Scale Finance Leads the Successful Sale of Carolina Restoration Services

Scale Finance recently acted as exclusive financial advisor to Carolina Restoration Services “CRS” in connection with its sale to ATI Restoration, LLC (“ATI”), America’s largest family-operated restoration contractor and a national leader in restoration, environmental remediation, and reconstruction services.

Operated by Travis and Lisa Bailey, Carolina Restoration Services was founded in 1997. The full-service disaster restoration firm employs 115 trained and certified restoration professionals specializing in fire, water, smoke and wind damage. They serve both commercial and residential customers in North Carolina. Their commitment to customer satisfaction is demonstrated by their recognition as a Contractor Connection Top 5 Performer for three years running. Travis, Lisa, and their leadership team will continue managing the company following the transaction.

“The customer experience drives everything we do at ATI. Carolina Restoration Services shares our passion for exceptional customer service,” said Jeff Moore, ATI President. “This strategic partnership expands our presence in the important North Carolina market and continues our expansion in the Southeast.”

“ATI is family-operated, just like Carolina Restoration Services, and the Moore family shares our values and commitment to quality workmanship and customer satisfaction,” said Travis Bailey, CEO.

“This partnership enables us to provide more services to our customers and more growth opportunities for our employees,” added Lisa Bailey, CFO.

The strategic partnership with Carolina Restoration Services provides ATI a stronger presence in North Carolina, complements its existing offices in the Carolinas, Florida and Georgia, and demonstrates its long-term commitment to the Southeast.

Scale Finance managed this successful M&A process end-to-end, leading to an outstanding outcome for CTS. The SF team of Steve Paladino and Earl Mcclanahan were on point through closing of the transaction. Financial details of the transaction were not disclosed publicly.


About Scale Finance

Scale Finance LLC ( provides flexible contract CFO & Controller services, business valuations, and support in raising capital, or executing M&A transactions, to entrepreneurial companies. The firm specializes in cost-effective financial reporting, budgeting & forecasting, implementing controls, complex modeling, valuing businesses, and other financial management, and provides strategic help for companies raising growth capital or considering M&A/recapitalization opportunities. Most of the firm’s clients are growing technology, healthcare, business services, consumer, and industrial companies at various stages of development from start-up to tens of millions in annual revenue. Scale Finance has a team of more than 45 professionals serving more than 120 companies in the Carolinas and beyond.