Issue link: http://deals.uberflip.com/i/1531912
RESIDENTIAL AND COMMERCIAL HVAC SERVICES COMPANY Ontario CAN #65976 BUSINESS HIGHLIGHTS Founded over 25 years ago, the Company is a HVAC contractor offering installaon, manufacturing, and maintenance of residenal and commercial equipment. Products and Services. The majority of revenue is generated from a mix of the Company's product offerings which, as a percentage of 2023 revenue, includes equipment sales (43%), installaon (33%), and aer sale services (24%). Mike Hammer Senior Managing Director, M&A Email: mhammer@generaonal.com Phone: 416‐782‐5222 INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 DISCLAIMER: All informaon contained in this document has been provided by the subject company to Generaonal Equity and while believed to be correct has not been verified. Accordingly, Generaonal Equity makes no representaons or warranes as to the accuracy and truthfulness of such informaon. The recipient hereof acknowledges that Generaonal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera‐ onal Equity of this document. At all mes Generaonal Equity and/or its affiliate network members are agents for the seller and not for the buyer. Generaonal Equity's fees are paid by the seller. REVENUE / EBITDA INVESTMENT APPEAL Superior Name and Reputaon. The Company enjoys a long‐standing (25+ year) reputaon for quality installaons and superior customer support. Outstanding Growth Opportunies. Given sufficient resources, the business has tremendous opportunies to grow revenues and profits by expanding its product and services offerings, aggressively promong its capabilies, growing its customer and geographic markets, and hiring experienced sales professionals to aract new customers. Diversified Customer Base. The business has developed an excellent reputaon within the industry for supplying high quality and high value products. Over the historical period, the Company experienced no significant customer concentraon. Turnkey Capabilies. As a one‐stop shop, clients oen find it convenient and more affordable to find an array of offerings under one roof. Strong Management Team. The management team has a tremendous amount of industry experience. the Company's key employees also have significant industry and service knowledge. Management Will Remain Through Transion. The owners are willing to remain through the transion period, in order to preserve operaonal cohesiveness. Generaonal Equity 125 Park Avenue , 25th Floor New York, NY 10017 SIGN NDA ► $5.0M 2024 Revenue (PROJ.) $996K 2024 EBITDA (PROJ.) OPERATIONS CENTERS Headquarters 2,400 SF CUSTOMER RETENTION RATE 2023 80% KEY CUSTOMER VOLUME Customer A 29% Customer B 26% Customer C 22% Customer D 20% Customer E 3% GEOGRAPHIC MARKETS Ontario, Canada 100% REVENUE SOURCES Material 43% Installaon 33% Control Services 24% EXPERIENCED TEAM Project Management 2 Esmang 2 Field Labour 9 Accounng 1 Owner 1