AI & Marketing for Home Service Pros

Inside the Playbook: How Private Equity Buys, Builds, and Sells Home Service Companies


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Private equity is reshaping roofing and home services. Seven of the top ten roofing companies in the U.S. are now backed by investors, and consolidation is accelerating.

In this episode, Mauricio sits down with William Pauly of Marcon Advisors, an M&A advisor who’s helped dozens of contractors understand and navigate the selling process. William has worked on $50M–$300M deals, led acquisitions backed by a $2.5B fund, and now advises roofing owners directly.

You’ll learn:

  • The private equity playbook: why investors target roofing and how consolidation works.
  • What makes a contracting business attractive — and why market density and brand reputation matter more than size alone.
  • The role of data and clean CRM records in due diligence (and how buyers often know your numbers better than you do).
  • How to evaluate a potential private equity partner beyond the valuation check.
  • Why building your business with an exit mindset makes it stronger, even if you never sell.
  • The future of roofing deals — and why the “exit runway” may be shorter than most owners think.

Whether you’re years away from selling or just want to understand how the landscape is shifting, this episode will give you an insider’s perspective on private equity, M&A, and the future of contracting.

Links & Resources:

Willam Pauly - Marcon Advisors

Linkedin:   / william-pauly-9028004  

Instagram:   / william.pauly09  

Website: https://www.marconadvisors.com/

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AI & Marketing for Home Service ProsBy Mauricio Cardenal