All syndicates
Forming
North Texas HVAC Co-op
Five family-owned HVAC service businesses combining residential and light-commercial books to attract a regional roll-up partner.
HVACNorth Texas
Combined
$9.4M
revenue
Members
5
companies
Margin
14.8%
blended
Combined financials (TTM)
North Texas HVAC Co-op
Revenue
$9.4M
EBITDA
$1.4M
Margin
14.8%
JanFebMarAprMayJunJulAug
Income Expense
Combined financials are aggregated from each member's bookkeeping integration. Individual company figures are confidential to the syndicate.
Syndicate progress
- Member companies onboarded5 companies in this syndicate
- Bookkeeping connectedQuickBooks, Xero, FreshBooks, or Plaid feeds linked
- Combined financials producedCombined P&L and balance sheet across all members
- Virtual share allocation voteMembers approve the share-split between member companies
- Valuation engagementPartnered valuation firm produces a formal valuation
- M&A counsel engagedPartnered attorney drafts purchase-side documents
- Going to marketSyndicate presented to qualified PE buyers
Member companies
1 of 5 member profile listed publicly
Members are shown anonymously by industry, region, and financial bands. Identities and detailed books are visible only to other approved members of this syndicate.
Joining this syndicate
What to expect.
- Who can join?
- Owner-operators of hvac businesses in or reasonably proximate to North Texas. Existing members vote on each new join request.
- What happens after I request?
- Members review your anonymized profile and combined-fit metrics. If approved, you connect your bookkeeping and your numbers are added to the combined view. Your data is visible only to other syndicate members and the platform admin.
- Does joining commit me to selling?
- No. You can exit the syndicate any time before a deal closes. The other members are given first right of refusal on your share if you want to be bought out.