Most HVAC, plumbing, and electrical owners we work with face the same challenges. You've built something valuable—but growth, profitability, and exit readiness don't happen on their own.
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Most HVAC, plumbing, and electrical owners we work with face the same challenges. You've built something valuable—but growth, profitability, and exit readiness don't happen on their own.
Every major decision runs through you. Taking a week off feels impossible.
Finding and keeping good techs is harder than ever. Key person risk is real.
Revenue swings quarter to quarter. Margins vary wildly across job types.
A handful of accounts drive most of your revenue. One lost contract hurts.
You've been grinding for years. There's no clear succession plan in place.
You have no idea what a buyer would actually pay for your business.
Private equity and aggregators reach out, but you have no real guidance.
The HVAC, plumbing, and electrical industries are experiencing unprecedented buyer interest. Private equity firms, strategic acquirers, and regional platforms are actively seeking quality operators.
Combined U.S. Market
Trade Contractors
Locally Owned
Thousands of local operators across HVAC, plumbing, and electrical create roll-up opportunities.
Maintenance agreements and service contracts generate predictable cash flow buyers love.
HVAC, plumbing, and electrical are non-discretionary. These services are always needed.
Private equity is actively building multi-trade platforms through acquisitions.
Strategic buyers seek geographic density and cross-trade service capabilities.
Energy efficiency mandates, electrification, and infrastructure spending drive demand.
Buyers pay premium multiples for companies that demonstrate these characteristics. Whether you're HVAC, plumbing, electrical, or multi-trade—these are the value drivers that matter.
Home service & replacement focused
Mechanical & project focused
We work exclusively with founders and owner-operators of HVAC, plumbing, and electrical businesses. Our approach is confidential, selective, and always founder-first.
Understand what your company is worth today and what drives value in the eyes of buyers. Get clarity on timing, structure, and realistic outcomes.
Identify and address gaps before going to market. Improve financials, operations, and positioning to maximize your sale price.
Confidential outreach to qualified buyers, competitive process management, and expert negotiation on your behalf.
Your employees, customers, and competitors won't know you're exploring options.
We take on a limited number of engagements to ensure dedicated attention.
We advocate for your outcome, not the quickest deal or highest commission.
A structured, proven approach designed to protect your interests and maximize your outcome at every stage.
Confidential discussion about your goals, timeline, and what you've built.
Deep-dive into financials, operations, customer base, and value drivers.
Address gaps and implement improvements that increase value.
Craft your story and prepare materials that resonate with buyers.
Confidential outreach to qualified strategic and financial buyers.
Create competition, structure terms, and advocate for your interests.
Navigate due diligence, legal review, and final documentation.
Support through handoff and post-close integration.
M&A & Business Transition Advisor
Steven Rothstein is an attorney with over 30 years of experience advising entrepreneurs and family-owned businesses. He earned his B.A. in History from The George Washington University and his Juris Doctor from the University of Detroit in 1993.
After several years in solo practice serving small businesses and entertainers, Steven led the formation of the business management practice at Rothstein, Kass & Company, helping grow the firm until its successful sale in 2005. He later returned to private practice, where he further deepened his focus on small business law and mergers and acquisitions—specializing in the sale of founder- and family-owned companies.
Today, Steven works closely with HVAC, plumbing, and electrical business owners to help them understand their options, increase company value, and navigate the complexities of growth, partial liquidity, and full exit transactions.
We've helped HVAC owners navigate some of the most important decisions of their careers. Our approach is rooted in integrity, expertise, and unwavering focus on your outcome.
We specialize in the mechanical services industry. We understand your business model, value drivers, and buyer landscape.
Relationships with private equity platforms, strategic acquirers, and regional consolidators actively seeking HVAC companies.
Your employees, customers, and competitors won't know you're exploring options until you're ready to tell them.
We work with a limited number of clients at a time to ensure dedicated attention and quality representation.
We work exclusively with founders and owner-operators of HVAC, plumbing, and electrical businesses. Our approach is confidential, selective, and always founder-first.
