SF&P Advisors
SF&P Advisors is a Boca Raton, Florida-based M&A advisory firm founded in 1998 that exclusively represents owners of HVAC, plumbing, electrical, mechanical, roofing, and garage door contracting businesses in sale transactions to strategic consolidators and private equity buyers.
- Company typePrivate
- Founded1998
- HeadquartersBoca Raton, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What SF&P Advisors does
SF&P Advisors is a privately held, Boca Raton, Florida-based mergers and acquisitions advisory firm founded in 1998 that specializes exclusively in representing owners of home services contracting businesses. The firm serves six verticals—HVAC, plumbing, electrical, mechanical, roofing, and garage doors—primarily advising owner-operators and family-owned businesses in the lower-middle market on sale to strategic consolidators, private equity firms, and venture capital-backed platforms. SF&P's core deliverables include business valuation conducted by licensed CPAs, comprehensive financial due diligence and audit preparation, preparation of proprietary offering materials, buyer marketing against a curated network of 75+ acquirers, and negotiation/closing support through definitive agreements.
The firm operates a relationship-intensive, consultative go-to-market with no software platform or digital product surface; all engagement is direct advisory work, sourced through industry trade partnerships (Nexstar Network, Service Roundtable, ACCA), referrals from past clients, and senior-led networking at events such as Nexstar Super Meetings and Service Roundtable conferences. The 12-person team is led by CEO Fred Silberstein, a licensed CPA and former PricewaterhouseCoopers M&A senior accountant, and includes multiple licensed CPAs (including CPA-CAs from PwC and KPMG), a JD/MBA-credentialed director, and former corporate development leaders from Service Experts/Enercare, Merrill Lynch, and Accenture.
SF&P earns revenue exclusively through success-based advisory fees that are explicitly lower than the typical 10% charged by traditional investment banks, with no fees collected until a transaction closes. Across more than 450 closed transactions since inception, the firm has represented over $3.9 billion in aggregate transaction value, including approximately $2.2 billion in the past three years and nearly 50 deals closed in 2022 alone. The firm carries no external funding, no disclosed debt, and no parent company, and is independently owned by management including the CEO and his family.
SF&P Advisors firmographics
Firmographics- Name
- SF&P Advisors
- Legal name
- SF&P Advisors
- Website
- https://sfpadvisors.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SF&P Advisors is a Boca Raton, Florida-based M&A advisory firm founded in 1998 that exclusively represents owners of HVAC, plumbing, electrical, mechanical, roofing, and garage door contracting businesses in sale transactions to strategic consolidators and private equity buyers.
- Ownership category
- akta.pro rank
SF&P Advisors industry classification
Industry- Product category
- M&A Advisory / Investment Banking Services
- NAICS
- Management, Scientific, and Technical Consulting Services (5416), Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (52391), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
- akta.pro secondary industries
- Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Buy-Side Search & Acquisition Advisory (FSAEAIAD), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Buy-Side M&A Advisory (FSAEAGAB), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
Keywords
Where SF&P Advisors is headquartered
LocationHeadquarters
- HQ city
- Boca Raton
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
SF&P Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- M&A Advisory Fees: SF&P Advisors charges success-based fees for M&A advisory services. Their fee is significantly lower than the typical 10% that traditional bankers charge, and is based on transaction success. The company explicitly states they do not charge fees until the business has successfully sold.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Success-based M&A Advisory |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
SF&P Advisors product offering
Product offeringCore offering
SF&P Advisors is a mergers and acquisitions advisory firm representing owners of home services contracting businesses (HVAC, plumbing, electrical, mechanical, roofing, garage door) in the sale or transition of their companies to strategic buyers, consolidators, and private equity firms. The firm provides end-to-end transaction support including business valuation, due diligence, audit preparation, offering materials, buyer marketing, negotiation, and closing services. It charges success-based fees with no upfront cost and operates through a curated network of 75+ strategic acquirers.
Product overview
SF&P Advisors is a specialized M&A advisory firm providing comprehensive business brokerage and transaction services for contracting businesses in the home services industry. Rather than a unified software platform, the firm offers an integrated suite of advisory services including business valuation, due diligence, offering materials preparation, buyer marketing, negotiation support, and audit preparation. The company specializes in six vertical service categories: HVAC, Plumbing, Electrical, Mechanical, Roofing, and Garage Door businesses. Services are delivered by a team of CPAs, MBAs, and experienced M&A advisors through a structured four-step process from initial contact through contract closing. The firm has completed over 450 transactions representing over $3.9 billion in closed transaction revenue.
