Investera Holdings is a Michigan family-operated company that acquires and continues running HVAC and mechanical contracting businesses across Cincinnati and Hamilton County. We are operators and buyers, not brokers and not a passive fund. When we buy a company, we keep it running by pairing the field expertise you already have with proven back-office systems and a dedicated management layer, so dispatch, service agreements, and installs keep humming after the owner steps back. Our portfolio, including CT Cleaners and Optimal Facility Services, shows a pattern of buying to operate for the long term. If you have built a respected HVAC shop and are beginning to think about succession, we would welcome a quiet conversation about a handoff that protects your customers and your name.
Why Cincinnati owners are thinking about selling now
Few trades are as tied to Cincinnati’s weather as heating and cooling. The region swings from humid, oppressive Ohio River valley summers to cold, snowy winters with hard freeze-thaw cycles, and that punishing range drives constant replacement, repair, and preventive-maintenance work. A large stock of older homes in neighborhoods like Hyde Park, Oakley, Norwood, and Clifton means aging systems and steady residential demand, while corporate campuses, the Uptown medical district, and the industrial and distribution footprint along the I-75 corridor keep commercial and light-industrial mechanical work in play year round.
Meanwhile, ownership in the trade is aging faster than the equipment. Many of Cincinnati’s strongest HVAC companies were built by a founder who still runs the biggest jobs, holds the key vendor relationships, and answers the emergency calls at 2 a.m. in January. Skilled techs are hard to find and harder to keep, and the administrative side of service agreements, permitting, and financing has only grown heavier. For an owner who has carried all of that for decades, the recurring maintenance base is valuable precisely because it is hard to replace, and that is the moment a systems-first buyer can step in without shaking loose customers or crews.
Who we buy in the Cincinnati area
We are seeking established Cincinnati-area HVAC and mechanical contractors with recurring service revenue and a crew that already carries the work. You do not need clean books or a formal listing to start talking.
- Recurring service agreements or contract maintenance revenue
- Roughly $500K+ in revenue or SDE (close is fine)
- Licensed techs and a lead who runs jobs without you daily
- A solid local reputation and repeat customers
- An owner open to a clean handoff or staying on for a transition
If that sounds close to your shop, it is worth a private conversation, even if you are early in your thinking. We work on your timeline and keep it discreet.
What makes selling to Investera different
No broker fees, ever. We are the direct buyer, so none of your proceeds disappear into a listing commission or advisory fee.
A confidential process throughout. Your techs, your customers, and your competitors learn nothing until you are ready to tell them.
Creative deal structures built around you. A full exit, a phased transition, or keeping equity in the upside, we shape terms to your goals rather than force a mold.
Operators, not a fund. We are a family that actually runs service businesses, so we invest in keeping your name, your techs, and your service standards intact.
How the process works
Our process is straightforward and paced to you. It begins with a confidential call to learn about your book of service agreements, your team, your equipment, and what you want your future to hold. If it feels like a fit, we sign a mutual NDA and review the fundamentals, including recurring maintenance revenue, job mix, and financials. Within roughly two weeks we can usually offer an honest, non-binding valuation range. Because we buy directly and are not packaging your company for outside investors, we can close quickly when you want to move or give you room when you need it. Every step is explained, and nothing is signed until you are ready.
We will take care of what you built
When Investera acquires a Cincinnati HVAC company, we are buying it to run it for years, not to resell it. We put a dedicated general manager and put-in-charge systems in place for dispatch, scheduling, parts, and customer follow-up, so the business no longer depends on the owner answering every call. That keeps your maintenance customers cared for through winter peaks and summer surges, and it gives your techs steady work and a clear path. The reputation you earned across the region stays intact, and the standards you held for installs and service continue. Done right, your customers simply notice that the company keeps showing up, on time, doing the job the way it always has.
Learn more about what we buy, see how we acquire hvac & mechanical businesses, or read about Investera Holdings.
Frequently asked questions
How much is my HVAC business worth in Cincinnati?
Most solid HVAC and mechanical businesses sell in a range of about 2.5x to 4x seller’s discretionary earnings (SDE). Your position within that range depends on your mix of recurring service agreements, install versus repair revenue, margins, technician retention, and how much the business relies on you personally. It is a typical range, not a promise, and we will show you the specific numbers for your shop once we understand it.
Will my technicians or customers hear about this before I want them to?
No. We sign a mutual NDA up front and keep everything private. Nothing goes to your techs, your customers, or the local trade until you decide the moment is right.
Are there any broker fees or commissions?
None. We are the buyer, not a broker, so there is no listing fee and no commission carved out of your proceeds. You work directly with the family that will operate the business.
Can I stay on after selling?
Absolutely, if you would like to. Some owners want a clean break, while others stay for a transition or a defined role to hand off key accounts and vendor relationships. We build it around your preference.
What is the typical timeline to close?
Many deals move from first conversation to closing in a couple of months, though it depends on your situation. We can accelerate when you are ready or slow down when you need time.
What areas around Cincinnati do you buy in?
We buy across Greater Cincinnati and Hamilton County, including Norwood, Blue Ash, Mason, West Chester, and Sharonville, plus the city core and the surrounding suburbs. If you service the metro, let’s talk.
Start a confidential conversation
If you own an HVAC or mechanical business in the Cincinnati area and succession is on your mind, let’s have a confidential, no-obligation conversation. No cost, no broker, no pressure, just a candid discussion about your options and what a smooth handoff could look like. Contact Investera Holdings and we will start by listening.