I didn't start my career in a corporate boardroom, and I didn't learn the construction business by reading a spreadsheet. For over 20 years, my life has been defined by the HVAC and mechanical construction industry. I know firsthand the blood, sweat, and sheer grit it takes to build, operate, and optimize a trade business because I have actually lived it.
Here is a look at my journey, the unique skill sets I bring to the table, and why I am so deeply passionate about helping founders navigate the most important financial transaction of their lives.
When you are looking for an M&A advisor to sell your construction company, you need someone who truly understands your daily reality.
Throughout my career, I specialized in project management for large-scale commercial and industrial projects, where I spent countless hours coordinating labor, subcontractors, and vendors to ensure complex installations were delivered on time and within budget. I have worked as a Senior Mechanical Designer, producing highly detailed construction drawings using Revit, Fabrication Parts, and Navisworks. I have sat in the interdisciplinary clash-detection meetings with general contractors and trade partners to resolve design conflicts before they became expensive field problems.
Furthermore, I know exactly what it takes to win profitable work. As an estimator, I spent years developing highly accurate cost models for heavy scopes using FastPIPE to support strategic bidding and strict margin control.
Because I have worked in these crucial roles, I know exactly what a well-oiled construction machine looks like. When we evaluate your business, I know how to identify your operational strengths and translate them into maximum value for a prospective buyer.
Beyond my decades in mechanical construction, I also bring a deep understanding of what it takes to sit in the owner's chair.
Because of this background, I possess a first-hand understanding of ownership structures, risk management, and value creation. I know how buyers and investors think, what terrifies them, and what makes them willing to pay top dollar for an asset.
We are currently in the midst of a massive transition in the construction industry. Thousands of hard-working baby boomers are reaching retirement age, but many find that their children have no interest in taking over the blue-collar family business.
This is where my passion lies. Too often, I have seen incredible founders spend 95% of their lives working in their business rather than on it. When they are finally ready to retire, they realize their company is unsellable because they are the "hub and spoke" of the operation, or their financials are disorganized. It breaks my heart to see owners walk away with pennies on the dollar, or simply auction off their equipment and shut their doors, leaving a lifetime of hard-earned wealth on the table.
When you work with me, I step in to help you establish true exit readiness. We will leverage my operational background to get the estimating processes out of your head, transition your books to clean accrual accounting, and mitigate risk so that your business becomes a highly sought-after acquisition target. I will act as your fierce advocate and expert guide throughout the grueling due diligence process, ensuring we anticipate buyer demands and prevent the surprises that routinely kill deals.
You have poured your life into building your company, and you deserve to be rewarded for that sacrifice. Most owners only get one chance to sell their business—I help them get it right.
If you are a construction or trade business owner thinking about your future, let’s have a confidential conversation today about how we can preserve your wealth and plan your perfect exit.