Your Guide to Identify and Capture Value
We are an independent, boutique investment banking firm serving industry leaders in the lower-middle market.
Our core focus centers on advising our clients on transactions providing shareholder liquidity and growth capital.
Us at a Glance
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20+ Years
M&A Experience
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2022
Founded
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$8.7 billion
Closed Transaction Value
What We Do
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Full-service sellside advisory to entrepreneurs and family-owned firms in M&A transactions. Our process is engineered to maximize your outcome.
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Concierge service to get you and your business in front of potential investors, outside of a formal M&A sale process.
Client Coverage
Home & Commercial Services
Electrical
HVAC
Pest
Garage Door
Landscaping
Plumbing
Roofing
Healthcare Services
Animal Health
Dental Services
Physician Practice Management
Client Criteria
Annual Revenue
Across the United States
Annual EBITDA
Family Owned and Operated or closely held
Our Approach
What we are doing is not unique, but who we are doing it for is - we make the same competitive auction process that billion-dollar enterprises enjoy, accessible to our client coverage, which we believe is underserved.
Unique Point of View
High Touch Client Service
Hyperfocused Client Coverage
Proven Process
“Based on our data, nearly three out of four transactions in our space don’t utilize an investment banker when they go to sell. It means the majority of owners are leaving money on the table. We aim to level the playing field for smaller firms. I launched Bristlecone Trail Partners because I saw a real opportunity to help a handful of entrepreneurs each year while charging reasonable fees. Smaller firms deserve the same attention, experience, and insights that billion-dollar enterprises get in M&A transactions.”
— Jason Haar
Founder and Managing Director
Our Insights
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What Drives Your Valuation?
Valuation is everyone’s favorite topic, yet it’s probably the least understood.
So, let’s break it down.
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Home Services Strategy Framework & Key Questions
A good home services business strategy doesn’t start with answers.
It starts with asking the right questions.
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Top 5 Seller Mistakes and Regrets in Home Services M&A in 2023
As much as we’re in the good-outcomes business,
we’re just as much in the regret-prevention business.
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What the LOI?! Letter of Intent Primer
Sometimes less is more.
Maybe it’s true with dad jokes, your ice bath, seasoning on your favorite Ribeye, and with lemonade consumption.
But less isn’t always more.
