20-Minute Discovery Call
Trusted by owners who care about people, excellence, and long-term impact across the Carolinas.
No confusing private equity jargon. No endless meetings. Just a thoughtful, owner-first process designed around clarity, confidentiality, and fit.
We learn your story, numbers, and goals. You learn how we think about people, performance, and partnership. If there’s mutual alignment, we sign a simple NDA and move forward.
Together we map out how capital, operational support, and shared services can unlock your next stage—whether that’s adding locations, hiring leadership, or professionalizing the back office.
We align on valuation, your ongoing role, and team structure. Our team manages due diligence and integration with care, so your people and customers experience stability—not chaos.
Share a few details and we’ll follow up with a confidential conversation—no obligation, no heavy sales pitch.
We’re not a short-term financial buyer. We are long-term operators who believe healthy businesses are built on people, process, and purpose—especially in the trades and home services.
Our philosophy: when owners, leaders, and front-line technicians are supported with the right systems and resources, they create outsized value for customers and communities.
We bring disciplined capital, operational excellence, and a servant-leadership mindset to every partnership.
From dispatch and scheduling to KPI dashboards and pricing strategy, we bring proven playbooks and leadership support to help you run a tighter, more profitable operation.
We invest in leadership development, career paths, and benefits that keep your best technicians and managers engaged—so your brand continues to be the employer of choice in your market.
We are builders, not flippers. Our goal is to steward your legacy, grow EBITDA responsibly, and create optionality for you and your business over time. We are here for you. Our team will walk you through the process!

Carolina Energy and Air Group exists to elevate the essential businesses that keep homes safe, comfortable, and efficient. We believe that when local home service companies are well-led and well-resourced, they create generational opportunity for employees and stability for the communities they serve.
Our vision: a network of best-in-class home service businesses across the Carolinas and beyond, known for excellence, integrity, and care for people.
Every partnership is unique, but these answers will give you a sense of our approach. We’re happy to go deeper on a call.
In most cases, yes. We invest in strong local brands and the teams behind them. Our goal is to strengthen what’s working, not erase it. We work with you to determine the right brand strategy, but we are highly sensitive to the reputation you’ve built in your market.
We typically work with companies generating between $3M and $30M in annual revenue, with a strong reputation in their market and a desire to grow. That said, if you are slightly outside that range but strongly aligned to our values, we are still open to a conversation.
That depends on your goals. Some owners stay actively involved for many years in leadership or growth roles. Others gradually transition out of day-to-day operations over time. We’ll design a structure that honors your preferences while setting the business up for long-term success.
We are backed by patient, values-aligned capital that shares our long-term orientation. That allows us to prioritize durable growth and healthy cultures over quick flips or short-term financial engineering.
Share a few details about your business, and our team will reach out to schedule a confidential 20-minute conversation. No obligation, no pressure—just a straightforward discussion about your goals and options.
Carolina Energy and Air Group partners with owners who care about excellence, people, and long-term impact. If that sounds like you, we’d be honored to connect.
Carolina Energy and Air Group
Investing in and operating leading home service businesses across the Carolinas and Southeast.
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