Shelbourne Advisory

Sell-side M&A · United Kingdom · 2026

HVAC Services Business Sale

Sale of a founder‑owned building services business on behalf of its shareholders, from first preparation to a signed Sale and Purchase Agreement in five months.

Sell-side M&A · United Kingdom2026
£8.5mEnterprise value

HVAC Services Business Sale

Sale of a founder‑owned building services business on behalf of its shareholders, from first preparation to a signed Sale and Purchase Agreement in five months.

SectorBusiness Services
RoleExclusive sell‑side adviser
StatusSale and Purchase Agreement signed

The case

Situation

A UK building services business, founder‑owned, with long‑standing commercial contracts and a management team capable of running the business without its founder. The shareholders wanted a full sale to a buyer who would keep the team and the customer relationships intact.

Process

Shelbourne Advisory acted as exclusive sell‑side adviser. Preparation came first: financial reporting, the equity story and the data room were built before any buyer was approached. A focused list of trade and financial buyers was approached in confidence, and a controlled, competitive process ran on a clear timetable with managed information flow.

Outcome

A Sale and Purchase Agreement was signed in 2026, five months after preparation began. The terms remain confidential to the parties.

The terms of this transaction remain confidential to the parties. Details are published with the client's agreement.

The strongest outcomes start early.

If a sale, acquisition or raise is on your horizon in the next year or two, a confidential first conversation costs nothing and changes what is possible.

Thirty minutes. Strictly confidential. No cost or obligation.

Senior attention, from the first conversation to completion.