Home services roll-up buyer roundup
Home services deal sourcing firms, ranked.
The home services deal sourcing firms worth shortlisting are not the ones with the biggest directory listing, because a roll-up in HVAC, plumbing, roofing or pest control is won one founder at a time, not through a database search. We publish this list and DealSource Systems is our own service, ranked here alongside five others; the other five are ranked on the criteria below, not on how much they resemble us. Every claim about another firm is quoted from that firm's own live site, read on 27 September 2026, and linked as the source.
Home and facility services is the roll-up thesis of the moment: thousands of small, profitable, owner-run businesses fragmented across every metro, rarely for sale, and won by whichever platform reaches the founder before a broker does. A firm that has actually closed trades deals is worth more here than a generalist whose buy box merely allows it.
Which home services deal sourcing firms actually specialise in the trades
Only one firm on this list shows closed transactions specifically in plumbing, HVAC and roofing on its own site: OutSearched, whose published deal examples name "Plumbing & HVAC Services" and "Metal Roofing & Building Products" targets directly. Harvey & Company names "Facility Services" as a stated industry and has closed a roofing transaction. The rest are generalists whose buy box can include home services mandates but do not name the trades specifically, which is not disqualifying, just worth knowing before you sign.
Quick comparison
| Provider | Location | Best for | Starting price |
|---|---|---|---|
| DealSource Systems | Aarhus, Denmark (global mandates) | PE roll-ups, family offices and search funds wanting founder conversations across HVAC, plumbing, roofing and pest control before a broker runs a process | From $4,000 a month, no success fee |
| OutSearched | Austin, Texas | Lower middle market platforms buying $1 million to $10 million EBITDA trades businesses, wanting an embedded BD function | Fixed retainer plus success fee, contact for pricing |
| Harvey & Company | Newport Beach, California | Well capitalised buyers running buy-and-build across facility services and adjacent trades | Contact for pricing |
| CAPTARGET | San Diego, California | Funds wanting volume against a defined buy box that can include home services alongside other sectors | Contact for pricing |
| SourceCo | Not published | Buyers wanting a matching platform for founder-led trades businesses, including residential HVAC examples | Contact for pricing |
| Konverrt | Not published | An advisor or PE firm testing a single trade vertical before committing to a retainer | A few thousand a month after a two-meeting pilot |
How we chose this list
We started from the firms that actually appear when a PE fund, family office or independent sponsor researches outsourced deal origination for a trades roll-up, then checked each one's own site for what it states about sector focus, geography, process and price, rather than trusting a directory description. A firm only appears here if its own site describes a service that could plausibly run a home services mandate. None of these are current DealSource Systems clients or partners.
DealSource Systems
Best for: private equity roll-ups, family offices, independent sponsors and search funds who want founder conversations in HVAC, plumbing, roofing, pest control, landscaping or facility maintenance before a broker or an auction.
DealSource Systems is the origination arm of Danish Lead Co. Our engine maps every owner-operated business in a target geography, scores each against a platform thesis, and watches for the succession and growth signals, owner age, multi-site expansion, skilled-trade hiring, that mean a founder is nearing a decision. An operator with deal experience reviews every message before an owner sees it and handles the replies. Pricing starts from $4,000 a month for a single thesis, with multi-thesis mandates from $8,000 and no success fee. We cover the sector in more depth on our home and facility services page and the roll-up mechanics in add-on acquisitions and buy-and-build sourcing.
OutSearched
Best for: lower middle market platforms buying $1 million to $10 million EBITDA trades businesses that want a branded business development function without an internal hire.
OutSearched is a buy-side M&A origination and advisory firm headquartered in Austin, Texas, offering a trained representative under your brand, fractional business development, or buy-side advisory through to LOI. Its own site lists current deal examples including "Plumbing & HVAC Services" at $3.5 million EBITDA, "Home Inspection Services" at $1.0 million EBITDA, and "Metal Roofing & Building Products" at $1.2 million EBITDA, all founder-owned. It compares its fixed retainer plus success fee model against a $150,000 internal hire, though full pricing is not published on outsearched.com.
Harvey & Company
Best for: well capitalised funds and corporates running buy-and-build strategies where a documented facility services track record matters.
Harvey & Company is a buy-side acquisition search and advisory firm headquartered at 5000 Birch Street, Suite 8500, Newport Beach, California. Its own site cites over 1,200 closed transactions since founding in 1998, including 151 in 2025, and lists "Facility Services" among 33 named industries, alongside a closed roofing transaction, Core Roofing Systems, in its deal history. No pricing is published on harveyllc.com.
CAPTARGET
Best for: funds and independent sponsors wanting volume against a defined buy box, with home services as one buy box among many rather than a specialism.
CAPTARGET runs off-market owner outreach, owner calling, and on-market broker coverage monitoring for a stated "Private equity, Corporate development, Family offices, Independent sponsors, Search funds, Buy-side advisors" client base, headquartered in San Diego. Its site highlights "No Fees for Originated Deals" as a stated advantage, though full pricing is not published. A banner on the site notes CAPTARGET has joined SourceCo. No home services specific claim appears on captarget.com.
SourceCo
Best for: buyers who want a matching platform rather than a fully managed outreach programme, for founder-led companies between $2 million and $200 million in value.
