buyer Representation

Whether you're a strategic acquirer looking to bolt on capabilities, a private equity platform building scale in the industrial sector, or an individual buyer entering a new market, we provide buy-side advisory that gives you a real edge.

We help you define acquisition criteria, identify and approach targets — including off-market companies that never post to broker sites — and structure offers that balance price with terms. Industrial and commercial acquisitions have nuances that generic advisors miss: equipment liabilities, bonding capacity, workforce continuity, and contract transferability all matter enormously.

  • Acquisition criteria definition and target market analysis
  • Proprietary target identification and outreach (on and off market)
  • Initial financial analysis and deal screening
  • Offer structuring and LOI negotiation
  • Due diligence coordination and risk assessment
  • SBA and conventional financing alignment for qualified transactions
📊

Quality of Earnings

A Quality of Earnings (QoE) analysis is the financial backbone of any credible transaction. It separates true sustainable earnings from one-time items, owner-specific expenses, and accounting adjustments that won't transfer to a new owner. Buyers use it to validate what they're paying for. Sellers use it to defend their asking price.

We provide independent QoE analysis that stands up to buyer scrutiny and lender requirements. Having a clean QoE prepared ahead of going to market dramatically reduces deal risk, accelerates due diligence, and signals to buyers that you have nothing to hide — which itself commands a premium.

  • Normalization of EBITDA for owner compensation, perks, and one-time items
  • Revenue quality and concentration analysis
  • Working capital analysis and peg setting
  • Identification of add-backs and their defensibility
  • Lender-ready financial package preparation
  • Buyer Q&A support through due diligence
📋

Valuations & Exit Prep

Most business owners wait too long to think seriously about exit planning — and it costs them. The decisions you make two to three years before a transaction can dramatically affect the multiple you receive. We help owners understand what their business is worth today, and what it could be worth with targeted improvements.

Our valuation work goes beyond applying a multiple to EBITDA. We analyze your business the same way a sophisticated buyer would: customer concentration, contract structure, key-person risk, equipment age, growth trajectory, and market position all factor into what buyers will actually pay.

  • Formal business valuation using income, market, and asset approaches
  • Identification of value drivers and detractors
  • Value enhancement roadmap (12–36 month planning)
  • Financial clean-up and reporting improvement
  • Management transition and key-person risk mitigation
  • Timing strategy based on market conditions and personal objectives
🏦

SBA Financing Alignment

SBA 7(a) loans are one of the most powerful tools in industrial and commercial M&A — they allow qualified buyers to acquire businesses with as little as 10% down, dramatically expanding the pool of buyers who can afford your business. But not every deal qualifies, and not every lender understands industrial transactions.

We've built relationships with SBA-preferred lenders who specialize in industrial and construction business acquisitions. We know what they need to see, how to structure deals that get approved, and how to keep financing from becoming the reason a good deal falls apart.

  • SBA eligibility assessment early in the transaction process
  • Introduction to preferred SBA lenders with industrial sector experience
  • Deal structuring to optimize SBA loan terms
  • Financial package preparation for lender underwriting
  • Coordination between buyer, seller, and lender through approval
  • Conventional financing alternative identification when SBA isn't the best fit
🤝

Due Diligence Support

Due diligence is where most deals get complicated — and where inexperienced advisors lose control of the transaction. We've seen deals fall apart over surprises that could have been identified and addressed months earlier. Our due diligence support keeps your transaction on track by anticipating issues before they become deal-killers.

We coordinate across all workstreams — financial, legal, operational, and environmental — ensuring that the right information is delivered to the right parties at the right time. We also help sellers prepare for buyer diligence so there are no surprises that erode confidence or become leverage for price reductions.

  • Due diligence checklist preparation and management
  • Virtual data room setup and document organization
  • Financial diligence coordination with buyer's accountants
  • Legal diligence coordination with transaction counsel
  • Operational and environmental issue identification
  • Issue resolution strategy to keep deal timeline intact

Ready to get started?

Tell us about your business and we'll tell you what we think it's worth — and what we can do for you.

Start a Conversation