For advisers selling HVAC, plumbing, electrical, roofing, pest control and similar businesses, one of the busiest areas for PE add-ons. Buyers look for recurring service revenue and a team that stays.
What home services buyers dig into
- Recurring revenue
- Service agreements and maintenance plans, renewal rates, and their share of revenue.
- Revenue mix
- Residential against commercial, and service against replacement and new construction.
- Technicians
- Headcount, tenure, revenue per technician and the hiring pipeline.
- Seasonality
- Monthly revenue and margin, so buyers see a full cycle, not one strong quarter.
- Lead sources
- How jobs are won, and marketing spend per job.
How we help
Buyer list research
750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts
5 business daysCIM and teaser preparation
Full CIM draft and one-page teaser from client files
7–10 business daysQoE databook
Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included
5–10 business daysFull-time trained analyst
A trained analyst working full time on your mandates: lists, CIMs, databooks, DDQs and day-to-day deal work, with senior review of every deliverable
OngoingQuestions advisers ask
Is a list of 750–1,000 buyers too many for a smaller deal?
It can be. We agree the list size with you up front; smaller processes usually focus on PE-backed platforms and regional operators.
How do you deal with seasonality?
The databook runs monthly for at least 36 months where the data allows, so adjusted EBITDA is shown on a trailing basis rather than from one season.
Other by industry, or by deal stage
By industry
Pricing Fixed, published prices for every service, with a fixed quote within 24 hours.
See pricingTell us about the mandate, and we’ll send a fixed quote within 24 hours.
Book a 30-minute callOr email harsh.jindal@valcoreanalytics.com