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Why Private Equity Firms Are Buying Trades Businesses — And What That Means for You

Written by Brandi Zoskey | Dec 4, 2025 6:45:53 PM

If you own an HVAC company, plumbing business, electrical contracting firm, or any other trades or home services company, you've likely heard the rumors: private equity is buying up businesses like yours across North America. And it's not just rumors—it's happening at an unprecedented scale.

What was once a fragmented industry of family-owned, local businesses is rapidly consolidating. The question isn't whether this wave of private equity investment will continue—it's whether your business will be part of it, and if so, on your terms.

This article breaks down what's really happening in the trades and home services industry, why PE firms are so interested, what they're looking for, and most importantly, how you can position your business to take advantage of this historic opportunity—whether you plan to sell in two years or ten.

The Private Equity Boom in Trades: By the Numbers

The numbers tell a compelling story.

Since 2014, investment firms have poured over $31 billion into hundreds of home services company acquisitions The Middle Market, according to PitchBook Data. And the pace is accelerating, not slowing down.

At the start of 2024, global buyout firms were holding a record $1.2 trillion in "dry powder"—capital ready to be invested ECA Partners. A significant portion of that capital is flowing into home services and trades businesses.

The home services industry represents $657 billion in annual revenue in the U.S. alone The Middle Market, according to a 2022 Angi report. Sales have been growing at 10 percent or more annually The Middle Market as millennials enter their prime home-buying years and aging homeowners require more maintenance and repair services.

Perhaps most striking: trade services (HVAC, electrical, plumbing, etc.) are now experiencing a wave of add-on deals that position them among the hottest sectors for private equity activity Cherry Bekaert, alongside medical services and professional services.

What does this mean for you? If you own a well-run trades business doing $1M+ in revenue, you're sitting on an asset that PE firms are actively seeking.

Why Now? Three Forces Driving the PE Gold Rush

Private equity firms don't chase trends for fun—they follow money. Three powerful forces have converged to make trades and home services businesses irresistible investments:

1. A Fragmented Market Ripe for Consolidation

The home services industry is highly fragmented, with thousands of family-owned businesses operating locally. This presents a classic "roll-up" opportunity: acquire multiple small players, consolidate back-office functions, standardize operations, and create a regional or national powerhouse worth far more than the sum of its parts.

Sean Levy, a lead partner with Ernst & Young's EY-Parthenon private equity practice, says this is "one of the hottest areas for private equity that we've seen." The Middle Market

2. Aging Owners Without Succession Plans

A decade ago, nine out of 10 small business owners in the skilled trades looking for a buyout wanted to retire and be done Investmentcouncil, says Ted Polk, a managing director at Capstone Partners.

Many owners built successful businesses over 30-40 years, often with the expectation that their children would take over. But many find out too late that their children don't want to take over their business Crain's Cleveland Business. Without a succession plan, these owners face a difficult question: who will buy a business that depends entirely on them?

Enter private equity.

3. Recession-Resistant, Cash-Flow-Stable Businesses

While no business is entirely immune to economic downturns, the home services industry comes pretty close ECA Partners. You might skip that fancy dinner during a recession, but you can't ignore a broken furnace in winter or survive a Phoenix summer with a broken air conditioner.

PE firms love businesses with:

  • Essential services that generate consistent demand
  • Recurring revenue from maintenance contracts
  • Local monopolies where customers need immediate service
  • High barriers to entry (licensing, expertise, equipment)
  • Cash flow that's predictable and hard to disrupt

Trades businesses check all these boxes.

Who's Buying? Meet the Major Players

If you're wondering whether this is real or just hype, here are some of the major private equity firms and platforms actively acquiring trades and home services businesses:

Neighborly (backed by KKR)

KKR, one of Wall Street's biggest investment firms, acquired Neighborly (formerly Dwyer Group) in 2021 The Middle Market. Based in Waco, Texas, Neighborly has acquired home services companies across the U.S., U.K., Germany, Austria, Portugal, and Ireland The Middle Market.

