Welcome back, Bluebonnet

3 new opportunities match your thesis. 2 deals actively in progress.

Matches available

12

3 new this week

NDAs signed

4

Full access granted

Active deals

2

IOI submitted on 1

Closed (YTD)

1

$4.2M · Roofing

New matches for you

View all 12

SA

Summit Air & Heating

HVAC · Austin, TX · $5.2–6.4M · 5.6× EBITDA

92% match

NDA signed

AC

AirComfort Solutions

HVAC · Phoenix, AZ · $3.1–3.8M · 5.2× EBITDA

87% match

Teaser only

RP

Rocky Mountain HVAC

HVAC · Denver, CO · $2.4–2.9M · 4.8× EBITDA

81% match

New

Your active deals

Summit Air & HeatingIOI submitted

Waiting for seller response · submitted 2 days ago

AirComfort SolutionsReviewing CIM

CIM received 3 days ago · data room access pending

Your acquisition thesis

HVAC roll-up in TX, CO, AZ

$3–15M EV · >$500K EBITDA · >50% recurring revenue preferred

HVAC Texas Colorado Arizona

Opportunities

12 businesses match your thesis. Sorted by match strength.

SA

Summit Air & Heating92% match

HVAC · Austin, TX · Est. 2009 · 14 trucks · 64% repeat rate

$5.2–6.4M

5.6× · $928K EBITDA

NDA signed

AC

AirComfort Solutions87% match

HVAC · Phoenix, AZ · Est. 2014 · 8 trucks · 52% recurring

$3.1–3.8M

5.2× · $620K EBITDA

Reviewing CIM

RM

Rocky Mountain HVAC81% matchNEW

HVAC · Denver, CO · Est. 2011 · 6 trucks · 41% recurring

$2.4–2.9M

4.8× · $520K EBITDA

Sign NDA

DF

Desert Flow Cooling74% matchNEW

HVAC · Tucson, AZ · Est. 2016 · 4 trucks · 38% recurring

$1.8–2.2M

4.5× · $420K EBITDA

Sign NDA

TH

TexasHeat Pro71% match

HVAC · Dallas, TX · Est. 2007 · 11 trucks · 29% recurring

$4.5–5.2M

5.0× · $940K EBITDA

Teaser

Active Deals

Deals where you've signed an NDA and are actively engaged.

SA

Summit Air & Heating

HVAC · Austin, TX · $928K adj. EBITDA · 5.6×

IOI submitted

Your offer

$6.1M

Cash at close

82%

Earnout

$0.7M

Status

Awaiting response

AC

AirComfort Solutions

HVAC · Phoenix, AZ · $620K adj. EBITDA · 5.2×

Reviewing CIM

Ask price

$3.4M

CIM received

3 days ago

Data room

Pending access

IOI deadline

Jul 15, 2026

Data Rooms

Review seller documents. All views are logged and watermarked with your identity.

SA

Summit Air & Heating

HVAC · Austin, TX · Full access granted Mar 8

14

files

4

folders

Financials

3 tax returns · 5 statements · 3 add-backs

Legal

Entity docs · licenses · leases

HR & Team

Roster · comp · org chart

Customers

Top accounts · service plans

Recently shared with you

PDF

2024-Form-1120.pdf

Tax returns · 2.1 MB · Shared Mar 12

Watermarked

XLSX

P&L_Trailing-12mo.xlsx

Financial statements · 480 KB · Shared Mar 12

Watermarked

XLSX

Top-20-customers_revenue.xlsx

Customers · 240 KB · Shared Mar 11

Watermarked

PDF

Customer-concentration_breakdown.pdf

Customers · 380 KB · Shared Mar 11

Watermarked

AC

AirComfort Solutions

Access pending — requested Jun 25

Awaiting seller approval

All documents are watermarked with your identity and access is logged. Sharing or forwarding without permission violates your NDA.

Messages

Direct communication with sellers and Deal OS AI. All messages are NDA-protected.

All Sellers AI

SA

Dana Walker5h ago

Summit Air · Seller

Thanks for the P&L. Could we schedule a call?

1

AC

AirComfort Solutions1d ago

Seller

Data room access has been granted...

Deal OS AI2d ago

AI Assistant

3 new opportunities match your thesis...

SA

Dana Walker

Summit Air & Heating · Seller

Deal: Summit Air & Heating · IOI submitted

Today

SA

Thanks for the P&L review! I saw your IOI — very competitive terms. A couple of questions:

1. What does your transition timeline look like? I want to make sure my team is supported.
2. Would you be open to 90-day earn-out milestones instead of 18-month? Shorter feels more predictable.

10:42 AM

Great questions. On timeline — we typically do a 6-month transition with you staying on in an advisory capacity. Flexible on the structure.

On the earnout — 90-day milestones work for us. Happy to structure it with clear, measurable targets tied to revenue retention.

11:15 AM

SA

That's exactly what I was hoping to hear. Let's schedule a call this week to discuss the specifics. Does Thursday work?

11:22 AM

My Acquisition Thesis

Define what you're looking for. The more specific, the better your matches.

Industry focus

HVAC

Plumbing

Electrical

Roofing

Deal parameters

Enterprise value range$3M – $15M

Minimum EBITDA$500K

Max multiple willing to pay7.0×

Geography

Texas

Colorado

Arizona

Oklahoma

Quality signals

>50% recurring revenue

Service agreements, maintenance contracts

Low owner-dependence

GM in place, documented SOPs

Clean financials (QoE-ready)

3+ years audited or reviewed