For business owners, not private equity
Sell-side advisor for owner-operated services businesses.
We represent sellers, not buyers. Confidential, targeted process across owner-operated service businesses. Success-fee only. No retainers.
Not sure yet? Check sale readiness
- Sell-side representation
- Targeted buyer outreach
- Investor introductions
- Lower middle market focus
- Confidential process
About the Firm
Built on decades in business and technology.
Bull Holdings is a sell-side advisory firm for owner-operated companies. Our principals bring roughly thirty years of combined experience across operating businesses and technology, which shapes how we prepare companies for a sale, recapitalization, or growth financing.
We represent sellers. Private equity and strategics sit in our buyer network, not on our client roster. The work is finding the right buyers and investors, opening the right conversations, and running a process that holds up through diligence and close.
Based in Los Angeles and Miami, we stay on every engagement from the first call through closing.
More about the firmPositioning
The old way vs the Bull way.
The work is connecting the right owners with the right buyers and investors, then running a process that holds up through diligence and close.
The old way
The Bull way
The old way
Generic buyer lists and mass outreach
The Bull way
Targeted introductions to fit strategics and investors
The old way
Slow, unclear process
The Bull way
Owner-focused process with clear next steps
The old way
Limited communication once materials go out
The Bull way
Direct updates and responsive execution
The old way
Broad promises without a real mandate
The Bull way
Selective mandates and qualified conversations
The old way
Upfront retainers regardless of outcome
The Bull way
Success-fee aligned economics
Process
From first conversation to the right buyers.
- 01
Initial review and goals
- 02
Positioning, materials, and readiness
- 03
Targeted buyer or investor outreach
- 04
Management conversations, diligence, and offers
- 05
Negotiation, closing, and transition support
Sectors
Sectors we work in.
We advise owner-operated companies across service, healthcare, industrial, and consumer verticals where private buyers and strategics are actively looking for platforms and add-ons.
Home & Field Services
- HVAC & Plumbing
- Fire & Life Safety
- Security & Access Control
- AV & Integration
- Pest Control
- Landscaping
- Roofing & Exteriors
- Janitorial & Facility Services
Healthcare
- Primary Care
- Dental
- Med Spa & Aesthetics
- Home Health & Senior Care
- Healthcare Services
Industrials
- Precision Manufacturing
- Industrial Equipment
- Specialty Coatings
- Transportation & Logistics
Business & Tech Services
- Accounting & Tax
- Staffing & RPO
- BPO & Outsourced Functions
- SaaS / Software
- Tech-Enabled Services
Consumer & Retail
- Auto Sales & Aftermarket
- Specialty Retail
- Personal Care & Beauty
- Fitness & Wellness
- Pet Services
- Food & Beverage
Financial Services
Private equity platforms and strategics in our network hold active interest across these verticals. We introduce owner-sellers into those conversations confidentially. PE and strategics are buyers in our network, not our marketed clients.
Who Bull Serves
We represent sellers, not buyers.
Private equity firms and strategics are the buyers and investors we introduce. Our clients are the business owners on the sell side of the table.
A good fit
- Founder-owned, owner-operated services businesses
- Roughly $2M–$50M+ in enterprise value
- Considering a sale or recapitalization in the next 6–18 months
- Owner-operated services across healthcare, facilities, industrial, auto, and related verticals
Not a fit for now
- Early-stage venture or startup fundraising
- Speculative or pre-revenue technology with no cash flow
- Marketed buy-side search or capital placement mandates
Why Bull
Built around the right conversations.
Owners hire Bull to reach the buyers and investors who can actually close, not to broadcast a deal to everyone with capital.
- Targeted introductions to strategics and private equity
- Lower middle market focus
- Sell-side first, capital raises second
- Principals on the engagement from first call through close
- Confidential outreach and buyer qualification
- Direct, owner-facing advisory
FAQ
Common questions from owners.
How do you find buyers and investors?
We build a targeted list of strategics and investors that fit the company by sector, size, and intent, then run confidential outreach on your behalf.
What size companies do you work with?
We focus on lower middle market companies. Most engagements sit with privately held businesses preparing a sale, recapitalization, or growth financing.
Do you only run sell-side processes?
Sell-side M&A is our primary work. We also advise on growth capital raises and recapitalizations for owners and shareholders.
Can you also help raise growth capital?
Yes. We run targeted investor outreach for growth equity and structured capital when that is the right path for the ownership group.
Do you work with private equity?
Yes. Private equity firms and strategics are part of our buyer network. Our clients are the business owners we represent.
Do you charge retainers?
No. Engagements are success-fee aligned. We are paid when the transaction closes.
How confidential is the process?
Confidentiality is built into outreach, materials, and buyer qualification. We do not disclose client identities without authorization.
Ready to discuss a sale, recapitalization, or capital raise?
Tell us about the company and what you want to accomplish. We will give you a direct read on process and the buyers or investors that fit.
Not sure yet? Check sale readiness