BN000079717 – HVAC Service Provider

The Company is a licenses heating, ventilation, and air conditioning (HVAC) service provider for maintenance, retrofit, replacement, design/build, and new construction projects. The Company works with private businesses and public sectors primarily in commercial applications, although residential services are also offered.

Key Aspects
· From 2023 through 2025, the Company achieved impressive average gross profit and adjusted EBITDA margins of 36.6% and 13.5%, respectively.
· Management notes that the Company maintains a high customer retention rate, with approximately 75% of year-to-year revenue being derived from repeat customers.
· Operating for over 20 years, the Company has a strong presence and premier reputation in commercial HVAC, with several concurrent projects across its service region.
· Master service agreements (MSAs) are in place with the Company's largest customer, which they have provided services for several years.

Opportunities
· Leverage the Company's existing HVAC services to further expand into multifamily and large residential communities.
· Conduct a targeted marketing campaign to identify and secure new customers and opportunities to further diversify the Company's customer base.
· Partner with commercial real estate developers and builders in the area to grow regional project pipelines.
· Join various trade associations within the commercial and residential HVAC markets to increase brand awareness and expand the existing network.

Headquartered
· Texas, US

Current Markets
· The Company predominantly serves commercial customers throughout a specific region in Texas. The Company also offers similar HVAC services for residential applications in within its service region.

Real Estate
· The Company operates from an approximate 6,425 sq. ft. office and warehouse facility in Texas. The property is leased from an affiliated entity and can be leased to new ownership post-sale or included in the sale of the Company.

Shareholder Objectives
· The Company is owned by a majority and a minority shareholder who are seeking full exits from the Company to pursue unrelated business ventures. The owners are open to remaining with the Company for a negotiable transition period prior to a full exit and would consider various deal structures to facilitate a transaction.