CD Gentry Associates is a boutique mergers & acquisitions advisory firm focused on helping lower middle-market business owners maximize enterprise value and execute successful exits. The firm specializes in guiding privately held companies—primarily in the $1M to $50M enterprise value range—thro…
CD Gentry Associates is a boutique mergers & acquisitions advisory firm focused on helping lower middle-market business owners maximize enterprise value and execute successful exits. The firm specializes in guiding privately held companies—primarily in the $1M to $50M enterprise value range—through the full lifecycle of a sale, from initial positioning and valuation to closing and transition.
Founded by a former operator and successful business owner, CD Gentry Associates brings a uniquely practical, owner-first perspective to the M&A process. Having built, scaled, and exited a service-based business, the firm understands both the financial and emotional dynamics of selling a company. This dual lens allows CD Gentry Associates to act not only as an advisor, but as a strategic partner aligned with the seller’s financial goals, legacy considerations, and long-term vision.
The firm’s core services include sell-side advisory, business valuation, exit planning, buyer identification, and transaction management. CD Gentry Associates is particularly known for its disciplined, competitive sale processes designed to drive premium valuations. By curating a targeted pool of both strategic and financial buyers and managing a structured auction environment, the firm consistently enhances deal terms, reduces execution risk, and maximizes proceeds for clients.
Industry expertise is centered in service-based and skilled trades sectors, including HVAC, roofing, mechanical contracting, commercial cleaning, and related home and facility services. These industries benefit from strong macro tailwinds, including labor shortages and ongoing consolidation, making them highly attractive to both private equity-backed platforms and strategic acquirers.
CD Gentry Associates differentiates itself through a hands-on, high-touch approach to deal execution. The firm leverages institutional-quality processes—such as comprehensive Confidential Information Memoranda (CIMs), robust due diligence preparation, and proactive buyer engagement—while maintaining the responsiveness and flexibility of a boutique advisor. Clients benefit from direct senior-level involvement throughout the transaction, ensuring alignment, speed, and accountability.
Headquartered in the Southeastern United States, with strong ties to markets such as North Carolina and Georgia, CD Gentry Associates maintains a broad national buyer network. The firm’s relationships span private equity groups, family offices, independent sponsors, and strategic acquirers, enabling access to a deep and diverse capital base.
Ultimately, CD Gentry Associates is committed to delivering superior outcomes by combining real-world operating experience, rigorous M&A execution, and a relationship-driven advisory model—helping business owners successfully transition their companies while preserving the legacy they have built.
