Investera Holdings is a Michigan family-operated company that acquires and continues to run HVAC and mechanical contracting businesses. We are operators and buyers, not a brokerage and not a passive fund. When we buy an HVAC company, we bring proven systems and put a dedicated general manager in charge of dispatch, techs, and service agreements, so the trucks roll and the calls get handled whether or not the founder is turning wrenches or answering the phone. We already run service businesses through our portfolio, including CT Cleaners and Optimal Facility Services, so we respect what it takes to keep a mechanical company profitable, staffed, and trusted.
Why Roanoke owners are thinking about selling now
Few trades are as tied to Roanoke’s geography as heating and cooling. Tucked in the Roanoke Valley between the Blue Ridge and the Alleghenies, the city runs through humid subtropical summers that push cooling systems hard and cold, sometimes ice-locked winter snaps that test every furnace and heat pump in the valley. That swing keeps replacement, service, and maintenance-agreement work steady across residential neighborhoods from Cave Spring to Hollins and across commercial buildings downtown, along Williamson Road, and out toward the Valley View corridor. Layer in Carilion Clinic’s healthcare campuses, aging historic buildings around the City Market that need thoughtful retrofits, and the medical and lab space in the South Jefferson innovation district, and a well-run mechanical company here has a deep, durable base of demand.
The catch is that many HVAC owners in the region are technicians first and were never able to fully step out of the truck. As they look toward retirement, they face a hard question: who keeps the maintenance contracts alive, keeps the crews certified and busy, and keeps customers loyal once the founder is gone? Skilled techs are scarce and hard to replace, so the value of a company that has a real team and recurring service agreements is high right now. Selling to an operator who will install management and keep your people employed protects everything you built, instead of letting it fade the day you hang up your tools.
Who we buy in the Roanoke area
We are a specific kind of buyer for a specific kind of HVAC business. Investera looks for Roanoke-area mechanical companies with recurring work and a crew that can run calls without the owner on every job.
- Recurring service agreements or steady contract revenue
- Around $500K+ in revenue or SDE (close is fine)
- Licensed techs and a dispatcher who can run the day
- A strong local reputation for reliable work
- Owner willing to hand off cleanly or stay on briefly
If that describes your shop, we would like to talk. If you are a one-truck operation with no team and no maintenance base, we are likely not your buyer, and we will say so upfront rather than string you along.
What makes selling to Investera different
No broker fees. You deal with the buyer directly, so there is no listing commission skimmed off your sale and no agent controlling the timeline or the conversation.
A confidential process. We keep it quiet so your maintenance customers, your suppliers, and your techs do not hear rumors around Roanoke before you are ready to say anything yourself.
Creative deal structures. Full buyout, partial sale, seller financing, or an earnout tied to the service book, we can build the structure around your goals and your tax situation rather than a rigid template.
Operators, not a fund. We actually run field-service businesses, so we buy HVAC companies to keep them turning in the Roanoke Valley, not to strip the trucks and disappear.
How the process works
Everything starts with a single confidential conversation about your service agreements, your team, your equipment, and what you want after the sale. If it looks like a fit, we sign a mutual NDA and review a simple summary of revenue, recurring contracts, and staffing. We then bring you a clear offer and a proposed structure, and if the shape works we move through a short confirmation stage to closing. No public listing, no bidding circus, no strangers wandering through your shop.
We will take care of what you built
After closing, our job is to strengthen the business, not dismantle it. We add systems for dispatch, maintenance renewals, and financial visibility, and we put a general manager in charge so the daily grind no longer depends on the owner. Your techs keep their jobs and their certifications, your customers keep their service schedules, and the company keeps its name and reputation in the valley. Well-run, locally, for the long haul.
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 Roanoke?
Most solid HVAC and mechanical companies sell in the range of roughly 2.5 to 4 times SDE, with the size of your recurring maintenance base, the strength of your crew, and how independently the business runs pushing you within that band. It is a typical range and not a promise, and we will show you how we reach a genuine figure for your shop.
Will my sale stay confidential?
Yes. We use a mutual NDA and keep discussions private, so your customers, suppliers, and technicians are not rattled by rumors while we talk. You decide when and how anything is announced.
Are there any broker or listing fees?
None. We are the direct buyer, so there is no broker commission and no listing fee taken out of your proceeds when you sell to us.
Can I stay on after selling?
If you want to. Some owners retire immediately, others stay on for a season to hand off relationships or keep working in a role they like. Because we bring in a general manager, that is entirely your call.
How long does the process take?
With clean numbers, a deal can go from first talk to close in weeks. If the financials need organizing first, it takes a bit longer, which is completely normal.
What areas around Roanoke do you buy in?
We buy throughout the Roanoke Valley and the surrounding region, including Salem, Vinton, Cave Spring, Hollins, and Blacksburg, so a service territory that stretches across those areas is an advantage.
Start a confidential conversation
If you own an HVAC or mechanical company in or around Roanoke and are even quietly weighing an exit, let’s talk. It costs nothing, commits you to nothing, and stays private, so your customers and techs learn nothing until you decide otherwise. Contact Investera Holdings, and we will start by listening, tell you plainly whether there is a fit, and if there is, lay out exactly how a smooth handoff would look.