If you own an HVAC or mechanical contracting business in Portland, you have a company built on skilled techs, service agreements, and hard-won relationships with property managers and homeowners across the metro. Investera Holdings is a Michigan family-operated buyer that acquires and keeps running businesses exactly like yours. We are not a broker and we are not a passive fund. We buy well-run mechanical companies, put a dedicated general manager and disciplined systems in place, and keep the trucks rolling without leaning on the founder for every dispatch and quote. This page lays out, honestly, how selling to an operator-buyer could work for you, your techs, and your customers.
Why Portland OR owners are thinking about selling now
Portland’s climate has quietly rewritten the HVAC playbook, and that is good news for owners thinking about their timing. For decades the mild marine winters and cool summers meant many homes and small commercial buildings here never bothered with air conditioning. The 2021 heat dome changed that overnight, and the region’s shift toward heat pumps, backed by Oregon’s efficiency incentives through programs like Energy Trust of Oregon, has created a durable wave of installs, retrofits, and service work. Add the humidity and rain that run from fall through spring, driving demand for ventilation, dehumidification, and indoor-air-quality work, and a Portland mechanical company has multiple seasons of steady revenue rather than one.
At the same time the commercial side is deep and demanding. The medical campuses around OHSU, the tech and lab facilities of the Silicon Forest, the corporate campuses of Nike in Beaverton and the manufacturers along Swan Island and Columbia Corridor all need mechanical service, controls, and preventive maintenance that a capable contractor can build recurring revenue around. Skilled labor is scarce, equipment lead times and costs have climbed, and the administrative load of permits, warranties, and scheduling keeps growing. If you would rather hand that complexity to a steady owner than shoulder it for another decade, now is a reasonable time to talk.
Who we buy in the Portland OR area
We are a fit for established Portland HVAC and mechanical companies with real service revenue and a crew of techs who already carry the work. Polish is not a prerequisite.
- Recurring service agreements or steady repeat mechanical work
- Roughly $500K+ in revenue or SDE (close is fine)
- Licensed, capable techs and a lead who can run jobs
- A trusted reputation with Portland-area customers
- Owner open to a clean handoff or staying on a while
If that sounds broadly like your business, an early talk is worth it even if you are just testing the water. Exploring costs you nothing and commits you to nothing.
What makes selling to Investera different
No broker fees. We purchase directly, so no listing commission comes out of your proceeds and no intermediary is shopping your company around the trade.
A confidential process. Your techs, your competitors, and your commercial accounts stay in the dark until you decide otherwise; discretion is built into how we work.
Creative deal structures. A full exit, a gradual step-down, or keeping equity as the company grows are all on the table; we shape terms around your goals, not a template.
Operators, not a fund. We are a family that actually runs service businesses like CT Cleaners and Optimal Facility Services; we install management and systems and keep the company running rather than flipping it.
How the process works
The path is simple and respects your privacy. We begin with a straightforward call about your service base, your commercial and residential mix, your team, and what you want from a sale. If there is interest on both sides, we sign a mutual NDA and review basic financials so we can speak in real figures. Then we share an honest, non-binding range and, when it fits, a letter of intent. Because we understand mechanical work and because we bring in a general manager instead of relying on you indefinitely, diligence stays practical and the transition is designed to keep your techs working and your service agreements intact.
We will take care of what you built
Buying an HVAC company means inheriting the confidence customers place in your techs when their heat fails in January or their AC quits during a heat wave, and we take that seriously. We keep the crew, honor existing agreements, and put a dedicated general manager and clear systems in place so response times and quality hold up after you step away. The founders we talk with worry most about the people who built the company with them; our approach keeps those people employed and invested in the business’s future. That is how we operate our other service companies, and it is the standard we would bring to yours.
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 Portland OR?
Most solid HVAC and mechanical companies sell in the range of roughly 2.5x to 4x SDE (seller’s discretionary earnings), with where you land driven by your share of recurring service revenue, your margins, the depth of your tech bench, and how well the company runs without you. That is a general range for context, not a promise. After a brief confidential review of your numbers we can give you an honest range specific to your business.
Will this stay confidential?
Yes. We sign a mutual NDA up front, and nothing about our conversations reaches your techs, competitors, or accounts unless and until you decide to share it. Confidentiality is a condition of how we do this.
Are there any broker or advisor fees?
None. We are the buyer, not a broker, so there is no commission or success fee taken from your proceeds. What you negotiate with us is what you keep.
Can I stay on after selling?
That is your call. Some owners stay through a defined transition to pass along commercial relationships and mentor the team; others want out cleanly. Since we bring in a general manager and systems, the business does not need you to remain permanently.
How long does the process usually take?
Most deals run from about 30 to 90 days between the first call and closing, depending on how tidy your records are and your preferred pace. We can move quicker or slower to suit you.
What areas around Portland OR do you buy in?
We consider companies throughout the Portland metro, including Beaverton, Gresham, Hillsboro, Tigard, Lake Oswego, and Milwaukie, along with the wider Multnomah and Washington County service areas.
Start a confidential conversation
If you own an HVAC or mechanical company in the Portland area and are curious what a clean, unhurried exit might look like, let’s talk privately. No cost, no broker, no obligation. Contact Investera Holdings and we will listen first, be straight with you about whether we are a fit, and give you a grounded sense of what your company could be worth.