Industries

Outsourced services, facilities management, marketing firms, professional services, and residential service businesses including HVAC and Roofing. We understand the recurring revenue dynamics, labor models, and customer retention metrics that define value — and how to tell that story compellingly to the right buyers and capital providers.

Software, technology-enabled services, and SaaS platforms at every stage of growth. Deep familiarity with ARR-based valuation frameworks, net revenue retention, churn dynamics, and the strategic acquirer and growth equity landscapes that drive outcomes for technology businesses in the middle market.

Independent agencies, MGAs, and specialty distribution platforms across P&C, benefits, and life lines. Deep familiarity with commission revenue quality, book retention dynamics, carrier relationships, and the strategic acquisition frameworks used by consolidators and private equity sponsors reshaping the insurance distribution landscape.

Physician practices, outpatient services, behavioral health, healthcare IT, and life sciences businesses. Experienced navigating payor mix complexity, regulatory risk, and physician alignment structures that most directly impact valuation and deal structure in healthcare transactions.

Industrial manufacturers, value-added distributors, engineered products companies, power generation, utilities, and infrastructure services businesses. Our team’s prior operating experience gives a practitioner’s understanding of capacity utilization, contract structures, and the infrastructure investment themes driving acquirer interest.

Manufacturers, distributors, and service providers across the residential and commercial construction supply chain. We understand cyclicality, channel dynamics, contractor relationships, and the specification-driven revenue models that characterize building products and construction businesses — and how strategic and financial acquirers evaluate them.

Asset-based and asset-light transportation, third-party logistics, freight brokerage, last-mile delivery, and supply chain services businesses. We understand route density, owner-operator dynamics, technology-enabled dispatch platforms, and the consolidation trends reshaping transportation and logistics across the middle market.

Branded consumer products, multi-unit retail, and franchise businesses. Deep experience evaluating brand equity, unit economics, same-store sales trends, franchise royalty structures, and the omnichannel dynamics that increasingly define value in consumer and retail transactions.