Georgia Business Advisory

    Representative transactions

    Client identities and terms are confidential. What follows is the shape of the work: the situation, what changed, and what the structure looked like at close.

    Specialty Trades

    Sell-side advisory

    Multi-crew mechanical contractor recapitalized by a regional platform

    Prepared two years of accrual financials, documented add-backs, and ran a competitive process across strategic and private equity buyers.

    Structure

    Majority sale with rollover equity

    Process

    Nine months to close

    Distribution

    Sell-side advisory

    Regional distributor acquired by a strategic buyer after concentration remediation

    Diversified the top customer from 41% to 22% of revenue over twenty-six months before launch, materially expanding the multiple.

    Value impact

    1.8x multiple expansion

    Preparation

    26 months

    Healthcare Services

    Buy-side advisory

    Proprietary add-on acquisition sourced off-market for an operating group

    Built the acquisition thesis, ran direct outreach to unlisted owners, and structured the transaction with SBA and seller financing.

    Sourcing

    Off-market, unlisted

    Financing

    SBA plus seller note

    Professional Services

    Succession advisory

    Internal management buyout structured over a three-year transition

    Modeled net after-tax proceeds by structure, designed the financing, and built the governance framework for the handoff.

    Path

    Management buyout

    Transition

    36 months

    Thinking About Selling?

    Start with a confidential read on value and timing. No listing agreement, no obligation.