News & Insights | Lower Middle Market PE

Insights

For Business Owners

Specialty Contracting · March 15, 2026

How to Sell a Specialty Contracting Business in Texas →

A plain-English guide for Texas electrical, HVAC, roofing, and plumbing contractors considering a sale. What buyers look for and how to prepare.

Specialty Contracting · March 18, 2026

Selling a Roofing Company in Texas: Valuation, Buyers, and What to Expect →

How buyers value roofing businesses in Texas, what multiples are realistic, and how SBA 7(a) financing shapes the deal.

HVAC & Trades · March 22, 2026

What Is My HVAC Business Worth in DFW? A Guide for Texas Owners →

If you own an HVAC company in Dallas-Fort Worth and are thinking about selling, here's what buyers actually pay and what drives value.

Home Health · March 25, 2026

Selling a Home Health Agency in Texas: What Buyers Look For →

How home health agency valuation works, what PE buyers pay, regulatory hurdles, and the Texas and Oklahoma market in 2026.

Professional Services · March 29, 2026

Selling a CPA or Accounting Firm in Texas: What You Need to Know →

How accounting practices are valued, what buyers pay for CPA firms, and how to position your practice for a strong exit.

Collin County · April 1, 2026

Selling a Business in Collin County, Texas: What Owners Should Know →

Collin County is one of the most active lower middle market M&A markets in the country. What business owners in Frisco, Plano, and McKinney need to know.

Professional Services · May 6, 2026

How to Sell a Professional Services Business in Texas →

What Texas CPA firms, law firms, engineering practices, and consulting businesses need to know before selling. Buyers, valuation, and what actually closes deals.

Healthcare · May 7, 2026

How to Sell a Healthcare Business in Texas →

A plain-language guide for Texas healthcare business owners. Payor mix, licensing, regulatory considerations, and what serious buyers look for.

Niche Manufacturing · May 8, 2026

How to Sell a Niche Manufacturing Business →

What niche manufacturers need to know before selling. Valuation drivers, customer concentration, equipment, real estate, and how deals get structured.

Business Owners · May 9, 2026

Selling to an Independent Sponsor vs. a PE Firm: What Business Owners Need to Know →

The capital sources, management outcomes, timelines, and incentives differ significantly. What each buyer actually optimizes for, and which is right for your situation.

Strategic Partners

Strategic Partners · May 10, 2026

The Strategic Partner Model: What It Means for Business Owners →

How the Strategic Partner acquisition model differs from traditional private equity. What business owners gain, what they give up, and when this approach makes sense.

Strategic Partners · May 11, 2026

How Sellers Retain Equity and Upside in a Strategic Partner Deal →

How rollover equity works in lower middle market acquisitions. What sellers keep, how the structure is built, and why retaining equity often means more money in the long run.

Strategic Partners · May 12, 2026

Why the Strategic Partner Model Works for Healthcare Businesses →

Healthcare businesses need more than capital post-acquisition. How the Strategic Partner model provides the operational support healthcare owners actually need.

Strategic Partners · May 13, 2026

The Strategic Partner Approach to Specialty Contracting Acquisitions →

Why specialty contracting businesses need active ownership post-acquisition. How the Strategic Partner model works in electrical, HVAC, roofing, and plumbing businesses.

Strategic Partners · May 14, 2026

Strategic Partners in Professional Services: How the Model Fits →

Client transitions, staff retention, and operational infrastructure. How the Strategic Partner model works for accounting, consulting, and professional services firms.

Strategic Partners · May 15, 2026

Selling the Family Business: How a Strategic Partner Preserves What Matters →

Employees, legacy, and the family name. How a Strategic Partner acquisition protects what the founding family built while providing the transition they need.

Strategic Partners · April 5, 2026

You Built the Business. Now It Owns You. There's a Third Option. →

Most business owners think their only choices are to keep grinding or sell and walk away. There's a third option.

Strategic Partners · April 8, 2026

From Owner-Operator to Owner-Investor: How Business Owners Make the Shift →

The difference between an owner-operator and an owner-investor is the difference between working in your business and watching it grow.

Strategic Partners · April 12, 2026

What Is a Strategic Management Partner? A Plain-English Explanation →

A strategic management partner isn't a consultant and isn't a buyer. It's something different, and for the right business, it changes everything.

Strategic Partners · April 15, 2026

How to Make Your Business Run Without You (Without Selling It) →

The goal is not to become irrelevant to your business. It's to become optional. Here's the honest guide to getting there.

For Capital Providers

For Capital Partners · April 19, 2026

How Independent Sponsors Structure Deals: A Guide for Capital Partners →

How independent sponsors raise capital deal-by-deal, how economics are structured, and what capital partners should expect.

SBA Financing · April 22, 2026

SBA 7(a) Acquisition Financing: How It Works for Lower Middle Market Deals →

SBA 7(a) loans are one of the most powerful tools for financing lower middle market acquisitions, but most people misunderstand how they work.

Private Credit · April 26, 2026

Mezzanine Debt in Lower Middle Market Acquisitions: What Lenders Should Know →

Private credit and mezzanine debt play an increasing role in lower middle market deal structures. How mezz fits and what lenders should know.

Family Offices · April 29, 2026

Why Family Offices Are Co-Investing in Lower Middle Market Deals →

Family offices are increasingly bypassing traditional PE funds and co-investing directly alongside independent sponsors in lower middle market deals.

Tulsa & Oklahoma · May 2, 2026

Private Equity in Tulsa, Oklahoma: Why Independent Sponsors Are Paying Attention →

Tulsa is an underserved lower middle market with strong deal flow and limited institutional competition. Why Berkman Woods is paying attention.

Independent Sponsor · May 16, 2026

Three Reasons a Self-Funded Searcher Should Consider Partnering with an Independent Sponsor →

Seller credibility, capital certainty, and post-close operations. The three structural problems independent sponsor partnerships solve for self-funded searchers.

Capital Partners · May 17, 2026

Independent Sponsor vs. Traditional PE Fund: What Investors Need to Know →

Fee structures, blind pool risk, deal selection, and alignment. How independent sponsor economics and structure differ from traditional PE funds.

Capital Partners · May 18, 2026

Co-Investment in the Lower Middle Market: How It Works with Independent Sponsors →

Deal access, timelines, diligence requirements, and return expectations. What co-investors should know before committing to LMM deals.

Company News

Press Release · March 30, 2026

Berkman Woods Launches Technology & Innovations Group →

New group led by Samone Martinez will lead systems and digital infrastructure initiatives across the firm and portfolio, effective April 27, 2026.

Firm Update · February 7, 2024

Berkman Woods at the Independent Sponsors Summit →

Inaugural appearance at the 16th annual iGlobal Forum summit in Miami, engaging with capital partners and institutional allocators.

Press Release · July 20, 2023

Berkman Woods Agrees to Acquire Stonegate Facility Services →

Dallas-based commercial facilities services provider serving corporate and institutional clients across the DFW metropolitan area.

Press Release · February 17, 2023

Berkman Woods Agrees to Acquire ProValidus Health →

Syracuse-based healthcare staffing provider serving hospitals, SNFs, and outpatient care providers across Central New York.