As business owners, we understand that considering a transition is about more than just valuation – it's about legacy, people, and personal fulfillment. Our approach is designed to respect what you've built while providing a path to sustainable growth.
We maintain company names, cultures, and regional identities whenever they provide value. The businesses you've worked so hard to build continue to thrive, not disappear.
The team members who helped you build your success will find opportunities for growth, not downsizing. We've helped create or preserve approximately 10,000 jobs across our ventures.
Whether you want a clean exit, to stay involved, or something in between, we structure deals around your personal and professional goals.
No unnecessary complexity or delays
Our operational background means we can recognize the value that financial buyers might miss. We understand the value of your customer relationships, proprietary processes, and team capabilities because we've built these assets ourselves.
We recognized Hampton Roads Mechanical's government facility work as maintenance-based, not construction, leading to a higher valuation than traditional buyers offered.
Our focused due diligence zeros in on what truly matters. We've run operations, so we know which questions are essential and which are just check-the-box exercises. This means:
We completed the MechanAir platform acquisitions with minimal disruption to ongoing operations, allowing the businesses to maintain their project schedules and customer commitments throughout the transition.
As an independent sponsor, we're not constrained by rigid fund mandates. We can create transaction structures that address your unique priorities:
We can structure a significant upfront payment with equity rollover and a meaningful role.
We can implement retention plans and create growth paths for key employees.
We can develop tailored roles that respect family dynamics while ensuring business performance.
For one of our portfolio companies, we structured a deal allowing the founder to take significant liquidity while maintaining a 20% stake and serving as an advisor to preserve key customer relationships.
We don't just pay lip service to preserving your culture – we do it. Our integration philosophy of 'do no harm' means we take time to understand what makes your organization special before making any changes.
After acquiring State Mechanical Services, we maintained their regional brand identity and team structure while adding resources that helped them expand service offerings and geographic reach.
Many owners worry their life's work will be dismantled after sale. Our approach is different – we build upon your foundation:
The MechanAir platform demonstrates how we've grown the businesses we acquired while honoring their individual legacies – expanding service offerings, creating career advancement opportunities, and strengthening their market positions.
Our team is here to discuss your unique situation and explore how we can help preserve your legacy while achieving your transition goals.
Start a Confidential Discussion