With extensive M&A experience across diverse business service industries—including marketing, government services, architecture, staffing, IT services, and industrial services—BMI Mergers & Acquisitions provides tailored advisory solutions to maximize value for B2B companies.
Business Services
Business Services M&A Team
David Olson
David’s experience runs from executive search, HR, software, publishing, consulting, sales and non-profit public organizations. He co-founded a software company, managed a consulting firm for numerous years and lead several regional charitable organizations and professional associations.
Jane Marlowe
Jane brings large investment banking experience to the middle market. She has broad industry exposure including in the services sector. Janes expertise includes crafting the optimal marketing message, attracting appropriate buyers and managing a competitive process.
Brendon Derr
Brendon has deep experience in the professional services sector with experience in leadership, executive consultancy and M&A. This experience includes HR services, marketing/ad firms, management consulting firms and software. He has worked with companies ranging from mid-market to Fortune 500.
Colette Cocco
Colette has managed advertising and media at The Bloom Agency and Proctor & Gamble as well as operated her own growth consulting business focused on innovation and strategic growth. In addition, she has taught Marketing, Consumer Behavior and Entrepreneurship at the university level.
Notable Transactions
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:
Architects
The Titus Company
Compressor Sales & Service
Sold to:
Strategic Buyer
Air Flow
Compressor Sales & Service
Sold to:
Strategic Buyer
CRH
Commercial Refrigeration
Sold to:
Private Investors
What Our Clients Say
“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
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: Should I sell my business in…
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…