In this episode of Sell or Scale, John Bartlett interviews Dave Lewis, who leads acquisitions at PipeDreams, a home services roll-up focused on residential HVAC, plumbing, and electrical businesses. Dave shares what makes businesses attractive acquisitions and insights into deal structures, rollover equity, and post-acquisition integration. Discover their approach to preserving local brands while implementing growth strategies through targeted marketing investments, service line expansions, and strategic tuck-in acquisitions. Dave also offers candid advice for business owners considering a sale.

In this episode of Sell or Scale, host John Bartlett of Brentwood Growth talks with Mike Blumenfeld of BZR Advisors about private equity investments in the roofing industry. Mike shares insights into BZR's growth strategy, what they look for in potential partners, and the surprising trend of younger business owners seeking private equity partnerships. Learn about acquisition criteria, deal structures, and how partnering with private equity can transform a roofing business.

Mike explains how BZR has completed 11 acquisitions since 2023 and grown to over $300 million in revenue. He discusses why they focus on company culture, the minimum EBITDA requirements, and how they design deals to benefit both parties. If you're a roofing company owner considering selling or seeking investment, this episode provides valuable insights to prepare your business and find the right partner.

John Bartlett interviews Trey McWilliams and Joe Fox of Blue Cardinal Home Services Group about the emotional and practical aspects of selling a home service business. Trey shares his journey from third-generation HVAC business owner to platform creator, while Joe offers insights into acquisition strategy and deal structures. Learn about the importance of understanding your "why" before selling, what makes a successful transition, and how to evaluate potential partners for maximum returns on your rollover equity—essential viewing for home service business owners considering their exit options in the HVAC and plumbing sectors.

In this episode of the Sell or Scale podcast, host John Bartlett interviews Josh Ford of Engage Group Partners about his extensive experience acquiring and scaling residential HVAC, plumbing, and electrical businesses. Josh shares valuable insights into what makes a business attractive for acquisition, how he evaluates companies, his approach to deal structuring, and strategies for successful transitions. Learn how most service businesses get "stuck" at the $2-3M revenue mark and what it takes to break through this plateau. Whether you're a business owner considering an exit or an investor looking to enter the trades market, this conversation offers practical wisdom from someone who's successfully navigated multiple acquisitions.

In the Sell or Scale podcast episode, John Bartlett interviews Jonathan Babcock of Compass Group Equity Partners about navigating private equity partnerships in the lower middle market. Jonathan shares insights into what makes businesses attractive acquisition targets, how owners should prepare for a sale, and the importance of finding partners who align with your goals. Learn how Compass Group’s thesis-driven approach and operational support team help businesses break through growth plateaus and create value. Whether you're considering an exit in the near future or planning years ahead, this conversation provides valuable guidance for business owners evaluating their options.

John Bartlett interviews Max Mortimer and West Hubbard of Basement Kings USA about their journey in acquiring and scaling foundation repair businesses. Learn about their partnership, acquisition strategy, deal structure, and what makes for successful seller partnerships in the foundation repair and basement waterproofing industries. This episode offers valuable insights for business owners considering selling their companies or planning an exit strategy in the residential service sector.

In this episode of the Sell or Scale podcast, John Bartlett from Brentwood Growth interviews Ariez Dustoor of NB Group, a private equity firm specializing in first institutional investments in founder or family-owned businesses. Ariez shares valuable insights into what makes businesses attractive to PE firms, ideal deal structures, and how owners should prepare for a sale. Learn what happens during the due diligence process, what changes after acquisition, and how to maximize your business value. Perfect for business owners considering selling or scaling their company with a private equity partnership.

In this episode of Sell or Scale, host John Bartlett of Brentwood Growth talks with Mike Blumenfeld of BZR Advisors about private equity investments in the roofing industry. Mike shares insights into BZR's growth strategy, what they look for in potential partners, and the surprising trend of younger business owners seeking private equity partnerships. Learn about acquisition criteria, deal structures, and how partnering with private equity can transform a roofing business.

Mike explains how BZR has completed 11 acquisitions since 2023 and grown to over $300 million in revenue. He discusses why they focus on company culture, the minimum EBITDA requirements, and how they design deals to benefit both parties. If you're a roofing company owner considering selling or seeking investment, this episode provides valuable insights to prepare your business and find the right partner.

In this episode of Sell or Scale, John Bartlett sits down with Doug Hipple and Tom Basch from Infinity Home Services (IHS) to explore the rapidly growing world of residential roofing acquisitions.

Learn how IHS's founder turned a moment of moral clarity into a mission-driven company now partnered with 25 brands across North America. Doug and Tom share what makes a roofing business attractive to investors, how deal structures typically work (including the surprising 27% average equity rollover), and what the acquisition process looks like from start to finish.