Investera Holdings is a family-run, Michigan-based operator that acquires HVAC and mechanical contracting businesses across the Dayton region and continues to operate them. We are buyers, not brokers, and we are not a passive investment fund. The difference matters: once we own a company, we put strong operating systems and a dedicated general manager in place so the daily work — dispatch, installs, service calls and collections — keeps humming without the owner riding every truck. CT Cleaners and Optimal Facility Services are part of our own portfolio and show how we think: hire and keep good technicians, deliver reliably, and build for the long term. If you have poured years into an HVAC company in Montgomery County, we would welcome a private conversation about where you go from here.
Why Dayton owners are thinking about selling now
Few trades are as tightly bound to Dayton’s climate as heating and cooling. The Miami Valley runs the full thermostat — humid, storm-prone summers that lean hard on air conditioning and cold, snow-dusted winters that push furnaces and heat pumps to their limits. That freeze-and-thaw, swing-of-the-seasons pattern means Dayton homeowners and building managers replace and service equipment on a dependable rhythm, and the region’s older housing stock in Kettering, Oakwood and Centerville keeps aging systems in steady need of attention.
Commercial and institutional demand adds another steady layer. Wright-Patterson Air Force Base and its contractor ecosystem, the region’s hospitals and university campuses, and the warehouses and light-industrial plants along I-75 all depend on mechanical contractors for installation, service and preventive maintenance. Meanwhile, many Dayton HVAC founders are reaching retirement at the same time skilled technicians are hard to find and harder to keep — a squeeze that makes a well-run shop valuable and makes now a practical time to talk with a buyer who will keep it operating.
Who we buy in the Dayton area
We are selective about the HVAC companies we approach. Rather than chasing every contractor in the region, we look for a handful of well-run Dayton shops where our systems and management can preserve what the founder built.
- Recurring revenue from service agreements and repeat maintenance contracts
- Around $500K or more in revenue or SDE — being close is fine
- Licensed technicians and a dispatch team that can run without you
- A trusted name with strong reviews across the Miami Valley
- An owner ready for a clean exit or a transitional role
If that describes your company, a conversation is worthwhile — even if a sale is still a year or more away.
What makes selling to Investera different
No broker fees. We purchase directly from you, so there is no sales commission eating into the value of the company you built call by call.
A confidential process. Your technicians, your customers and the shop down the road learn nothing until you are ready — discretion is built into how we work.
Creative deal structures. Whether you want a full sale, an earn-out, seller financing or a phased handoff, we shape the terms around your goals rather than a rigid template.
Operators, not a fund. We keep and grow HVAC businesses instead of trading them, so we reinvest in systems, training and a management layer — not cost-cutting.
How the process works
Our process is designed to be simple and to respect your time. We begin with a phone call or a coffee to learn about your shop and your goals. If there is a fit, we sign a mutual confidentiality agreement, look through a few financials, and walk you through how we would operate the company after closing. Then we make a clear written offer, and if you accept, we move to a clean close — without the prolonged, public process of a broker listing.
We will take care of what you built
After we buy, we keep the company whole. The technicians stay, service agreements are honored, and we add the systems and management structure that let the business run without the founder dispatching every call. That is how the homeowners and building managers who rely on your trucks keep getting prompt, quality work, and how the reputation you built across the Miami Valley carries forward for years.
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 Dayton?
Most well-run Dayton HVAC and mechanical companies sell for roughly 2.5 to 4 times seller’s discretionary earnings (SDE). The exact multiple depends on your service-agreement base, margins, customer mix and how well the business runs without you. This is a typical range, not a guarantee — after we review your books, we give you a specific, honest figure.
How do you keep this confidential?
Very carefully. We keep early conversations private and sign a mutual NDA before reviewing any numbers, so your technicians, customers and competitors are not tipped off while you decide.
Do you charge fees or commissions?
No. We are the buyer, not a broker, so there are no listing fees or commissions — what we agree on is what you get, with nothing skimmed off.
Can I stay involved after selling?
If you would like to. Some owners hand off and step away; others stay for a transition or a defined role. We build the plan around your preference.
How long does the process take?
Most deals run from first conversation to close in a few weeks to a couple of months, depending on how organized your financials are and how fast you want to go.
What areas around Dayton do you buy in?
We buy across Montgomery County and the broader Miami Valley, including Kettering, Beavercreek, Huber Heights, Centerville and Miamisburg.
Start a confidential conversation
If you own an HVAC or mechanical business in the Dayton area and are even quietly weighing your options, let’s have a conversation. A first talk with Investera Holdings is confidential, carries no obligation, and costs only a little of your time. We will listen first, tell you plainly whether there is a fit, and move at the pace that suits you.