Neighborly's 5,500 franchises—with names like Mr. Rooter Plumbing, Molly Maid, and Mosquito Joe—reported $4.1 billion in sales last year The Middle Market.

Wrench Group

Based in Sarasota, Florida, Wrench Group reports $1.5 billion in annual revenue from companies like Parker & Sons in Arizona and Buckeye Heating, Cooling & Plumbing in Ohio The Middle Market. Its PE backers include Leonard Green & Partners, TSG Consumer Partners, and Oak Hill Capital Partners The Middle Market.

Redwood Services

Founded in 2020 and based in Memphis, Tennessee, Redwood has partnered with 18 contracting businesses across the U.S. and generates over $500 million in annual revenue Homepros. In 2025, Toronto-based private equity firm Altas Partners made a majority investment valuing the company at around $1.1 billion Homepros.

Redwood has acquired 35 companies in the past four years, buying smaller outfits for an average of $1 million and taking majority stakes in larger companies averaging $20 million valuations Investmentcouncil.

Authority Brands

Authority Brands operates 16+ home services franchise brands including One Hour Heating & Air Conditioning, Benjamin Franklin Plumbing, and Mister Sparky. The company has been aggressively acquiring brands since 2017 and continues expanding its portfolio.

Sila Services

Operating over 30 brands throughout the Northeast, Mid-Atlantic, and Midwest, Sila Services received a major investment from Goldman Sachs' private equity arm in late 2024 and continues actively acquiring regional HVAC, plumbing, and electrical companies.

The takeaway? These aren't fly-by-night investors. These are billion-dollar platforms backed by some of the world's most sophisticated financial firms, and they're writing checks ranging from seven figures to nine figures for the right businesses.

The Life-Changing Paydays: Real Stories

The wave of private equity investment is minting a new class of millionaires across the country Investmentcouncil, transforming trades business owners who built their companies from scratch into wealthy retirees—or, in many cases, wealthy executives who stay on to help grow the business.

Consider these examples:

Charlie Mullins, founder of Pimlico Plumbers in the UK, sold his company to KKR for £140 million (about $178 million) at the end of 2021 The Middle Market. The son of a toy-factory worker and a house cleaner, Mullins now lives in a £10 million London penthouse overlooking the Thames The Middle Market.

Aaron Rice, who co-founded an Arizona plumbing business, was initially skeptical when out-of-state investors approached him Investmentcouncil. But in 2022, when approached by Redwood Services, a local HVAC company backed by private equity, he changed his mind, figuring they understood the business Investmentcouncil.

Rick Walter, former owner of Rite Way HVAC in Tucson, sold to Redwood Services, retains a 25% stake, and plans to retire with his wife to their Colorado vacation home purchased with proceeds from the sale after working 60-70 hours a week for years Investmentcouncil.

In suburban Atlanta, veteran plumber Jay Cunningham turned down a $60 million offer for his company, Superior Plumbing Services Inc. Crain's Cleveland Business, choosing to keep his five grown children employed in the business. But the fact that he received such an offer shows the valuations PE firms are willing to pay.

Valuation multiples for home services acquisitions typically fall in the high single to low double digits (8-12× EBITDA), but highly scalable platforms have commanded premium multiples around 12-15× Goduo.

Translation: A well-run trades business generating $1 million in EBITDA (earnings before interest, taxes, depreciation, and amortization) could be worth $8-15 million—potentially life-changing money for most owners.

What PE Firms Look For: The Acquisition Checklist

Not every trades business is attractive to private equity. Here's what they're really looking for:

1. Scalable Systems, Not Owner Dependence

This is the #1 deal-maker or deal-breaker.

PE firms will pay a premium for businesses that run without the owner. They'll heavily discount (or pass entirely) on businesses where the owner is the rainmaker, chief technician, and operational brain.

