Contact Broker
13146 Ballantyne Corporate Place, Suite 275
Charlotte, North Carolina 28277
(View Map)
Affiliated Broker
Jay Offerdahl
About the Company
Viking's leadership in the industry has pioneered and set the professional standard by which all Intermediary firms are measured. Viking Mergers & Acquisitions is committed to work diligently with every client, as an advocate providing a comprehensive consultative approach to each and every business transaction.
Our goal is clear: to maximize the value you derive from buying a business.
Broker Biography
Introduction
Raised in an Army family, I went on after college to serve as an Army Aviation officer, serving most of my time in Germany. Upon exiting my service, I moved to Minnesota with the intention of getting an MBA in finance. I took a position with a small start-up that sold refurbished IBM enterprise servers tasked with developing and building-out their tech center. For the first two years, I was responsible for all back-end operations of the company. The owners offered me a position as a computer broker, which I accepted. What started as a job to pay the bills while in grad school led to a 20+ career with the company. I was the IBM Power systems product manager when I left, responsible for all IBM sales and inventory management.
Services Provided
Choose to work with Viking Mergers & Acquisitions when acquiring a business, and team up with the Nation's premier firm. Viking provides specialized Intermediary business services and representation throughout the merger, acquisition, and divestiture process. Our tradition of bringing qualified buyers and committed sellers together is the cornerstone of our organization.
Areas Served
Business For Sale Listings
Cash Flow: $3,655,312
North Carolina
View Details Steel Structure Furnishing and Erecting Company #1930
Listing Price: Market ValueThe company specializes in furnish and erect contracting and erection-only services for pre-engineered metal buildings. The company provides comprehensive building envelope solutions for commercial construction projects, including frames, secondary framing, insulation, roof panels, wall panels, and walk doors. Since acquisition by current ownership in 2016, the company has experienced significant growth from $4-6 million in annual revenue to a current range of $15-20 million. This growth trajectory reflects both material price increases and substantial expansion of project volume through strategic customer relationship management and technical expertise in the pre-engineered building sector. Less
Cash Flow: $4,473,660
North Carolina
View Details Long-Standing Commercial HVAC Installation Contractor #1929
Listing Price: Market ValueThe Company is a well-established commercial HVAC contractor with a 40+ year legacy of excellence. Founded on values emphasizing honesty and ethics, the company specializes in large-scale commercial HVAC installations for schools, universities, and government facilities throughout North Carolina. With a strong management team operating with minimal owner involvement, the business offers a stable platform for new ownership with significant growth opportunities in residential services and recurring maintenance contracts. The company maintains comprehensive facilities including property with two warehouses, main office/shop building, and modern sheet metal fabrication capabilities, while holding distinguished with authorized retailers. Less
Cash Flow: $314,822
North Carolina
View Details Tile and Stone Installation and Service Company #1790
This well-established ceramic tile and stone contractor has been serving the industry and the North Carolina region for almost 60 years. They have cultivated expertise in tiles, stone, porcelain, marble, glass, and many other materials. They provide efficient and quality service for their clients and can provide turn-key installation services for any of a client’s kitchen, commercial, bathroom or outdoor needs. • 60 years of industry experience and knowledgeable team• Residential and Commercial services (50/50 split)• Highly rated amongst peers in the industry and clientsThe sellers are looking to retire and pursue passion projects. They are open to providing their wealth of knowledge to a prospective buyer and ensure a smooth transition. Optional Real Estate available for sale. Less
Raised in an Army family, I went on after college to serve as an Army Aviation officer, serving most of my time in Germany. Upon exiting my service, I moved to Minnesota with the intention of getting an MBA in finance. I took a position with a small start-up that sold refurbished IBM enterprise servers tasked with developing and building-out their tech center. For the first two years, I was responsible for all back-end operations of the company. The owners offered me a position as a computer broker, which I accepted. What started as a job to pay the bills while in grad school led to a 20+ career with the company. I was the IBM Power systems product manager when I left, responsible for all IBM sales and inventory management.
Viking Mergers & Acquisitions has sold over 900 businesses across the Southeast since 1996. This ranks us the #1 M&A company in our space in the Southeast, and in the top 2% nationally. We sell 85% of the businesses we list, which is almost 4x the national average. With our strong support staff in place, we sell those businesses at an average 96% of list price.
Roger is a seasoned finance professional, with over 25 years of international experience in leading Consulting, Corporate Finance, M&A, Treasury and Corporate Banking functions. He is a Certified Treasury Professional, CFA level 1, and MBA, who had the opportunity to work for multinational corporations in Americas and Europe. He is a Certified Franchise Broker, a licensed Real Estate Agent in Texas, and also an Entrepreneur who started two businesses on his own in the past, which sold successfully. Roger is an avid learner whose real passion is about advising and helping other people to pursue their dreams and succeed. He loves traveling and usually spends his free time with family and friends.
Rob is the Managing Partner of Viking’s Baltimore, MD office. With over 30 years of experience, he has played a key role in numerous M&A transactions ranging from $1 million to $125 million. He primarily worked with both strategic and private equity-backed buyers, assisting in both platform and add-on acquisitions. Having a strong buyside perspective, Rob brings unique insights to sellers, helping them maximize their business's value. Rob is a seasoned business leader with a proven track record in operations, sales, and business development across diverse industries, including manufacturing, distribution, technical services, software, consulting, and digital marketing. Previously, Rob served as CEO of IndySoft, where he drove value creation initiatives, and as VP of Service at Transcat (TRNS), where he led the growth of the service division from $48 million to $84 million. Additionally, through his consulting firm, he has advised middle-market private investment firms on thesis development and acquisition strategy. He also currently serves as a board member for a private equity-owned platform. Rob holds an Executive MBA from Loyola University’s Sellinger School of Business.
