Size decides whether a good business is worth your deal team’s time. We research team size, branches and footprint before we call, ask the owner the size questions you agree and book meetings only where scale, service mix and ownership fit your strategy.
“We’re looking at established maintenance businesses in the region, and yours stood out. How has the business grown since you started it?”
Who we call
A company can do exactly the work you want and still be too small for your strategy. Platforms, add-ons and succession deals each need a different profile, so we set the criteria, exclusions and owner questions around the acquisition you are making.
Example: platform acquisition
For a sponsor building a platform, we call owners of established multi-site businesses and find out whether management depth matches the scale on paper.
“Does each branch have its own manager, or do you cover both yourself?”
Example: add-on
For a portfolio company expanding its footprint, we call owners in adjacent territories and establish where their crews work and where demand outruns capacity.
“Which areas do your crews cover, and where are you turning work away?”
Example: founder succession
For an acquirer backing long-held family businesses, we call founder-owners and learn whether anyone is lined up to take the business on.
“You’ve built this over a long time. Is there someone in the family or the team you see taking it on?”
Company fit before the meeting
We research services, customers, footprint and ownership, then take the gaps into the call. Employee counts and branch numbers help prioritise the list, but only the owner can confirm revenue.
Each handoff marks research clues apart from owner-confirmed answers, so your team knows the basis for the meeting and what still needs verifying.
Regional maintenance business
Feedback from your deal team
When a meeting shows a business was too small, the wrong mix or differently owned, we change the research and the booking questions before the next round of calls.
Company size
If businesses are too small, we revisit the size clues used in research and the questions asked before booking.
Service mix
We refine the services, customers and operating model that make a business suitable.
Ownership
When ownership has changed, we update the company record and who needs to join the next conversation.
Questions
Want to hear how we open with owners? Ask on a call.
We work from the revenue or earnings range, geography and business model you want. We set the size range with your team before any calling starts, so the list, the rep’s questions and the booking criteria all work to the same threshold.
Yes. We research specific services, customers, locations and ownership across company websites, LinkedIn and the open web, and compare each business against your criteria and examples rather than an industry label.
Yes. A platform search and an add-on search need different scale, service mix, geography and management. We set the criteria, exclusions and owner questions for each, and your team takes the resulting meetings.
Research gives the first signals: employee counts, branches, sites and the customers the business serves. The rep then asks the size questions your team agrees, such as headcount and revenue range. The handoff shows which figures came from research and which the owner gave, and your team verifies the financials in diligence.
Your acquisition criteria, examples of businesses you would buy, clear exclusions and someone to take owner meetings. Your team owns diligence, valuation, negotiation and the transaction.
Your acquisition search
Tell us the scale, service mix and ownership profile you want. We’ll walk through how we would map the market, reach the owners and qualify each meeting against your criteria.
