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EBITDA Mechanical Contractor Specializing in Servicing, Installing, and Renting Commercial and Industrial Hot Water Systems — Located in South Central Texas #65391 Sign NDA ► DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Andre Farahmandi Senior Vice President Email: afarahmandi@generational.com Mobile: 972-232-1140 Generational Equity 3400 N. Central Expressway, Suite 100, Richardson, TX BUSINESS HIGHLIGHTS Mechanical contractor that specializes in the sales, rentals, servicing, and installa on of commercial and industrial steam and hot water systems. With the Company being around for almost a century serving South Texas, the Company has built a strong reputa on and is recognized for delivering professional, affordable, quick, and reliable boiler supplier services. Over the course of its history, the Company has developed an outstanding reputa on in its marketplace, and is well known for the reliability and quality of its service. • The Company's services include repairs, tube replacements, burner retrofits, custom boiler feed systems, and new installa ons for commercial and industrial clientele. INVESTMENT BANK OF THE YEAR Other Company Info • Key Management In-Place • Founded almost a century ago • Sole Shareholder • Located in one of the largest and fastest growing ci es in the USA. • No customer accounts for more than 15 of sales, all others are less than 10% of sales. • Serves a diverse range of commercial/ industrial customers. INVESTMENT APPEAL • Historical Sales Growth: Historical sales have grown from $2,512,000 in 2024 to $3,408,000 in the fiscal year ending December 31, 2024, represen ng a compound annual growth rate of 16.5% • Superior Name, Reputa on, and Experience: Servicing and being in business for almost 100 years, the Company has developed a strong reputa on in the marketplace for the quality of its work. The Company is renowned for its technical exper se, product knowledge, and unrivaled customer support. In addi on to the principal's extensive contrac ng experience, the Company's key employees also have significant industry and service knowledge • Repeat Customers and a High Need for Services: The Company is providing a service that is of high importance, and usually needs to be taken care of in quick order. This call to ac on makes the Company a key service provider for customers, with 82% of sales coming from customers that purchased from the Company in two of the last three years. • Management Willing to Remain Through a Transi on and Management In-Place: The owner has developed a strong management team and has a reliable key employee that could step in for him at any me. In addi on, he is willing to remain with the Company a er a transac on to facilitate an orderly transi on to new ownership and, as appropriate, assist in achieving long-term strategic growth objec ves • Modest Ongoing Capital Investment Requirements: Management does not expect a significant investment in capital assets to be required over the pro forma period. Going forward, management an cipates capital expenditures to average $20,000 per year. Historical & Projected Financial Performance $3.7M $284K (Historically Averaged 9% of Sales) $319K (Conserva vely Es ma ng 8.6% % of Sales) 2024 (FYE) 2025 (Projected) Sales $3.4M Customer Markets Served • Industrial Facili es • Food and Beverage • Universi es and School Districts • Office Buildings and Churches • Hotels and Condominiums • Other Miscellaneous Commercial Cli- ents Revenue Mix High Repeat Customer Revenue: 82% of sales in the past three years came from customers that made purchases from the Company in at least two of the last three years.