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.
4.9 - Fair Custom · Contact for pricing
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Media
www.capstonepartners.com
Overview
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.
FSH Score Breakdown
Ease of Use 3.5
Features 7.0
Support 7.5
Value 4.0
Integrations 2.5
AI Capabilities 2.0
Customer Reviews
Key Features
| Feature | Value |
|---|---|
| Online Learning Access | ❌ |
| In-Person Workshops | ✅ |
| Hands-On Simulation | ❌ |
| Industry Certification | ❌ |
All Features
| Feature | Value |
|---|---|
| Self-Paced Curriculum | ❌ |
| Continuing Education Credits | ❌ |
| Degree Program Affiliation | ❌ |
| Dedicated Mentorship | ✅ |
| Peer Network Access | ❌ |
| Post-Graduation Support | ❌ |
| Financial Aid Available | ❌ |
| Exit Strategy Planning | ✅ |
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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