Investor of HVAC Company

Investor had bought a residential and light commercial HVAC company at the beginning of Covid in March 2020 as an investment.  He had grown the company substantially over the past 14 months and due to market timing saw an opportunity to provide the company better security for the future by bringing on a financial partner that could provide the additional financial resources and back-office support needed to grow the company and give the employees the security for their future.  We were able to find a suitable partner and through the negotiation resulted in the buyer paying the transaction fees thus increasing the ROI for the investor.

Are you ready to discuss your business succession options?

Share via
Copy link