{ "schema_version": "1.1.0", "release_date": "2026-10-23", "baseline_path": "public/research/austin-home-service-ownership-2026.json", "baseline_snapshot": "2026-07-26", "review_interval_days": 90, "revisions": [ { "revision_id": "US-REV001", "kind": "brand", "record_id": "B008", "before_sha256": "3eea5df85c07bf035dd30f1c73e1adc9da9b63f9a2259f067bc9677c794422ac", "after_sha256": "a733d3cc7eaec5af57f5c8f4ac0ddd6695448cea8f447d945bdc4c5eb194e7b2", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_ultimate_owner_or_controller": "Blackstone-managed BXPE funds; Odyssey and management retain minority investment", "ownership_interest": "Platform acquisition documented; sponsor transfer completed. Individual operating-company equity percentage is not disclosed.", "ownership_verification_status": "verified_current_chain", "ownership_source_ids": "S023|S024|US-S015", "notes": "Service Wizard’s platform affiliation retains the July 26, 2026 operating-brand observation. October 23 correction: HarbourVest’s first-party fund report confirms the sponsor sale completed. The separate operating-brand evidence dates are unchanged." } }, { "revision_id": "US-REV002", "kind": "brand", "record_id": "US002", "before_sha256": "41a1e4906102373db990c2ecda99c7b919549492f95c69498fc67aa918f681c8", "after_sha256": "4550db1d37580efbf3a8d6e9470c6ffcf5021ffce3da51306d5062f71d7078dc", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_ultimate_owner_or_controller": "Blackstone-managed BXPE funds; Odyssey and management retain minority investment", "ownership_interest": "Platform acquisition documented; sponsor transfer completed. Individual operating-company equity percentage is not disclosed.", "ownership_verification_status": "verified_current_chain", "ownership_source_ids": "US-S002|S024|US-S015", "notes": "Founded in 1971. Champions says Powell retains its name following the acquisition. Jason Powell is identified as president and general manager; that title is not proof of an equity interest. The February Blackstone announcement does not by itself establish closing. October 23 correction: HarbourVest’s first-party fund report confirms the sponsor sale completed. The separate operating-brand evidence dates are unchanged." } }, { "revision_id": "US-REV003", "kind": "brand", "record_id": "US005", "before_sha256": "aee8c28f6fa17af3255ce4ab3293fcf5cd6a43d4ea5a0667eb6a54a67dc9ad49", "after_sha256": "35529629315b9a7fb708f30f8d514475997104c51ed8dc7fb4e3220915f58a02", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_ultimate_owner_or_controller": "Blackstone-managed BXPE funds; Odyssey and management retain minority investment", "ownership_interest": "Platform acquisition documented; sponsor transfer completed. Individual operating-company equity percentage is not disclosed.", "ownership_verification_status": "verified_current_chain", "ownership_source_ids": "US-S005|US-S014|S024|US-S015", "notes": "Founded in 2004. The release names founders Cory and Anthony Contreras and says the brand continues following acquisition; no retained equity percentages are stated. The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date. Current affiliation was checked in the platform directory. October 23 correction: HarbourVest’s first-party fund report confirms the sponsor sale completed. The separate operating-brand evidence dates are unchanged." } }, { "revision_id": "US-REV004", "kind": "brand", "record_id": "US006", "before_sha256": "b0a59447c2d1f603438f2f26fd03dbf06c0259a235389f162ed9927dfaa1824e", "after_sha256": "08f8c373908a1c5e6a4b491f571bb53d112f97107cd708a61bd5b0cc43b79037", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_ultimate_owner_or_controller": "Blackstone-managed BXPE funds; Odyssey and management retain minority investment", "ownership_interest": "Platform acquisition documented; sponsor transfer completed. Individual operating-company equity percentage is not disclosed.", "ownership_verification_status": "verified_current_chain", "ownership_source_ids": "US-S006|US-S014|S024|US-S015", "notes": "Founded in 2017 by Melissa and Ben Bandel. The announcement says Bee’s retains its brand identity following acquisition. The category is limited to plumbing documented by the acquisition text. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. October 23 correction: HarbourVest’s first-party fund report confirms the sponsor sale completed. The separate operating-brand evidence dates are unchanged." } }, { "revision_id": "US-REV005", "kind": "entity", "record_id": "N013", "before_sha256": "b0ccaaabb16468756e49812647ee8f69e5e108228adacaa1d8df88556a70c318", "after_sha256": "5e6ebda2034af0b90ef13e4b131436fb19f6949a5ad834dce665d64f2d75c227", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "source_ids": "S023|S024|US-S015", "notes": "Blackstone BXPE acquisition is reported completed in the HarbourVest March 2026 fund report." } }, { "revision_id": "US-REV006", "kind": "entity", "record_id": "N014", "before_sha256": "90c3d5f95adc5d145c0098a107062a101904136fe6230849af428b3e2c1e9736", "after_sha256": "ea6f48a22901249c363a4505ffa9e6edd5e439687274c230cf17dd21444f23e6", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_status": "current_minority_investor", "source_ids": "S023|S024|US-S015", "notes": "Former