BMI Mergers & Acquisitions has extensive M&A experience across a range of business services sectors, including marketing, government services, architecture, staffing, and industrial services. The firm also advises select professional and technology-enabled services businesses in the lower middle market.
Business Services
Business Services M&A Team

Jane Marlowe

David Olson

Colette Cocco
Notable Transactions
xTuple
Software: ERP

Sold to:
CAI Software
Tomco Mechanical
Mechanical Contractor

Sold to:
The Arcticom Group, a portfolio company of A&M Capital Partners
UECompression
Air & Gas Compressor Manufacturing & Service

Sold to:
Strategic Buyer
Wisconsin Compressed Air
Compressor Sales & Service

Sold to:
Strategic Buyer|
Runkle’s Notary Tag Title
Business Services

Sold to:
Private Equity Group
Four Quarters
HVAC

Sold to:
Industry Investors
Diversified Design
Interior Architecture Design

Sold to:
Architecture Firm
The Titus Company
Compressor Sales & Service

Sold to:
Strategic Buyer
Air Flow
Compressor Sales & Service

Sold to:
Strategic Buyer
What Our Clients Say
Insights & Resources
Understanding Taxes in the Sale of Your Business

A Practical Guide for Business Owners IMPORTANT DISCLAIMER This guide provides general educational information about tax considerations in business sales. It is not legal or tax advice and should not be relied upon as such. Every business sale is unique, and tax laws change frequently. You must consult with qualified tax and legal advisors before…
You Are Ready to Sell Your Business, But Are Your Partners Ready?

What You and Your Partners Need to Consider Before Selling Your Business When multiple partners own and run a business, getting everyone to agree on day-to-day decisions isn’t always easy. Getting partners to decide when to sell the company and on what terms can be challenging and even confrontational. To avoid confrontation and ensure…
Tomco Mechanical, BMI Mergers Client, Acquired by Arcticom

NEW YORK, NY – BMI Mergers & Acquisitions acted as exclusive M&A Advisor to Tomco Mechanical Corp., a leading mechanical services contractor, in connection with its sale to The Arcticom Group, a portfolio company of A&M Capital Partners. The transaction closed on May 31, 2022. Westbury-based Tomco Mechanical has a leading reputation for providing refrigeration…
Add-Backs To EBITDA Can Substantially Increase Business Valuations

EBITDA is an abbreviation for “earnings before interest, taxes, depreciation, and amortization.” It is calculated by taking operating income and adding back to it; interest, depreciation, and amortization expenses. EBITDA is a key metric widely used by financial and investment professionals operating in the lower-middle market to analyze a company’s operating profitability and estimate valuations….
BMI Targeted Acquisition Program Leads to Growth in Wisconsin

BMI Mergers & Acquisitions assisted Xebec Adsorption Inc., a designer, and producer of the Biostream® biogas purification system and other industrial gas products, in the acquisition of Milwaukee-based Wisconsin Compressed Air. Wisconsin Compressed Air operates a compressed air sales and service business out of its Milwaukee and Butler, Wisconsin locations. According to the Wisconsin Office…
Planning to Sell Your Business in a Time of Uncertainty

Many private businesses survived the pandemic crisis of 2020 and have now stabilized, but for others, the perfect storm is still raging. How can business owners ensure the survival of their businesses and the ultimate positioning of their business for sale? Questions many business owners are asking BMI advisors: The good news is that demand…
Selling Your Business With a PPP Loan

SBA Rules for PPP Loans in Business Ownership Changes Many M&A transactions since April 2020 have involved a PPP loan held by the selling company. Parties have often been unsure of the impact of a sale or partial sale on the forgiveness of the loan. On October 2, 2020, the SBA issued rules for business…