Case Study · Buy-Side
HVAC Acquisition: Pre-Market Sourcing Saves Buyer $250,000
The buyer was searching for a home-service business in the Midwest states. Through a broker relationship, LCG learned of a deal coming to market before it was listed — and moved quickly to negotiate a purchase price $250,000 below the planned asking price. The buyer structured the deal with no money down using 20% seller financing, leveraging a previous SBA-financed acquisition to qualify.
The Opportunity
A Pre-Market Deal Through Broker Relationships
The buyer was looking for a home-service business in the Midwest states. LCG received a call from a broker with whom we have an established relationship, informing us that an HVAC company was about to come to market. Because we had early access, we were able to engage before the listing went public.
The Approach
Moving Fast on an Off-Market Window
By engaging before the business was publicly listed, LCG was able to negotiate a purchase price $250,000 below what the seller planned to list for — saving the buyer significant capital and expediting the process. The buyer had previously purchased a business using SBA financing, and qualified for this deal using 20% seller financing with no money out of pocket.
The Outcome
Closed with Zero Down
The buyer started working with LCG in September 2024, and the deal closed in March 2025 — a 6-month timeline from first engagement to close. The pre-market sourcing advantage saved the buyer $250,000 and the creative financing structure meant zero out-of-pocket capital at closing.
By the Numbers
Deal outcomes that speak for themselves.
From a stalled search to a closed deal and a growing business — in less time than most searchers spend reviewing CIMs.
Your Turn
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