Construction HVAC & Trades Software & SaaS Logistics
Sell-Side M&A Advisory  ·  Lower Middle Market  ·  Texas-Based, National Reach  ·  Founded 2019

Your Life’s Work
Deserves the Right Exit.

Sierra M&A guides lower middle market founders through every step of a successful, values-aligned sale — with senior-partner advocacy, proprietary buyer intelligence, and the rigor your company’s legacy deserves.

Active Engagements LIVE
Avg. Multiple 5.2x–8.4x EBITDA
Close Rate 94%
Where others see a transaction, we see a legacy in transition.
Live Engagements
01 — The People Behind the Firm

You Are Not Hiring a Brand.
You Are Hiring People.

Every Sierra client works directly with our founding partners — from the first call through closing day. No junior associates. No hand-offs. The people you meet at the start of the process are the people who will be in the room when it matters most.

Charis Siau, Founder & Managing Director
Charis Siau
Founder & Managing Director
Charis founded Sierra M&A on a conviction held since day one: founders who have spent a lifetime building something deserve better than a transactional broker. Trained at the Naveen Jindal School of Management at UT Dallas, she has spent six years exclusively in sell-side lower middle market advisory across Texas and nationally — representing owners in construction, trades, distribution, and professional services. Her edge is precision: identifying the right buyer pool, understanding what drives valuation in each sector, and holding firm when negotiations get difficult. She leads every engagement personally from first conversation to closing day.
Sell-Side Specialist  ·  UT Dallas, Naveen Jindal School of Management  ·  10+ Closed Transactions
Amber Hill, Managing Partner
Amber Hill
Managing Partner
Amber brings something rare to M&A advisory: a deep command of the human architecture inside a business. With a career built in people operations and organisational strategy, she understands how companies function at the team level — the key employees, the knowledge dependencies, the internal dynamics that acquirers scrutinise before committing to a deal. That insight shapes how Sierra positions businesses to the market, anticipates due diligence risk, and protects seller leverage throughout the negotiation. As Managing Partner, she leads Sierra’s buyer relationships and ensures every seller’s team is handled with integrity from first approach to close.
People Operations & Org Strategy  ·  Buyer Relationship Management
Genevieve Khoo, Managing Partner
Genevieve Khoo
Managing Partner
Before Sierra, Gen spent 15+ years inside the engine rooms of the world’s most consequential growth companies. She began her career in Investment Banking at HSBC and Leonteq (Zurich) — building the financial rigour and deal discipline that underpins every Sierra mandate. She then served as right hand to the CEO at Coinbase through its hypergrowth and NYSE listing, and led the execution of a $555M Series A at MoonPay — the largest in the industry at the time — while doubling ARR across five European markets. She has spent her career at the centre of the most consequential decisions a company faces: capital raises, international expansion, and public listings. Now she brings that same precision to the most important transaction a business owner will make: their exit.
Investment Banking, HSBC & Leonteq  ·  Coinbase NYSE IPO  ·  $555M Series A, MoonPay
Affiliations & Credentials
IBBA
M&A Source
BBB
ACG
CBI

Member in good standing, International Business Brokers Association and M&A Source. Certified Business Intermediary designation.

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Years of combined experience in financial services
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Core industries with deep deal-flow knowledge
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Sell-side only. We represent founders, not buyers.
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Structured phases, from pre-market through close
02 — Active Engagements
Current Deal Activity
Across Core Industries
12
Active Engagements  ·  6 Industries  ·  $1M–$15M Rev
Sector / Description Geography Revenue Range Current Stage Mandate Type
HVAC Services
Commercial-focused, recurring service contracts
Texas $3M – $6M NDA Stage Sell-Side
Heavy Equipment Rental
Regional fleet operator, established customer base
Southeast $5M – $10M Buyer Outreach Sell-Side
SaaS Platform (Field Services)
Subscription revenue, asset-light operations
Remote $1M – $3M CIM Distributed Sell-Side
Third-Party Logistics Provider
Regional 3PL, owned carrier relationships
Gulf Coast $4M – $8M Under LOI Sell-Side
Commercial Electrical Contractor
Licensed crews, commercial project concentration
Dallas – Fort Worth $2M – $4M Offers Received Sell-Side
Commercial Plumbing Services
Established commercial accounts, repeat revenue
Houston $3M – $5M Closed Sell-Side
Software Co. (Logistics Vertical)
Asset-light, subscription model, automation leverage
Austin $2M – $5M Valuation Stage Sell-Side
Industrial Equipment Dealer
Sales and service, multi-year customer relationships
Texas $6M – $12M NDA Stage Sell-Side
All engagements listed are anonymized. Sector, geography, and revenue ranges are approximate. Company identity is withheld pending NDA execution.  —  Compiled internally by Sierra M&A.
03 — Industries We Serve

We Know Your Industry.
That Is Not an Accident.

