EBITDA
Companies providing essential products and services to commercial, industrial, and government end markets. Including distribution, specialty manufacturing, and outsourced field services.
EBITDA
Home services and skilled trades, including HVAC, plumbing, electrical, landscaping, roofing, pest control, and similar route-based operators.
ARR
Software platforms, infrastructure, and hardware businesses with recurring revenue, defensible technology, or differentiated positioning in growing end markets.
EBITDA
Service businesses where proprietary software, data, or workflow technology drives a meaningful share of the value delivered to customers.
EBITDA
Situations outside where sector dynamics, ownership context, or buyer relationships create a clear angle to deliver value.
Frequently Asked Questions
Everything you need to know about partnering with Kingswood
Yes. Kingswood is a FINRA-registered broker-dealer, which means we can execute securities transactions, structure capital raises, and advise on deals that require a licensed intermediary. Many advisory firms operating in this space are not registered, which limits what they can legally do.
Three things: a national wealth management network of 300+ advisors that generates proprietary deal flow, purpose-built sourcing technology that goes well beyond off-the-shelf databases, and a full-service platform spanning M&A, equity and debt capital, public markets, and operational support.
Investment banking advises companies and their owners on transactions — selling a business, raising capital, acquiring another company, or going public. Wealth management focuses on managing personal and family assets over time. Kingswood operates both practices under one roof, which creates natural advantages for clients on either side.
We advise on growth equity, private debt, structured capital, and public equity offerings. The right deal structure always depends on the company's stage, ownership goals, and how the capital will be deployed.
Timing a sale is a major decision that depends on market conditions, your industry's trajectory, your personal goals, and the state of your financials. We take a consultative approach and are happy to have that conversation well before you're ready to transact. Many of our best relationships started a year or more before a deal closed.
We never list businesses on public marketplaces or broadcast your interest in a transaction. All outreach and introductions are handled through direct, private channels with established contact protocols designed to protect your business, your employees, and your reputation.
Yes. Any M&A transaction or capital raise will involve legal documentation and tax implications that require experienced counsel. We work alongside your legal and tax advisors throughout the process and can recommend experienced professionals if needed.