Transaction Expertise First. Industry Expertise Where It Matters.
Professional Services
Accounting, consulting, legal practices, marketing, and human capital firms.
Key Transaction Nuances:
Key person retention, client continuity covenants, work-in-progress (WIP) accounting, and earnout structures tied to billable relationships.
Architecture & Engineering
Civil, structural, MEP, environmental, and specialized design practices.
Key Transaction Nuances:
Professional licensing transferability, contract backlog validation, project liability indemnifications, and owner transition timelines.
Construction & Contracting
Commercial subcontractors, general contractors, heavy civil, and specialty trades.
Key Transaction Nuances:
Bonding capacity, percentage-of-completion accounting, equipment valuation, customer concentration, and ongoing warranty reserves.
Property & Community Management
HOA management, commercial facility management, and multi-family service companies.
Key Transaction Nuances:
Contract duration, cancellation clauses, recurring contract revenue quality, staff retention, and regional geographic density.
Technology & Managed IT
MSPs, software development, SaaS, cloud infrastructure, and cybersecurity providers.
Key Transaction Nuances:
Monthly Recurring Revenue (MRR) retention, SLA obligations, intellectual property ownership, and key engineering talent continuity.
Telecommunications
Fiber installation, network infrastructure, structured cabling, and wireless integration.
Key Transaction Nuances:
Master Service Agreement (MSA) assignability, capital expenditure requirements, specialized vehicle/equipment titles, and safety records.
Business Services
Commercial cleaning, security, printing, logistics, and B2B specialty services.
Key Transaction Nuances:
Route density, customer turnover rates, front-line workforce stability, and recurring contract renewal history.
Industrial Services
Maintenance, repair, fabrication, testing, inspection, and equipment calibration.
Key Transaction Nuances:
Environmental compliance, facility leases, proprietary tooling, safety ratings (EMR), and customer certification standards.
Don’t See Your Exact Category Listed?
The core principles of business evaluation, cash flow normalization, working capital negotiation, and due diligence apply across all privately held commercial enterprises.