Investera Holdings is a Michigan family-operated company that acquires HVAC and mechanical businesses in Southfield and keeps them running for the long haul. We are not brokers and not a passive fund. We are operators who take over a company, strengthen its systems, and place a dedicated management team on top so the work continues without the founder in every truck. If you want to sell my HVAC business in Southfield to a buyer who will carry forward your book of service agreements, we want to hear from you. Our portfolio, including CT Cleaners and Optimal Facility Services, means we already live in the world of recurring service and skilled trades.
Why Southfield owners are thinking about selling now
Few places in Michigan run their mechanical systems as hard as Southfield does. The high-rise office inventory around the Town Center and the Lodge depends on rooftop units, chillers, and boilers that cannot be allowed to fail during a January cold snap or an August heat wave. The Ascension Providence campus, the buildings at Lawrence Technological University, and the corporate floors along Northwestern Highway all sit on aging mechanical plants that need constant service, retrofits, and emergency repair. That is a deep, recurring market for any HVAC contractor with the technicians and reputation to serve it.
Southeast Michigan’s climate is the other engine. Winters here are long and bitter, driving heating calls and no-heat emergencies for months; humid summers swing the same buildings into full cooling load, and the freeze-thaw cycles of spring and fall are hard on equipment everywhere from Beverly Hills estates to the ranch homes south toward 8 Mile. Demand is dependable, but skilled techs are scarce and many owners are ready to stop carrying the on-call phone. If you hold maintenance agreements and a crew that can diagnose without you, now is a good time to talk.
Who we buy in the Southfield area
We would like to speak with owners of established Southfield HVAC and mechanical companies who are ready to slow down, retire, or hand off the on-call life. The strongest fits tend to share a few things.
- Recurring service agreements or maintenance contracts, commercial or residential
- Around $500K or more in revenue or SDE (close counts)
- Licensed techs or a lead who can run calls without you
- A trusted name with Southfield-area building owners and homeowners
- An owner ready for a clean handoff or a season of transition
If you check some boxes but not all, contact us anyway. We would rather understand your company than measure it against a rigid list.
What makes selling to Investera different
No broker fees. Because we buy directly, no listing agent takes a commission out of your life’s work. The agreed price flows to you, not to a middleman.
A confidential process. Your technicians, your commercial accounts, and your competitors stay out of the loop until you choose to bring them in. Early talks are private.
Creative deal structures. Clean sale, seller note, earn-out, or a phased exit, we shape the terms around your goals and your tax situation rather than a one-size template.
Operators, not a fund. We run service businesses day to day and understand dispatch, callbacks, and parts margins. We are buying a company to operate, not to flip.
How the process works
We keep it human and low-pressure. It begins with a private call about your service base, your techs, and what a good outcome looks like for you. If we both want to keep going, we sign an NDA, look at your agreements and financials, and share an honest valuation range. Then we bring you a clear offer and build a transition plan around your customers and your crew, including how the on-call load hands off. You control the pace and can step away at any point.
We will take care of what you built
Our priority after closing is that nothing breaks for your customers. We put proven systems and a dedicated general manager or put-in-charge team in place so dispatch keeps moving, maintenance visits stay on schedule, and no-heat calls still get answered at 2 a.m. Your technicians keep their jobs and their trucks, your commercial accounts keep the service they rely on, and the reputation you earned across Southfield stays intact. We buy to steward and grow, not to strip.
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 Southfield?
Most well-run HVAC and mechanical companies sell for roughly 2.5 to 4 times seller’s discretionary earnings (SDE). The multiple depends on how much revenue comes from recurring maintenance agreements, the mix of commercial versus residential, technician retention, and how independently the company runs. That is a typical range and not a promise. We will give you a specific, honest read once we see your numbers.
Will my technicians and customers find out early?
Not unless you want them to. We hold early conversations in strict confidence and sign an NDA before reviewing anything sensitive, so your crew and your accounts are not disrupted while you explore your options.
Are there broker fees?
None. We are the direct buyer, so there is no commission and no listing fee. The price we agree on is the price, and nothing is skimmed by a middleman.
Can I stay on after selling?
If you want to. Some owners hand over the on-call phone and walk; others stay for a few months to transition key commercial accounts. We can build either path, including a paid consulting role.
How quickly can this happen?
As fast or slow as you like. A first call can be this week, and a clean deal can close in weeks rather than months once we have the essentials. We will never pressure you and you can pause anytime.
What areas around Southfield do you buy in?
We look across the region, with Lathrup Village, Oak Park, Farmington Hills, Franklin, and Detroit included, plus the rest of Oakland County. Service territories that span several communities are welcome.
Start a confidential conversation
If you own an HVAC or mechanical company in Southfield and the on-call life is wearing thin, let’s talk quietly and see what is possible. No broker, no commission, no word to anyone else. Contact Investera Holdings and we will listen, give you a straight read on value, and leave the next move entirely up to you.