THE PORTFOLIO COMPANY

A well-established plumbing and HVAC company in Delaware and the surrounding areas has been serving the region for over 30 years, gaining a strong reputation for quality and reliability in commercial and industrial mechanical services, including HVAC and plumbing. The company specializes in preventative maintenance, service/repair, and installation projects, including replacements, retrofits, renovations, and new construction. Its success is built on a commitment to safety, quality, and teamwork.

Earlier this year, the company was acquired, and the new ownership provides solid backing for continued growth. The business maintains its stellar reputation, with an extensive customer base and consistent quality control.

THE PRIVATE EQUITY FIRM

A private equity-backed firm acquired the company in April 2024 and is supported by a firm specializing in the lower middle market. The firm is known for its hands-on approach to driving sustainable growth while maintaining alignment with each company’s mission and culture.

THE CULTURE

The culture is highly positive and team-oriented, with a strong emphasis on collaboration and mutual support. The company fosters a work environment where individuals are encouraged to work together, share ideas, and contribute to the overall success of the team. There is a clear focus on creating a supportive, structured atmosphere where everyone feels valued and empowered to contribute. This kind of culture promotes both personal and professional growth, as team members work cohesively toward common goals.

VISION

What does success look like in this role?

• Building comfortable relationships with the existing customer base and employees, ensuring trust and continuity during the leadership transition.
• Plugging into the business plan and goals, working closely with the CEO to achieve these objectives. The business plan is focused on steady, strategic growth and maintaining a strong trajectory based on solid project performance.

THE ROLE

The day-to-day role for this position will include the following tasks:

• Overseeing business operations, initially reporting to the President and transitioning to reporting to the CEO of the parent company.
• Full P&L responsibility with regular performance reporting to the parent company.
• Driving growth by identifying new opportunities with support from the parent company, and supporting estimating and design/build engineering to put together winning proposals.
• Managing teams across estimating, engineering, procurement, project management, and service divisions.
• Maintaining and enhancing customer, contractor, and supplier relationships.
• Supporting team development and recommending process improvements.
• Collaborating with the parent company to execute the business growth plan.

KEY SELLING POINTS OF THE ROLE

• Parent company is a leader in HVAC services and energy efficiency.
• Strong, stable reputation in the market with proven success and established customer relationships.
• Structured, supportive environment with a clear playbook for growth.
• Leadership team with extensive industry knowledge, providing mentorship and guidance.
• Opportunity to take over as President after a successful transition period.
• Competitive compensation and benefits, including health insurance, retirement plan, and relocation assistance.

KEY CHALLENGES FOR THE ROLE

• Building trust and relationships with employees and customers during the leadership transition.
• Managing and integrating growth opportunities while maintaining project performance.
• Recruiting and retaining skilled technicians to support operational needs.
• Balancing the preservation of company culture with the implementation of new strategies.

YOUR BACKGROUND

The successful individual will be able to demonstrate experience in the following:

• Proven experience in commercial and industrial HVAC, with expertise in sales, project management, and operations.
• Strong acumen in estimating and designing HVAC systems.
• 10+ years of progressive leadership in general management, sales management, or operations management roles.
• Familiarity with various HVAC systems such as VRF systems, boilers, and rooftop units.
• Demonstrated ability to manage profitable projects and support team growth in a structured environment.
• Positive leadership style and a supportive approach to developing people
• Excellent verbal and written communication skills
• Highly organized and self-motivated
• Team player with the ability to interact positively and professionally with employees, suppliers, contractors, customers, and senior management
• Bachelor’s degree in construction, mechanical engineering, HVAC engineering, or project management is preferred.

YOUR CHARACTERISTICS

The successful individual will display the following characteristics:

• Intuitive, approachable leader capable of building trust with employees and customers.
• Strong interpersonal skills.
• High level of organization, motivation, and commitment to business growth.
• Demonstrates integrity, professionalism, and excellent communication abilities.

LOCATION

Delaware -

COMPENSATION PACKAGE

Basic Salary: $150,000 - $200,000

Bonus Package: Will be discussed with the candidate

Equity: Incentive plan available

401k: Yes

Healthcare: Yes

A relocation package is available.

Raw Selection is an executive search firm working exclusively with Private Equity firms and their portfolio companies across Europe & North America.

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