Ownership record / HVAC · plumbing · electrical
The recorded finding
The sources support the recorded relationships below, subject to their dates and stated scope. The precise legal ownership chain and percentages may remain undisclosed.
Alpine’s dated statement says Apex invested in and partnered with Southern Air while preserving the brand. The record does not convert that language into an undisclosed acquisition or majority percentage. Apollo’s announced minority investment remains pending.
Ownership sources: US-S021 US-S022 US-S028 US-S029 US-S030. An observation date is not a guarantee that ownership remains unchanged today.
01 / Relationship map
Southern Air Heating & Cooling portfolio company of Apex Service Partners
current · investment and partnership; exact equity and control undisclosed · Observed 2026-10-26 US-S021 US-S028 US-S030
Alpine reports Apex invested in and partnered with Southern Air. No undisclosed acquisition or majority interest is inferred.
Apex Service Partners portfolio company of Alpine Investors
current · current sponsor affiliation; exact post-continuation interest undisclosed · Observed 2026-10-26 US-S018 US-S028 US-S029
Alpine currently lists Apex and reports its 2023 continuation transaction. Apollo’s separate May 2026 minority announcement remains a pending transaction and is not converted into a current edge.
current · investment and partnership; exact equity and control undisclosed
Alpine reports Apex invested in and partnered with Southern Air. No undisclosed acquisition or majority interest is inferred.
Start 2019-09-27 · End not stated · Observed 2026-10-26 · US-R016 US-S021 US-S028 US-S030
current · current sponsor affiliation; exact post-continuation interest undisclosed
Alpine currently lists Apex and reports its 2023 continuation transaction. Apollo’s separate May 2026 minority announcement remains a pending transaction and is not converted into a current edge.
Start 2019-07-29 · End not stated · Observed 2026-10-26 · US-R017 US-S018 US-S028 US-S029
02 / Transactions & changes
Announcements and legal closing dates are separate. Transactions involving a franchise system need not change the local franchisee’s ownership.
pending at snapshot / minority investment
Buyer: Apollo
No Austin-facing Apex house brand was added to the published universe.
Expected close in Q4 2026; included as a warning against premature Apollo ownership labels. S061
closed / platform investment / partnership
Buyer: Apex Service Partners
Current Apex brand; exact interest and control allocation undisclosed.
The first-party release uses investment and partnership language; no acquisition or separate close date is inferred. US-S021 US-S028
03 / Research limits
US-U004 / medium priority
Current Apex affiliation is documented with transaction language preserved exactly; undisclosed brand-level interests remain unknown.
Needed: Transaction documents, cap-table disclosures or explicit first-party closing and governance statements. · Recorded 2026-10-26
04 / Evidence ledger
Source grades describe evidence quality, not ownership probabilities. Sources sharing a publisher group are not independent corroboration.
Alpine reports Apex invested in and partnered with Southern Air while retaining its brand.
The release uses investment and partnership language; exact control percentage and separate legal closing date are undisclosed.
Current Louisiana and Mississippi home-service operations under the Southern Air brand.
Presence evidence only; ownership comes from platform and sponsor sources.
Alpine currently lists Apex Service Partners as a portfolio company.
Current sponsor affiliation is documented without inferring a numeric control percentage.
Alpine reports completing a continuation transaction for Apex and continuing the partnership.
Does not establish the exact current interest after all later transactions.
Current operating platform page for Apex Service Partners.
Platform presence corroboration; brand relationships rely on dated Alpine statements.
Alpine launched Apex with the acquisition of Frank Gay Services; Best Home Services joined as a founding company and both retained their brands.
Terms, exact brand-level interests and separate legal closing dates are not disclosed.