THE REASON FOR THE SEARCH

Climate Efficiency Partners created this role to transition from founder-led commercial oversight to a structured, scalable sales and marketing function.

The CEO had been personally overseeing strategy and growth initiatives, but with continued acquisition velocity and a 5–7 year exit horizon, the platform required a dedicated functional leader to:

• Drive cross-selling across subsidiaries

• Standardize best practices in sales execution

• Align marketing with measurable revenue outcomes

• Lead brand migration and communications strategy

• Support synergy realization across acquisitions

• Establish the foundation for a future Chief Revenue Officer structure

This was not a quota-carrying role. It was a commercial architecture mandate.

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THE PORTFOLIO COMPANY

Climate Efficiency Partners is a commercial and industrial HVAC platform backed by 424 Capital, with additional sponsor participation from Plexus and Eagle.

The company operates across the Mid-Atlantic and Pacific Northwest through brands specializing in refrigeration, plumbing, HVAC, and energy efficiency services. 

The platform preserves legacy brands initially before migrating toward unified identity under Climate Efficiency Partners. The investment thesis centers on acquisition-led scale, operational best practices, and commercial synergy realization.

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THE SEARCH REQUIREMENTS

The ideal candidate needed to demonstrate:

• Strategic, platform-level sales leadership

• Commercial & industrial HVAC expertise

• Experience scaling across acquisitions

• Ability to unlock cross-entity synergies

• Formal sales methodology training (Challenger, Richardson, Miller Heiman)

• B2B marketing integration capability

• Cultural alignment with servant leadership philosophy

• Comfort operating in evolving, high-growth environments

This required a commercial strategist, not a sales manager.

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THOUGHTS ON THE CANDIDATE

Shaun is an exceptional match for Climate Efficiency at this stage of its journey.

His background aligns precisely with the mandate: multi-brand leadership, private equity fluency, formal sales methodology, and revenue-engine integration across complex service organizations.

He brings polish without ego, structure without rigidity, and commercial discipline without cultural disruption.

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Why He’s a Great Fit

• Led sales across 10 partner companies and 18 branches within a PE-backed platform

• Proven track record of driving cross-selling and synergy realization

• Formal Challenger & Richardson sales training; deep consultative B2B selling expertise

• Integrated marketing and sales under one revenue accountability structure

• Experience managing CRM platforms as commercial engines (Salesforce)

• Brand migration and co-branding experience post-acquisition

• Platform-level enablement mindset rather than individual quota focus

• Collaborative, servant leadership style aligned with CEO expectations

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Why I’m Bullish on This Appointment

Shaun brings exactly what Climate Efficiency needs at this stage: structured commercial leadership across a growing acquisition platform.

His ability to unify sales processes, align marketing with revenue, elevate maturity across subsidiaries, and unlock cross-platform value creation positions Climate Efficiency to accelerate growth toward exit.

This is a high-confidence, strategic placement with a clear pathway toward future Chief Revenue Officer responsibility as the platform scales.

He was the strongest possible fit for this mandate.

Mohammed Vali, Principal, Raw Selection

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CLIENT’S THOUGHTS ON THE CANDIDATE

"Shaun brings exactly the strategic thinking and leadership style we need as we scale. He understands platform growth, respects our culture, and has the ability to align our businesses without forcing uniformity. We're excited about the impact he will have."

Sprague Cook
CEO, Climate Efficiency Partners