CASE STUDY

Roofing Company Receives Offer for 5.5x Valuation

Roofing

The owners of a multi-location roofing company - intent on taking their business to the next level - realized they needed:

The story:

Seeking to expand their regional business into a national brand, the three owners of a successful roofing company recognized the need for additional capital and business support. IndustryPro, a sister company of Compass Equity, facilitated the process of finding a meaningful partnership, bringing in multiple investors and supporting the business owners through a strategic selection process with a private equity group.

Through the private equity partnership, the owners made important changes, including strengthening the management team, improving business practices, and acquiring three new companies. This partnership also allowed the business to expand into three additional states as part of their growth efforts.

The buyer revised their offer to include -

upfront​
$ 2.5 M
in equity in the larger group​
$ 0 M
in earnout, and significant compensation tied to mentoring and market growth initiatives.​
$ 0 M

IndustryPro is a trustworthy and professional group. They helped me understand the sales process and kept it running smoothly

even when complex issues threatened to derail the deal. These guys know what they are doing.” – Jim Naim, Founder of Carolina Dental Alliance

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Key insights:

By partnering with a private equity group, the three owners were able to create a geographically diverse, super-regional residential roofing platform within eight months of closing. This has generated meaningful wealth for their families, increased stability and opportunities for their employees, and accelerated the growth of their brand. The significant increase in valuation created forward momentum in achieving their goals.

If you are curious about the value of your business or want to discuss options - regardless of whether now is the time to sell - contact Dan Staffieri.

Dan Staffieri

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Call: (470) 443-2826
Email: support@industrypro.com