HVAC Business Acquisition Financing | Debt, Mezzanine & Equity Solutions
HVAC Business Acquisition Financing
The HVAC industry is a prime target for roll-ups and private equity-backed consolidations. With recurring service contracts, sticky customers, and strong cash flow, HVAC companies command premium valuations. Financely structures $5M–$300M acquisition financing packages, combining senior loans, mezzanine capital, and sponsor equity to help contractors and investors close deals with speed and certainty.
Senior Debt
Lenders will typically finance 40%–65% of HVAC business acquisitions, anchored by stable maintenance revenues and equipment collateral. Financely sources senior acquisition loans, term debt, and revolving facilities tailored to the seasonal cash flow of HVAC operators.
Mezzanine Capital
HVAC roll-ups often face a gap between what banks will lend and the total purchase price. Mezzanine financing fills this gap, providing 12%–18% IRR capital subordinated to senior debt. It enables sponsors to execute acquisitions without injecting excessive personal equity while retaining flexibility for future consolidation.
Sponsor Equity
Sponsors are typically required to put forward 15%–25% of the deal value in equity. Financely assists in sourcing co-investors, family offices, and equity partners, ensuring sponsor equity requirements are met while keeping dry powder for add-ons in fragmented regional markets.
Example HVAC Acquisition Capital Stack
| Layer | Typical Share | Notes |
|---|---|---|
| Senior Debt | 45%–60% | Acquisition loans, seasonal revolvers |
| Mezzanine Capital | 15%–25% | Subordinated debt with flexible repayment |
| Sponsor Equity | 15%–25% | Cash equity, minority equity partners |
Request a Quote for HVAC Acquisition Financing
Financely structures HVAC acquisition financings from $5M to $300M. Minimum engagement fee: $50,000.
Request a QuoteFinancely is an advisory and placement firm. We are not a lender. All financings are subject to credit approval, due diligence, and executed documentation. Engagement fees for acquisition financing mandates start at $50,000. Terms vary depending on sponsor profile, jurisdiction, and target financials.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Trade Finance
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestProject Finance
Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestAcquisitions
Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFor Banks
Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
