Who We Serve

Industry Expertise

Deep expertise across industries where founder-owned businesses thrive. Our team has extensive transaction experience advising companies across these core sectors.

Business & Professional Services01

Business & Professional Services

We advise HR, staffing, consulting, and outsourced service firms built on recurring client relationships. These businesses command premium pricing when buyer concentration and contract duration are properly positioned.

HR & StaffingIT ConsultingBPO & OutsourcingProfessional Firms
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Industrials & Manufacturing02

Industrials & Manufacturing

Specialty manufacturing, industrial distribution, and value-added production serving mission-critical supply chains. We understand the capex cycles, margin structures, and strategic buyer dynamics that drive valuations in this space.

Precision ManufacturingIndustrial DistributionCustom FabricationAutomation
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Construction & Specialty Contracting03

Construction & Specialty Contracting

Commercial contractors, specialty trades, and engineering firms powering infrastructure growth. Backlog quality, workforce depth, and contract diversity are the valuation levers we help owners optimize before going to market.

Commercial GCHVAC / MechanicalSpecialty TradesCivil & InfrastructureEngineering Services
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Building Products & Materials04

Building Products & Materials

Distribution, manufacturing, and services supporting residential and commercial construction markets. Geographic density and supplier relationships create defensible value that strategic buyers actively seek.

Materials DistributionSpecialty ProductsInstallation ServicesRental & Equipment
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Transportation & Logistics05

Transportation & Logistics

Freight, warehousing, and logistics technology enabling the modern supply chain. Asset-light models and tech-enabled platforms are commanding premium pricing as buyers seek scale and efficiency.

Freight Brokerage3PL & WarehousingLast-Mile DeliveryLogistics Tech
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Healthcare Services & IT06

Healthcare Services & IT

Provider services, healthcare technology, and clinical support serving an evolving care landscape. Regulatory expertise and payor-mix optimization are critical deal drivers we navigate for our clients.

Physician PracticesHome HealthHealth IT / SaaSClinical Staffing
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Technology & Tech-Enabled Services07

Technology & Tech-Enabled Services

Software, IT services, and tech-enabled platforms driving digital transformation. Recurring revenue, net retention, and Rule of 40 metrics are the benchmarks we position our clients against to attract top-tier buyers.

Vertical SaaSManaged IT ServicesData & AnalyticsCybersecurity
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Consumer Products & Services08

Consumer Products & Services

Branded products, e-commerce, and consumer services built on loyal customer relationships. Brand equity, DTC channel mix, and customer LTV are the metrics that separate good outcomes from exceptional ones.

E-Commerce & DTCFranchise SystemsConsumer BrandsSubscription Services
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Energy, Power & Infrastructure09

Energy, Power & Infrastructure

Essential services and infrastructure supporting traditional and renewable energy markets. Long-term contracts, regulatory moats, and infrastructure criticality create durable value propositions for acquirers.

Energy ServicesRenewable / Clean TechUtility InfrastructureEnvironmental Services
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