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Roofing, Sheet Metal and Masonry Restoration Contractor

A century-old union contractor across five self-performing trade divisions, carrying $20M of bonding capacity and a debt-free balance sheet.

Business Highlights

  • Over one hundred years of brand equity in the market
  • $20M bonding capacity with performance bond, rare for an operation of this type
  • Debt-free balance sheet with an unused $600k credit line
  • Five self-performing union trade divisions rather than subcontracted labour
  • Certified with five major roofing manufacturers for warranty work
  • Owner-occupied real estate appraised at $2M available with the sale
  • Union training and apprentice programmes across multiple divisions

Considerations / Questions to Ask

  • Bonding capacity of $20M is the main competitive asset. What does it depend on, and does it survive a change of ownership?
  • A union workforce across five divisions is a specific management problem. What agreements are in place and when do they expire?
  • How does revenue and margin split across the five divisions?
  • Manufacturer certifications drive warranty work. What is required to keep them?
  • How is the $2M real estate handled in the deal?

Opportunities

  • Bonding capacity at this level admits the business to work most regional contractors cannot bid at all
  • Self-performing five trades captures margin that a general contractor gives away to subs
  • A debt-free balance sheet with an unused credit line means growth can be funded without new capital
  • The apprentice programme addresses the labour constraint that limits competitors