Full-Service HVAC And Building Automation Company

The offering consists of two entities. The first entity is a full-service commercial HVAC mechanical contractor and solutions provider. The second entity specializes in Building Automation Services (BAS) and temperature control technologies. Together, the Company provides heating, ventilation, air conditioning, and building automation solutions.


Key Aspects

• The Company collaborates with industry leaders to maintain a strong alignment with current industry trends, providing access to the latest innovative products and cutting-edge solutions.

• According to management, the Company's preventative maintenance approach extends equipment life, minimizes downtime, and reduces energy costs by up to 30%.

• The Company maintains a low client concentration, with diversified maintenance clients between both entities, resulting in recurring revenue from evergreen contracts.

• The Company's legacy dates back to 1965 when the first entity was established, and expanded in 2007 with the addition of the second entity.

• The Company provides value to its clients through comprehensive commercial HVAC solutions and Building Automation Systems (BAS), designed to enhance operational efficiency and building performance.


Opportunities

• Expand geographic presence to surrounding areas to reach additional clients and markets.

• Cross-train employees from each entity to provide operational flexibility enabling the Company to pursue additional projects.

• Expand operations by prioritizing the growth of recurring revenue streams through the development of evergreen maintenance contracts.

• Enhance the Company's social media presence to increase visibility.


Headquartered

• Mountain West, US


Current Markets

• The Company provides services to both industrial and commercial facilities across a wide range of industries.


Real Estate

• The Company operates out of a7,500 flex facility, including office and warehouse space, owned by an affiliated entity. Management notes the facility can be included in the sale of the Company, or the lease can be assumable by new ownership post-sale.


Shareholder Objectives

• The Company is owned by a sole shareholder, who is open to remaining with the Company post-sale or exiting. Ownership is open to a variety of deal structures in order to facilitate a transaction.