Insurance, Capital, M&A & Benefits Built for the HVAC Industry
Partner with the team that has invested in, acquired, and scaled HVAC platform companies from the ground up. We bring operator-level expertise to help you protect, grow, and maximize your business value — backed by 30+ years of HR and benefits leadership plus hands-on experience managing HVAC workforces.
Specialized coverage for HVAC companies — not generic mechanical contractor policies.
General liability for residential & commercial
Workers’ comp for technicians & installers
Professional liability
Fleet & vehicle coverage
Equipment & tools protection
Pollution / environmental liability
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Capital Markets & Financing
Growth capital from lenders who understand HVAC economics and seasonal dynamics.
Debt financing for fleet expansion
Acquisition financing
Working capital facilities
Equipment financing
Capital structure advisory
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M&A Advisory
Full-spectrum M&A support. We’ve completed approximately $200M in business acquisitions across our platforms.
Sell-side & buy-side representation
Succession & exit planning
Valuation & deal structuring
Post-acquisition integration
Roll-up strategy advisory
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Employee Benefits & HR
30+ years of HR leadership at a $5B company — plus hands-on HVAC workforce experience.
Group health & medical
Life insurance & COLI
Ancillary benefits
HR compliance & consulting
Technician recruitment & retention
Why Us
Why HVAC Companies Choose Centered Partners
We’ve Built HVAC Platforms From the Ground Up
We’ve invested in, acquired, and scaled HVAC businesses — approximately $200M in topline revenue acquisitions, $1B+ in total investment across 5 platforms, with operations spanning the U.S., Mexico, Europe, and the Caribbean. That includes 4 new facility startups and 5+ greenfield distribution launches.
Proven Acquisition & Distribution Playbook
Multiple HVAC acquisitions and 5+ greenfield distribution startups demonstrate our hands-on ability to find, acquire, integrate, and launch HVAC businesses — from service operations to parts distribution networks.
We Understand HVAC & Distribution Economics
Seasonal revenue cycles, service agreement portfolios, technician labor markets, equipment inventory management, manufacturer relationships, territory exclusivity, and distribution logistics. We speak HVAC, not generic financial services.
Hands-On HVAC & Distribution Experience
No other advisory firm has directly invested in, operated, and scaled HVAC service and distribution businesses like we have. We bring operator-level insight — from service routes to warehouse operations — to every engagement.
30+ Years of HR Leadership
Enterprise-scale HR expertise from a $5B global business services company — applied to HVAC workforce challenges like NATE technician shortages, seasonal staffing, and apprenticeship programs.
Our Team
Built by Operators, Not Just Advisors
~$200M
Revenue Acquired
$1B+
Investment Deployed
5+
Distribution Startups
4
Facility Startups
“We’ve invested in, acquired, and scaled HVAC businesses ourselves — approximately $200M in topline revenue acquisitions across multiple states, 5+ greenfield distribution startups, and operations spanning the U.S. and internationally. Now we bring that same expertise to help HVAC companies and distributors protect, grow, and maximize value.”