SF&P Advisors
SF&P Advisors describes itself as a merger-and-acquisition advisor for contractor and lower-middle-market businesses. Its stated services include valuation, financial analysis, offering preparation, buyer marketing, diligence, negotiation, and closing support.
What stands out about SF&P Advisors
SF&P Advisors publicly focuses on contractor and home-services transactions, particularly HVAC and plumbing, and describes a process spanning consultation, offering preparation, buyer marketing, negotiation, and closing support. Its cited pages do not publish universal engagement-size or fee thresholds.[1][2][4][6][7][8]
What does SF&P Advisors do?
SF&P Advisors identifies itself as a merger-and-acquisition advisor specializing in residential, commercial, and mechanical HVAC and plumbing mergers and acquisitions.
The firm also describes its work as serving service contractors and other lower-middle-market companies, with services that include business valuation, accounting, research, financial analysis, and success-strategy support.[1]
SF&P Advisors publicly describes services including business valuation, accounting, research, financial analysis, comprehensive due diligence, detailed audit preparation, offering-material preparation, buyer marketing, buyer qualification, negotiation, and closing support.
The firm states that its fees depend on transaction success and that its fee is generally lower than the 10% level it attributes to typical bankers. The cited official approach page does not publish a universal success-fee percentage, minimum fee, retainer, expense schedule, tail period, exclusivity period, or termination schedule.[1][2]
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.
What should a business owner evaluate before hiring SF&P Advisors?
Owners evaluating SF&P Advisors can clarify the proposed engagement economics, including the success fee, retainers, expenses, exclusivity, tail provisions, and termination terms. The cited official approach page does not publish a universal schedule for these items.
Owners can also ask how the firm would apply its stated buyer-selection considerations, including financial needs, business legacy, company culture, employee considerations, and owner-transition considerations. The cited official materials identify representative transactions but do not provide their consideration or detailed seller-retention terms.
The legal entity signing an engagement letter and the firm’s applicable regulatory status should be confirmed directly, because the cited official team page and privacy policy do not establish those points.[2][4][6][7][8]
What legal entity will sign the engagement letter, and what firm-level licenses or registrations apply to the contemplated services
What are the exact success fee, retainer, expense-reimbursement, tail, exclusivity, and termination provisions
What revenue, EBITDA, geography, service mix, and owner-involvement characteristics make a company suitable for engagement
What size transactions and clients does SF&P Advisors focus on?
The firm publicly lists HVAC, plumbing, electrical, mechanical, roofing, and garage-door businesses among the sectors it serves. Its stated focus also includes service contractors and other lower-middle-market companies.[1]
The official press room identifies transactions involving Gold Medal Service and Horizon Services; Horizon Services and an affiliate of Sun Capital Partners; Weeks Service Company and Strikepoint Group Holdings; NexGen Air Conditioning & Plumbing and Wrench Group; Lindstrom Air Conditioning & Plumbing and Wrench Group; and Anchor Heating & Air Co. and Interstate AC Service.
The cited official press-room page does not disclose transaction consideration, valuation, financing, rollover-equity, or seller-retention terms for these examples.[4]
SF&P Advisors describes a transaction process that includes consultation, offering preparation, marketing to strategic and financial buyers, negotiation, and closing. Its stated diligence work includes review of financial results, forecasts, assets, liabilities, management depth, and succession strategy.
The firm states that it works with qualified, legitimate, and sufficiently funded purchasers and seeks to match sellers with strategic buyers, venture-capital groups, and private-equity firms.[2][3]
What does SF&P Advisors publicly disclose about fees, process and engagement terms?
The cited official home page does not publish a universal minimum revenue, EBITDA, enterprise-value, or transaction-size threshold for engagement.
The cited official approach page does not publish a universal success-fee percentage, minimum fee, retainer, expense schedule, tail period, exclusivity period, or termination schedule.
The cited official press-room page does not disclose transaction consideration, valuation, financing, rollover-equity, or seller-retention terms for the representative transactions it identifies.[1][2][4]
The official team page identifies Fred Silberstein as a licensed CPA and describes his work in mergers and acquisitions and valuations for HVAC enterprises.
The cited official team page does not state a firm-level broker-dealer registration, investment-adviser registration, or other securities-regulatory status. The cited privacy policy also does not state SF&P Advisors’ complete legal-entity form, ownership structure, or firm-level securities-registration status.[6][7]
SF&P Advisors describes a four-step acquisition process consisting of consultation, offering preparation, marketing, and negotiation and closing. The described process includes reviewing company financial results, forecasts, assets, liabilities, management depth, and succession strategy, followed by buyer outreach and transaction support.[2][3]
Questions to ask before hiring SF&P Advisors
What legal entity will sign the engagement letter, and what firm-level licenses or registrations apply to the contemplated services?
What are the exact success fee, retainer, expense-reimbursement, tail, exclusivity, and termination provisions?
What revenue, EBITDA, geography, service mix, and owner-involvement characteristics make a company suitable for engagement?
Which buyers would be contacted, and how will confidentiality and conflicts be managed?
For the cited transactions, what role did SF&P Advisors perform, and what were the transaction dates, consideration structures, rollover-equity terms, and post-closing owner obligations?
How are valuation adjustments, normalized EBITDA, working capital, earnouts, seller notes, and employment or transition arrangements handled?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Public Process
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
- Structure / regulatory context
- Company / investment criteria
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 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
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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