M&A Advisory Services

We Close the Deal.
You Keep the Upside.

REV Global provides hands-on M&A advisory for middle-market acquisitions — from building your deal thesis and sourcing off-market opportunities, through due diligence, LOI drafting, negotiation, and post-acquisition integration. One team. End to end.

6
Advisory stages — strategy through integration
$2M–$50M
Target deal range in annual revenue
End-to-End
One advisory team from search to close

Advisory That Stays in the Room With You

Most business brokers hand you a deal, collect a fee, and disappear. REV Global is different. We work as your strategic partner across every phase of the acquisition — from the first conversation with a seller to the first week as owner.

We specialize in owner-operated businesses in the lower middle market — companies with $2M–$50M in annual revenue, strong fundamentals, and transferable value. Recession-resistant industries. Businesses with recurring customers and a lack of technology — which means day-one upside.

Our edge: We bring institutional rigor — deal sourcing infrastructure, diligence frameworks, and negotiation depth — to a market that typically only gets a broker and a handshake.

1
Advisory & Deal Thesis
Define your buy box, target criteria, and acquisition strategy
2
Deal Sourcing
Off-market outreach, broker networks, and proprietary pipeline
3
Due Diligence
Financial, operational, and commercial diligence — nothing left to surprise
4
LOI Drafting
Structured offers that protect your position and create room to negotiate
5
Negotiation
Price, terms, structure, and seller carryback — we negotiate alongside you
6
Post-Acquisition Integration
100-day operational blueprint, team retention, and AI-driven value creation

Six Stages from Search to Scale

A structured process that gives every deal the same institutional discipline — regardless of size.

1
Stage One

Advisory & Deal Thesis

Before searching, we help you define what you're actually looking for. We work with you to build a clear buy box — industry focus, revenue range, ownership structure, deal type, and exit horizon. This prevents wasted effort on deals that don't fit and positions you to move fast when the right one appears.

Buy Box Design Industry Thesis Risk Tolerance Capital Strategy
2
Stage Two

Deal Sourcing

The best deals never hit the open market. REV Global sources opportunities through direct owner outreach, intermediary relationships, industry-specific broker networks, and our proprietary deal pipeline. We target businesses that are recession-resistant, under-digitized, and owner-ready to transition — creating first-mover access before competition enters.

Off-Market Outreach Broker Relationships Proprietary Pipeline Deal Screening
3
Stage Three

Due Diligence

Diligence is where deals are won or lost. We run a comprehensive review across three tracks — financial (QoE, EBITDA normalization, AR aging, customer concentration), operational (owner dependency, key employee risk, systems & processes), and commercial (market position, customer contracts, competitive moat). Our 50-point diligence checklist ensures nothing surprises you at closing.

Financial QoE EBITDA Normalization Operational Audit Customer Analysis Legal Review Coordination
4
Stage Four

LOI Drafting

The Letter of Intent sets the terms, tone, and trajectory of the deal. We draft LOIs that protect your downside while keeping the seller engaged — structuring price, earnout provisions, exclusivity, due diligence conditions, and transition support requirements. A well-written LOI is your first negotiation win.

Offer Structuring Earnout Design Exclusivity Periods Contingency Terms
5
Stage Five

Negotiation

We negotiate alongside you — not just on price, but on structure. That means pushing for seller carryback to align incentives, identifying AR aging and deferred capex as leverage, stress-testing working capital adjustments, and designing earnout structures that reflect real operational risk. The goal is a deal that's right, not just done.

Price Negotiation Seller Carryback Working Capital Peg Deal Structure Rep & Warranty
6
Stage Six

Post-Acquisition Integration

The deal closes. Now the real work starts. REV Global provides a structured 100-day integration blueprint — covering team communication, operational continuity, technology gaps, and early value creation initiatives. We also deploy AI-powered tools across sales, operations, and marketing to compress the time between acquisition and material EBITDA improvement.

100-Day Blueprint Team Retention AI Deployment Systems Modernization EBITDA Expansion

Deliverables Across Every Stage

Concrete outputs — not consulting decks — at each phase of your acquisition.

01

Deal Thesis & Buy Box

A written acquisition strategy that defines what you're buying, why, and how — so every deal evaluation starts from an anchored position.

Industry focus & exclusion criteria
Revenue, margin, and EBITDA targets
Capital structure blueprint
Ownership transition preferences
02

Sourcing & Deal Pipeline

Active deal flow delivered through our outreach systems and network — with scored summaries so you spend time on qualified opportunities only.

Off-market direct owner outreach
Broker & intermediary coordination
Scored deal summaries (REV Score)
Weekly pipeline updates
03

Diligence Report

A structured findings report across financial, operational, and commercial tracks — with clear risk flags, adjustment recommendations, and go/no-go guidance.

QoE & EBITDA normalization memo
Owner dependency & key man risk
Customer concentration analysis
50-point diligence checklist output
04

Letter of Intent (LOI)

A professionally drafted LOI that anchors your offer, defines the deal structure, and creates the leverage you need going into final negotiations.

Purchase price & payment structure
Earnout provisions & milestones
Exclusivity & diligence timeline
Seller note & transition terms
05

Negotiation Support

Active advisory through every negotiation conversation — we identify leverage, coach responses, and help you close at terms that reflect the true risk of the deal.

Counter-offer strategy & framing
Carryback & earnout structuring
Working capital peg negotiation
Rep & warranty guidance
06

Integration Blueprint

A 100-day post-close operational roadmap — covering leadership communication, system consolidation, quick-win value creation, and AI infrastructure deployment.

Day 1–30: stabilization & trust
Day 31–60: systems & process review
Day 61–100: AI deployment & growth
EBITDA baseline & improvement plan

The Difference Is in the Depth

A broker brings you a deal and a fee. We bring you a partner who stays in the room until you're the owner.

Traditional Broker REV Global Advisory
Deal sourcing Listed deals only — you compete with everyone Off-market & proprietary pipeline with first-mover access
Due diligence support You're on your own — hire your own advisors Structured 50-point diligence with findings report
LOI drafting Broker represents the seller, not you We draft LOIs that protect your position and create leverage
Negotiation Broker incentivized to close fast, not at your best terms Active negotiation partner — price, structure, and carryback
Post-close support Engagement ends at closing 100-day integration blueprint + AI value creation
Whose side are we on Seller (commissioned on seller's price) Yours — always

Recession-Resistant. Under-Digitized. Proven.

We focus on businesses with durable demand, recurring revenue characteristics, and meaningful technology gaps — which means day-one upside for a new owner with the right support.

HVAC & Mechanical Services
Plumbing & Utilities
Landscaping & Grounds Maintenance
Commercial Cleaning & Facility Services
Specialty Trades & Contracting
Light Manufacturing
Distribution & Wholesale
Business & Professional Services
Healthcare Services (non-clinical)
Logistics & Transportation
Food Service & Institutional Catering
Environmental & Waste Services
Ready to Acquire?

Let's Build Your Acquisition Strategy

Start with a 30-minute strategy call. We'll review your criteria, discuss the current deal environment, and outline how REV Global can support your acquisition — from search through close.