Specialist M&A advisors for building services and healthcare owners
Transactions worked on by the team
Acquirers in our proprietary network
Enterprise value range we advise on
Where our buyers and sellers sit
Fire alarms, sprinklers, passive fire protection and life safety compliance.
Commercial HVAC installation, maintenance and mechanical services.
Commercial and industrial electrical contracting and testing.
Access control, CCTV, monitoring and integrated security.
TIC businesses with recurring statutory compliance revenue.
Clinics, care providers and healthcare support services.
We approach a ranked list of trade, private equity and strategic acquirers from our network so you negotiate with several parties, not one.
Hold value to completion", body:
What sectors does DealFlowAgent specialise in?
We focus on building services and facilities management, including fire and life safety, HVAC and mechanical, electrical services, security systems, and compliance, testing and inspection, alongside healthcare services. Sector focus means we know the acquirers, the multiples and the diligence questions in advance.
The firm was founded by Joe Lewin, who previously built and sold his first company. The advisory bench includes a Head of M&A joining from the UK's largest M&A advisory firm, owned by K3 Capital, and senior industry specialists such as Martin Watson in building services and facilities management. Lumaca Capital, led by Mel Ragnauth and David Battey, are investors and board members.
How is DealFlowAgent different from a traditional broker?
Brokers list a business and wait. We run an intelligence-led process: we research the acquirer universe, approach buyers directly and create competitive tension. Owners work with senior advisors throughout, supported by our own research tools rather than a junior analyst pool.
Yes. No business is named, described or approached without your written approval. Buyers see an anonymised profile first, and staff, customers and competitors learn nothing until you decide the time is right.
We operate across the UK and US. You can reach the team on +44 20 7293 0327 in the UK and +1 (447) 837-9720 in the US, or book a confidential call online.
DealFlowAgent advises owners selling businesses valued between £500K and £100M. We run confidential, competitive sale processes backed by a proprietary network of more than 13,000 acquirers, so owners negotiate with several serious buyers rather than accepting the first approach that lands.
Senior advisors handle every mandate. Sector focus, direct buyer relationships and our own research tools replace the listing-and-waiting model most owners are offered.
Get Your Free Valuation Report
Most owners sell once. The buyer across the table has done it many times. That imbalance costs sellers real money, usually through an unchallenged first offer or a structure that pushes value into an earn-out nobody defends.
We give owners of £500K to £100M businesses the same standard of representation that mid-market private equity takes for granted.
Human-led, intelligence-led. Senior advisors own the relationship and the negotiation. Our research tools map the acquirer universe, rank buyers on fit and capability, and surface live intent before we make an approach.
The result is a shorter list of better-qualified buyers and a process that keeps competitive pressure on price from first contact to completion.
Three phases, one objective: the highest defensible price on terms you can live with.
Built and sold his first company after scaling it to 80,000 users in 18 months.
Raised £2m+ in funding and built the 13,000+ acquirer network behind the firm.
Worked on transactions across building services and healthcare, and spoken with hundreds of acquirers directly.
Full-stack developer, building the research tools the advisory team runs on.
Investors and board members, providing long-term backing to DealFlowAgent.
Chartered Accountant and entrepreneur who previously scaled a UK proptech from 7 to 120 staff. Now leads Lumaca Capital's investments in growth ventures.
Co-manages Lumaca Capital alongside Mel, bringing deep expertise in valuations, deal structuring and scaling companies.
Partners at leading M&A law firms
Shareholders and strategic advisors to the firm.
We concentrate on building services, facilities management and healthcare. That focus means we already know the active acquirers, the multiples being paid and the diligence questions before a process starts.
Your business is never named or described to a buyer without your written approval on the specific party and the specific wording.
Buyers see an anonymised profile first. Identity is released only after they qualify and sign.
Staff, customers and competitors learn nothing until you decide the timing is right.
Start with a free valuation and researched acquirer report, or speak to an advisor directly. Both are confidential.
Pre-empts how corporate acquirers and private equity analysts will test your working capital, gross margins and customer concentration.
Calculates defensible add-backs, from director compensation adjustments to non-recurring professional fees and personal motor costs, backed by source documentation.
