Cold Chain Capital™ sees large Private Equity opportunities in the HVACR industry
Cold Chain Capital™ is a private equity firm focused on the Air Conditioning, Heating, and Refrigeration industry (“HVACR”)
Industry disruption
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New retail formats
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Energy efficiency/refrigerants
- Digital/traceability
Margin runway
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Few process-driven Cos
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Limited lean focus
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Limited low-cost sourcing
Macro fundamentals
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Large industry size
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GDP+ growth
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Fragmentation
Downside protection
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Tied to food and pharma
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Idiosyncratic industry
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Replacement/aftermarket