Viking Mergers & Acquisitions was founded by Brad and Jay Offerdahl in 1996, and they, along with an experienced staff of 70 professionals, have succeeded in taking the business to the top 2% of all business brokers nationwide, according to Business Brokerage Press. In business since 1996, Viking Mergers & Acquisitions has sold over 900 businesses, averaging 96% of asking price. We have sold more businesses for more dollars than any firm in the southeast. Selling your business is our only business. At Viking Mergers & Acquisitions we are dedicated to helping business owners position their businesses for sale now or in the future.
Choose to work with Viking Mergers & Acquisitions when acquiring a business, and team up with the Nation's premier firm. Viking provides specialized Intermediary business services and representation throughout the merger, acquisition, and divestiture process. Our tradition of bringing qualified buyers and committed sellers together is the cornerstone of our organization. About Viking Mergers & Acquisitions was founded by Brad and Jay Offerdahl in 1996, and they, along with an experienced staff of 70 professionals, have succeeded in taking the business to the top 2% of all business brokers nationwide, according to Business Brokerage Press. In business since 1996, Viking Mergers & Acquisitions has sold over 900 businesses, averaging 96% of asking price. We have sold more businesses for more dollars than any firm in the southeast. Selling your business is our only business. At Viking Mergers & Acquisitions we are dedicated to helping business owners position their businesses for sale now or in the future.
Choose to work with Viking Mergers & Acquisitions when acquiring a business, and team up with the Nation's premier firm. Viking provides specialized Intermediary business services and representation throughout the merger, acquisition, and divestiture process. Our tradition of bringing qualified buyers and committed sellers together is the cornerstone of our organization. About Viking Mergers & Acquisitions was founded by Brad and Jay Offerdahl in 1996, and they, along with an experienced staff of 75 professionals, have succeeded in taking the business to the top 2% of all business brokers nationwide, according to Business Brokerage Press. In business since 1996, Viking Mergers & Acquisitions has sold over 900 businesses, averaging 96% of asking price. We have sold more businesses for more dollars than any firm in the southeast. Selling your business is our only business. At Viking Mergers & Acquisitions we are dedicated to helping business owners position their businesses for sale now or in the future.
Robert joins Viking Mergers & Acquisitions with 30+ years of business experience and a successful entrepreneurial career. At the age of 29, driven to build his own business, he left a prosperous career in hardware and software sales to start a distribution business in his garage supplying engineered parts to the OEM and MRO market. His vision was to bring high quality engineered parts and technical services into niche markets and to raise the bar on the customer experience. After nearly 22 years of developing the people, the processes, and the strategies to grow, the business was acquired by a $4 billion global Swedish company on February 1, 2017. Since that time, Robert has invested in multiple start-up companies and is an Advisory Council member and Board Observer with CoPeace, a Public Benefit Corporation / holding company focusing on ESG growth companies. Robert brings his entrepreneurial mindset to each discussion and is committed to putting his passion, energy and experience to work for our clients. Robert and his wife Susan have been married 30 years and live in South Charlotte. He has a B.A. in Business Management from NC State and is the youngest of five children from his family. They have two grown boys, one an NC State graduate and the other a Senior at the University of South Carolina. Robert enjoys playing golf, tennis, traveling and spending time with his family.
Phil has over 30 years of experience as a real estate broker, entrepreneur and intermediary. Phil started a real estate company, building it into a successful business with three offices and over 60 agents. He has proven success in commercial and residential real estate as well as in running a business. Since joining Viking Mergers & Acquisitions in 1999, Phil has helped clients find unique combinations of value that truly maximize the benefits to all parties involved. He brings his enthusiastic, creative, and professional approach to every business sale opportunity, large or small, and has consistently been a top producing broker. Phil specializes in mergers & acquisitions, customized exit strategies, succession planning and commercial real estate and with expertise in the childcare, logistics & supply chain, property management (including HOA), and manufacturing industries. Specialties: Business valuations, mergers and acquisitions, property management firms, logistics and supply chain, business development, business sales, childcare, and HOA companies.
Kevin joined Viking in 2015 after they successfully sold his company. His varied career includes 25+ years in corporate sales and product management at Corning and Rubbermaid before moving to Charlotte to work in various executive-level positions at Springs Global in Fort Mill. More recently, he was the 10-year owner/operator of a marketing services business offering graphic design, printing, direct mail, and website design services. He is also a licensed Realtor® in North and South Carolina. A graduate of Lafayette College with a BA degree in Economics & Business, Kevin went on to obtain his MBA from the University of Pittsburgh. At Viking, Kevin looks for opportunities to apply his experience and knowledge of large and small business for the benefit of his clients. Analytical by nature, he approaches every opportunity or challenge with personal integrity, hard work, a strategic perspective, and is guided by the Golden Rule. Combining Kevin’s “next step” mentality with Viking’s disciplined selling process help him achieve maximum value for his clients’ businesses. While not at work, Kevin enjoys spending time with his wife of 45 years and visiting their grown children in Jacksonville, Winston-Salem, and Seattle. He’s an avid investor and loves travel, tennis, and anything outdoors. He’s also a licensed real estate broker in NC and SC and is Board President of his Uptown Charlotte condominium association.