Ask yourself:

  • Could your business operate for 30 days without you?
  • Do leads come from your personal network, or from systematic marketing?
  • Are processes documented, or do they live in people's heads?
  • Can your team execute without constant direction from you?

If you answered "no" to most of these, your business isn't ready—but it can be.

2. Clean, Auditable Financial Data

PE firms conduct thorough due diligence. They'll examine:

  • Revenue and profit trends over 3-5 years
  • Customer acquisition costs and lifetime value
  • Margin by service line
  • Accounts receivable aging
  • Any tax or legal issues

Business owners should clean up their books and ensure financial statements are accurate, preferably reviewed by an accountant Goduo.

If your financials are messy, incomplete, or stored in spreadsheets, expect valuation discounts—or prepare for the deal to fall apart during due diligence.

3. Recurring Revenue and Customer Retention

Maintenance contracts, service agreements, and repeat customers are gold.

PE firms want to see:

  • What percentage of revenue is recurring vs. one-time?
  • How many customers come back year after year?
  • What's your customer churn rate?
  • Do you have a database of past customers you can re-engage?

4. Strong Team and Clear Roles

PE firms are trying to keep existing founders in place and preserve company cultures, because workers in sought-after trades can always go elsewhere The Middle Market.

They want to see:

  • A management team capable of running day-to-day operations
  • Documented roles and responsibilities
  • Low turnover among key employees
  • Succession plans for critical positions

5. Modern, Integrated Technology

You don't need the fanciest tech stack, but PE firms want to see:

  • A working CRM with customer data
  • Job scheduling and dispatch systems
  • Digital payment processing
  • Marketing tools that track ROI
  • Systems that talk to each other (not disconnected islands)

Red Flags That Kill Deals

Even if your financials look good, certain issues can torpedo an acquisition:

Owner-dependent operations — If you're the only one who can close deals, train techs, or solve problems, the business has no value without you

Unreliable or missing data — If you can't prove revenue, margins, or customer metrics with confidence, PE firms will walk

Legal or regulatory issues — Unresolved lawsuits, licensing problems, worker classification issues, or environmental violations

Customer concentration — If 30%+ of your revenue comes from one or two customers, that's a huge risk

Declining revenue or shrinking margins — PE firms buy growth stories, not turnaround projects

Lack of documented processes — If the business only works because of tribal knowledge, it's not scalable

High employee turnover — Constant churn signals cultural or operational problems

How to Make Your Business Attractive: The 2-5 Year Plan

If you're reading this and thinking, "I'm not ready," that's okay. Most businesses aren't ready for PE acquisition without preparation.

The good news? You have time. PE firms aren't going anywhere—this trend will continue for years.

Here's your roadmap:

Year 1-2: Build the Foundation

Document everything:

  • Standard operating procedures (SOPs) for key processes
  • Role descriptions with clear responsibilities and KPIs
  • Customer journey maps showing how leads move through your business
  • Training materials and onboarding plans

Clean up your data:

  • Implement a proper CRM and use it religiously
  • Track key metrics (lead sources, conversion rates, job profitability)
  • Ensure financial statements are accurate and auditable
  • Build dashboards so you can make decisions with confidence

Reduce owner dependence:

  • Hire or promote a general manager or operations manager
  • Delegate customer relationships to your team
  • Systematize lead generation (stop relying on your personal network)
  • Build a management team capable of running the business

Year 2-4: Optimize and Scale

Improve financial performance:

  • Increase margins through better pricing or cost control
  • Build recurring revenue (maintenance plans, service agreements)
  • Expand into adjacent services or geographies
  • Demonstrate consistent year-over-year growth

Strengthen operations:

  • Implement integrated technology systems
  • Build out your team with key hires
  • Reduce customer concentration
  • Create a culture that attracts and retains top talent

Prepare for due diligence:

  • Get annual financial reviews or audits
  • Resolve any legal or regulatory issues
  • Clean up customer and employee contracts
  • Document intellectual property and processes

Year 4-5: Position for Exit

Engage advisors:

  • Hire an M&A advisor or investment banker with trades industry experience
  • Work with a business attorney to review contracts and structure
  • Consult a tax advisor on exit strategies

Test the market:

  • Reach out to PE platforms to gauge interest
  • Attend industry conferences where PE firms are present
  • Consider selling a minority stake first to test partnership fit

Decide your role post-sale:

  • Do you want to fully exit or stay on as CEO?
  • Are you willing to roll equity into the new entity?
  • What's your ideal timeline for transition?