Differentiator
Problem solved
Functional benefit
Products and services
- HVAC Business Sales Advisory Business consultation, offering materials, marketing and negotiation support for residential and commercial HVAC business owners seeking to sell, recapitalize, or transition ownership. Targets owners of HVAC contracting businesses across the United States.
- Plumbing Business Sales Advisory M&A advisory for standalone plumbing companies and multi-trade home services providers with a plumbing component, including valuation, marketing, and full transaction support. Targets owners of plumbing contracting businesses seeking exit or partner.
- Electrical Business Sales Advisory Transactional support for electrical contractors in residential, commercial, new construction, remodeling, and repair markets. Targets owners of electrical contracting businesses considering an exit or partner.
- Mechanical Business Sales Advisory Advisory for mechanical companies with experience in production and installation of automated systems. Targets owners of mechanical contracting businesses considering a sale or recapitalization.
- Roofing Business Sales Advisory Full-service advisory for standalone roofing companies with experience in construction roofing, replacements, and maintenance. Targets owners of roofing contracting businesses considering a sale.
- Garage Door Business Sales Advisory Advisory services for garage door companies specializing in repairing, maintaining, and installing all types of openers. Targets owners of garage door contracting businesses considering exit.
- Business Valuation Services Full-service business valuation conducted by expert CPAs with deep industry knowledge, applying multiple valuation methodologies to determine fair market value of contracting businesses.
- Due Diligence Services Comprehensive due diligence including in-depth financial analysis, quality of earnings reports, and detailed study of business operations, personal goals, and market positioning.
- Offering Materials Preparation Development of proprietary offering materials and marketing packages showcasing companies effectively to accelerate sales cycles and address buyers' concerns upfront.
- Negotiation and Closing Support Expert negotiation including solicitation and negotiation of multiple letters of intent to secure most appealing offers, plus support through closing and work with legal counsel on definitive agreements.
- Audit Preparation Services Detailed audit preparatory process by a team of CPAs ensuring that a business's true potential is reflected in all financial reporting, leveraging hundreds of prior transactions of experience.
- Succession Planning and Exit Strategy Strategic advisory helping business owners plan successful exits, including coaching on business runability, transition planning, and preparation for optimal transaction outcomes.
Quantifiable outcome
- Closed over $3.9 billion in transaction revenue from 450+ deals
- +2 more outcomes
Companies that use SF&P Advisors
Customer profileNamed customers15 records
Segments6 records
Ideal customer profiles3 records
SF&P Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
SF&P Advisors partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered preferred partner, member, strategic partner, key buyer and key buyer/client.
- Service Roundtable Rewards Programpreferred partnerSF&P Advisors is a Preferred Partner of the Service Roundtable Rewards Program, an organization serving home services contractors with networking, education, and business development resources.
- Air Conditioning Contractors of America (ACCA)memberSF&P Advisors is a member of ACCA, the Air Conditioning Contractors of America, the leading trade association for HVAC and refrigeration contractors.
- Nexstar Networkstrategic partnerSF&P Advisors is a Nexstar Network Strategic Partner. Nexstar Network is a purchasing and marketing organization for home services contractors providing group buying power and business resources.
- TurnPoint Serviceskey buyerTurnPoint Services is one of the key consolidators that SF&P has relationships with for representing sellers in the HVAC/plumbing space.
- Service Championskey buyerService Champions is identified as one of the leading consolidators with whom SF&P has forged strong relationships over the past two decades.
- Apex Service Partnerskey buyerApex Service Partners is one of the key consolidator partners SF&P works with for matching sellers with appropriate buyers in the HVAC/plumbing M&A space.
- Horizon Serviceskey buyer/clientHorizon Services is both a client and strategic partner of SF&P. Fred has developed relationships with Horizon Services spanning 16+ years across multiple transactions including initial sales, buybacks, and subsequent exits.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
SF&P Advisors competitors and assessment
Company assessmentOthers
- Service Roundtable: Service Roundtable is a trade-association and rewards-program provider for home services contractors and a Preferred Partner of SF&P. It is a strategic-ecosystem peer, sourcing prospective sellers into SF&P's pipeline rather than directly competing for M&A mandates.
