Our Approach

At William Heath, we don’t just invest in companies—we invest in people, principles, and potential. Our approach is grounded in respect for what’s already working, paired with a vision for what’s possible. We partner with purpose—bringing thoughtful strategy, genuine care, and a long-term mindset to every relationship.

How we acquire, transition, and grow businesses with care and intention.

How We Work

We believe in transparency, partnership, and thoughtful pacing. Here's how a typical transition unfolds:

1. Discovery & Dialogue

We get to know you and your business—no pitch decks, no pressure. Just a conversation.

2. Mutual Fit

If there’s alignment in values and vision, we’ll explore a structure that works for both sides.

3. Stewardship & Support

Once we take the helm, we guide the business to new heights. We preserve the spirit, culture, and people that make it great, while modernizing systems and unlocking new opportunities.

4. Long-Term Growth

We focus on sustainable success. Whether through design, operations, or brand elevation, we invest in what makes your business thrive for the long haul.

We acquire service businesses that are:

  • Owner-led with a strong reputation and loyal customer base

  • Rooted in design, craftsmanship, or skilled trades

  • Generating between $1M–$7M in annual revenue

  • Positioned for succession, growth, or operational support

  • Located in the U.S., with a focus on long-term potential over short-term trends

We’re industry agnostic, but especially drawn to businesses in:

  • Pool & Outdoor Living

  • Landscape Design & Architecture

  • Kitchen & Bath Remodeling

  • Boutique Construction & Fabrication

  • Specialty Home Services

  • Home Healthcare , Health & Wellness

What We Look For