If you run a facility services company in Charlotte – the kind that keeps buildings clean, maintained, and running behind the scenes – Investera Holdings would like to start a quiet conversation. We are a Michigan family that buys service businesses and keeps operating them; not brokers, not a hands-off fund. One of our own companies, Optimal Facility Services, lives in exactly this space, so we understand bundled contracts, staffing across sites, and the trust a facility manager places in a vendor who simply shows up and performs.
Why Charlotte owners are thinking about selling now
Charlotte is a building-heavy city, and buildings need tending. Between the Uptown office towers, the sprawling campus of Charlotte Douglas International Airport and its American Airlines hub, the medical complexes of Atrium and Novant, corporate campuses in Ballantyne and SouthPark, and the classrooms and labs of UNC Charlotte’s University City, the demand for integrated janitorial, maintenance, and grounds support is deep and largely recurring. As property managers increasingly bundle services under a single vendor, a facility company with multi-year contracts and a reliable field team holds a genuinely valuable position.
At the same time, running a multi-service operation has only gotten harder. Labor is tight across janitorial and maintenance roles, insurance and equipment costs keep rising, and coordinating crews across a dozen sites is a grind that wears on an owner over the years. Many founders who built their contract base in the 2000s are now weighing retirement. Steady, recurring demand paired with tired ownership is precisely why exploring a sale now makes sense – even if you only want to know what your company is worth.
Who we buy in the Charlotte area
We are not looking for a broken operation to rescue. We want facility services companies that already perform – real contracts, real field teams, and a name property managers trust – that simply need an owner to carry them forward.
- Recurring revenue from multi-year or repeat facility contracts
- About $500K or more in revenue or seller’s discretionary earnings (close is fine)
- Field teams and site leads who run the work without you
- A trusted reputation with Charlotte property managers and building owners
- An owner ready for a clean handoff – or a short paid transition
If that sounds like your company, the rest is just a talk. And if one element is short – earnings slightly under range, or a site lead still developing – reach out anyway; we would rather see the real business than let a checklist end the conversation early.
What makes selling to Investera different
No broker commissions. We buy directly, so no intermediary skims a percentage off your sale and no third party gatekeeps your financials.
Discretion comes standard. Your field teams, your clients, and rival vendors hear nothing during early talks; you decide when anything is shared.
Terms shaped to your goals. Cash, a phased transition, a seller note, or a paid role for a season – we build the structure around your plans rather than a fixed template.
An operating family, not a fund. We run facility companies ourselves and buy to keep and strengthen them – not to strip, leverage, and resell.
How the process works
It begins with a brief, confidential call – no paperwork and no commitment. If we both see a fit, we sign a mutual NDA and review two or three years of financials alongside your contract list and staffing. We can typically share a valuation range within a week or two. Because we are the buyer and not a broker running a process, there is no auction and no stream of curious outsiders touring your operation – only a direct talk with the family that will own it.
We will take care of what you built
Once we own a facility services company, we place a dedicated general manager and a put-in-charge team over daily operations so scheduling, staffing across sites, quality inspections, and client communication run on documented systems rather than the founder’s instincts. That structure keeps your contracts served, your field teams employed, and the reputation you built with Charlotte’s building owners intact after you step back.
Learn more about what we buy, see how we acquire facility services businesses, or read about Investera Holdings.
Frequently asked questions
How much is my facility services business worth in Charlotte?
Most well-run facility services companies sell for roughly 2.5 to 4 times seller’s discretionary earnings (SDE). Your place in that range depends on how much revenue sits under multi-year contracts, how diversified your client base is, whether your field teams run without you, and your margins. It is a typical range rather than a guarantee – but with your numbers we can offer a grounded figure.
Will this stay confidential?
It will. Facility contracts are relationship-driven, so we guard your privacy carefully – no outreach to your clients or field staff, and a signed NDA before any numbers change hands. You decide the timing of every announcement.
Are there any broker or advisory fees?
There are none on our side. We buy directly, so there is no brokerage commission and no closing advisory fee eating into your price.
Can I stay involved after the sale?
That is up to you. Some owners exit at closing; others stay a while to hand off major accounts or steady the field teams. We shape your role around what best serves the transition.
How long does a sale usually take?
Most deals close within about 60 to 90 days of the first call. Organized contracts and records shorten that; either way, we work to your timeline, not a rushed one.
What areas around Charlotte do you buy in?
All of Mecklenburg County and the towns around it, from Concord and Gastonia to Huntersville, Matthews, and Mint Hill. A footprint spanning the metro only adds value.
Start a confidential conversation
Reading this far usually means the question is already on your mind – so let’s talk. Reach out for a confidential, no-pressure conversation about your Charlotte facility services company. We will listen, answer your questions straight, and show you honestly what a sale might involve. Whether you move this year or simply want clarity, the call asks nothing but a little time.