HVAC deal analysis shows why private equity is snapping up targets in the South

PE firms like Morgan Stanley Capital Partners, Goldman Sachs Alternatives and Gryphon Investors are also finding HVAC opportunities in other parts of the country.

From the largest private equity players such as Blackstone to some lower mid-market players with just a few hundred million dollars of assets under management, the heating, ventilation and air conditioning (HVAC) market is opening investment opportunities to all.

PE Hub analyzed about 80 residential and commercial HVAC deals that we covered between 2022 and 2024 and learned that demographic shifts, warmer temperatures, an abundance of targets to implement roll-ups and supersized returns are among the factors attracting investors.