lead sponsor; Blackstone announcement identifies Odyssey and management as continuing minority investors. Their individual retained percentages are not disclosed." } }, { "revision_id": "US-REV007", "kind": "entity", "record_id": "N015", "before_sha256": "2fa51129805025736e04957fae5c58c85f2a0a894908a7e1bfcc1b1634d57b6f", "after_sha256": "2ac6774d6916d81c22eb1b01adf394502be876ce6b28c307ba1408e7e3b09276", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_status": "current_sponsor", "source_ids": "S024|US-S015", "notes": "Champions Group acquisition completed; investment is through Blackstone-managed BXPE funds." } }, { "revision_id": "US-REV008", "kind": "relationship", "record_id": "R016", "before_sha256": "c47d1eca7c594f0b331c3ad5497a8e389880b3a584c1bad36edd88ffb0cbe309", "after_sha256": "3d8ed599e7a62cc02bc1361fc7a323504c83352e769386dd5b6defe66d37d31c", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_status": false, "relationship_status": "historical", "end_date": "2026-02", "interest_type": "former lead sponsor; minority rollover recorded separately", "evidence_rating": "A", "source_ids": "S023|S024|US-S015", "access_date": "2026-10-23", "evidence_note": "Lead sponsor role ended in February 2026 according to the investor realization report; exact close day is unknown. Odyssey’s retained minority interest is separate from former control." } }, { "revision_id": "US-REV009", "kind": "relationship", "record_id": "R017", "before_sha256": "9f1aa831d7f543cd681d50c174e542e8a2b8d0c8d49d53fec5f6393d777e50a4", "after_sha256": "a3f3237655aa206232b5ce21915545c7a37c2ffedb60945617cf1e646d211e23", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "start_date": "2026-02", "start_date_precision": "month", "current_status": true, "relationship_status": "current", "interest_type": "control acquisition through BXPE funds; existing shareholders collectively retain 30%", "source_ids": "S024|US-S015", "supporting_source_count": 2, "independent_source_group_count": 2, "access_date": "2026-10-23", "evidence_note": "The investor fund report confirms completion in February 2026 without an exact closing day. The control start is month precision; the separate transaction preserves the February 17 announcement date." } }, { "revision_id": "US-REV010", "kind": "transaction", "record_id": "T013", "before_sha256": "b15394481444e1e228a8cb6eb2537603b0e00f96e746b00e2b812519d49c9331", "after_sha256": "46ea2c08b07ace72e5a6cac09d1bff9e0ebec30631457711f5b7aa8eede4beb5", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "status_as_of_snapshot": "closed", "transaction_type": "control acquisition", "close_period": "2026-02", "close_date_precision": "month", "interest_acquired": "control; 30% collectively retained by existing shareholders", "current_effect": "Blackstone-managed BXPE funds become controlling sponsor; Odyssey and management retain minority interests.", "source_ids": "S024|US-S015", "access_date": "2026-10-23", "notes": "Completed in February 2026 according to the March-period investor report. Exact closing day is unknown, so close_date remains blank. The original February 17 announcement date is preserved; retained percentages by individual shareholder are unknown." } }, { "revision_id": "US-REV011", "kind": "question", "record_id": "U001", "before_sha256": "7db933a9f050a07fa88c4a3702dcd17904d489ddb17180bd6293d2a507e9cd70", "after_sha256": "17cc6445f4f2df01967dcf6796b973d5cd83a1462dc18c2cd390b427d5404b9b", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "status": "resolved", "current_treatment": "Resolved: first-party investor report confirms completion before the baseline snapshot; exact closing day remains unknown.", "needed_evidence": "Exact closing day and individual allocation of retained shareholder interests remain useful follow-up evidence.", "source_ids": "S023|S024|US-S015", "snapshot_date": "2026-10-23" } }, { "revision_id": "US-REV012", "kind": "conflict", "record_id": "C006", "before_sha256": "020ae269e6f11ac5df20754a11ea4be3d3758f70eccc8bb7810860e6b035e035", "after_sha256": "e16f9963a2d7c7fbbfaed273a2b320fa09c091f867c5ebe2cf567f5b49290dc2", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "resolution": "First-party investor report establishes a completed Blackstone BXPE acquisition in February 2026. Odyssey’s minority rollover is distinct from former lead sponsorship.", "status": "resolved", "snapshot_date": "2026-10-23" } } ], "new_entities": [], "new_conflicts": [], "new_questions": [ { "unresolved_id": "US-U001", "subject": "Ten added U.S. home-service brands", "question": "What equity percentages, transaction consideration and separate legal closing dates apply to the reported platform acquisitions?", "current_treatment": "Affiliation and reported acquisitions are documented; undisclosed percentages, consideration and legal close dates remain unknown.", "needed_evidence": "Transaction documents, corporate filings, or explicit first-party closing and retained-interest disclosures.", "priority": "medium", "source_ids": "US-S003|US-S004|US-S005|US-S006|US-S007|US-S008|US-S009|US-S010|US-S011|US-S012", "snapshot_date": "2026-10-23" }, { "unresolved_id": "US-U002", "subject": "Dunn’s, Elite, Lex, Presidential