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High-End Specialty Manufacturer

A black and white logo with the words case study for an Electrical and HVAC Company.

The two owners were in a disagreement about the future of the business.  We stepped in as the temporary CEO correcting a backlog of sales by reconnecting to the customers and stimulating orders.  We had to reduce staff which had never been adjusted with the past three years of downturn in sales.  In May when […]

Mid-size Residential HVAC Company

A black and white logo with the words case study for an Electrical and HVAC Company.

The owner did not know the value of the company.  We did an analysis and provided an assessment of the true worth of the company.  The owner was able with that information to understand that the financial security of his family was set.  Ownership determined if we could achieve that kind of a number, he […]

Insurance Adjustment Company

A black and white logo with the words case study for an Electrical and HVAC Company.

This company had multiple contracts with insurance providers for property coverage.   There were several complexities due to the industry and the specific requirements of the carriers.  We were able to achieve over 30 interested parties finally selecting an industry strategic partner that can provide leverage in the call and processing center.  The process resulted in […]

Retail Sales & Service Business

A black and white logo with the words case study for an Electrical and HVAC Company.

This company was positively impacted by the COVID crisis yet none of the interested parties would pay for the additional value.  We created an offer that involved being compensated for the average value over the past five years, with an upside earn out if the current levels of sales continued.  Created a unique win-win; the […]

Residential HVAC Business

A black and white logo with the words case study for an Electrical and HVAC Company.

This company had four owners of this second-generation residential HVAC business with over 10,000 service contracts.  There were a lot of issues with the financials since all profits were distributed every year.  The adjusted EBITDA was made up completely of owner add-backs, resulting in a stressful Quality of Earnings process.  Adding a significant amount of […]

Mid-market Plumbing, Electrical and HVAC Company

A black and white logo with the words case study for an Electrical and HVAC Company.

This company provides service contracts to homeowners and small commercial facilities, mixed with contract project work and single digit % new construction.  Two owners wanted to develop a regional company that was going to grow with or without a financial partner.  They both wanted to continue to work and grow the company and discovered with […]

Investor of HVAC Company

A black and white logo with the words case study for an Electrical and 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 […]

Mechanical Contracting Company

A black and white logo with the words case study for an Electrical and HVAC Company.

This company was experiencing double digit growth year over year for the past five years.  Ownership was a husband and wife.  She wanted to remove stress from him to avoid a medical event one day and he wanted to remove the responsibilities that he did not enjoy in running the business.  They did not want […]