Founder-first conversations
Every process begins with fit: goals, timing, succession, team continuity, culture, and the future role of ownership.
Building home services platforms with founder-led operators.
Sterling Saxon Partners partners with exceptional home services businesses across the United States through thoughtful acquisitions, patient capital, and operational follow-through.
Sterling Saxon Partners
A focused acquisition partner for the next chapter of essential trades.
We pursue platform investments and add-on acquisitions in HVAC, plumbing, and mechanical services where strong local brands, recurring demand, and field execution create durable value.
Our work is confidential, direct, and practical. We value clean decision-making, certainty to close, and structures that protect the culture and people who built the business.
Our approach
Rollup strategy with institutional discipline and operator empathy.
Platform and add-on execution
We identify platform companies, tuck-in opportunities, and market density plays that can compound together.
Practical value creation
Post-close support centers on recruiting, dispatch efficiency, pricing discipline, local marketing, and back-office scale.
Acquisition criteria
Businesses we seek to acquire or partner with.
We consider majority acquisitions, recapitalizations, founder rollover equity, management partnerships, and selective minority structures when alignment is strong.
Company profile
Founder-led or family-owned operators with a strong reputation, recurring local demand, durable customer relationships, and a culture worth preserving.
Financial profile
Profitable companies with meaningful adjusted EBITDA, clean revenue quality, and a path to scalable operating systems.
Transaction types
Platform investments, add-on acquisitions, tuck-ins, succession solutions, and strategic mergers in fragmented markets.
Geography
Priority metropolitan and secondary markets throughout the United States, with emphasis on regional density.
Home services focus
Essential trades with durable local demand.
HVAC
Residential service, replacement, maintenance plans, and light commercial adjacencies.
Plumbing
Repair, drain, sewer, water heater, repiping, and emergency service businesses.
Mechanical
Multi-trade mechanical service providers spanning HVAC, plumbing, controls, maintenance, and commercial support.
Culture-first operators
Businesses where leadership, technician pride, customer care, and local reputation are central to the acquisition fit.
M&A process
A clear path from introduction to close.
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01
Confidential introduction
We learn the story, ownership goals, market position, team structure, culture, and what a successful outcome should protect.
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02
Preliminary review
We evaluate normalized EBITDA, revenue mix, customer concentration, branch density, and platform or add-on fit.
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03
LOI and diligence
A clear letter of intent sets valuation, structure, rollover equity, exclusivity, and the diligence plan before deeper work begins.
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04
Close and build
We move through confirmatory diligence, definitive agreements, transition planning, and the first value creation priorities.
Investment thesis
Fragmented markets reward disciplined consolidation.
HVAC, plumbing, and mechanical services remain local, reputation-driven, and operationally intensive. That is exactly why thoughtful consolidation can matter.
Sterling Saxon looks for businesses where brand trust, technician quality, dispatch discipline, culture, and customer care can be strengthened without erasing what made the company valuable.
Start a confidential conversation
Speak with Sterling Saxon Partners.
Owners, intermediaries, advisors, and operators are invited to share platform or add-on opportunities in the home services sector.