and M.E. Flow announcement dates", "question": "Can the public release dates be reconciled with the legal transaction dates?", "current_treatment": "Posting dates and release datelines are preserved in source notes. No posting date is represented as an independently verified close date.", "needed_evidence": "Dated closing documentation or clarifying issuer statement.", "priority": "low", "source_ids": "US-S003|US-S005|US-S007|US-S010|US-S012", "snapshot_date": "2026-10-23" }, { "unresolved_id": "US-U003", "subject": "Champions Group sponsor transfer", "question": "What was the exact legal close date and how was the collective 30% retained stake divided among existing shareholders?", "current_treatment": "Completed sponsor transfer documented; February 2026 precision only, with individual retained interests unknown.", "needed_evidence": "Closing documentation or explicit shareholder-level disclosures.", "priority": "medium", "source_ids": "S024|US-S015", "snapshot_date": "2026-10-23" } ], "transaction_targets": { "T001": "B003", "T002": "B002", "T003": "N001", "T004": "B004", "T005": "N005", "T006": "N007", "T007": "N008", "T008": "N007", "T009": "N011", "T010": "N016", "T011": "B010", "T012": "B008", "T013": "N013", "T014": "N021", "T015": "N024", "T016": "N028", "T017": "B021", "T018": "B068", "T019": "B022", "T020": "B031", "T021": "B070", "T022": "N039", "T023": "B048", "T024": "B053", "T025": "B050", "T026": "B058", "T027": "B059", "T028": "N095", "T029": "N090" }, "new_brands": [ { "brand_id": "US001", "brand_name": "Blazer Heating, Air & Plumbing", "aliases": "Blazer Heating and Air|Blazer Service", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition announced as completed; percentage of operating-company equity not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-22", "service_area_summary": "Greater Richmond, Virginia", "state": "VA", "ownership_source_ids": "US-S001|S006|S007", "presence_source_ids": "US-S001", "notes": "Founded in 1989. The acquisition announcement says Bobby Broyles continues as general manager. Local management continuity does not establish continuing equity ownership. Sponsor chain uses July 2026 baseline evidence; only the acquisition source was rechecked in October." }, { "brand_id": "US002", "brand_name": "Powell Electric", "aliases": "", "primary_category": "electrical", "categories": "electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Champions Group Holdings", "current_ultimate_owner_or_controller": "Unresolved: Blackstone acquisition announced; closing not established in this dataset", "ownership_interest": "Acquisition by Champions reported; percentage of equity not disclosed.", "ownership_verification_status": "verified_platform_ultimate_owner_pending", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-22", "service_area_summary": "Southern California", "state": "CA", "ownership_source_ids": "US-S002|S024", "presence_source_ids": "US-S002", "notes": "Founded in 1971. Champions says Powell retains its name following the acquisition. Jason Powell is identified as president and general manager; that title is not proof of an equity interest. The February Blackstone announcement does not by itself establish closing." }, { "brand_id": "US003", "brand_name": "Dunn’s HVAC, Plumbing & Electrical", "aliases": "Dunn's HVAC, Plumbing & Electrical|Dunn's HVAC", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Anniston, Pelham and greater Birmingham, Alabama", "state": "AL", "ownership_source_ids": "US-S003|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "The release identifies Anniston headquarters and Pelham operations, and says the existing technicians continue serving customers. The page is posted February 24; its release dateline is February 23. Neither is a separately established legal close date. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US004", "brand_name": "Nick’s Plumbing & Air Conditioning", "aliases": "Nick's Plumbing & Air Conditioning|Nick's Plumbing, Air Conditioning & Heating", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Greater Houston, Texas", "state": "TX", "ownership_source_ids": "US-S004|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "Southern says Nick’s retains its consumer name following the acquisition. The former owner’s quoted role does not establish a retained equity interest. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US005", "brand_name": "Lex Cooling, Heating, Plumbing & Electrical", "aliases": "LEX Cooling, Heating, Plumbing, Electric|Lex Air Conditioning", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Champions Group Holdings", "current_ultimate_owner_or_controller": "Unresolved: Blackstone acquisition announced; closing not established in the existing release", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_platform_ultimate_owner_pending", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Richardson and North Texas", "state": "TX", "ownership_source_ids": "US-S005|US-S014|S024", "presence_source_ids": "US-S014", "notes": "Founded in 2004. The release names founders Cory and Anthony Contreras and says the brand continues following acquisition; no retained equity percentages are