Transaction Examples p2
We can help business owners navigate the complexities of creating value and controlling risk in the sales process. Whether that means selling to someone looking to operate the business, a financial buyer or Private Equity Group (PEG) in the lower middle market, $1-$25 million in revenue, we can guide you through the process.
Southeastern Focus
Ministry Gifting is headquartered in Nashville and maintains a Southeastern focus with transaction groups in Asheville, Atlanta, Austin, Baltimore, Charleston (SC), Charlotte, Chattanooga, Dallas, Ft. Lauderdale, Greenville (SC), Houston, Knoxville, Raleigh, Richmond and Washington (DC). However, we are happy to assist any U.S. church and its member(s).
Accounting Firm
(Southeast) $9.5 million revenue, $2.3 million cash flow. Cloud-based company with clients and workforce located across the country. Company offers a comprehensive range of services, including bookkeeping, accounting, tax, and advisory support, catering to a diverse clientele across various industries.
Boat Dealership
(Southeast) $24 million revenue, $2.4 million cash flow. Established, multi-line boat dealership. Revenue includes new and preowned boat; motor; and trailer sales.
Lighting Installation Company
(NC) $1.5 million revenue, $616k cash flow. Company delivers high-quality lighting solutions for both residential and commercial applications. An exclusive dealership agreement with a patented lighting manufacturer allows the company to provide exceptional design, installation, and maintenance services.
HVAC Co.
(FL) $2.3 million revenue, $360k cash flow. 30+ year business has recurring revenue through residential and commercial preventative maintenance agreements. Company offers HVAC system replacements and installations, service and repairs, preventative maintenance, duct sanitation, indoor air quality and more.
Window & Door Business
(W. FL) $10.3 million in revenue, $737k cash flow. During its 35+ years in business, the company has established itself as one of the most reputable providers of high-end windows and doors within its market. Company maintains a well-balanced customer base throughout the residential, commercial, and municipal marketplace.
Cabinet & Millwork Co.
Greenville, SC $2.5 million revenue, $413k cash flow. Mleading manufacturer of custom commercial cabinetry and related architectural millwork. Founded over 20 years ago, the business manufactures and installs products for schools, churches, hospitals, offices, and other commercial projects.
Sports Memorabilia Business
(FL) $4 million revenue, $307k cash flow. Business has been operating for more than 30 years. The founders have grown it from a sports card trading business to a multi-million-dollar wholesale, retail sports memorabilia business that offers additional products and services such as private autograph signings, collectibles, and novelties.
Plumbing & Electrical Co.
(Carolinas) $1.5 million revenue, $530k cash flow. Long-term relationships in the market (36 years) with a lot of repeat business. Office/Project Manager with 20 year tenure, plus seasoned technicians. Predominantly works with high-net-worth individuals and large GC’s in resort-type area – no bid work!
Physical Therapy Practice
(E. FL) $1.3 million revenue, $392k cash flow. Founded in 1985, practices specializes in the treatment of adult orthopedic disorders, vestibular disorders, gait/balance disorders, post-surgical orthopedic rehabilitation. Practice has strong existing referral relationships with area physicians.
Outsourcing & ERP Software Co.
(NC) $2.8 million revenue, $447k cash flow. The company is an IT services firm specializing in outsourcing IT and technical staffing and implementing, customizing, training and supporting ERP software.
Specialty Retail Business
(Southeast). $3.9 million revenue, $407k cash flow. Business established for 30+ years. Impressive facility strategically located in a high traffic metro area.
Multi-Location Furniture Retailer
(Southeast) $10 million revenue, $1.3 million cash flow. Well branded concept offering unique products for the home. Manufacturer’s direct pricing and well established locations in strong markets within the Southeast.
Water Filtration Company
(NC) $525k revenue, $245k cash flow. Company specializes in custom water filtration systems for light commercial and residential applications. Sells, services, maintains, and repairs water treatment and filtration equipment. They provide routine maintenance and service on filtration systems
Annuity & Life Insurance Wholesaler
(Southeast) $4 million revenue. Firm offers independent agents and financial professionals a full suite of best-in-class wholesale products and services, including annuity and life products, training and marketing systems. Key leaders are in place across all core functional areas
Architecture & Interior Design Firm
(Southeast) $2.3 million revenue, $1 million cash flow. 30+ year old firm known for their innovative architecture, master planning, interior design, and image design. An industry leader in the field, the company takes pride in being cost-conscious and environmentally friendly.
Environmental Wastewater Company
(Southeast) $9.1 million revenue, $2 million cash flow. In addition to providing wastewater management, septic tank installation, pumping and maintenance services to residential, commercial and small businesses, the business services and removes nontoxic wastewater from light industrial, industrial, municipal, state and federal facilities.
Flooring Company
(Carolinas) $20.1 million revenue, $3.4 million cash flow. Founded almost two decades ago, this company operates as one of the largest flooring businesses in the Southeast by performing as a subcontractor to major construction firms
Cabinet & Countertop
Manufacturer
(Carolinas) $3.7 million revenue. Sought out by general contractors for their high-quality products and provide cabinets, laminated countertops, and a wide variety of custom goods from design to installation.
Patio Retailer
(NC) $1.2 million revenue, $200k cash flow. 20+ year old business with top-of-the-line showroom showcasing multiple vendors products along with live product displays.
Decorative Concrete Co.
Charlotte, NC $800k revenue, $214k cash flow. Family-owned business started 22 years ago as a wood restoration and pressure washing company. Deep and diverse customer base comprised of both residential and commercial customers.