Acquisition Case Study · 0324-CLT · Charlotte, NC
Closed · Mar 2026
EllisHVAC.
27 technicians · 4,120 recurring maintenance contracts · 92% renewal rate. Sourced, analyzed, and closed inside AcquireOS — 82 days LOI→close.
$2.10M
TTM · QoE-adjusted
4.20×
vs 4.6× market comp
1.68×
SBA min 1.25×
82 days
LOI → wire
SBA 7(a) Preferred Lender
Live Oak · approved
QoE by Aprio
Final report · Day 41
Phase I ESA
Cleared · Day 74
R&W Insurance
Bound · $8.82M limit
Timeline · LOI → Wire
8 milestones · 82 days
01 · Powered by Deal Sourcing
1,240 leads. One acquisition.
From market scan to close, every stage was tracked inside AcquireOS. Click any stage to drill in.
Conversion analytics
Scan → LOI
0.12%
industry avg 0.04%
LOI → close
20%
1 of 5
Time to LOI
47 days
from first touch
LOI → close time
82 days
incl. SBA underwriting
Source mix
02 · Powered by AI Analyzer
EBITDA → SDE, line by line.
Switch assumption sets. Every add-back and normalization re-runs across the waterfall, valuation sensitivity, and — downstream — the Financing Hub's DSCR and cash-on-cash.
Multiple sensitivity
Valuation at each multiple, holding Base case SDE of $2.10M.
03 · Powered by Diligence Room
94 checklist items. 94 closed.
Structured checklists, category-tagged, timestamped, and shared with the QoE firm and SBA lender in the same workspace. Click a category or milestone to drill in.
Completion by category
90/94 items · 96%
Diligence timeline
04 · Powered by Financing Hub
Capital stack: 60 / 30 / 10.
Re-mix SBA, seller note, and buyer cash. Amortization, DSCR, and cash-on-cash re-solve using the selected Analyzer SDE — auditable end to end.
Capital stack · $8.82M TEV
SBA balance · 10-year amortization
Monthly SBA payment $72,897
Annual debt service
base$875k
SBA · yr 1 (seller standby)
Free cash after debt
base$1.23M
from $2.10M SDE
Cash-on-cash · yr 1
base139%
on $0.88M equity
05 · Powered by Deal Workspace
82 days, LOI to wire.
Every diligence event, every counter, every lender milestone in one timeline — shared with the seller, broker, QoE firm, and SBA lender. Click any milestone to drill in.
06 · Powered by Post-Close Ops
90 days after close.
Revenue up, retention up, techs added. Real numbers, tracked in Post-Close Ops — click any KPI to drill into its trend.
Buyer testimonial
"I ran the entire acquisition — from first cold email to wire — inside AcquireOS. The AI Analyzer alone paid for the subscription in the first 90 minutes."
Mara Ellis
Buyer & Operator · Ellis HVAC · Charlotte, NC
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