CANYON RESTAURANT

MATERIALS TESTING LABORATORY

JOE COLE PLUMBING

Representing Companies from $5 million to $100 million

Top Platform Acquisition In Florida 2023 Sold By South Florida M&A Advisors

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Our Completed Transactions Showcase Our Expertise

The firm’s completed and current transactions reflect experience across multiple industries, buyer types, and transaction structures. While not every engagement is publicly displayed, the selected transactions below demonstrate the breadth of the firm’s work and its ability to execute across a range of lower middle market situations.

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MATERIALS TESTING LABORATORY

MATERIALS TESTING LABORATORY

Sold To:
Sale of business and real estate.

CANYON RESTAURANT

CANYON RESTAURANT

Sold To:
S FL FOOD GROUP

JOE COLE PLUMBING

JOE COLE PLUMBING

Sold To:
JCPC HOLDINGS LLC

CLIMATE CONTROL

CLIMATE CONTROL

Sold To:
RIGHT AWAY HOME SERVICES

PACE ROOFING

PACE ROOFING

Sold To:
MADDOX ROOFING

PERFORMANCE GLASS

PERFORMANCE GLASS

Sold To:
FAOUR GLASS TECHNOLOGIES

BAGELS WITH DELI

BAGELS WITH DELI

Sold To:
JAHA TINOS DELI INC

REAL ESTATE SCHOOL ONLINE

REAL ESTATE SCHOOL ONLINE

Sold To:
THINK PARTNERSHIP

Florida Property Management Solutions

Florida Property Management Solutions

Sold To:
Summitt Management Partners

Serenity Insurance Services

Serenity Insurance Services

Sold To:
trmg Insurance Group

Blue Hammer Roofing

Blue Hammer Roofing

Sold To:
Saw Mill capital

Campany Roof Maintenance

Campany Roof Maintenance

Sold To:
Broadwing Capital

Earl Johnston Roofing

Earl Johnston Roofing

Sold To:
DUNES POINT

Southwest Plumbing Services

Southwest Plumbing Services

Sold To:
Tradescope Capital

Frequently Asked Questions

How do our completed transactions showcase our expertise?

Our completed transactions demonstrate our expertise across industries, transaction structures and buyer profiles. This experience helps clients benefit from practical insights into successful deals, market trends, valuation drivers and strategies that can support potential growth.

What is included in the diligence process?

The due diligence process includes a comprehensive evaluation of historical and forecasted financial data, financial health, market position, competitive landscape, growth prospects and potential risks. A well-organized data room can also expedite the due diligence process, helping all parties access critical information efficiently.

How does private equity due diligence differ from other acquisitions?

Private equity due diligence places significant focus on historical and forecasted financial performance, potential growth, competitive advantage, market research and opportunities for value creation. This critical analysis helps investors assess whether an acquisition can support their investment objectives and long-term value realization.

What are the key considerations when evaluating an acquisition target?

Key considerations include financial health, customer base, market position, technology assets, competitive advantage, potential growth, market trends and potential risks. Valuation also provides a comprehensive view of a company’s assets and liabilities, helping buyers and sellers understand the business more clearly.

How does thorough market research support a transaction?

Thorough market research provides valuable insights into market trends, competitive dynamics, potential buyers and potential growth opportunities. These insights help clients benefit from a clearer understanding of the market and make informed decisions throughout the transaction process.

How can industry expertise improve due diligence?

Industry expertise helps identify critical business drivers, evaluate financial performance, assess competitive advantages and understand the company’s position within its market. This commitment to detailed analysis can help clients benefit from a more informed assessment of risks, opportunities and potential growth.

How does a comprehensive approach support value realization?

A comprehensive approach to diligence helps identify cost savings, integration requirements, potential risks and new opportunities that may significantly influence value realization after a transaction. Clear objectives and a commitment to thorough analysis can help clients focus on the factors most critical to achieving long-term value.

How does customer experience affect a successful transaction?

Customer experience can be a critical consideration when evaluating a company, as customer retention, customer base and continued customer success can influence market position, business value and potential growth. Understanding these factors helps buyers assess the sustainability of the business and its future opportunities.

When should buyers and sellers address due diligence?

Buyers and sellers should align on the diligence process during the early stages of a transaction. Clear objectives can streamline the M&A process, which can take six to nine months, while addressing potential risks, deal terms and critical considerations early can help keep the transaction on track.

How does transaction experience help clients achieve desired results?

Transaction experience gives clients access to the expertise needed to evaluate businesses, qualified buyers, acquisitions and investments. A strong commitment to understanding financial performance, valuation, market dynamics and potential growth helps clients make informed decisions and pursue successful transactions and long-term value.

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Phone: 561.668.0880

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Broward Office

10620 Griffin Rd B-105,
Cooper City, Fl 33328

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Palm Beach Office

4720 NW Boca Raton Blvd D-103,
Boca Raton, Fl 33431

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Clearwater Office

4700 140th Ave N, Suite 104,
Clearwater, FL 33762

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