Auxo Firm Directory · Independent Research Profile

2717 Group

2717 Group, LLC is a Scottsdale, Arizona advisory firm focused on M&A and strategic services for companies that design, construct, service, and repair buildings and facilities, including related suppliers and manufacturers.

Key takeaway

What stands out about 2717 Group

2717 Group provides buy-side and sell-side M&A advisory, acquisition support, sell-side preparation, strategic advisory, and performance-improvement services. Its public sector focus includes commercial and industrial construction, engineering, building services, and related suppliers and manufacturers.[1][2][3][4][6][7][8]

What does 2717 Group do?

2717 Group, LLC is an advisory firm located in Scottsdale, Arizona. Alan Schlotzhauer is identified as the firm’s founder.

The firm describes its work as buy-side and sell-side M&A advisory for companies pursuing growth through acquisitions or a transition to new ownership. It also provides strategic advisory and performance-improvement support.[1][2][3][4]

Publicly stated services include buy-side and sell-side M&A advisory, acquisition sourcing and qualification, valuation, diligence, legal-document coordination, closing, and integration support. 2717 also describes preparation of businesses for sale, strategic advisory, and performance improvement.

Its performance-improvement work may address business strategy, margin and profitability optimization, financial and cash management, field productivity, dashboards, organizational structure, project pipeline, and goal setting.[3][4]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

Enterprise valuePublicly stated range
Lower published point$10MILLION
Upper published point$1BILLION

Published criteria: An official acquisition-growth guide defines the middle market as companies with enterprise value between $10 million and $1 billion. The guide does not state that this range is a mandatory client-screening criterion.[6]

What should a business owner evaluate before hiring 2717 Group?

Owners of commercial construction and building-services companies can evaluate 2717’s stated sell-side preparation process, sector focus, and reported participation in more than 80 transactions. Before engagement, an owner may want to request named comparable transactions and references, clarify the buyer universe and geographic coverage for the mandate, and obtain the proposed fee and engagement terms.

The scope of services and any involvement by affiliated or external legal, tax, valuation, financing, broker-dealer, or investment-adviser professionals should also be clarified. The official contact page does not state regulatory authorization, so the precise legal and service structure is a matter to confirm directly.[1][2][7]

01

Which three to five recent transactions can 2717 disclose by sector, geography, transaction type, and closing date

The official sell-side page reports more than 80 transactions but does not identify named transactions, closing dates, counterparties, or transaction values; the insights page also does not provide identifiable recent client deal examples.[7][8]
02

What transaction values, fee structure, retainer, success fee, tail, exclusivity, and termination provisions would apply to a proposed engagement

The cited official pages describe M&A advisory and sell-side preparation services but do not state engagement-fee terms or transaction values.[3][7]
03

Is the engagement limited to advisory and consulting, or does any affiliated entity provide broker-dealer, investment-adviser, valuation, or securities services

The official contact page identifies 2717 Group, LLC but does not state broker-dealer registration, investment-adviser registration, securities licensing, or other regulatory authorization.[1]

What size transactions and clients does 2717 Group focus on?

2717 focuses on companies that design, construct, service, and repair buildings and facilities, including suppliers and manufacturers supporting those companies.

The firm’s stated sectors include commercial and industrial construction and engineering, mechanical, electrical, plumbing, building automation, concrete, civil, and general construction.[2][5]

2717 states that it has participated in more than 80 transactions involving commercial construction and building-services companies.

The official sell-side page states that it does not identify named transactions, closing dates, counterparties, or transaction values. The official insights page presents M&A-related articles and podcast content but does not provide a named recent transaction archive or identifiable recent client deal examples.[7][8]

2717 provides buy-side and sell-side M&A advisory. For acquisition-growth engagements, it offers support ranging from sourcing and qualifying through full end-to-end deal management, using a design-and-build approach focused on targets that fit the client’s goals.

The firm also describes sell-side preparation before taking a business to market, potentially over months or years, to strengthen the company, address value-reducing issues, improve marketability, and position the owner for a successful transition.[3][7]

What does 2717 Group publicly disclose about fees, process and engagement terms?

The official sell-side page states that 2717 has participated in more than 80 transactions but does not identify named transactions, closing dates, counterparties, or transaction values.

The official insights page does not provide a named recent transaction archive or identifiable recent client deal examples. The official contact page identifies 2717 Group, LLC and its contact details but does not state broker-dealer registration, investment-adviser registration, securities licensing, or other regulatory authorization.[1][7][8]

The official contact page identifies the operating entity as 2717 Group, LLC and provides a Scottsdale, Arizona address.

That contact page does not state broker-dealer registration, investment-adviser registration, securities licensing, or other regulatory authorization. This source-specific disclosure does not establish the firm’s broader regulatory status.[1]

2717 describes its M&A approach as strategy-first, with acquisitions intended to align with the overall direction and goals of the acquiring business.

For sell-side engagements, the firm states that it prepares the business before taking it to market, potentially over months or years, with attention to company strength, value-reducing issues, marketability, and transition readiness.[6][7]

Questions to ask before hiring 2717 Group

Which three to five recent transactions can 2717 disclose by sector, geography, transaction type, and closing date?
The official sell-side page reports more than 80 transactions but does not identify named transactions, closing dates, counterparties, or transaction values; the insights page also does not provide identifiable recent client deal examples.[7][8]
What transaction values, fee structure, retainer, success fee, tail, exclusivity, and termination provisions would apply to a proposed engagement?
The cited official pages describe M&A advisory and sell-side preparation services but do not state engagement-fee terms or transaction values.[3][7]
Is the engagement limited to advisory and consulting, or does any affiliated entity provide broker-dealer, investment-adviser, valuation, or securities services?
The official contact page identifies 2717 Group, LLC but does not state broker-dealer registration, investment-adviser registration, securities licensing, or other regulatory authorization.[1]
What buyer universe and geographic coverage would be used for a specific mandate?
2717 publicly describes buy-side and sell-side advisory and a strategy-first approach, while the cited materials do not establish the buyer universe or geographic coverage for an individual mandate.[3][6]
What portion of the work would be performed directly by Alan Schlotzhauer versus external legal, tax, valuation, or financing professionals?
Alan Schlotzhauer is identified as founder, and 2717 describes services that can involve acquisition sourcing, valuation, diligence, legal-document coordination, closing, and integration support; the cited materials do not allocate those activities among personnel or external professionals.[2][3]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Official website / firm overview
  3. Services / capabilities
  4. Services / capabilities
  5. Industry focus
  6. Transaction size / criteria
  7. Transaction / portfolio evidence
  8. Public disclosure information
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

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