A clear, structured process designed to support trades business owners at every stage — from first conversation to long-term operating partnership. Five steps. No surprises. Built around what works for you, your team, and the business you've built.

We follow a structured approach to evaluate, acquire, and grow trades and infrastructure businesses — while aligning every step with the owner's goals, timeline, and chosen level of involvement after close.
We start with a confidential 30 to 45-minute conversation to understand your business, your goals, and your timeline. No NDAs, no commitments, no preparation required. Both sides decide whether it's worth keeping the conversation going — about half of owners we talk to end here, and that's fine.
If there's mutual fit, we sign mutual NDAs and review your operations, financials, customer mix, and crew structure. You learn how Trades Mosaic operates after close — who you'd be working with, how decisions get made, what changes and what stays the same.
We design flexible deal structures aligned with your objectives — full exit, partnership with rollover equity, transition with earnout, or operator partnership. Valuation, payment terms, your role going forward, and protections for your team are all on the table. Most deals reach a signed letter of intent within two to four weeks of starting this step.
After close, we ensure a smooth transition for you, your team, and your customers. Customer introductions, vendor relationships, payroll and back-office migration, operating-leader onboarding. Depending on what you chose, this lasts six to twenty-four months. You stay involved at the level you signed up for.
We support long-term growth through operational expertise, capital, and shared resources across the Trades Mosaic platform. Equipment, vehicles, systems, vertical expansion, market expansion — invested at a pace that protects what made the business work in the first place.
Every part of how we work reflects that operator-led approach — from the structure of our deals to the way we run businesses after close. These four principles guide every conversation we have with an owner.
Trades Mosaic is not just another acquirer. We're an operator-led platform built to grow and steward trades and infrastructure businesses for the long run — across mechanical trades, property and facility services, building technology, and federal facility services.
We're not a fund. No LPs demanding distributions, no IRR hurdles, no five-year exit timeline driving decisions. Privately held means we can do what's right for the business — not what's right for next quarter's investor report.
Full sale, partial sale with rollover equity, transition with earnout, operator partnership. The structure follows the owner's situation — we don't force every deal into a template designed for someone else's exit.
We acquire businesses to operate them — not to flip them. That mindset shows up in how we invest, how we hire, and how we treat the team that came with the company. We're still here when most acquirers would already be selling.
The people making decisions about your business have run businesses like yours. They've signed payroll, hired crews, weathered seasons. Operator-led execution means strategy and operations live in the same room — not in two different headquarters.
The same questions come up in almost every first conversation. Here are the honest answers. If you don't see yours, ask us directly — we'd rather answer it on a call than have you wonder
Step 1 (Initial Conversation): 30 to 45 minutes, one call. Step 2 (Business Evaluation): three to six weeks. Step 3 (Structuring the Deal): two to four weeks to reach a signed letter of intent, plus 60 to 120 days to close. Step 4 (Transition): six to twenty-four months. Step 5 (Growth & Operations): ongoing. The full process from first conversation to closed deal averages four to six months.
Nothing. The initial conversation is intentionally low-prep — no financial documents, no business plan, no formal pitch. Just you, your story about the business, and your honest thoughts about what you're looking for. We bring the questions and the structure. You bring the perspective only you have.
Formal due diligence runs in two phases. Light evaluation happens during Step 2 (Business Evaluation) — financials, customer concentration, crew structure, basic operations review. Full diligence happens after the letter of intent is signed in Step 3 — typically 60 to 90 days of detailed financial, legal, operational, and (where relevant) federal contracting compliance review.
Yes. We sign mutual NDAs before any financial information is shared in Step 2. We never disclose your interest in selling to your team, customers, vendors, or competitors without your explicit written permission. Confidentiality holds through close and beyond — many sellers prefer announcement only after the deal closes, and we respect that.
The five steps are the same; the diligence content varies by vertical. Federal acquisitions add SDVOSB and contract-vehicle compliance review. Building automation deals add software, services contract, and recurring-revenue analysis. Property and facility services adds route density and contract portfolio review. The framework holds across all four verticals — the specifics adjust.
Owners of mechanical trades, property and facility services, building technology, and federal facility businesses often think about selling years before they actually do. The first conversation is the lowest-stakes way to find out what your options actually look like — whether or not you ever decide to act on them.
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