Robert M.
ManufacturingOwner-operator, 28 years. No succession plan. Wanted to retire within two years without a fire sale.
$4.0M intake$9.2M at close
Closed at
$9.2M
EBITDA multiple
5.8x
from 3.1x at intake
Time-to-close
6 mo
after 16 mo of prep
Recent Outcomes
The work, in numbers
Patricia & David L.
Healthcare ServicesHusband-wife founders. Needed to transition leadership to their daughter while extracting liquidity for retirement.
$8.8M intake$12.6M at close
Net proceeds
$12.6M
EBITDA multiple
7.1x
from 4.2x at intake
Daughter retained
42%
operating equity
James K.
Technology ServicesSolo founder, bootstrapped. Received an unsolicited offer and wanted to know if it was fair. It wasn't.
$7.7M intake$15.1M at close
Final sale price
$15.1M
Initial offer
$7.7M
walked away
Closed in
3 mo
competitive process
Michael T.
Commercial ConstructionSecond-generation owner. Wanted growth capital without losing control. Explored PE recapitalization.
$7.2M intake$11.8M at close
Recapitalization
$11.8M
EBITDA multiple
5.4x
from 3.5x at intake
Retained control
55%
rollover equity
Sandra W.
Professional ServicesWanted to sell to her management team but didn't know how to structure it or price it.
$3.7M intake$5.8M at close
MBO closed at
$5.8M
EBITDA multiple
4.1x
from 2.4x at intake
Transition
9 mo
then full exit
Gregory & Anne P.
Accounting / CPA FirmTwo-partner CPA firm, 340 clients. Wanted to merge with a regional firm to fund retirement without abandoning long-term clients.
$2.4M intake$4.1M at close
Merger value
$4.1M
Revenue multiple
1.4x
from 0.8x at intake
Client retention
96%
post-transition
David R.
Law FirmSole practitioner, 22 years. High-value estate planning book. No associate interested in buying. Needed a creative exit path.
$1.8M intake$3.2M at close
Net to seller
$3.2M
Earnout period
18 mo
structured payout
Goodwill captured
72%
of total consideration
Raj & Lisa M.
Engineering ConsultancyNiche environmental engineering firm, 45 employees. PE interest but founders worried about culture erosion post-acquisition.
$9.5M intake$18.2M at close
Acquisition price
$18.2M
EBITDA multiple
8.3x
from 4.8x at intake
Founders stayed
2 yr
operating agreement
Thomas C.
Insurance BrokerageIndependent P&C brokerage, $6M book of business. Received a lowball aggregator offer. Wanted to test the market properly.
$5.2M intake$9.6M at close
Final close
$9.6M
vs. initial offer
+85%
competitive process
Retention bonus
$400K
over 12 months