The company is a well-established, full-service plumbing and HVAC contractor serving a major metropolitan area in the Midwest and surrounding counties, with additional coverage extending into parts of a nearby state. Founded 20+ years ago with just four employees, the business has demonstrated consistent growth, expanding to 20+ employees and strategically adding a plumbing division through acquisition.

The business serves approximately 2,500 clients annually with a revenue split of 65% residential and 35% commercial/industrial work. As an approved dealer for a leading HVAC manufacturer, the company also offers products from multiple additional manufacturers, ensuring supply chain flexibility. The company has built a strong reputation for exceptional customer service, maintaining an impressive 70% retention rate on maintenance contracts and earning ratings of 4.5+ stars across all major review platforms.

Investment Highlights:
• 25+ years of operational history with consistent revenue base of $4.3M–$5.2M and SDE margins of 21–30% over the past four years.
• 1,600+ active maintenance contracts with 70% retention rate generating reliable recurring revenue and reducing customer acquisition costs.
• Certified dealer status with major HVAC manufacturers providing supply chain flexibility and warranty advantages.
• 4.5+ star ratings across all major review platforms (Google, Facebook, Yelp, Angi) reflecting exceptional customer satisfaction