Investera Holdings is a Michigan family-operated buyer that acquires and keeps running service businesses — we are not a broker and not a passive fund. We buy HVAC and mechanical contractors, put a professional management layer in place, and hold them for the long haul. As the operators behind CT Cleaners and Optimal Facility Services, we understand recurring-service field businesses from the dispatch board out. If you own an HVAC company in Warren and are thinking about the next chapter, we would welcome a confidential talk.
Why Warren owners are thinking about selling now
Few trades are as essential in Warren as heating and cooling. Michigan hands this market two hard seasons — subzero, lake-effect winters that run furnaces and boilers around the clock, and humid summers that push rooftop units and chillers to their limit — so service and replacement demand almost never sleeps. Warren’s enormous industrial footprint amplifies it: the General Motors Technical Center, the Stellantis Warren Truck Assembly plant, the Detroit Arsenal, and the thousands of supplier plants and machine shops along Mound Road and Van Dyke all depend on make-up air units, process cooling, rooftop packages and boilers that need a contractor who shows up.
The catch is people. Skilled HVAC technicians are in short supply across Metro Detroit, and many Warren shop owners have spent decades being the top tech, the estimator and the after-hours emergency line all at once. If your company has steady commercial maintenance agreements and a loyal customer base but still runs through you personally, you have built something valuable — and something that would be worth even more with a management layer behind it. That is exactly the situation we like to step into.
Who we buy in the Warren area
We are picky on purpose, because we plan to operate what we buy. A Warren HVAC or mechanical business tends to fit when it looks like this:
- Recurring revenue from service agreements, planned maintenance or commercial contracts
- Around $500K+ in annual revenue or SDE (close counts)
- A capable field crew and a lead tech or dispatcher who keeps jobs moving without you
- A solid reputation with Warren-area property managers, general contractors and building owners
- An owner ready for a clean handoff, or willing to stay on through a transition
Not a perfect match on paper? Still worth a call. We would rather meet a good Warren mechanical contractor early than pass on it over one line item.
What makes selling to Investera different
No broker fees. We are the buyer, so no commission comes out of your sale price and you deal directly with the people who will run the company.
A confidential process. Your techs, your competitors and your maintenance customers hear nothing until you are ready — discretion is built into how we work.
Creative deal structures. We can combine cash at close with a seller note, an earnout or a staged exit to fit your tax picture and your timeline.
Operators, not a fund. We are a family that runs field-service companies, not a fund flipping assets on a clock; your Warren shop becomes one we intend to keep.
How the process works
It begins with a private phone call about your business and your goals. If it feels like a fit, we sign a mutual NDA and look at the essentials — service agreements, revenue, and how your crew and dispatch are set up. Within a couple of weeks we can give you an honest valuation range, then follow with a written offer. You set the pace, and nothing leaves the room until you choose to move forward.
We will take care of what you built
After closing, our job is to protect what you built. We bring in a dedicated general manager and a put-in-charge team so the company no longer depends on you, and we keep your technicians employed, your response times sharp and your reputation intact with the Warren customers who rely on you for heat in January and cooling in July. The sign stays the same; the service keeps going.
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 Warren?
Most well-run HVAC and mechanical companies sell for roughly 2.5 to 4 times seller’s discretionary earnings (SDE). Where you fall depends on the share of revenue under maintenance agreements, crew depth, fleet condition and margins. It is a typical range rather than a promise — we will give you a specific figure after a confidential review of your numbers.
Will you keep this confidential?
Yes. A mutual NDA comes before any sensitive review, and we never approach your technicians, customers or competitors while we do our diligence. It stays private until you decide otherwise.
Do you charge any fees or commissions?
No. As the direct buyer, we charge you nothing — there are no broker commissions, listing fees or success fees deducted from what you receive.
Can I stay involved after the sale?
Entirely your choice. You can hand off and step away, or stay on for a defined period to transition key accounts and coach the incoming manager. We tailor it to you.
How long does a typical sale take?
Often 60 to 90 days from first conversation to close, depending on how organized your records are and how we structure the handoff. We can adjust the pace to your situation.
What areas around Warren do you buy in?
Warren is our home base, and we also buy HVAC and mechanical businesses throughout the nearby communities — Sterling Heights, Center Line, Roseville, Madison Heights and Troy.
Start a confidential conversation
If you own an HVAC or mechanical company in Warren and are curious what a sale could look like, let’s talk privately and without obligation. Even if you are a year or two away, an early, confidential conversation costs you nothing and gives you a real sense of your options. Contact Investera Holdings to begin.