Business Services

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 M&A Team

Jane Marlowe

David Olson

Colette Cocco

Notable Transactions

xTuple

Software: ERP

xTuple

Sold to:
CAI Software

Tomco Mechanical

Mechanical Contractor

Tomco Mechanical

Sold to:
The Arcticom Group, a portfolio company of A&M Capital Partners

UECompression

Air & Gas Compressor Manufacturing & Service

UECompression

Sold to:
Strategic Buyer

Wisconsin Compressed Air

Compressor Sales & Service

Wisconsin Compressed Air

Sold to:
Strategic Buyer|

Runkle’s Notary Tag Title

Business Services

Runkle’s Notary Tag Title

Sold to:
Private Equity Group

Four Quarters

HVAC

Four Quarters

Sold to:
Industry Investors

Diversified Design

Interior Architecture Design

Diversified Design

Sold to:
Architecture Firm

The Titus Company

Compressor Sales & Service

The Titus Company

Sold to:
Strategic Buyer

Air Flow

Compressor Sales & Service

Air Flow

Sold to:
Strategic Buyer

What Our Clients Say

Working with Jane Marlowe and BMI was an exceptional experience. Through a rigorous negotiation and due diligence process, she demonstrated remarkable resilience and creativity. Her dedication ensured we found a private equity partner that perfectly aligns with our vision for Air Comfort.

Tom Gindele - Air Comfort Service Group

As the 2nd family owner of a 72-year family business, I felt it needed to be the right fit. BMI not only met that challenge, but they exceeded my expectations.

Owner - Runkle's Notary Tag Title

BMI was able to market my company and sell it in such a short period of time at a very good price. The transaction went quite smoothly with your support and guidance. I would have never been able to do it without you guys.

Steven Lenkevich - Commercial Refrigeration of Harrisburg

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…