by Elias Serrano | September, 2026
Case Study Established Commercial Roofing Contractor Case study The owner of an established commercial roofing contractor was approached by a strategic competitor backed by a private equity firm. The seller had previously spoken with the private equity sponsor and...
by Elias Serrano | September, 2026
Case Study Family-Owned Fitness and Wellness Business Case study The founder of a successful family-owned fitness and wellness business wanted to transition ownership to a son who was already working in the company and preparing to assume greater leadership...
by Heather Goss | February, 2024
Case Study Lumber Operation Case study The second-generation owner of a lumberyard realized the third generation did not want to take the business over. He reached out to us to market and sell his business to fund his retirement. What made the business attractive to...
by Heather Goss | February, 2024
Case Study Diverse landscaping and hardscaping distributor Case study The Company is a leader in the distribution of outdoor materials. Many customers are landscaping service companies buying materials for customer projects. Company operated an energy business to keep...
by Heather Goss | February, 2024
Case Study Well-known lighting and video rental company for entertainment venues Case study A leading provider of commercial lighting solutions for theatres, schools and event planners received that proverbial knock on the door from a strategic industry competitor...
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