In Green Bay, an HVAC company is essential infrastructure. When it drops below zero in January, your phone rings because a family’s furnace quit — and you have spent years being the person who shows up. Investera Holdings is a Michigan family that acquires HVAC and mechanical contracting businesses and keeps them running under new ownership. We are not a broker chasing a listing and not a passive fund. We are hands-on operators who put systems and a dedicated general manager in place so the company keeps serving Brown County without depending on the owner being on call every night. Our portfolio companies, CT Cleaners and Optimal Facility Services, show how we run service businesses for the long term rather than flipping them.
Why Green Bay owners are thinking about selling now
Few markets need mechanical work like Northeast Wisconsin. Green Bay winters are long and brutal, with roughly four feet of snow a season and stretches well below zero, so heating systems get pushed to their limits every year — and the humid summers off the bay keep air conditioning busy too. That climate drives a steady mix of emergency service, replacement, and maintenance-contract revenue across an older housing stock in neighborhoods like Astor and Allouez, plus commercial mechanical work for the manufacturing plants, the Bellin and HSHS medical campuses, and new construction around the Titletown District and the I-41 corridor. A well-run HVAC book in this market is genuinely valuable.
But the work is relentless, and many owner-operators who built their companies wrench-in-hand are ready to stop carrying the after-hours pager and the recruiting headaches that come with a tight skilled-trades labor pool. Financing an aging fleet, training the next generation of techs, and covering peak-season call volume gets heavier every year. If you have quietly wondered whether there is a way out that doesn’t mean laying off your crew or letting your maintenance agreements lapse, selling to an operator who intends to keep the doors open is worth a look. Your customers keep their service, and your techs keep their jobs.
Who we buy in the Green Bay area
We are looking for established Green Bay HVAC and mechanical companies with real recurring work and a crew worth keeping — not startups or one-truck operations.
- Recurring maintenance agreements or service-contract revenue
- Roughly $500K+ in revenue or SDE (close is fine)
- Licensed techs and a service manager in place
- A strong local reputation across Brown County
- An owner open to a clean handoff or staying on
If that describes your shop, one confidential conversation will tell you what your company might be worth to a buyer whose plan is to keep operating it, not part it out.
What makes selling to Investera different
No broker fees, ever. We are the buyer, so there is no listing commission skimmed off your sale price and nobody shopping your company around the Fox Valley trade circuit.
A confidential process. Your techs, your customers, and your competitors learn nothing until you choose to tell them. Peak-season operations and morale stay untouched.
Creative deal structures. Full cash-out, seller financing, an earnout, or a phased transition — we design terms around your retirement timeline and tax situation instead of forcing a template.
Operators, not a fund. We install management and systems and run the business for years. We are not a private-equity roll-up looking to resell you to the next buyer.
How the process works
It starts with a private phone call about your service book, your maintenance agreements, your crew, and what you want your next chapter to look like. If there is a fit, you share a basic financial picture and we come back with an honest, range-based sense of value — no long auction, no obligation, no games. Then we run a focused diligence review of contracts, licensing, and equipment, settle on terms that work for you, and move to closing at the speed you’re comfortable with. Without a broker dragging things out, the whole thing is refreshingly direct.
We will take care of what you built
We keep the companies we buy, so stewardship is not a slogan for us. Your licensed techs keep their jobs, their trucks, and their customers. On top of that we add a professional management layer — a put-in-charge general manager, dispatch and scheduling systems, and financial and back-office support — so the company stops relying on you personally answering the 2 a.m. no-heat call. Homeowners and commercial clients across Green Bay, De Pere, and Howard keep the dependable service they count on through the coldest weeks of the year, under the reputation you built. You hand off your business knowing it will be run properly.
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 Green Bay?
HVAC and mechanical companies generally sell for roughly 2.5 to 4 times SDE (seller’s discretionary earnings). Your spot in that range depends on how much revenue comes from maintenance agreements versus one-off calls, the strength and licensing of your crew, fleet condition, and margins. It’s a typical range, not a promise — we give you a specific figure once we review your numbers, free of charge.
Will you keep this confidential?
Absolutely. From the first conversation, nothing is shared with your techs, customers, or competitors. No announcements happen until you decide to move forward, so your operations and your team stay steady while we talk.
Do you charge any broker fees?
No. We are the direct buyer, not a broker or intermediary. There is no listing fee and no commission carved out of your proceeds.
Can I stay involved after selling?
Yes, if you want to. Some owners hand off after a short transition; others stay on through a busy season or in an advisory role to steady the crew and introduce us to key accounts. It’s your call.
How long does the process take?
With no broker and no drawn-out auction, deals often close in a matter of weeks to a couple of months, depending on your timeline and how organized the financials and licensing records are.
What areas around Green Bay do you buy in?
All of Brown County and the neighboring communities — including De Pere, Ashwaubenon, Bellevue, Howard, and Allouez, along with the outlying service areas your trucks already cover.
Start a confidential conversation
If you own an HVAC or mechanical company in the Green Bay area and have thought — even in passing — about what selling could look like, let’s talk privately. No obligation, no sales pitch, just a candid conversation with the family that would actually own and run your business next. Contact Investera Holdings and we’ll move at your pace, in full confidence.