OUR STRATEGY

Our Focus

We specialize in acquiring companies in durable, recurring-revenue industries such as:

  • HVAC

  • Plumbing

  • Electrical

  • Other defensible, essential service verticals

These markets share common traits that make them ideal for roll-ups: fragmentation, predictable cash flow, strong customer loyalty, and clear opportunities for operational improvement.

What Makes Essential Building Services Attractive

  • Recession-resistant demand

  • Recurring service and maintenance revenue

  • High customer retention

  • Local dominance opportunities

  • Strong technician-driven operations

  • Straightforward scalability through systems and marketing

What We Look For

  • $1M–$20M annual revenue

  • 10–25% EBITDA margin

  • Strong local reputation

  • Proven operations

  • Stable team + good culture

  • Owners considering retirement or reduced involvement

How We Create Value

  • Recruitment and training flywheel enabling and driving organic growth

  • Centralized finance admin services

  • Buying power through scale

  • Improved pricing strategies

  • Operational standardization

  • Shared best practices across the portfolio

These enhancements naturally increase margins — and valuation multiples.