THE REASON FOR THE SEARCH

Pulte Capital Partners required an on-the-ground leader to take day-to-day operational control of a high-growth residential HVAC platform. With revenues of $110M and over $10M EBITDA, the founder remained heavily involved in sales and market expansion but no longer wished to operate in a full-time 40-hour leadership capacity.

The business needed:

• A President who could immediately take over day-to-day responsibility

• A leader capable of earning the trust of field teams and sales organization

• Someone who could professionalize processes, introduce KPIs, and scale infrastructure

• A succession path toward the CEO title once credibility was established

The sales team specifically required leadership, accountability, and structure to unlock further organic growth.

James was the clear fit.

---

THE PRIVATE EQUITY FIRM

Pulte Capital Partners is a family office focused on acquiring and scaling HVAC service companies across the U.S. Leveraging deep expertise in marketing, residential services, and consumer engagement, the firm focuses on:

• aggressive organic sales growth

• expansion into new geographies

• disciplined operational improvement

• leadership succession planning

This appointment sits at the center of their plan to grow the platform beyond its current scale and prepare for a value-creation event.

---

THE PORTFOLIO COMPANY

The platform began as a $7M business and has scaled organically into a $110M+, $10M EBITDA residential HVAC services leader. The founder is a world-class salesperson who built a high-performance sales organization, while the operating partner at Pulte drives marketing and strategic growth initiatives.

The company recently completed a significant acquisition in Las Vegas and continues to identify new markets for expansion. With strong brand equity, high referral volume, and a rapidly growing customer base, the business needed a seasoned operator capable of implementing structure at scale.

---

THE SEARCH REQUIREMENTS

• President, COO, or CEO-level operator

• Deep residential HVAC services experience

• Proven success taking businesses from $50M → $100M+

• Strong sales leadership capability

• Cultural leader who can inspire field teams

• Process and KPI-driven operator

• Experience implementing ERP/IT modernization

• Ability to manage through large-scale growth and multi-branch complexity

• PE-backed experience strongly preferred

The mandate required someone who had been in the trenches, not a passenger.

---

THOUGHTS ON THE CANDIDATE

James is an elite-choice candidate who exceeded every requirement:

• Residential HVAC expertise at scale

• Proven ability to grow businesses by hundreds of millions

• Strong sales leadership and customer service orientation

• Significant experience building multi-branch operational playbooks

• Highly disciplined in budgeting, cost control, and EBITDA optimization

• Extensive M&A and integration experience

• Hands-on, servant leader who builds high-accountability cultures

Culturally, James pairs exceptionally well with the founder—a Marine known for intensity, loyalty, and execution. James brings humility, operational rigor, and the ability to galvanize large teams behind one mission.

He is positioned to:

• Lead the day-to-day operation from day one

• Bring structure to sales, operations, and branch performance

• Scale the platform into multiple new markets

• Prepare the company for a 7-figure transaction bonus event at exit

• Step naturally into the full CEO role

A world-class operator for a platform on an aggressive growth trajectory.

Kaj Coffey, Senior Associate, Raw Selection