Exit advisory for industrial business owners.
Precision guidance for your most important transaction.
Every business owner deserves an advisor who speaks their language and delivers outcomes — not one who treats their life's work as just another transaction.
Roberts & Co. is a mergers and acquisitions advisory firm focused exclusively on lower-middle-market industrial businesses. We work with owners of manufacturing, distribution, and technical services companies who are ready to exit — guiding them through every stage of the transaction to maximize their outcome.
Founded by Zach Roberts, our practice combines deep industrial operating experience with the financial rigor and transaction discipline that complex deals demand. We understand these businesses because we've worked inside them — navigating the operational realities, customer relationships, and technical nuances that drive enterprise value.
Every valuation, analysis, and recommendation is built on verifiable data and sound methodology that withstands scrutiny from buyers, lenders, and advisors.
Practical knowledge of industrial operations, manufacturing economics, and distribution dynamics — not just financial models, but real understanding of how these businesses create value.
We concentrate exclusively on lower-middle-market industrial deals, delivering faster turnarounds and more relevant insights than generalist firms.
Clear communication about assumptions, limitations, and risks. No hedging, no jargon, no black-box analysis. Straightforward guidance for confident decision-making.
Comprehensive transaction support for industrial businesses valued between $5M and $20M.
Full-service representation for owners looking to exit. From valuation through closing, we manage the entire process to maximize your outcome.
Business valuation · Buyer identification · Deal negotiation · Transaction managementDefensible, methodology-driven business valuations built on normalized financials, market comparables, and deep operational understanding.
EBITDA normalization · Comparable analysis · DCF modeling · Working capital analysisStrategic pre-transaction advisory that helps owners prepare their business for sale — identifying value drivers, addressing risks, and positioning for the strongest outcome.
Readiness assessment · Value enhancement · Timeline planning · Pre-sale preparationBackend deal support for brokers, investment bankers, and private equity firms who need industrial expertise on active transactions.
Financial modeling · CIM preparation · Diligence coordination · Deal advisoryWhether you're considering an exit or simply want to understand what your business is worth — we'd welcome the conversation. Every engagement begins with a confidential, no-obligation discussion.