The Reality Check: PE Isn't for Everyone

Before you get too excited about a potential eight-figure exit, understand that private equity ownership isn't for everyone.

What Changes After PE Acquisition

There are "pretty fundamental differences in practices around what it looks like for a sleepy family-owned mom and pop versus a private equity-owned machine," The Middle Market says Sean Levy of EY-Parthenon.

Potential challenges:

  • Increased pressure on metrics and growth — PE firms expect aggressive targets
  • Loss of autonomy — You'll report to a board and may not have final say on decisions
  • Cultural shifts — The "family business" feel may change
  • Employee concerns — Some technicians in PE-owned companies have complained about pressure to upsell products and services Goduo

The Pimlico Plumbers cautionary tale:

Charlie Mullins, who sold Pimlico Plumbers to KKR, now regrets the decision. Sales declined after the acquisition, and a son and grandson quit in frustration. He hears complaints from customers who still think he's in charge, saying: "They're running it the American way, and that ain't the way to run a British company, which is on a personal basis." The Middle Market

When PE Makes Sense

PE acquisition is right for you if:

  • You're ready to retire or step back but want the business to continue
  • You want capital to fuel aggressive growth you couldn't achieve alone
  • You're open to operating within a larger organization
  • You value financial outcome over complete control
  • You're willing to stay involved for 3-5 years post-sale

When PE Doesn't Make Sense

Consider alternatives if:

  • You want to pass the business to your children
  • You're deeply attached to company culture and autonomy
  • You're not comfortable with growth pressure and oversight
  • You plan to retire immediately (PE firms want you involved)
  • Your business is heavily owner-dependent and you're not willing to change that

The Bottom Line: This Window Won't Stay Open Forever

The combination of low interest rates, a booming post-pandemic home improvement market, and hungry investors created ideal conditions for high valuations Goduo. But rising interest rates put downward pressure on multiples and deal volume, and as the industry consolidates, there will be fewer attractive independent targets over time Goduo.

Translation: If you're thinking about an eventual exit, now is the time to start preparing—not when you're ready to retire.

The trades and home services industry is experiencing a once-in-a-generation transformation. Business owners who understand what's happening and position their companies accordingly will have options. Those who ignore it may find themselves competing against well-funded, professionally managed competitors with deeper pockets and better systems.

Three final thoughts:

  1. You don't have to sell to benefit from this trend. Even if you never plan to exit, building a business that could attract PE investment means building a business that's more valuable, scalable, and less dependent on you. That's good for everyone.
  2. Start with systems, not spreadsheets. The foundation of an attractive business isn't fancy financials—it's documented processes, reliable data, and a team that can execute without you.
  3. Get expert help. If you're serious about exploring an exit, work with advisors who specialize in trades and home services transactions. The stakes are too high to wing it.

What's Next?

If this article resonated with you, you're likely facing one of these situations:

  • You know your business isn't ready for acquisition, but you're not sure where to start
  • You want to build a more valuable, scalable business regardless of exit plans
  • You're curious about your business's current value and what it would take to maximize it

At Funnel Forward, we help trades and home services businesses build the operational foundation that makes them attractive to acquirers—or simply more valuable and easier to run.

Start here:

Because whether you plan to sell in two years or twenty, building a business that runs without you is the smartest investment you can make.

Have questions about positioning your business for growth or eventual exit?