Deal Summary

Stan’s Home Services Holdings LLC

BellMark Partners, LLC advised Stan’s Home Services Holdings LLC (“Stan’s”), a portfolio company of Treaty Oak Equity LLC, on its acquisition of certain assets of Texas AC & Plumbing Specialist, Inc. and its affiliates. Founded in 1954, Stan’s is a leading provider of residential HVAC services, including repair, maintenance and new system installations focused on Austin, Texas. Treaty Oak Equity LLC is an Austin, Texas based private equity firm investing in lower middle-market companies that occupy leading positions in viable market niches with the potential to grow rapidly through investment in equipment, capabilities or strategic acquisitions.

Business Description

Headquartered in Round Rock, Texas, Texas AC & Plumbing Specialist is a provider of HVAC and plumbing services in the Austin-Round Rock area. The Company offers a range of repair, maintenance and installation services primarily for residential customers.

Transaction Description

BellMark Partners, LLC acted as Stan’s financial advisor in connection with the completion of this transaction. BellMark Partners, LLC was selected by Stan’s due to its HVAC industry expertise.

About BellMark Partners, LLC

BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies in the business & technology services, consumer, industrials and healthcare industries. We advise family, entrepreneur, and other privately-owned companies; private equity and family office-owned companies; and small to mid-cap public companies. Our services include mergers and acquisitions, capital raising and strategic advisory services. Our Managing Directors have collectively executed and closed more than 400 transactions during their professional careers, and previously worked as senior bankers for firms such KeyBanc Capital Markets, Inc., BankBoston Robertson Stephens, Fleet Securities, Inc. and Covington Associates LLC.