8 completed transactions spanning 2017–2024 · 3 industries
Award-winning wedding venue and vineyard estate transition sold to new owner-operators. Business with established reputation and events calendar transferred successfully.
Sale of Wilson Brothers HVAC of Pepperell, MA. Business brokerage representation by leading firm.
Sale of Anderson Plumbing & Heating business facilitated by ROI Corporation brokers.
Sale of R.W. Bruno, an HVAC mechanical contractor founded 1967, located Lincoln RI, 22 employees. Clients included Dick's Sporting Goods, Citizens Bank, Rhode Island School of Design. Sold to GEM Plumbing & Heating (family business founded 1949, 250+ employees, 165+ trucks, multi-state). Seller remained to manage commercial division.
Sale of Morris HVAC mechanical contracting business in Ipswich, MA. Founder Tim Morris represented by ROI broker.
Sale of Boston-area trucking company specializing in less-than-truckload (LTL) freight, consolidation, and final-mile delivery services to strategic buyer in NH. Buyer also operates Rate Liner and Parcel Room logistics services.
Franchise sale of Meineke Car Care Center muffler shop (founded 1988, $3M+ annual sales) and Shrewsbury Auto Inspections (non-transferable inspection license). Complex transaction involving franchisor approval, multi-bank pre-qualification, regulatory compliance with MA Department of Transportation, and employee transition to buyer-operator.