We are a woman-owned boutique mergers and acquisitions advisory firm that provides strategic consulting, valuation, and transaction support to business owners looking to buy, sell, or grow their companies. While we have deep expertise in pest control, construction, MEP (mechanical, electrical, plumbing), automotive, education, financial services, HVAC, and orthodontic/dental, we are also adaptable to any industry.

As a woman-owned and independently operated firm, we bring a balanced perspective to M&A — one rooted in collaboration, transparency, and long-term value creation. Unlike large brokerage networks, we take a hands-on, relationship-based approach, tailoring every engagement to the client’s objectives — whether that’s maximizing valuation, ensuring cultural fit, or preparing the business for future capital events. Our team combines real operational experience with advanced analytical tools, including AI-assisted valuation modeling and market mapping, allowing us to deliver data-backed insights with boutique-level service.

We typically represent lower middle-market and emerging middle-market businesses with annual revenues between $3 million and $100 million and EBITDA between $500,000 and $10 million.

We also consult for earlier-stage or growth-phase companies in high-demand or consolidating industries preparing for strategic expansion or recapitalization.

No. We work with both sellers and acquirers.

For sellers, we manage the entire transaction lifecycle — from valuation and marketing through due diligence and closing.

For acquirers, we provide buy-side advisory, target identification, roll-up strategy, and negotiation support.

We have deep vertical expertise in:

    •    Pest Control & Environmental Services – recurring route-based revenue models

    •    Construction & MEP (Mechanical, Electrical, Plumbing) – trade roll-ups and succession strategies

    •    Automotive Services – collision, mechanical, retail, and specialty segments

    •    HVAC & Building Services – residential and commercial contractors

    •    Education & Training Services – private academies, vocational schools, and ed-tech platforms

    •    Financial & Professional Services – boutique advisory, wealth management, and insurance firms

    •    Orthodontic & Dental Practices – practice transitions, group consolidation, and DSO formation

We are adaptable to virtually any industry. Our understanding of M&A fundamentals — combined with AI-enabled research and access to proprietary transaction databases — allows us to accurately assess market multiples, deal structures, and buyer profiles across a wide range of sectors.

We perform a comprehensive evaluation tailored to the size, scope, and complexity of each business.

Our analysis includes EBITDA multiples, discounted cash flow (DCF) modeling, comparable transactions, and industry benchmarks. We also incorporate AI-assisted valuation tools and real-time deal data to benchmark value drivers against current market trends.

If you decide to engage our firm for a sale, acquisition, or advisory engagement, the valuation fee will be fully credited toward your final transaction fee. This ensures that your initial investment directly contributes to your overall transaction success

We have closed many transactions in less than 75 days however most transactions take 6 to 9 months from engagement to close. The timeline depends on the business’s readiness, market demand, financial clarity, and buyer type (strategic, private equity, or individual). We streamline the process through proactive preparation, targeted marketing, and early buyer qualification.

Our engagements are structured with a modest retainer and a success-based fee due only upon closing. The valuation fee is applied as a full credit toward the final transaction fee when you choose to move forward with us. We believe in complete transparency — there are no hidden costs or inflated valuations.

Absolutely. All client information is handled under strict non-disclosure agreements (NDAs).

We market businesses anonymously until prospective buyers have been qualified and pre-screened to protect your privacy.

Yes. Most of our clients are founder-led or family-owned companies planning their first ownership transition. We specialize in succession planning, generational transfers, and recapitalization strategies that allow owners to take liquidity while keeping the business legacy intact.

Yes. We maintain strong relationships with private equity groups, family offices, and strategic consolidators across our focus industries. Our role is to connect quality operators with capital partners that align with their growth objectives and values.

Absolutely. We often begin engagements 1–3 years before a planned exit to help owners optimize EBITDA, improve operations, and strengthen valuation. We call this our “Pre-Transaction Readiness Program.”

Yes. We provide transition planning, management alignment, and communication strategy to ensure smooth integration — especially vital in service-based industries where customer loyalty and employee retention are key value drivers.

Yes. We maintain a network of strategic relationships that provide our clients with access to specialized legal counsel, wealth management advisors, and estate-planning professionals.

These partnerships ensure that your transaction aligns with your long-term financial, tax, and personal goals, not just your exit strategy. This holistic approach allows our clients to transition wealth and leadership efficiently and confidently.

Absolutely — many of our best client relationships start long before a transaction is on the table. We’re not a pressure-driven organization; we believe in relationships first. Whether you’re exploring your options, preparing for growth, or simply curious about what your business might be worth, we’re ready when you are.

You can schedule a confidential discovery call through our website or contact us directly to discuss your goals.