Representative Closed Transactions

Owner-operated HVAC business with strong maintenance contract base and route density across Hampton Roads. PE-backed acquirer building a regional HVAC platform sought the company specifically for its recurring revenue mix (55%+ of revenue from service agreements) and geographic coverage. Transaction included a two-year transition arrangement with the founder.

Commercial janitorial and facility cleaning company with a concentrated portfolio of healthcare, government, and corporate office clients under multi-year contracts. Seller retiring after 22 years of ownership. Buyer used SBA 7(a) financing for the acquisition. Transaction structured with a seller note to bridge the gap between bank financing and purchase price.

Precision metal fabrication shop serving the defense supply chain and commercial industrial customers. Transaction complexity included equipment appraisals, environmental Phase I assessment, and customer concentration analysis (two accounts representing 40%+ of revenue). Buyer was a larger regional fabricator seeking to expand capacity and customer base. Deal structured with an earnout tied to customer retention.

Residential and commercial pest control operation with highly recurring route-based revenue and a documented 91% customer retention rate. One of the fastest transactions in our portfolio — high-quality recurring revenue businesses in the pest control sector attract intense institutional buyer interest. Multiple LOIs received within 60 days of marketing.

Multi-location flooring and kitchen & bath showroom business with long-standing contractor and trade relationships. Transaction required careful handling of lease negotiations across multiple locations, employee retention planning, and supplier contract transferability. Initial LOI received from a search-fund-backed operator; deal required rebidding after first buyer financing fell through before finding the right buyer 9 months after engagement.