Deal History

Advised on acquisition of property management services firm by consolidator focused on business services.

Exclusive sale of roofing services company to PE firm Saw Mill Capital, demonstrating SFMA's ability to connect home services operators with sophisticated PE buyers.

Advised on acquisition by Broadwing Capital, a PE platform consolidating home services operators across multiple regions.

Facilitated sale to strategic/financial buyer Dunes Point as part of home services rollup consolidation.

Exclusive advisory on sale of regional plumbing contractor to buyer group JCPC Holdings. Demonstrates SFMA's expertise in HVAC and plumbing company exits.

Sale of HVAC/climate control services company to home services consolidator. Reflects SFMA's deep presence in the home services sector.

Advised on acquisition of regional roofing contractor by Maddox Roofing (PE-backed platform). Typical of SFMA's strong presence in home services consolidation.

Exclusive sell-side advisor on one of the largest platform acquisitions in Florida history. This $100M+ transaction between a PE group and a Florida roofing contractor closed in November 2023, demonstrating SFMA's capability to execute at scale while maintaining focus on personalized service.

Facilitated sale of online real estate education platform to strategic buyer focused on education and professional development.

Advised on acquisition of glass fabrication company by larger competitor, demonstrating expertise in manufacturing consolidation.

Facilitated acquisition of insurance services company by larger insurance group consolidator.

Exclusive advisory on food and beverage business sale to regional food group consolidator.