Buyer Onboarding Questionnaire
1. Buyer Contact Information
Contact Name
First Name
Last Name
Company Name
Title/Role
Contact Phone
Please enter a valid phone number.
Contact Email
example@example.com
Website URL
LinkedIn URL
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you contact person for roofing acquisitions?
Yes
No
2. M&A Contact Person (if different from above)
only if Yes above
First Name
Last Name
Title/Role
Direct Phone Number
Please enter a valid phone number.
Email Address
example@example.com
3. Buyer Type
What type of buyer are you?
Individual
Private Equity Group
Family Office
Strategic/Industry Buyer
Search Fund
Buy-Side Broker
Other
4. Experience & Track Record
Years of experience acquiring or operating business
Relevant industry experience
Roofing
Construction
Trades
First time buyer
Other
List of Past Acquisitions (company names, industries, dates)
5. Capital Structure
Source of capital
Self-funded
SBA loan
Committed fund
Independent sponsor
Investor-backed
Other
Fund size
Dollars
Year raised
Typical equity check size
Dollars
6. Acquisition Criteria
Target revenue (Min.)
Target revenue (Max.)
Target EBITDA (Min.)
Target EBITDA (Max.)
Type of business sought
Residential
Commercial
Service & repair
Storm restoration
New construction
Other
Preferred deal structure
Full buyout
Major recapitalization
Minority Investment
Seller note
Earnout
Equity rollover
Management buy-in
Joint Venture
Other
Preferred seller profile
Retiring
Transition only
Long-term partner
Other
Geography - Regions
USA
Hail Belt (Northern Texas, Oklahoma, Kansas, Nebraska, Missouri, Colorado, S. Dakota/Wyoming)
Tornado Alley (Oklahoma, Kansas, Nebraska, Northern Texas, Missouri, Arkansas, Iowa)
Hurricaine Alley (Florida, Gulf Coast (Texas, Louisiana, Mississippi, Alabama), Coastal Goergia and the Carolinas, SOutheastern Virginia
Snow Belt (Northeast (Maine, New Hampshire, Vermont, Massachusets, New York), Midwest (Michigan, Wisconsin, Minnesota, Northern Illinois, Northern Ohio), Rockies (Colorado, Utah, Idaho, Wyoming)).
Sunbelt (Southern California, Atizona, New Mexico, Nevada, West Texas)
Pacific Nortwest (Washington, Oregon, Northern California)
Wildfire Risk Zones (California, Oregon, Arizona, Colorado, New Mexico)
High Wind Zones (Midwest Plains (Dakota, Nebraska, Iowa), Wyoming, Montana, New england, Lakes Region
Other
7. Deal Process & Fit
Expected post-sale involvement from seller
Typical deal timeline from NDA to closing
Number of deals evaluated per year
Number of deals closed per year
Are you currently active in any roofing-related acquisitions?
Yes
No
If yes, please list
8. Business Overview Upload
Upload a one-pager describing your business, fund or acquisition vehicle (PDF preferred)
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