A modern approach to Mergers & Acquisitions
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Speak with our M&A experts and take the first step toward a faster, more profitable exit.
At The Advisory, we connect owners of HVAC, plumbing, electrical, accounting, and other essential services companies with the right buyers—strategic acquirers, private equity groups, and experienced operators actively investing in your industry. We do not sell to SBA buyers.
Our targeted process generates competitive offers from serious, qualified buyers, helping you maximize value while ensuring a smooth, respectful transition.
We charge no upfront fees—we only get paid when your business sells.
Sector-specific expertise to maximize your exit. We only work with essential services.
Landscaping
Access Controls
Foundation
Pool Maintenance
Pest Control
IT Services
Fire Safety
Waste & Environmental
HVAC, Plumbing & Electrical
Accounting
Septic
Security
Rentals
Roofing & Gutter
Restoration
Property Management
Want to understand the full sale process? Start by reading Essential Playbook—our weekly newsletter breaking down every stage of selling an essential services business, from prep to close.
According to Independent Investment Bankers Corp., Q1 2025 saw U.S. lower‑middle‑market M&A….
Thinking about selling your essential services business? Congrats—you’re about to….
According to Independent Investment Bankers Corp., Q1 2025 saw U.S. lower‑middle‑market M&A …..
Leader at Axial
Investor At, Alpine
Investors ($18B AUM)
Landscaping
Business Owner
Pest Business Owner
HVAC Business Owner
Roofing Business Owner
The Advisory Investment Bank is a FINRA-licensed M&A firm specializing in essential services industries—including HVAC, plumbing, electrical, accounting and other real world businesses. We run a full-service, white-glove sell-side process designed to deliver top-tier terms and maximum valuation for founders. Backed by proprietary AI tools and a curated network of strategic and private equity buyers, we uncover every serious acquirer—so you never leave money on the table. We work for you, the business owner.
We maintain detailed profiles on over 4,500 private equity firms and strategic acquirers actively investing in essential services across the U.S. Our proprietary AI platform analyzes each firm’s strategy, portfolio, acquisition history, behavior, and geographic focus to surface the most relevant, best-fit buyers for your business. On average, our process identifies 1,000+ qualified buyers per deal—far exceeding the reach of traditional M&A firms.
We partner with profitable, founder-led businesses across the essential services landscape—HVAC, plumbing, electrical, fire safety, landscaping, facility maintenance, accounting, and more. Our clients typically generate $2–100 million in annual revenue and have at least 5 years of operating history. If you’re an operator who’s built something in the real world, we’re built to help you sell it right.
We operate on a 100% success-based model—no retainers, no upfront fees, no surprises. You only pay us when your deal closes. It’s that simple. Our incentives are fully aligned with yours from day one.
Once materials are ready, our clients typically receive qualified offers within 30–45 days, thanks to our streamlined process and AI-driven buyer targeting. From accepted offer to closing, expect an additional 60–90 days for buyer diligence and quality of earnings review. In most cases, deals are completed in 90–120 days total.
Contact us today and we will send you a full list of your potential buyers, absolutely free.