Partnering directly with private equity firms and institutionally backed executive teams to assess opportunities, execute initiatives, and accelerate value creation across skilled trades, field services, and facility maintenance investments.
Specialized Support Across the Investment Lifecycle
We work alongside investors and leadership teams to align strategy, assess real return potential, and prepare businesses for scalable growth or successful transition. Our role isn’t to replace management, it’s to sharpen decisions, reduce friction, and improve certainty when outcomes matter most.
Source Expert Advisors partners with investors and operators before, during, and after a transaction. Our services are designed to improve decision quality, execution confidence, and long-term value creation.
Value Creation Leaders
Identify the right asset and the right leadership team for value creation. Pressure test strategy assumptions, evaluate market conditions, and build practical roadmaps for scalable performance.
Deal Navigators
Support diligence and close execution with operator-informed insight that reduces friction and improves deal certainty.
Operating Partners
Align leadership, operating systems, and core processes to support growth execution, accelerate integration, and build a scalable culture of accountability and performance.
Advisory Boards
Provide an experienced, targeted niche perspective to guide strategic decisions through growth, integration, and exits.
Where Investor Discipline Meets Operator Reality
Source Expert Advisors brings a rare combination of private equity fluency and deep familiarity with facility services operations. We understand how returns are underwritten, and where they’re actually won or lost. Our team has advised on dozens of successful transactions by helping investors see beyond surface metrics and helping operators align execution with strategic intent.
“We know how to chart the path to scale and position a business. Every deal has its own characteristics and we have developed a winning formula that can be uniquely crafted around investor goals and maximizing outcomes.”
Jeff Harkness, CFP
Founder/CEO
Source Expert Advisors
Source Expert Advisors
Transaction Dynamics with practical Value Creation
01
Strategy Alignment
Clarify the investment thesis, market focus, and competitive dynamics.
02
Market Conditions
Identify where value is created and what drives scalable performance
03
Execution Readiness
Align operators and processes to reduce friction and improve close certainty.
04
Outcome Realization
Build scalable value and position the business for a successful transition.
Start with a Conversation
Each case is unique. Our team can evaluate return potential and identify where support will improve results.
