Focused expertise across the middle market.
We concentrate where we have real edge. A focused set of middle-market industries where understanding the operating and financial dynamics changes the outcome for owners and sponsors.
Generalist advisors treat every business the same. The industries we serve each carry their own economics — how revenue recurs, how value compounds, and how buyers and lenders underwrite them.
That specificity is exactly where we add an edge.
Funeral Homes
A recession-resistant, highly fragmented industry with durable, recurring pre-need revenue and a real-estate-backed operating business actively consolidated by strategic buyers and private equity firms. We help owners understand their value, plan succession, and run a disciplined process when it's time to transact.
Specialty Contracting
The specialty trades share a financial signature: project-based revenue, backlog, crew-level labor, and materials volatility within markets being actively consolidated by private equity platforms. We know the margin ranges, the valuation drivers, and the story institutional acquirers want to hear.
Fence Contractors
A ~$15B, fragmented market with a valuation premium for integrated gate and access control.
Roofing Contractors
Re-roof and repair demand, storm cyclicality, and a robust M&A market for premium multiples.
Landscape Contractors
Maintenance contracts create recurring, route-dense revenue that buyers prize.
Paving & Site Work
Equipment-heavy, bid-driven work where fleet utilization and backlog set the margin.
Concrete & Masonry
Labor and materials intensity where estimate discipline separates the winners.
Mechanical & Electrical
Service-plus-install models with recurring maintenance revenue that commands a premium.
Business Services
Industrial services companies and B2B service providers share recurring contracts, technician- and route-driven revenue, and asset-light models that reward scale, the exact profile that strategic buyers and private equity firms actively pursue. We help owners quantify what's durable and position it for a premium.
Industrial Services
Maintenance, repair, and mission-critical services with recurring demand.
Facility & Field Services
Route-dense, contract-based revenue across dispersed customer sites.
B2B & Professional Services
Relationship- and expertise-driven models with sticky, repeat clients.
Distribution & Logistics
Working-capital-intensive businesses where scale and density drive value.
Commercial Real Estate Developers & Sponsors
From ground-up development to value-add and stabilized assets, sponsors live on the cost and certainty of capital. We advise on debt placement, capital structure, and the institutional underwriting that lenders and equity partners expect.
What we understand
How Value Is Created
What actually drives enterprise value in a given business — and how to build more of it.
What Buyers & Lenders Test
The questions institutional capital asks before it commits — answered in advance.
Recurring vs. One-Time Revenue
Separating durable, repeatable revenue from the rest — the difference in a multiple.
Consolidation Dynamics
How platforms and strategics evaluate, price, and integrate the businesses they buy.
Margin & Unit Economics
Where margin is made and lost, and the levers that improve it before a process.
Capital, Cash Flow & Seasonality
Working-capital cycles, financing needs, and the timing that keeps a business healthy.
Don't see your industry?
If you own or sponsor a middle-market business and want a true advocate at the table, we should talk.
Request a Confidential Discussion →