stated. The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date. Current affiliation was checked in the platform directory. Sponsor uncertainty is retained pending separately reviewed correction evidence." }, { "brand_id": "US006", "brand_name": "Bee’s Plumbing and Heating", "aliases": "Bee's Plumbing|Bees Plumbing and Heating", "primary_category": "plumbing", "categories": "plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Champions Group Holdings", "current_ultimate_owner_or_controller": "Unresolved: Blackstone acquisition announced; closing not established in the existing release", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_platform_ultimate_owner_pending", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Seattle metropolitan area, Washington", "state": "WA", "ownership_source_ids": "US-S006|US-S014|S024", "presence_source_ids": "US-S014", "notes": "Founded in 2017 by Melissa and Ben Bandel. The announcement says Bee’s retains its brand identity following acquisition. The category is limited to plumbing documented by the acquisition text. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. Sponsor uncertainty is retained pending separately reviewed correction evidence." }, { "brand_id": "US007", "brand_name": "Elite Electric, Plumbing & Air", "aliases": "Elite Electrical, Plumbing & Air", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Port St. Lucie and surrounding communities, Florida", "state": "FL", "ownership_source_ids": "US-S007|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "Southern says Elite continues under its current consumer name and that employees are retained. Quoting a co-owner does not establish continuing ownership. The page is posted August 14; the embedded release is dated August 12. Neither is a separately established legal close date. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US008", "brand_name": "David Gray Electrical, Plumbing, Heating & Air", "aliases": "David Gray", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Jacksonville and surrounding communities, Florida", "state": "FL", "ownership_source_ids": "US-S008|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "The announcement identifies Jacksonville operations and says the David Gray name and branding continue after acquisition. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US009", "brand_name": "ACE Solves It All", "aliases": "Ace Solves It All", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Orlando and Kissimmee, Florida", "state": "FL", "ownership_source_ids": "US-S009|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "Southern reports acquiring ACE’s Orlando-area business and retaining the consumer brand. The release identifies Charles Depari Jr. as its longtime owner but does not disclose sale consideration or retained equity. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US010", "brand_name": "Presidential Heating & Air Conditioning, Inc.", "aliases": "Presidential Heating & Air Conditioning", "primary_category": "HVAC", "categories": "HVAC", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Gaithersburg and surrounding communities, Maryland", "state": "MD", "ownership_source_ids": "US-S010|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "Southern describes a recent acquisition of the Maryland HVAC contractor and continuing local branding. Current plumbing or electrical services are not inferred from the platform’s broader service mix. The page displays September 26, but the embedded release is dated September 27. This discrepancy is retained; the transaction uses the dateline and no legal close date is inferred. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US011", "brand_name": "Pro-Tech Air Conditioning & Plumbing Service", "aliases": "Pro-Tech", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Winter Park and greater Orlando, Florida", "state": "FL", "ownership_source_ids": "US-S011|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "The company-issued release explicitly describes a completed acquisition. Planned future electrical and generator offerings are not treated as proven current services. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US012", "brand_name": "M.E. Flow, Inc.", "aliases": "M.E. Flow|ME Flow|M.E. Flow Heating, Cooling, Plumbing & Electric", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Northern Virginia and parts of West Virginia", "state": "VA", "ownership_source_ids": "US-S012|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "The release says Scott Goulet and Michelle Goulet-Swart intend to remain involved; continuing management does not establish retained equity. HVAC and plumbing are documented in the acquisition release. The November 2 release says the acquisition was announced “on Monday.” November 2 is retained as the dated public source, rather than manufacturing an October 31 close date. