TL;DR: Independent HVAC distributors should judge consolidation by one test: will a buyer strengthen or weaken customer intimacy? Mapping the value chain, identifying services customers need, and testing a buyer’s record, local decision rights, and investment commitments can reveal whether a deal preserves trust and creates mutual value—or destroys it. Watsco’s agreement to … [Read more...] about HVAC Distributors – Before You Sell, Ask Two Questions?
SRS Distribution
Mingledorff’s Sale: HVAC Distribution Consolidation Risks
Announced earlier this week, the acquisition of Mingledorff’s by The Home Depot via its SRS Distribution platform is another step in HVAC distribution consolidation, and a significant one. This is not just another deal. It signals a structural shift in how the channel may function going forward. The strategic rationale is straightforward: greater scale, expanded “Pro” reach, … [Read more...] about Mingledorff’s Sale: HVAC Distribution Consolidation Risks
