The PE Playbook: What Contractors Need to Know Before, During, and After an Exit

Private equity interest in mechanical and sheet metal contractors has accelerated dramatically, and more owners are facing decisions about whether, when, and how to sell. A PE exit can unlock significant value, but it also reshapes the business, the leadership team, and the culture in ways that aren't always obvious upfront. This session brings together contractors who have been through the process to share what they learned, what they'd do differently, and what owners should understand before signing anything. Topics will include preparing the business for sale, evaluating offers, negotiating terms beyond the headline number, and what life looks like on the other side under new ownership.

Jonathan Watson