- Nexstar Network: Nexstar Network is a purchasing and marketing organization for home services contractors and one of SF&P's key strategic partners. It is comparable in the sense that it sits inside the same contractor ecosystem that produces SF&P's deal flow, though it is not a competing M&A intermediary.
Direct peers
- Sunbelt Business Brokers: Sunbelt Business Brokers is the largest business-brokerage network in the US, specializing in lower-middle-market business sales with a success-fee model comparable to SF&P's. It directly competes for the same first-time seller clients in the home-services and contracting space.
- Morgan & Westfield: Morgan & Westfield is a lower-middle-market M&A advisor that facilitates business sales with a transaction-fee model similar to SF&P's. It is comparable in serving private business owners across services-oriented industries and competing for deal flow in the $1-50M EV range.
- Generational Group: Generational Group is one of the largest lower-middle-market M&A advisory firms in North America, running a similar sell-side advisory model for privately held businesses. It is directly comparable to SF&P in serving first-time seller clients and offering success-fee-based engagements on business sales.
- Benchmark International: Benchmark International is a global lower-middle-market M&A advisor with a multi-sector deal pipeline and a transaction-fee model very similar to SF&P's. It competes for the same class of private business-owner clients across multiple verticals including services and contracting businesses.
- Transworld Business Advisors: Transworld Business Advisors is a large business brokerage and M&A franchise network focused on lower-middle-market business sales. Its franchise model and success-fee structure closely resemble SF&P's approach to representing privately held businesses for sale.
- NorthStar Mergers & Acquisitions: NorthStar Mergers & Acquisitions is a lower-middle-market business intermediary with a comparable transaction-fee model. It overlaps with SF&P in providing sell-side advisory for private owner-led businesses, though without SF&P's vertical specialization in home services.
Emerging players
- Cornerstone Business Services: Cornerstone Business Services is a niche M&A and exit-planning advisory firm focused on small-to-mid-market business transactions, including home services. It is comparable to SF&P as a similarly specialized advisory targeting owner-led business sales.
Broad incumbents
- Houlihan Lokey: Houlihan Lokey is a global investment bank with a sizable lower-middle-market M&A practice. It overlaps with SF&P's sell-side advisory mandate for sub-$1B businesses but serves a much broader industry set with significantly more resources and sector coverage.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
SF&P Advisors social profiles
Digital presenceSF&P Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
SF&P Advisors leadership team
Management profileNumber of profiles
Profiles12 records
SF&P Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SF&P Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SF&P Advisors
What does SF&P Advisors do?
SF&P Advisors is a mergers and acquisitions advisory firm representing owners of home services contracting businesses (HVAC, plumbing, electrical, mechanical, roofing, garage door) in the sale or transition of their companies to strategic buyers, consolidators, and private equity firms. The firm provides end-to-end transaction support including business valuation, due diligence, audit preparation, offering materials, buyer marketing, negotiation, and closing services. It charges success-based fees with no upfront cost and operates through a curated network of 75+ strategic acquirers.
Is SF&P Advisors a public or private company?
SF&P Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SF&P Advisors founded?
SF&P Advisors was founded in 1998. It employs 1 to 10 people.
Where is SF&P Advisors based?
SF&P Advisors is headquartered in Boca Raton, United States, in the North America region.
How does SF&P Advisors make money?
One revenue line is on record: M&A Advisory Fees.
Who are SF&P Advisors's main competitors?
Others on record are Service Roundtable and Nexstar Network. Direct peers are Sunbelt Business Brokers, Morgan & Westfield, Generational Group, Benchmark International, Transworld Business Advisors and NorthStar Mergers & Acquisitions. Cornerstone Business Services is listed as an emerging player. Houlihan Lokey is listed as a broad incumbent.
Does SF&P Advisors have an API?
No public API is recorded for SF&P Advisors.
What industry is SF&P Advisors in?
SF&P Advisors's product category is M&A Advisory / Investment Banking Services. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory, with a secondary code of FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory. Its NAICS code is 5416 and its SIC code is 8742.