SELL-SIDE M&A ADVISORY
DIFFERENTIATED APPROACH DRIVES EXCEPTIONAL RESULTS
My sell-side process is designed to drive competition, maximize value, and get deals done with the right buyers under the right terms.
Successful transactions typically have three key factors that drive success.
1. Buyers Must Get Excited About the Opportunity
Tell the Right Story. Prove the Past. Showcase the Potential.
Buyers don’t just buy financials—they buy into a vision. I develop a clear, compelling, and data-backed narrative that connects the business’s history to its future potential. It’s about helping buyers see the opportunity—and believe in it.
2. Create a Competitive Market to Drive Value
The Right Buyers. A Lot of Them. A Tight Process.
I don’t wait for inbound interest. I drive it. Through broad, targeted outreach to tens of thousands of qualified buyers, I create a competitive environment that maximizes leverage. I keep timelines aligned, buyer activity inside the process, and negotiations competitive—so no one’s bidding against themselves.
3. Maintain Momentum and Build Trust
Run Fast, Stay Hands-On, and Keep the Deal Moving.
Technology helps me run an efficient, organized process—but deals still close because of trust, relationships, and responsiveness. I stay personally involved from start to finish to ensure every step is handled with urgency and care. Momentum matters—and I make sure it never gets lost.
Every successful sale starts well before the business hits the market. I begin with focused pre-sale planning - getting clear on the owner's goals, motivations, and deal priorities. But that’s just the start. I dive deep into the business itself to identify its strengths, clean up any red flags, and position the opportunity in the best possible light. In restoration, this means understanding your revenue mix, your backlog, your payor cycles, your CAT exposure - everything that shapes how a buyer sees the durability and scalability of the business.
This upfront work sets the stage for what matters most: attracting the right buyers and creating a competitive process.
I don’t just list the business and wait. I proactively build a curated buyer pool that’s tailored to restoration. That includes financial sponsors with experience in the space, consolidators building regional platforms, and strategic players that see operational or geographic synergies. I combine this with my existing buyer network and marketing across multiple premium business listing platforms specifically geared toward sophisticated buyers who are actively seeking established, cash-flowing service businesses in the lower middle market. Through targeted outreach, upwards of tens of thousands of potential buyers, and a structured process that keeps them on a timeline, I generate real competition. This creates leverage. And leverage drives value.
I don’t put an asking price on the business. I let the market compete for it. In restoration, where valuation can vary based on a number of business and industry specific factors, pricing too early can limit upside. My goal is to make the process and competition I create drive the price. Unlike many firms that rely on outdated, manual buyer tracking, I run a tech-enabled process that keeps every buyer touchpoint sharp and responsive. But this isn’t just automation - this allows me to focus and drive competition amongst the top buyers. It’s high-touch, hands-on execution. I stay in the process. I make the buyer calls. I keep the momentum. That’s how I deliver outsized results for my clients and why restoration business owners trust me to get their deal done right.
HOW I DELIVER VALUE
TAILORED APPROACH COMBINED WITH A PROVEN PROCESS
Typical M&A Advisory Firm
Deep specialization in restoration and related service businesses
$500K–$10M EBITDA; $2M–$100M+ Enterprise Value
Customized, competitive process designed to attract premium buyers and maximize valuation
Thousands of qualified financial sponsors, strategic buyers, and regional consolidators in restoration and facility services
Matches businesses with right-fit buyers (PE, search funds, family offices, consolidators) based on strategy, capital, and cultural fit
Tells a compelling, data-backed story that highlights growth potential, revenue quality, and operational infrastructure
Combines targeted outreach with premium listing platforms (Axial, DealStream, BizBuySell Premium, etc.) aimed at professional buyers
Tech-enabled process for buyer tracking, document control, and momentum management—without losing the personal touch
Advisor-led deal process with high engagement, transparency, and trust-building with buyers
Selective client base to ensure every deal gets full attention and strategic execution
Monthly work fee (credited against success fee) ensures alignment and serious seller engagement; 30-day cancelable contract
High close rate; proven outcomes in competitive, strategic M&A environments
Deliver premium outcomes with the right buyer, at the right terms, through a strategic and high-integrity process
Generalist approach; limited knowledge of restoration or industry-specific dynamics
Volume approach to listing or taking on clients. Will take on any client to just list the business.
Light-touch or templated process with minimal buyer competition
Often reliant on small, local buyer lists and passive marketing
One-size-fits-all buyer approach; limited sophistication in matching buyer type to business profile
Focuses on surface-level stats and standard marketing materials
Relies heavily on mass listings with limited segmentation or buyer targeting
Manual tracking, email chains, and outdated tools that delay timelines and create risk
Often delegated to junior staff or outsourced; advisor not directly engaged with buyer discussions
High-volume model with many listings, limited bandwidth per client
“Success fee only” or minimal upfront work, leading to low investment in marketing and positioning; long-term lockups common
Industry-average close rate ~25% (Source: IBBA); many deals never reach closing
Close any deal with any buyer - often focused more on transaction volume than transaction quality
Industry Focus
Client Focus
Process Design
Buyer Network
Buyer Alignment
Positioning Strategy
Marketing Reach
Tech Integration
Hands-On Execution
Exclusivity & Capacity
Fee Structure
Track Record
Ultimate Objective
PREMIUM SERVICE FOR SERIOUS SELLERS
I work exclusively with business owners who are committed to a successful transaction. My focus is on companies generating $500K to $10M of EBITDA, with transaction values typically ranging from $2M to over $100M. I operate within a narrow segment of the lower middle market, primarily in restoration and related services, because this is where I have deep expertise, strong buyer relationships, and a proven track record of delivering exceptional outcomes.
This is not a volume-based advisory service. I take on a limited number of clients at a time to ensure each engagement receives my full attention and strategic guidance. My process is designed to attract the right buyers, create competition, and command premium valuations.
I charge a monthly work fee that is fully credited against the success fee at closing. This ensures alignment, signals commitment from both sides, and allows me to remain highly selective in who I work with. My agreements are cancelable with 30 days’ notice, offering flexibility while maintaining accountability and momentum.
If you're serious about selling, and you want a process run with precision, discretion, and results at the high end of the market, my service is tailored for you - Let's Chat!