Former owners.
Helping peers.

Sell-side M&A advisory firm

$0 until close · No retainer · No discovery fee

We built and sold a Top-100 roofing company. Now we help home services and construction founders do the same — and net 20%+ more than they would alone.

70% above estimated enterprise value

“After going through the sell-side quality of earnings, we realized an enterprise value increase of probably 70% million above what I thought the company would transact for. It was just a tremendous, tremendous difference.”
Read the story

david-williams-trinity-restoration-roofing

John BuxtonFounder & Principal Advisor
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We don't ask founders to take our word for it. We've built a business, sold it, and now run the same disciplined process for owners like you — here's what that looks like in numbers.

About us
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$110M+

Closed deal value in the last 12 months

$50M+

Active deals currently in progress

$200M+

Companies under exit planning advisement

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How we work

A process designed around your terms. Not theirs.

Most owners go into a sale underprepared, and PE buyers count on it. We run a four-stage process that positions your business correctly before a single buyer conversation happens.

01 / 04

Pause

Before you respond to the next inbound call, we help you understand what you actually have, and what you actually want from a deal.

02 / 04

Prepare

We get your business exit-ready with financial preparation and a sell-side Quality of Earnings that surfaces the true value of what you’ve built, not the number a buyer would prefer you to accept.

03 / 04

Prospect

We run a competitive process across ~100 PE firms to generate multiple credible offers, so you’re choosing between options, not accepting the only one on the table.

04 / 04

Partner

We negotiate the full deal structure: valuation, your role post-close, earnout terms, and what happens to the people and culture you've built.

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Who we serve

We don't advise every industry, we advise yours.

We work exclusively with home services and construction founders. That specificity isn't a limitation — it's why our clients trust us with the most important transaction of their careers.

roofing
Roofing business operationsRoofing business operations
01 / 08

Roofing

The most active consolidation target in all of home services.

M&A ACTIVITY:
M&A activity scaleRead more
hvac
HVAC service operationsHVAC service operations
01 / 08

HVAC

PE is the dominant buyer in your market. Most owners do not know what that means for them.

M&A ACTIVITY:
M&A activity scaleRead more
plumbing
Plumbing service operationsPlumbing service operations
01 / 08

Plumbing

Fragmented. Recurring. Exactly what private equity is looking for.

M&A ACTIVITY:
M&A activity scaleRead more
electrical
Electrical service operationsElectrical service operations
01 / 08

Electrical

Infrastructure tailwinds are driving buyer demand right now.

M&A ACTIVITY:
M&A activity scaleRead more
construction
Construction project operationsConstruction project operations
01 / 08

Construction

Scale and recurring backlog quality are what buyers pay for.

M&A ACTIVITY:
M&A activity scaleRead more
commercial-landscaping
Commercial landscaping operationsCommercial landscaping operations
01 / 08

Commercial landscaping

Recurring maintenance contracts. The gold standard for institutional buyers.

M&A ACTIVITY:
M&A activity scaleRead more
doors-windows
Doors and windows installation operationsDoors and windows installation operations
01 / 08

Doors & windows

Strategic and financial buyers are both active. Are you positioned to choose?

M&A ACTIVITY:
M&A activity scaleRead more
business-services
Founder-led business services operationsFounder-led business services operations
01 / 08

Other services

Predictable cash flow attracts premium buyers. Here is what that means for you.

M&A ACTIVITY:
M&A activity scaleRead more
Client stories

The outcomes speak for themselves

From founders who’ve been through it.

All stories
David Williams of Trinity Restoration & Roofing

David Williams, Founder & CEO

Trinity Restoration & Roofing

70% above estimated enterprise value

“After going through the sell-side quality of earnings, we realized an enterprise value increase of probably 70% million above what I thought the company would transact for. It was just a tremendous, tremendous difference.”
Ready to explore your options?

Your exit should be on your terms

Whether you’re 12 months out or 5 years away, the decisions you make now shape the outcome you get. Let’s talk about what a successful exit looks like for your business.

Start a conversation

$0 until close. No retainer. No discovery fee.

Timber framing of a house under construction
Before you call

The questions every founder asks first

How much does this cost me upfront?
“Nothing. $0 until close — no retainer, no discovery fee. We get paid only when your deal closes on terms you’re happy with. If we don’t get the results you want, you pay nothing.”
I keep getting calls from buyers already. Why not just deal with them directly?
Inbound offers are rarely the best offers. A single buyer negotiating alone faces no competition and every incentive to anchor low. We run a controlled process so you are choosing between credible options instead of reacting to one.
How do I know what my business is actually worth?
We combine operating reality, market comparables and buyer demand to frame a clear, defensible value strategy before outreach begins.
I’m not sure I’m ready to sell. Is it too early to talk?
Earlier than most founders think. Preparation creates leverage whether your exit is next year or several years away.
How are you different from the brokers who keep emailing me?
We are former owners and operators. The process is built around the realities of growing, leading and transitioning a home-services business.
What happens to my team and my family’s involvement after a sale?
The right buyer and deal structure protect the legacy you built. Team continuity, your role post-close, and your family’s involvement are all part of the outcome we help you shape.
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