Drafts anonymous teasers and full information memorandums to tier-one corporate finance standards.
A valuation that holds firm
You enter negotiations with an unvarnished, defensible valuation bridge. Buyers cannot exploit messy accounting to chip your price.
More time on buyers, less on spreadsheets
Duncan and our sector specialists do not spend 40 hours building models in spreadsheets. They spend that time qualifying buyer intent, rehearsing your management presentation and running competitive tension between bidders.
Checks statutory books, director filings and sector accreditations, including BAFE, NSI, WRAS and ISO, to ensure zero lapses.
Flags contractor IR35 exposures, intellectual property assignment gaps and key-person bottlenecks before a buyer uncovers them.
Monitors counterparty document engagement, flagging to the partners exactly which chapters and files a buyer\u2019s legal team is scrutinising.
No surprises once a buyer is in diligence
Diligence skeletons are resolved in private before go-to-market. When exclusivity begins, the buyer finds a clean, audit-ready data room, leaving zero room for renegotiation.
Partners focused on terms and cash at completion
Joe and our legal advisers are not chasing administrative paperwork. They focus exclusively on commercial deal structure, share purchase agreement warranties and securing maximum cash at completion.
A senior M&A bench, plus a sector specialist recruited for your industry on every deal.
Nine years in corporate finance. Formerly Associate Director, Corporate Finance at Quantuma, with earlier corporate finance and audit experience at BKL, joining DealFlowAgent from the largest M&A advisory firm in the UK, part of K3 Capital.
As an ex-Director he managed teams of M&A advisors, analysts and associates, working daily with business owners, buyers and stakeholders on live acquisition deals. Selected from 260 applicants alongside colleagues from investment banking backgrounds, he brings that experience and network to lead the advisory bench across Building Services, Facilities Management, and Healthcare.
Senior Building Services & FM Advisor
Martin is one of the most well-connected figures in UK fire, security, building services and FM. He is Chairman of both the Fire Industry Association and the British Security Industry Association, the only person in the UK to hold both roles simultaneously. Martin spent over a decade in senior leadership at Mitie, latterly as Industry Liaison Director for its fire and security division, helping scale the business past £500m in revenue and playing a role in the £366m acquisition of Marlowe plc, which created one of the UK's largest compliance, fire and security services groups. He joined DealFlowAgent because owners in these sectors deserve a genuine sector-specialist advisor across valuation, business optimisation and buyer access. In recognition of his industry roles, he acts in a personal, non-partisan capacity.
Industry Partner, Hiring and Leadership
Nick leads FM Talent Partners, the facilities management and real estate leadership search firm, and is a leading specialist in building services and FM management talent. He partners with DealFlowAgent on two-way referrals: helping business owners and acquirers fill the key roles that decide whether a business is sellable, and introducing owners who are thinking about their next chapter to a team that knows their industry and their market. Key-person dependency is one of the two most common reasons a sale collapses, and Nick fixes it at source.
For every engagement we add a sector specialist from your industry to the core team: a 15–25 year operator or advisor with direct relationships in your niche. Recruited per deal so you get the right fit, not a generalist.
Every mandate at DealFlowAgent is led directly by our senior partners (Joe Lewin, Duncan Moore, Martin Watson) and supported by dedicated sector specialists. We never hand your business off to junior associates.
Richard and Sally are our internal, always-on analytical infrastructure. They operate strictly behind the scenes, preparing materials, stress-testing numbers, and auditing documentation so our partners can spend their time where it matters most: strategic counsel, confidential conversations, and negotiating terms on your behalf.
Richard and Sally never contact clients, never message buyers, and never release documents.
Joe Lewin, founder of DealFlowAgent, explains how the firm helps owners of building services, facilities management and healthcare businesses run a confidential, competitive sale process with 13,000+ vetted acquirers.
The founder, in his own words
Introduced through a founders’ network after the JamPot sale. Our sector specialist, Sidd, led the mandate and negotiated the cash element to double the amount first offered.
Over the past four years we have advised on 22 successfully completed transactions. Each entry states the target, the acquirer, the consideration basis and the process. DealFlowAgent acted as sell-side adviser on every mandate listed.
Referral-led mandate, introduced by a former client