Roofing M&A

M&A & Diligence Support for Roofing Companies

A roofing deal has a built-in argument waiting to happen: you want credit for your big storm year, and the buyer wants to normalize it into oblivion. Diligence is where that argument gets settled, and it goes much better when you brought the referee.

Business reports with graphs reviewed during a corporate meeting

What diligence actually feels like

Once you're under a letter of intent, the buyer's team sends request lists covering financials, tax, contracts, payroll, and warranty records, and they expect fast, consistent, organized answers. Gaps and inconsistencies become questions, and questions become price adjustments.

You're still selling and installing roofs while this happens. Deals stall in diligence when a busy owner can't keep up with the documentation, and a buyer reads that as risk. For roofers, the added tension is the treatment of storm revenue — a fight worth having with data instead of insistence.

M&A support is the finance seat that runs the data room, answers the buyer in their language, and keeps the deal moving while you keep the crews on the roof.

The roofing deal-killers hiding in plain sight

Buyers focus on roofing-specific risks. How much of the revenue is durable base work versus one-time insurance-driven storm work, and can you prove the split? Are workmanship warranty liabilities reserved adequately, and do manufacturer certifications (the ones that let you offer premium warranties) transfer to a new owner? Is licensing tied to you personally?

They'll expect schedules owners rarely keep ready: warranty and claim reserves, outstanding insurance-claim receivables, and a base-versus-storm revenue analysis that ties to the financials. Prepared, these turn your best year into a credible story. Missing, they turn it into a discount.

We build the base-versus-storm analysis, document the warranty position and certifications, and have every answer ready — so the buyer normalizes fairly instead of punitively.

How Kaizen runs it

We build and manage the data room, separate and defend base versus storm revenue, respond to diligence requests, defend adjusted EBITDA and add-backs, model the working-capital peg, and coordinate with your attorney and banker so finance never stalls the deal. One point of contact owns every number the buyer questions.

We're named after continuous improvement, which in a roofing deal mostly means we do the normalizing work ourselves, honestly, before the buyer's team does it less charitably.

What's included

Data room built and managed: financials, contracts, tax, payroll, warranty records
Base vs. storm revenue analysis prepared and defended in diligence
Adjusted EBITDA and add-backs defended under buyer and QoE-firm questioning
Warranty and claim reserves documented and tested for adequacy

Manufacturer-certification and licensing continuity documented for the transfer
Outstanding insurance-claim receivables scheduled and aged
Working-capital peg modeled and the closing true-up negotiated
Coordination with your M&A attorney and investment banker through close

This works best alongside QoE & Sell-Side Prep done first — the base-versus-storm story is far stronger when it was built before the buyer arrived.

Pricing

From $8,000/moengaged through your live deal · scoped to size and complexity

Base vs. storm settleddurable revenue documented so a buyer normalizes fairly, not punitively

The finance seata CFO-level quarterback beside your attorney and banker

Fewer surprisesissues surfaced and handled before the buyer turns them into price leverage

Straight answers

The buyer wants to strip out my storm year. Can I stop that?

You can't stop normalization — every buyer does it — but you can control how it's done. By separating base from storm yourself, with data, you set a credible anchor the buyer confirms instead of a worst-case one they impose. That's usually worth real multiple.

How do warranty obligations affect the deal?

They're a real liability a buyer inherits, so under-reserving inflates your profit and invites an adjustment. We document and test the warranty reserves so the number is defensible and the buyer isn't guessing at your future callbacks.

Can you help me buy a roofing company?

Yes. Buy-side, we test the target's base-versus-storm revenue, verify warranty reserves and receivables, and check that certifications and licensing transfer — so you know what you're buying before you sign.

I run a tight office already. Do I need this?

If your team has run a sale and can absorb a full diligence process on top of daily work, maybe not. If not, that's the gap we fill — and the base-versus-storm defense alone tends to pay for itself.

Free 20-minute books assessment

We'll show you the five things we'd fix first in your books — useful whether you hire us, hire someone, or do neither.

Talk to Sales

Or call us directly: +1 786 789 0969