Residential HVAC Acquisition

Pioneer Capital Advisory LLC is excited to announce that we have helped a group of 3 business partners acquire an add-on residential HVAC company to expand their rollup strategy in the Dallas, Texas market.

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The group of entrepreneurs approached Pioneer Capital Advisory LLC in the fall of 2023 after identifying several targets that they were contemplating pursuing as part of their broader M&A strategy to expand their presence within the great Dallas, Texas market.

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Pioneer Capital Advisory was able to help the group of business partners with navigating seamlessly through the SBA 7(a) acquisition financing process. They secured a commitment letter from a top national SBA lender to finance 90% of the total deal value. The buyers were also able to utilize a seller note on full standby for the full duration of the SBA 7(a) loan – 10 years – to reduce the amount of down payment funds that the buyer group was required to contribute to the deal. The buyer group was able to contribute ~ 5% of total deal value from their own resources due to the inclusion of the seller note on full standby.

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If you or someone that you know is contemplating pursuing a business acquisition, specifically using SBA 7(a) financing, please feel welcome to reach out to Pioneer Capital Advisory LLC if we can be of assistance with helping you navigate the SBA financing process. We cost nothing to you as a buyer to work with since we get paid directly by the SBA lender bank and only after your loan closes. The best way to get in touch with us is via email to matthias@pioneercap.com.

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