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." } ], "new_sources": [ { "source_id": "US-S001", "title": "Southern Home Services Expands Mid-Atlantic Presence with Acquisition of Blazer Heating, Air & Plumbing in Richmond", "url": "https://www.southernhomeservices.com/blog/2026/may/southern-home-services-expands-mid-atlantic-pres/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2026-05-19", "access_date": "2026-10-22", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Blazer; greater Richmond presence; continuing local general manager", "notes": "Reviewed the announcement text on October 22. Separate closing date and equity percentage are not given." }, { "source_id": "US-S002", "title": "Champions Group Expands Southern California Footprint with Acquisition of Powell Electric", "url": "https://championsgroupholdings.com/2026/08/07/champions-group-expands-southern-california-footprint-with-acquisition-of-powell-electric/", "publisher": "Champions Group Holdings", "source_type": "transaction announcement", "publication_date": "2026-08-07", "access_date": "2026-10-22", "primary_secondary": "primary", "independence_group": "champions", "quality_rating": "A", "supports_claims": "Acquisition of Powell Electric; retained brand; Southern California operations", "notes": "Reviewed the announcement text on October 22. The announcement says following the acquisition; a separate close date and ownership percentage are not given." }, { "source_id": "US-S003", "title": "Southern Home Services Expands in Alabama with Strategic Acquisition of Dunn’s HVAC, Plumbing & Electrical", "url": "https://www.southernhomeservices.com/blog/2026/february/southern-home-services-expands-in-alabama-with-s/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2026-02-24", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Dunn’s HVAC, Plumbing & Electrical by Southern Home Services; reported local services and market.", "notes": "The page is posted February 24; its release dateline is February 23. Neither is a separately established legal close date." }, { "source_id": "US-S004", "title": "Southern Home Services Expands Texas Footprint with Acquisition of Nick's Plumbing & Air Conditioning in Houston", "url": "https://www.gryphon-inv.com/news/southern-home-services-expands-texas-footprint-with-acquisition-of-nicks-plumbing-air-conditioning-in-houston/", "publisher": "Gryphon Investors / Southern Home Services", "source_type": "transaction announcement", "publication_date": "2025-10-21", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Nick’s Plumbing & Air Conditioning by Southern Home Services; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated." }, { "source_id": "US-S005", "title": "Champions Group Expands Texas Footprint with Acquisition of Lex Cooling, Heating, Plumbing & Electrical", "url": "https://championsgroupholdings.com/2026/01/21/champions-group-expands-texas-footprint-with-acquisition-of-lex-cooling-heating-plumbing-electrical/", "publisher": "Champions Group Holdings", "source_type": "transaction announcement", "publication_date": "2026-01-21", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "champions", "quality_rating": "A", "supports_claims": "Acquisition of Lex Cooling, Heating, Plumbing & Electrical by Champions Group Holdings; reported local services and market.", "notes": "The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date." }, { "source_id": "US-S006", "title": "Champions Group Expands Footprint with Acquisition of Bee’s Plumbing of Seattle", "url": "https://championsgroupholdings.com/2025/06/18/champions-group-expands-footprint-with-acquisition-of-bees-plumbing-of-seattle/", "publisher": "Champions Group Holdings", "source_type": "transaction announcement", "publication_date": "2025-06-18", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "champions", "quality_rating": "A", "supports_claims": "Acquisition of Bee’s Plumbing and Heating by Champions Group Holdings; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated." }, { "source_id": "US-S007", "title": "Southern Home Services Acquires Elite Electric, Plumbing & Air, Further Expanding Strong Florida Presence", "url": "https://www.southernhomeservices.com/blog/2024/august/southern-home-services-acquires-elite-electric-p/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2024-08-14", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Elite Electric, Plumbing & Air by Southern Home Services; reported local services and market.", "notes": "The page is posted August 14; the embedded release is dated August 12. Neither is a separately established legal close date." }, { "source_id": "US-S008", "title": "Southern Home Services Acquires David Gray Electrical, Plumbing, Heating & Air, Strengthening Florida Presence", "url": "https://www.southernhomeservices.com/blog/2024/april/southern-home-services-acquires-david-gray-elect/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2024-04-30", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of David Gray Electrical, Plumbing, Heating & Air by Southern Home Services; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated." }, { "source_id": "US-S009", "title": "Southern Home Services Acquires ACE Solves It All, Marking the Company’s Third Acquisition in the Orlando Market", "url": "https://www.southernhomeservices.com/blog/2024/january/southern-home-services-acquires-ace-solves-it-al/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2024-01-16", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of ACE Solves It All by Southern Home