Last week we hosted our first webinar on what to look for when acquiring X business. Sam was very open and candid about his experience buying/operating two light manufacturers -- and we had a lot of great questions from other searchers.

For our 2nd webinar, Niklas James will be joining to talk about his experience buying and running multiple HVAC companies.

Webinar is next Wed 5/26 at 12pm ET. Register here: https://zoom.us/webinar/register/WN_LHz_7upUSgyUOnMAuj0vig More on Niklas: he's the founder at Siddis Invest, an independent sponsor group that has been involved in 7 lower-middle market private equity deals since[redacted]EBITDA between $[redacted]million). He obtained a minority position in K&S Heating and Air in early 2019, and acquired Lex Air in April[redacted]both HVAC companies. He knows this space well!

Areas we’ll cover:

  • Why this industry is ripe for ETA
  • What good vs great companies look like
  • Where to spend the most time during diligence (and what data/metrics to analyze)
  • Major pitfalls to avoid
  • Hardest part about operating a business in this space
  • Biggest lessons learned since acquiring their company

Please register to make sure you don't miss it!

See you then Tony

Note: this webinar is part of a bi-weekly series where existing operators — past searchers who’ve already acquired a company — share their experience and dig into the specifics of their industry. Emails [redacted] to automatically be invited to all future webinars in the series.

Webinar date Sub-industry Wed, May 12 Light manufacturing Wed, May 26 HVAC service contractors & franchises Wed, Jun 16 Tech-enabled services (specifically SaaS) Wed, Jun 30 Homecare providers Wed, Jul 14 Business process outsourcing providers (BPO) Wed, Jul 28 Janitorial services Wed, Aug 11 Managed service providers (MSPs) Wed, Aug 25 Landscaping Wed, Sep 8 Healthcare provider (specific area TBD)