SourceCo describes itself as "a service powered by technology, not a subscription platform," matching founder-led companies with private equity, corporate development, search fund and family office buyers. Founders "never pay," with fees carried by the buyer side; buyer pricing is not published. The examples on sourcecodeals.com include a residential HVAC case study, alongside other sectors, but no stated home services specialism.
Konverrt
Best for: an advisor or PE firm that wants to test one trade vertical before committing to a retainer.
Konverrt runs a "deal origination engine" for lower middle market M&A advisory and PE firms, structured so there is "no invoice until your first 2 qualified seller meetings" are booked, then "a few thousand dollars a month, scaled to the size of your sending program." Its stated model is "one firm per vertical," which is worth asking about directly if a specific trade is your target. Its published case studies reference manufacturing, construction and trades broadly rather than naming individual home services categories. No headquarters is published on konverrt.com.
How does sourcing for a home services roll-up differ from a generalist buy box
Home services origination is a signals problem before it is an outreach problem, because most owner-operators file almost nothing publicly. A platform thesis in HVAC or pest control depends on catching owner age, a second location, a growing fleet, or a wave of licensed-technician hiring before a broker does, not on running the same generic outreach used for a software or business services target. Cherry Bekaert puts add-on acquisitions at roughly three-quarters of all PE buyouts, and a large share of those add-ons in fragmented trades are exactly this kind of founder-led, never-listed business.
How to choose between these home services deal sourcing firms
- 1. State the trades and geography in writing first. HVAC, plumbing, roofing, pest control, landscaping and facility maintenance are not the same sourcing problem, and a firm's buy box should name the ones you actually want.
- 2. Ask for a trades specific reference, not a general one. A firm that only has software or business services proof points will tell you that themselves if you ask directly.
- 3. Get the fee model in writing before the pilot starts. Retainer, success fee, or both, and what happens if the pilot produces zero qualified conversations, as covered in deal origination pricing.
- 4. Check who reviews outreach before it reaches an owner. A founder who has run the same shop for thirty years responds to a buyer, not a mail-merge, and this is the difference between a real conversation and a bounce.
- 5. Confirm exclusivity. Some of these firms run non-exclusive, one-firm-per-vertical models; others will work the same trade for a competing platform at the same time.
What does a home services origination programme cost
None of the five other firms on this list publish full pricing, which is the norm in this category. DealSource Systems publishes pricing from $4,000 a month for a single thesis, with no success fee and a 90-day minimum. Budget a call with each shortlisted firm specifically to get a number, since "contact for pricing" usually means the fee depends on trade, geography and mandate scope. We have written separately about the wider sourcing playbook for this sector in home services acquisitions, and about specific trades in HVAC company acquisitions and pest control acquisitions.
Frequently asked questions
Which of these firms specialises in home services deal sourcing
OutSearched is the only firm on this list with published deal examples specifically in plumbing and HVAC services, home inspection, and metal roofing; Harvey & Company names facility services as a stated industry and has closed a roofing transaction. The rest are generalists whose buy box can include home services mandates without naming the trades specifically.
How much does a home services deal sourcing firm cost
Most of the firms on this list, including OutSearched, Harvey & Company, CAPTARGET, SourceCo and Konverrt, do not publish full pricing and ask you to contact them directly. DealSource Systems publishes pricing starting from $4,000 a month with no success fee.
Is DealSource Systems only for home services mandates
No. DealSource Systems runs origination across private equity, M&A advisory, search fund and corporate development mandates in many industries, and home and facility services is one vertical we cover in depth, alongside industrials and business services.
What makes a home services roll-up different to source than other verticals
The owner is usually the whole company, running the books, the crews and the key accounts, with no formal succession plan and nothing filed publicly about the business. Reaching that owner depends on watching for signals such as age, fleet or headcount growth rather than waiting for a broker to bring the deal to market.
Should a search fund use the same firms as a PE roll-up for home services deals
The mandates differ mainly in deal size and pace rather than in the type of firm needed. Konverrt's pilot model and OutSearched's $1 million to $10 million EBITDA band suit a smaller sponsor or search fund, while CAPTARGET, SourceCo and Harvey & Company work across a wider size range.
How do I verify a home services track record before signing
Ask directly for a reference engagement in a named trade, HVAC, plumbing, roofing or pest control specifically, rather than a general client count, and check whether the firm's own site names home services or facility services as stated experience or only as one example among many industries.
What is the difference between a data platform and a done-for-you origination firm for home services
A platform gives your team a searchable list of businesses and a workflow, and your associates still write the outreach and chase replies, a distinction covered in deal origination firms compared. A done-for-you firm, which is what every firm on this list is, supplies the people who run that outreach and qualify the owner.
Conclusion
Six firms, one clear split: OutSearched is the one with published deals specifically in plumbing, HVAC and roofing, DealSource Systems is the one with published pricing and a purpose-built signal engine for owner-operated trades, and the other four are capable generalists whose home services fit you will need to test directly. Whichever you shortlist, ask for the trades specific reference before the retainer, not after. If you want to see how we would run a home services mandate, read how it works or the private equity solutions page, or go straight to the home and facility services page this list is built on.