Insights

INSIGHTS & STRATEGY Technology is changing how contractors operate, compete, and create enterprise value. The companies that invest wisely are often better positioned to improve margins, strengthen scalability, and appeal to strategic and financial buyers. From digital planning tools to automation, robotics, and sustainability-focused systems, technology adoption is increasingly a factor in how buyers evaluate […]

INSIGHTS & STRATEGY A major residential services transaction underscores ongoing private equity interest in HVAC, plumbing, and electrical businesses with strong local market density and recurring customer demand. The Transaction Blackstone has entered into a definitive agreement to acquire Champions Group, a leading residential home services platform, from Odyssey Investment Partners. Odyssey and Champions Group

INSIGHTS & STRATEGY The Small Business Administration’s final rule, published December 17, 2024, introduces important changes for government contractors, investors, and owners evaluating small business mergers and acquisitions. Most notably, the rule expands recertification obligations following certain M&A events, which may affect eligibility for set-aside work and the value of small business targets. For buyers,

INSIGHTS & STRATEGY For many service business owners, a sale represents the culmination of years of hard work, risk, and sacrifice. Whether an exit is months away or still several years down the road, the strongest outcomes are rarely accidental. They are the result of preparation, clean financials, transferable operations, and a process designed to

Environmental, social, and governance (ESG) issues are becoming a more significant concern in mergers and acquisition transactions — buyers and sellers need to be prepared. Key Takeaways ESG issues are becoming more important in M&A transactions ESG concerns include issues ranging from carbon emissions to labor contracts Investors have an increasing interest in companies with

Businesses that operate seamlessly whether the owner is there or not sell fast but also sell at a premium price. Find out how to create an exit strategy and prepare your business to run without you. Key Takeaways Creating a business that can run without you is an excellent exit strategy that ensures the continuity

What are anti-bigness laws, and will they affect your merger? Key Takeaways There is growing momentum in the anti-bigness movement Anti-bigness refers to anti-trust laws designed to prevent companies from getting too big In July 2021, President Biden issued an executive order with the intent of creating anti-bigness reform The order addresses concepts from hearing

How to use an earnout to enhance the sale price of your business Key Takeaways Earnouts allow the seller to earn additional compensation for meeting financial targets Earnouts give buyers and sellers a compromise tool when they cannot agree on a price Typically, earnouts require the seller or key leadership to stay with the company

Having impeccable financial records when selling your business not only reduces the time it takes to sell but also ensures you have the right valuation. Here’s how you should organize your financial records for a sale. Key Takeaways Keeping financial records is an integral part of doing business It also comes in handy when you

Knowing how to sell your HVAC business is the only guarantee of getting a lucrative offer. Learn how to do it the right way. Key Takeaways HVAC businesses are unique and there are several things to keep in mind when selling your firm You first have to get all your financial records and other documents