Capstone Partners HVAC M&A Advisory
by Capstone Partners
The most active investment bank in HVAC M&A, producing quarterly Market Updates that define deal multiples and representing mid-market HVAC businesses.
Highlights
Media

About This Product
Capstone Partners produces the widely-cited HVAC Services M&A Coverage Report (quarterly). Their industrial banking team has represented a diversified group of HVAC and infrastructure-related companies. PE add-on transactions in HVAC rose 88% YoY through H1 2025 per their tracking. Targets mid-market HVAC companies with $5M-$50M revenue seeking exits or recapitalizations.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
Training Details
- Audience
- Business Owner
- Region
- National
FSH Score Breakdown
Customer Reviews
Features
Reporting & Analytics2features
Technician Management1feature
CRM & Sales1feature
Pricing
- Model
- Custom
- Starting at
- Contact for pricing
- Notes
- Investment banking success fee model (% of transaction value). Contact Capstone for engagement terms.
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