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Industries we serve

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Healthcare Services

Buyers look closely at payer mix, reimbursement trends, provider supply, and referral relationships.

  • Value-Based Care Providers
  • Behavioral Health
  • General & Specialty Dentistry
  • Eye Care
  • Dermatology
  • Gastroenterology
  • Women’s Health
  • Ambulatory Surgery Centers & Office-Based Labs
  • Home Health
  • Medical Aesthetics & Longevity
  • Veterinary
  • Healthcare Staffing
  • Healthcare EMR & IT

Home & Industrial Services

Buyers look closely at recurring maintenance revenue, technician depth, route density, and customer retention.

  • HVAC/R Services
  • Plumbing & Septic Services
  • Electrical & Utility Contractors
  • Roofing Contractors
  • Pest Control
  • Lawn Care & Landscaping
  • Fire & Life Safety
  • Restoration & Remediation
  • Facility Services
  • Elevator Services
  • Non-Destructive Testing
  • Industrial Maintenance

Aviation

Buyers look closely at certifications and approvals, customer and fleet mix, capacity, and the depth of technical talent.

  • Maintenance, Repair & Overhaul (MRO)
  • Engineered Components & Equipment
  • Aviation Distribution & Supply Chain
  • Composites & Specialty Materials
  • Avionics
  • Airframe & Engine Part Manufacturing

Food & Beverage

Buyers look closely at brand strength, distributor agreements, and product and customer concentration, and input-cost exposure.

  • Packaged Food Brands
  • Beverage Brands
  • Alcohol & Spirits Brands
  • Nutraceuticals
  • Food & Beverage Distributors
  • Co-Packers & Private Label
  • Bottlers
  • Distilleries & Breweries

Distribution & Logistics

Buyers look closely at customer and lane mix, supplier relationships, equipment age, and how asset-heavy the model is.

  • Contract Logistics & 3PL
  • Trucking & Transportation
  • Supply Chain Software & Services
  • Foodservice Distribution
  • Medical Supply Distribution
  • Industrial Distribution
  • Heavy-Duty & Off-Highway Aftermarket Parts

Insurance

Buyers look closely at retention, organic growth, producer depth, and carrier relationships.

Technology

Buyers look closely at recurring revenue, customer retention, gross margin, and customer concentration.

  • IT Services
  • Software & Application Development
  • Industry-Specific Software
  • Technology Consulting
  • Tech-Enabled Services

Manufacturing

Buyers look closely at capacity utilization, equipment age, customer diversification, and raw-material exposure.

  • Chemicals & Plastics
  • Paper & Packaging
  • Electronics
  • Foodservice & Commercial Kitchen Equipment
  • Precision Machining
  • Contract Manufacturing
  • Medical Devices
  • Building Products

Consumer Products

Buyers look closely at brand strength, channel mix, gross-margin stability, and inventory turns.

  • Beauty, Personal Care & Wellness
  • Pet Care
  • Home & Household Products
  • Apparel, Footwear & Accessories
  • Fitness, Leisure & Experiential

Business & Professional Services

Buyers look closely at client concentration, contract length and renewal rates, key-person dependence, and pricing power.

  • Accounting, Tax & Advisory
  • Legal Services
  • Wealth Management
  • Architecture & Engineering
  • Staffing & Workforce Solutions
  • BPO & Outsourced Services
  • Marketing & Digital Services
  • Direct Mail Advertising
  • Education Services
  • Testing & Inspection
Our M&A Outlooks

We stay on top of every industry we cover, and we share what we learn.

Buyers, valuations, and the forces that move value change every year. We track them industry by industry and publish an annual M&A Outlook for each, written for owners and shared openly, so you can see what the buyers across the table already know.

Why industry matters

Some value drivers are universal. The ones that set your multiple usually aren’t.

In every industry
  • Clean, defensible financials
  • A team that runs without the owner
  • No customer you can’t afford to lose
  • Scale, and growth a buyer can believe
Specific to yours, for example
  • Home services: the share of revenue from recurring maintenance agreements
  • Insurance agencies: retention and organic growth
  • Healthcare services: payer mix and reimbursement trends
  • Technology: recurring revenue and customer retention
  • Manufacturing: capacity utilization and customer diversification
What we do

We help owners build, fund, and sell with confidence.

Selling is one moment. Our advisory work on buying and selling companies (M&A) for founder- and family-owned businesses covers every stage: making the business more valuable, raising capital or taking money out, and running the sale process when it’s finally time. Most owners we work with start years before any transaction.

1

Build

Make the business worth more to a buyer, years before you sell.

  • Know your realistic range and exactly what’s holding it down
  • Institutional Grade, our readiness program: systematically optimize your business’s value and marketability
  • Time your industry’s cycle from a position of strength, on your terms
3

Sell

When it’s time, a confidential, competitive process run by dealmakers who’ve sat on every side of the table.

  • The right buyers competing, not the first caller negotiating alone with you
  • A customized outcome negotiated around your specific life objectives
  • A number that survives the buyer’s detailed check (diligence) and closes, not just the buyer’s final written offer (letter of intent)

Owners rarely arrive knowing which of these they need. That’s normal-- sorting it out is the first conversation, it’s confidential, and it’s useful even if you do nothing for years. How we work with owners →

Owner questions

Straight answers about industry focus

Why does industry matter so much in M&A?

Because buyers price each industry on different drivers. A recurring maintenance contract, an insurance agency’s retention rate and a software company’s customer retention each move value in their own sector and mean little in another. Who the buyers are, how consolidated the industry is and where it sits in its cycle also change what a business is worth and when to move.

My industry is listed but not linked. Can you still help?

Yes. A link means we’ve published that industry’s guide and M&A Outlook; it doesn’t change whether we can help. The work of building, funding, and selling a company starts from your numbers and your goals, and a confidential conversation or Get Your Range gives you a directional read on your market whether or not its guide is out yet.

Do you only work with companies in these industries?

These ten sectors are where we focus, and where our buyer relationships and valuation research run deepest. The fundamentals of building, funding, and selling a company carry across sectors, so we also speak with owners in adjacent industries. If yours isn’t listed, a confidential conversation will tell us both quickly whether we’re the right fit.

What is an M&A Outlook?

Our M&A Outlooks are annual research reports on individual industries: the state of the market, who is buying, how valuations vary by company profile, and the drivers that move value. We write them for owners, so they can see what the buyers across the table already know. Published editions are on our Insights page.

Don’t see your industry? Let’s talk anyway.

The fundamentals of building, funding, and selling a company carry across sectors. A confidential conversation will tell us both quickly whether we’re the right fit.

Get Your Range

Free and confidential: about two minutes of questions, then a preliminary value range by email.

Start a Confidential Conversation