Cold Chain Capital - Private Equity Refrigeration and Air Conditioning

Private equity firm for HVACR: Heating, Ventilation, Air Conditioning, and Refrigeration

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

New retail formats
Energy efficiency/refrigerants
Digital/traceability

Margin runway

Few process-driven Cos
Limited lean focus
Limited low-cost sourcing

Macro fundamentals

Large industry size
GDP+ growth
Fragmentation

Downside protection

Tied to food and pharma
Idiosyncratic industry
Replacement/aftermarket

Disclaimer: This website is for information purposes only. Cold Chain Capital™, LLC does not make investment management services available to the public. No material on this site should be considered an offer to sell or a sollicitation to buy any investment owned or managed by Cold Chain Capital™, LLC. Past performance does not guarantee future results.