Ground-level intel from inside the trades consolidation.
Short, unvarnished takes for dealer owners. No motivational fluff. No regurgitated industry-news headlines. Just what we’re seeing on the ground.
The compounding consolidation: how private equity is rolling up HVAC.
A $700 billion market, 80%+ still independently owned, and a decade of sponsor capital that's just getting started. Deal volume, multiples, and where this goes next — with charts built from McKinsey and Capstone Partners data.
What private equity actually sees when it looks at your dealership.
A field guide to the roll-up math — from someone who's spent years watching it from the manufacturer's side. See your business the way a buyer does before the friendly conversation ever happens.
The most profitable customer an OEM has isn't the one you think.
Independent dealers are more profitable per unit than PE platforms — and OEMs know it. Why the independent base protects blended margins, reduces concentration risk, and gives you more negotiating leverage than you think.
Why is private equity flooding into HVAC?
Rates are still elevated and volume is well off its 2022 peak — yet private equity and family offices are flooding into residential HVAC at premium multiples. A data-driven thought piece on why, with charts built from AHRI shipment data.
The 27 private equity firms actively buying HVAC businesses in 2026.
A field guide to the active US HVAC PE roll-up platforms buying in 2026 — led by Apex, Sila, Wrench, Champions, and Redwood — with EBITDA multiple ranges by business size.
Seven business trends reshaping home service contractors.
ACHR News breaks down the seven forces — from private equity consolidation to AI-enabled operations and workforce shifts — reshaping how home service contractors compete and grow.
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