Investera Holdings is a family-operated company from Michigan that acquires service businesses and keeps them running under professional management. We are not brokers and we are not a passive fund — we buy well-run companies, put a capable team in charge, and own them for the long term. In St. Louis, we want to buy one strong HVAC and mechanical business. Our portfolio companies, CT Cleaners and Optimal Facility Services, show how we operate what we own.
Why St. Louis owners are thinking about selling now
Few trades are as recession-resistant in St. Louis as heating and cooling, and the reason is the weather. Summers in the Mississippi and Missouri river valleys turn hot and heavy — stretches of ninety-degree days wrapped in thick humidity — while winters bring hard freezes, ice storms, and the freeze-thaw cycle that wears equipment out. A furnace and an air conditioner here both earn their keep, and the region’s older housing stock — the brick two-families of South City, the mid-century ranches of Florissant, the character homes of Webster Groves and Kirkwood — keeps replacement and retrofit work steady. On the commercial side, the rooftop units above Chesterfield Valley’s retail, the mechanical systems in Clayton’s office towers, and the plants and hospitals across the metro all need contractors they can call twice a year, every year.
Demand like that makes a well-run HVAC company one of the most valuable service businesses in the region — and one of the hardest to walk away from without a plan. Skilled techs are in short supply, on-call nights add up, and many owners who founded their shops in the 1990s are now closer to retirement than to their next expansion. If you have built maintenance agreements, a reliable install pipeline, and a crew that can diagnose a system without you on the truck, you have something buyers want. Selling while the business is strong beats winding it down when you are worn out.
Who we buy in the St. Louis area
We are looking for HVAC and mechanical companies that run on more than the owner’s own two hands. If you have service agreements, licensed techs, and a dispatcher or lead who keeps the trucks moving, you are the kind of shop we want to buy.
- Recurring maintenance agreements or steady service and replacement work
- Around $500K+ in yearly revenue or owner earnings (close is fine)
- Licensed technicians and a lead who can run jobs without you
- A trusted name with St. Louis homeowners, GCs, or property managers
- An owner ready for a clean handoff — or a season alongside us
If that describes your shop, we’d like to talk. And if you’re close on most of it but not every point, reach out anyway — the fit is often better than owners expect.
What makes selling to Investera different
No broker fees. As the direct buyer, we carry no listing commission, so nothing is shaved off your proceeds to pay a middleman — you keep what you negotiate.
A confidential process. Your techs, your commercial accounts, and the shop down the road learn nothing until you choose to tell them; every early conversation is private.
Creative deal structures. Clean sale, phased transition, seller financing, or rolling equity into what comes next — we build terms around your retirement and tax goals, not a one-size template.
Operators, not a fund. Investera is a family that actually runs service companies day to day; we are buying your business to operate it, not to flip it or bury it inside a portfolio.
How the process works
We keep it simple. It starts with a private call about your service base, your install work, and your team. If there’s a fit, we sign a mutual NDA and look at the essentials — revenue, agreement counts, and how the crew is structured. Then we bring you a clear, no-games offer built on your owner earnings. Say yes and we manage diligence and closing quietly, without pulling your techs off jobs or worrying your customers. Straight talk, no runaround.
We will take care of what you built
After closing, we put a dedicated general manager and an experienced management team in charge so the trucks roll on schedule and the phones keep getting answered. Your technicians keep their jobs, your maintenance customers keep their service windows, and the name you built on the side of the vans stays right where it is. We invest in dispatch, tools, and training rather than gutting the crew — because the team and the reputation are exactly what we paid for. That’s the standard we hold across everything we own.
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 St. Louis?
HVAC and mechanical companies typically sell for about 2.5 to 4 times SDE (your annual owner benefit). Maintenance agreements, a licensed crew that runs jobs without you, and diversified customers move you toward the top of that range. Treat it as a general range rather than a promise — the real figure comes out of a private look at your numbers.
Will this stay confidential?
Completely. We move under a mutual NDA and keep talks private, so your technicians, your commercial accounts, and your competitors hear nothing until you’re ready to share it. Protecting your business and your people comes first.
Do you charge any fees or commissions?
No. We’re the buyer, not a broker, so there’s no listing fee and no commission out of your pocket. You work directly with the owners who will run the company.
Can I stay on after selling?
If you’d like to. Some owners transition out in a few weeks; others stay through a busy cooling or heating season to hand off accounts and coach the new manager. We shape it around what you want.
How long does the process take?
Most sales close in roughly 30 to 90 days, depending on how clean your books and records are. We work at a pace you’re comfortable with and never pressure you to sign.
What areas around St. Louis do you buy in?
The whole region. Alongside the city, we’re actively buying in Clayton, Chesterfield, Kirkwood, St. Charles, and Florissant, and throughout St. Louis County and the neighboring communities.
Start a confidential conversation
If you’ve spent decades building an HVAC company across the St. Louis area, a quiet conversation costs you nothing and could open a door. No broker, no commission, no word to anyone until you decide. Contact Investera Holdings — we’ll hear you out, be honest about whether it’s a match, and show you what a fair, well-structured deal could look like.