M&A Advisory · Industrial Businesses
Your exit deserves precision.
Sell-side advisory for manufacturing, distribution, and industrial services owners in the $5M–$20M range — from first conversation through closing.
M&A Advisory · Industrial Businesses
Sell-side advisory for manufacturing, distribution, and industrial services owners in the $5M–$20M range — from first conversation through closing.
About the Firm
Roberts & Co. is a sell-side M&A advisory firm focused exclusively on lower-middle-market industrial businesses. We work with founders and owners of manufacturing, distribution, and industrial services companies who want to exit on their own terms.
Our focus is narrow by design. We don't chase every deal or work across dozens of industries. We understand your operations, your customers, and what buyers in your space are actually paying for — because it's all we do.
"The owner who built the business deserves the same caliber of advice that billion-dollar companies take for granted."Zach RobertsManaging Partner, Roberts & Co.
What is M&A Advisory?
Most business owners will sell a company exactly once. It's the single largest financial event of their life — and they're going in without a playbook. An M&A advisor is the person who brings one. We represent you, the seller, through every stage: determining what your business is worth, finding the right buyer, negotiating the deal, and managing the process through close. Here's what that looks like in practice.
Buyers — especially private equity firms and serial acquirers — do this for a living. They have teams, playbooks, and leverage. Walking into that negotiation alone means playing their game on their terms.
We level the playing field. We've seen their tactics, we know the market, and we negotiate from preparation — not reaction. Your interests drive every conversation.
A number from your accountant or a back-of-napkin multiple isn't a valuation. Without comparable transaction data and a defensible methodology, you're leaving money on the table before the conversation starts.
We build your valuation from real transaction data, adjusted for the specific strengths and risks of your business. When a buyer challenges the number, we have the analysis to back it up.
Reaching out to buyers on your own means employees, customers, and competitors may find out you're selling before you're ready. That uncertainty can damage the business you're trying to sell.
We manage every conversation under NDA, control what information is shared and when, and never disclose your identity until a buyer is qualified and you've given the green light.
What We Deliver
Rigorous assessment of your company's market value, supported by comparable transactions and buyer demand analysis. We identify the narrative that commands a premium.
Targeted, confidential outreach to qualified strategic and financial buyers. Every conversation is deliberate and vetted before your company is ever disclosed.
We negotiate the economics, terms, and protections that matter most. Purchase price is one number — the structure of the deal determines what you actually walk away with.
Coordination of diligence, legal workstreams, and closing mechanics. We keep the process moving so you can keep running your business until the wire hits.
Process
A confidential, no-obligation discussion to understand your business, your goals, and whether the timing is right. No pitch decks. No pressure.
We evaluate your financial performance, market position, and operational strengths to build a compelling, defensible representation of your company.
Targeted outreach to a curated set of buyers under strict confidentiality. We manage information flow and competitive tension to maximize your leverage.
We drive the negotiation on price, terms, and structure while managing diligence to prevent deal fatigue and protect your interests.
Final documentation, closing conditions, and fund transfers — managed to completion with the same rigor as day one.
Industries
Ready?
Confidential, no-obligation. We'll listen first.
Get in TouchContact
Every engagement begins with a confidential conversation. No forms, no funnels — just a direct line to discuss whether the timing and fit are right.
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