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Case Study: Saving a Stalled HVAC Platform

The Scenario: A Mid-Market PE firm acquired 8 regional HVAC & Plumbing companies to build a $150M platform.

The Drift: 12 months post-close, EBITDA was down 15%. The 8 units were refusing to use the centralized call center, and the founders were protecting their "local culture" at the expense of the platform's efficiency.

The Fix: Schimpf Group deployed as Integration Command. We audited the dispatch systems, identified the 3 GMs who were sabotaging the central line, and recommended their immediate exit. We installed a "Unified Pricing Guide" across all 8 units within 21 days.

The Result: $4M in annualized margin captured within 4 months. The platform returned to the J-Curve and resumed acquisitions.

No "Cultural Integration" Workshops.
If you want a consultant to hold hands and facilitate "bonding" between the acquired teams, hire an HR firm.

If you want Operators who understand that a Roll-Up only works if it is standardized:
  • We speak Profit" not "Synergy".
  • We report to the Sponsor, not the CEO.
  • We leave you with a System, not a Deck.



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