Industry: Mechanical Services
Revenue: $18M
EBITDA: $2.8M
Timeline: 7 months
Multiple: 5.1x EBITDA

The owner had built a 30-year residential and commercial HVAC business across Middle Tennessee. He was 62, had no succession plan, and two private equity groups had already approached him with lowball offers. His CPA recommended he talk to us before signing anything.

We ran a competitive process, positioning the company’s recurring service contracts and technician bench depth as the key value drivers. After fielding 11 IOIs and 4 LOIs, we closed with a strategic acquirer at a 38% premium over the highest unsolicited offer the owner had received. The deal included an 18-month transition with the owner staying on as a consultant.

Industry: Healthcare Staffing
Revenue: $8M
Capital Raised: $3.5M
Timeline: 4 months
Structure: Minority equity + mezzanine

A husband-and-wife team had bootstrapped a healthcare staffing agency to $8M in revenue over five years. They had contracts with three hospital systems and a waitlist of clients, but they were cash-constrained and couldn’t hire fast enough to fill demand.

We structured a raise that blended minority equity with mezzanine debt, giving them growth capital without giving up control. We ran a targeted process with 6 capital partners who specialize in healthcare services. The founders retained 78% ownership and used the capital to open two new markets, growing revenue to $14M within 18 months of close.

Industry: Specialty Manufacturing
Revenue: $12M
EBITDA: $1.9M
Timeline: 9 months
Multiple: 4.1x EBITDA

The owner of a custom metal fabrication shop had been diagnosed with a serious health issue and needed to move quickly. Two competitors had made informal acquisition offers, both structured as earnouts that would have kept him tied to the business for three more years. He needed a clean break.

We positioned the sale as a time-sensitive opportunity with a strong management team already in place. We ran an accelerated process, compressing the typical timeline by prioritizing buyers who could close without SBA financing delays. The final deal was all-cash at close with no earnout, no seller note, and a 30-day transition.

Industry: Commercial Services
Revenue: $22M
Transaction: $9.2M recap
Timeline: 6 months
Owner retained: 45% equity

A second-generation owner of a commercial landscaping and grounds maintenance company didn’t want to sell outright, but he needed liquidity. Most of his net worth was locked in the business, his partner wanted out, and he had two kids approaching college age.

We structured a recapitalization with a lower middle-market private equity firm. The PE firm acquired 55% of the business, buying out the departing partner and putting $3.2M in the owner’s pocket. The owner retained 45%, stayed on as CEO, and now has a well-capitalized partner to help fund acquisitions in adjacent markets.