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Sector Focus — HVAC & Cooling Systems

HVAC & Cooling Systems

Mission-critical comfort infrastructure for the growing Arizona market.

$4.3B+Total Addressable Market
$1MMinimum EBITDA Target
ArizonaPrimary Geography
Why We Invest Here

The opportunity

HVAC service and installation is a non-discretionary expenditure for homeowners and commercial tenants alike. In Arizona, where summer temperatures regularly exceed 110°F, functional cooling is not a luxury — it is a life-safety issue. This creates a demand floor that persists through economic cycles.

The market is highly fragmented, with tens of thousands of owner-operated HVAC companies serving local geographies. Most have strong customer relationships, recurring maintenance contract revenue, and consistent margins — yet remain subscale relative to the capital investment required to modernize operations, hire talent, and pursue adjacent acquisitions.

FulcrumPoint targets HVAC businesses with $1M–$10M EBITDA, primarily in the Phoenix, Tucson, Flagstaff, and Yuma areas where population and commercial construction growth is most pronounced.

Key tailwinds

  • Non-discretionary demand driven by climate
  • Highly fragmented, ripe for roll-up
  • Recurring revenue from maintenance contracts
  • Labor-first model creates durable competitive moat
  • Aging equipment replacement cycle accelerating

Target profile

Revenue$5M – $50M
EBITDA$1M – $10M
GeographyArizona
Business TypeCommercial & Residential