Portfolio View

Cross-Company Intelligence

Operational benchmarks, cross-company comparisons, and strategic insights across the entire HVAC portfolio.

Total Revenue
$8.3M
Combined across 3 companies
Total Employees
43
14 + 11 + 18 across locations
Avg Callback Rate
4.2%
Industry avg: 8-12%
R-454B Readiness
33%
4 of 12 technicians certified

Acquired Companies

Sunshine HVAC Services

Fort Lauderdale, FL — Broward County
Active
Carrier Bryant Goodman Daikin
$2.8M
Revenue
14
Employees
4.5%
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Gulf Coast Cooling & Heating

Tampa, FL — Hillsborough County
Active
Trane American Standard Daikin Mitsubishi
$2.1M
Revenue
11
Employees
4.3%
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Palm Air Services

Miami, FL — Miami-Dade County
Active
Lennox Rheem Carrier Goodman
$3.4M
Revenue
18
Employees
3.6%
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Cross-Company Insights

Knowledge Overlap

Sunshine HVAC and Palm Air Services both serve Broward County — opportunity for route optimization and shared technician coverage. Carrier expertise exists at both locations but with different specializations (Sunshine: residential AC, Palm Air: indoor air quality).

R-454B Gap

Only 4 of 12 technicians are R-454B certified. Gulf Coast has 1, Sunshine has 2, Palm Air has 2. New installations will increasingly require A2L certification. Recommend prioritizing training for senior techs at each location.

License Risk

All three qualifying license holders are the current owners. When they exit post-acquisition, the qualifying licenses go with them. Each location needs a replacement qualifier identified before owner departure. Luis Ramirez (Palm Air) holds a Class A license and could qualify for multiple locations.

Ask the Portfolio

Natural language queries across all acquired companies — operational patterns, compliance gaps, acquisition analysis.