The Boardroom — Sell-Side M&A Advisory for Roofers

Confidential, competitive, market-tested exits for roofing and multi-location trades founders ready to monetize what they’ve built.

$2M–$50M revenue. Roofing. Restoration. Multi-location trades. Built for founders who only sell their company once.

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Most roofing exits leave money on the table

A roofing company is one of the most asset-light, cash-flowing businesses a founder can build. It is also one of the most misunderstood at the negotiating table.

Most owners go to market the wrong way. They take a single inbound offer from a private equity platform or regional consolidator. They negotiate against themselves with no benchmark. They learn — too late — that the headline multiple they were quoted does not survive diligence, and that the cash at close is materially less than the LOI suggested.

The Boardroom exists so that does not happen to you.

What The Boardroom Is

The Boardroom is Brentwood Growth’s sell-side M&A advisory practice for roofing and multi-location trades founders.

We represent the seller — not the buyer, not both sides. We run a structured, confidential, competitive process designed to do three things:

Establish True Value

Establish what your roofing business is actually worth in today’s market.

Create Real Competition

Create real competition among qualified buyers, not a one-sided negotiation.

Close Without Retrading

Close the deal on the terms agreed at LOI — without retrading.

We do this for residential roofers, commercial roofers, storm operators, multi-location platforms, and roofing-and-adjacent-trades businesses generating $2M to $50M in revenue.

Who The Boardroom Serves

The Boardroom is built for roofing and multi-location trades founders who:

  • Generate $2M to $50M in annual revenue with at least $500K in adjusted EBITDA
  • Have received unsolicited offers from PE platforms or strategic acquirers
  • Want to test the market without disrupting operations, crews, or customer relationships
  • Are planning a sale, recap, or partial liquidity event in the next 6 to 24 months
  • Have a real business — not a job that pays them well
  • Want confidentiality protected at every stage of the process
  • Want a process led by people who have closed roofing and service contractor deals before

This is not for owners under $1M in revenue, or for owners who want to “just see what’s out there” without commitment. The Boardroom is a real engagement with real preparation work — and real outcomes.

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How The Boardroom Runs a Roofing M&A Process

Every Boardroom engagement runs through five phases. Each phase is designed to reduce risk, increase competition, and protect the founder’s outcome.

Phase 1 — Valuation Readiness

We establish a defensible, buyer-lens valuation of your business. Deliverables: adjusted EBITDA recast, market-based valuation range, value driver scorecard, diligence pre-mortem, and wealth gap analysis.

Phase 2 — Positioning & Materials

Teaser, confidential information memorandum (CIM), management deck, and a clean data room. Roofing businesses get judged in the first fifteen minutes a buyer spends with the materials. We make sure those minutes work for you.

Phase 3 — Confidential Auction

A curated, confidential competitive auction across PE-backed roofing platforms, strategics, family offices, and qualified independent sponsors. NDAs, IOIs, defined timelines. No mass blasts. No leaks.

Phase 4 — Meetings & LOI Selection

Strongest IOIs advance to management meetings. We prepare you for every question — owner dependency, crew reliability, customer concentration, storm-cycle revenue. You select an LOI based on headline price, structure, certainty of close, rollover terms, and earnout exposure.

Phase 5 — Diligence & Close

We run structured diligence — financial, operational, legal, quality of earnings — designed to protect the deal terms you agreed to and get you to wire on time. The most disappointing M&A outcomes happen between LOI and close. We manage that proactively.

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Why a Specialist Matters in Roofing M&A

Roofers are not generic trades businesses. Buyers know exactly what they will pay premium multiples for and what they will discount heavily.

What Buyers Pay Premium For

  • Recurring service revenue — commercial maintenance, warranty work, service agreements
  • Documented sales process not dependent on the founder
  • Strong inbound lead flow (SEO, reviews, brand strength)
  • Crew and foreman retention with bench depth
  • Commercial mix with predictable backlogs
  • Clean financials with auditable add-backs

What Buyers Discount

  • Heavy storm or insurance cycle dependence
  • Founder closes most jobs personally
  • Subcontractor concentration risk
  • Project-based revenue with margin variance from job to job
  • Customer concentration above 20–25%
  • Financials managed primarily for tax minimization

Generalist brokers often do not know the difference. By the time they discover what buyers actually price, your offer has already come in lower than it should have. The Boardroom does. We know which roofing platforms are paying, which are negotiating hard, and which tend to retrade.

Confidentiality Is Not a Checkbox

A leaked sale process can damage customer relationships, spook crews, and shift competitive dynamics.

  • Blind teasers that do not identify your company
  • NDAs before any specific information is shared
  • Curated, vetted buyer lists — no mass blasts
  • Tightly controlled data room access
  • Communication discipline with your team

What’s Included in a Boardroom Engagement

  • Buyer-lens business valuation and value driver assessment
  • Financial recast and adjusted EBITDA documentation
  • Complete marketing materials — teaser, CIM, management deck
  • Curated, confidential buyer outreach across PE, strategics, family offices, and qualified independent sponsors
  • Competitive auction process management with defined timelines
  • IOI evaluation and management meeting preparation
  • LOI negotiation and deal structure analysis
  • Diligence project management through close
  • Retrade defense and deal protection
  • Direct engagement from a senior advisor — not handed off to a junior
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Frequently Asked Questions

What size roofing business does The Boardroom work with?
The Boardroom works with roofing and multi-location trades businesses with $2M to $50M in annual revenue and at least $500K in adjusted EBITDA. We occasionally work with smaller businesses if the growth trajectory and operational profile warrant a process.
How long does a Boardroom sell-side process take?
Most processes run 6 to 12 months from engagement to close. If your business needs preparation work — financial cleanup, valuation readiness, or management depth — that adds 3 to 9 months of pre-market work. Starting earlier almost always produces a better outcome.
How is The Boardroom engagement priced?
Engagements typically combine a retainer with a success fee tied to closed transaction value. The structure ensures we win when you win. Specific terms are discussed on the initial confidential call once we understand your business.
How do you protect confidentiality during the process?
Blind teasers that do not identify your company, NDAs before any specific information is shared, curated buyer lists, controlled data room access, and disciplined internal communication. Confidentiality is integrated into every phase, not added at the end.
I already have an offer from a roofing platform. Should I still talk to The Boardroom?
Yes — especially then. An inbound offer with no competition is the most common source of disappointing M&A outcomes. The Boardroom can run a competitive process around the inbound buyer, or test the market with comparable acquirers, to confirm whether the offer reflects fair value.
I'm not sure I want to sell yet. Is The Boardroom still relevant?
A pre-market readiness conversation often makes sense 12 to 36 months before an owner expects to sell. We can run a valuation, identify what is holding your number back, and help you build enterprise value before going to market. Many of our best outcomes started with a conversation years before close.
Do you work with multi-location trades operators beyond roofing?
Yes. The Boardroom works with multi-location trades and home services platforms across roofing, restoration, HVAC, plumbing, electrical, and adjacent service categories. The process is the same. The buyer universe is sector-specific.

Book a Confidential Conversation

If you are a roofing or multi-location trades founder thinking about a sale in the next 6 to 36 months, the right conversation starts before the first offer arrives — not after.

We will discuss your business, your timeline, what your company is likely worth today, and whether The Boardroom is the right fit for your goals. Conversations are confidential and exploratory. No obligation, no pressure.

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Brentwood Growth is a valuation, value acceleration, and sell-side M&A advisory firm for owners of service-based businesses. The Boardroom is our sell-side practice for roofing and multi-location trades founders generating $2M to $50M in revenue.