Services; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated." }, { "source_id": "US-S010", "title": "Southern Home Services Enters New Market with the Acquisition of Presidential Heating & Air Conditioning, Inc.", "url": "https://www.southernhomeservices.com/blog/2023/september/southern-home-services-enters-new-market-with-th/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2023-09-26", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Presidential Heating & Air Conditioning, Inc. by Southern Home Services; reported local services and market.", "notes": "The page displays September 26, but the embedded release is dated September 27. This discrepancy is retained; the transaction uses the dateline and no legal close date is inferred." }, { "source_id": "US-S011", "title": "Southern Home Services Announces Acquisition of Pro-Tech Air Conditioning & Plumbing Service", "url": "https://www.prnewswire.com/news-releases/southern-home-services-announces-acquisition-of-pro-tech-air-conditioning--plumbing-service-a-leading-provider-of-air-conditioning-heating-and-plumbing-services-301856428.html", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2023-06-21", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Pro-Tech Air Conditioning & Plumbing Service by Southern Home Services; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Company-issued release distributed by PR Newswire; the distributor is not independent corroboration." }, { "source_id": "US-S012", "title": "Southern Home Services Announces Acquisition of M.E. Flow, Inc.", "url": "https://www.prnewswire.com/news-releases/southern-home-services-announces-acquisition-of-me-flow-inc--northern-virginias-highest-rated-and-most-successful-home-services-contractor-301666195.html", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2022-11-02", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of M.E. Flow, Inc. by Southern Home Services; reported local services and market.", "notes": "The November 2 release says the acquisition was announced “on Monday.” November 2 is retained as the dated public source, rather than manufacturing an October 31 close date. Company-issued release distributed by PR Newswire; the distributor is not independent corroboration." }, { "source_id": "US-S013", "title": "Southern Home Services — Locations", "url": "https://www.southernhomeservices.com/locations/", "publisher": "Southern Home Services", "source_type": "current corporate directory", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Current platform listing and local operating presence for the eight added Southern brands.", "notes": "Undated live directory observed October 23, 2026. Provides current affiliation and geography, not transaction close dates, equity percentages or independent corroboration of the company’s acquisition releases." }, { "source_id": "US-S014", "title": "Champions Group Holdings — Our Family", "url": "https://championsgroupholdings.com/our-family/", "publisher": "Champions Group Holdings", "source_type": "current corporate directory", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "champions", "quality_rating": "A", "supports_claims": "Current listing of Lex in Richardson, Texas and Bees Plumbing and Heating in Seattle, Washington.", "notes": "Undated live portfolio directory observed October 23, 2026. Does not establish sponsor transfer closing or individual operating-company equity percentages." }, { "source_id": "US-S015", "title": "HarbourVest Private Investments Fund — March 2026 Report", "url": "https://www.harbourvest.com/content/dam/hv/web/files/en/funds/hpif/HPIF%20Report%20-%20March%202026.pdf", "publisher": "HarbourVest", "source_type": "investor fund report", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "harbourvest", "quality_rating": "A", "supports_claims": "Completed Champions Group sale from Odyssey to Blackstone BXPE; February 2026 realization; existing shareholders collectively retained 30%.", "notes": "Report period is March 31, 2026; a distinct publication date is not established. Printed pages 3 and 5 (PDF pages 3 and 5). Exact closing day and allocation of the collective retained stake are not disclosed." } ], "new_relationships": [ { "relationship_id": "US-R001", "from_entity_id": "US001", "from_entity_name": "Blazer Heating, Air & Plumbing", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2026-05-19", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S001", "access_date": "2026-10-22", "evidence_note": "Date is the public announcement date, not an independently established legal close date." }, { "relationship_id": "US-R002", "from_entity_id": "US002", "from_entity_name": "Powell Electric", "to_entity_id": "N013", "to_entity_name": "Champions Group Holdings", "edge_type": "Acquired by", "start_date": "2026-08-07", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S002", "access_date": "2026-10-22", "evidence_note": "Date is the public announcement date, not an independently established legal close date." }, { "relationship_id": "US-R003", "from_entity_id": "US003", "from_entity_name": "Dunn’s HVAC, Plumbing & Electrical", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2026-02-23", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S003|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The