Sierra concentrates its advisory practice in four industries where we have built genuine deal-flow knowledge, buyer relationships, and sector-specific positioning expertise. Depth over breadth — by design.

01
Trades & Services
HVAC, electrical, plumbing — commercial-first businesses where recurring service contracts, licensed crews, and established customer routes drive real valuation multiples. We know what buyers look for here because we have closed these deals.
02
Construction & Equipment
Heavy equipment rental and construction supply chain businesses with durable hard assets, defensible margins, and long customer relationships. We know how to build the asset story that brings serious acquirers to the table.
03
Software & Tech-Adjacent
Asset-light, remote-operable businesses with recurring revenue — ideally with workflow automation, AI integration, or strong net revenue retention. We translate technical products into compelling financial narratives for sophisticated buyers.
04
Third-Party Logistics
Complex operations with real infrastructure — carrier relationships, last-mile capability, or specialized freight handling. We know how private equity and strategic acquirers model these businesses, and we position yours accordingly.
04 — Our Process

From Ready to Closed.
A Disciplined Three-Phase System.

Sierra runs every engagement through the same structured three-phase process — built to protect your confidentiality, maximize competitive tension among buyers, and deliver an outcome that reflects the full value of what you have built.

1.0
PRE_MARKET
  • 1.1
    Confidential Valuation
    Rigorous assessment of your business’s true market value — grounded in financials, industry comparables, and current buyer demand. Not a ballpark. A defensible number.
  • 1.2
    Story Development
    We build your CIM, teaser, and financial package — translating decades of operational work into a narrative that sophisticated buyers take seriously.
  • 1.3
    Buyer Universe Targeting
    We identify and profile the right acquirer universe — PE groups, family offices, search funds, and strategics — before a single outreach is made.
2.0
GO_TO MARKET
  • 2.1
    Controlled Outreach
    Your opportunity is released to a curated buyer list — never a broad blast. Every contact is tracked and managed under strict confidentiality protocol.
  • 2.2
    NDA Execution & Qualification
    Buyer identity is withheld pending NDA execution. We qualify financial capability and strategic fit before your time is ever requested.
  • 2.3
    Management Presentations
    You meet only the buyers who have passed our qualification process. Every conversation is prepared, structured, and purposeful.
3.0
DEAL_MAKING
  • 3.1
    Offer Management
    We create and manage competitive tension among qualified buyers to produce the strongest possible LOI — on price, terms, and post-close conditions.
  • 3.2
    Due Diligence Management
    We manage the due diligence process on your behalf — coordinating requests, protecting sensitive information, and keeping the transaction on schedule.
  • 3.3
    Negotiation & Close
    Sierra stays at the table until the final terms are right. We negotiate on your behalf through definitive documentation, closing conditions, and wire.
Confidentiality
All engagements are conducted under strict confidentiality from the first call. Buyer identity is withheld pending NDA execution. Your employees, customers, and competitors will not be aware of a process until you choose to disclose it.
Sierra takes on a limited number of engagements at any time.
This is a deliberate choice. When we accept a mandate, we commit the full weight of our process, our buyer network, and our senior partners’ attention to that company and that founder. We do not run volume. We run process.
06 — Begin the Conversation

Ready to Explore
What Your Business Is Worth?

Confidential. No obligation. A direct conversation with a senior partner who has done this before and will tell you honestly what we see.

Book a Confidential Consultation
Your information is held in strict confidence from the first contact.
Where others see a transaction, we see a legacy in transition. That difference is why we built this firm.
Sierra M&A — Engagement Update
A commercial HVAC contractor in Texas received its first offer.
Current  ·  Anonymized for confidentiality