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.
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.
Member in good standing, International Business Brokers Association and M&A Source. Certified Business Intermediary designation.
| 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 |
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.
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.
Confidential. No obligation. A direct conversation with a senior partner who has done this before and will tell you honestly what we see.