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Market commentary New May 2026 · UK Verified

Bolt-On Target Characteristics for UK Home Services Roll-Ups

The strongest bolt-on targets for roll-up sponsors in UK and US disclosed deal flow in 2025-2026 share six characteristics: clean financials, contracted recurring revenue above 50%, low customer concentration, low founder dependency, documented succession plan, and specific EBITDA thresholds (£500k-£3m for tuck-ins, £3m-£15m for platform investments).

“Looking across UK and US disclosed deal flow in 2025 and 2026, six characteristics define the strongest bolt-on targets:”
ElectricalHVACOtherPlumbing Sentiment: Neutral

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