page is posted February 24; its release dateline is February 23. Neither is a separately established legal close date." }, { "relationship_id": "US-R004", "from_entity_id": "US004", "from_entity_name": "Nick’s Plumbing & Air Conditioning", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2025-10-21", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S004|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R005", "from_entity_id": "US005", "from_entity_name": "Lex Cooling, Heating, Plumbing & Electrical", "to_entity_id": "N013", "to_entity_name": "Champions Group Holdings", "edge_type": "Acquired by", "start_date": "2026-01-15", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S005|US-S014", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date." }, { "relationship_id": "US-R006", "from_entity_id": "US006", "from_entity_name": "Bee’s Plumbing and Heating", "to_entity_id": "N013", "to_entity_name": "Champions Group Holdings", "edge_type": "Acquired by", "start_date": "2025-06-18", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S006|US-S014", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R007", "from_entity_id": "US007", "from_entity_name": "Elite Electric, Plumbing & Air", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2024-08-12", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S007|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The page is posted August 14; the embedded release is dated August 12. Neither is a separately established legal close date." }, { "relationship_id": "US-R008", "from_entity_id": "US008", "from_entity_name": "David Gray Electrical, Plumbing, Heating & Air", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2024-04-30", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S008|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R009", "from_entity_id": "US009", "from_entity_name": "ACE Solves It All", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2024-01-16", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S009|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R010", "from_entity_id": "US010", "from_entity_name": "Presidential Heating & Air Conditioning, Inc.", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2023-09-27", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S010|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The page displays September 26, but the embedded release is dated September 27. This discrepancy is retained; the transaction uses the dateline and no legal close date is inferred." }, { "relationship_id": "US-R011", "from_entity_id": "US011", "from_entity_name": "Pro-Tech Air Conditioning & Plumbing Service", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2023-06-21", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S011|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R012", "from_entity_id": "US012", "from_entity_name": "M.E. Flow, Inc.", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2022-11-02", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S012|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The November 2 release says the acquisition was announced “on Monday.” November 2 is retained as the dated public source, rather than manufacturing an October 31 close date." }, { "relationship_id": "US-R013", "from_entity_id": "N013", "from_entity_name": "Champions Group Holdings", "to_entity_id": "N014", "to_entity_name": "Odyssey Investment Partners", "edge_type": "Minority investment from", "start_date": "2026-02", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "retained minority; Odyssey’s individual percentage not disclosed", "evidence_rating": "A", "source_ids": "S024|US-S015", "access_date": "2026-10-23", "evidence_note": "The buyer announcement identifies Odyssey and management as retaining minority stakes; the subsequent fund report confirms closing and a collective 30% retained by existing shareholders. Do not allocate the 30% solely to Odyssey." } ], "new_transactions": [ { "transaction_id": "US-T001", "target": "Blazer Heating, Air & Plumbing", "target_entity_id": "US001", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2026-05-19", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "Blazer continues with the local team and general manager within Southern Home Services.", "source_ids": "US-S001", "access_date": "2026-10-22", "notes": "Announcement describes an acquisition; separate legal close date not stated." }, { "transaction_id": "US-T002", "target": "Powell Electric", "target_entity_id": "US002", "buyer": "Champions Group Holdings", "seller": "", "announcement_date": "2026-08-07", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "Powell Electric retains its consumer brand within Champions Group.", "source_ids": "US-S002", "access_date": "2026-10-22", "notes": "Announcement describes the business following the acquisition; separate legal close date not stated." }, { "transaction_id": "US-T003", "target": "Dunn’s HVAC, Plumbing & Electrical", "target_entity_id": "US003", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2026-02-23", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S003|US-S013", "access_date": "2026-10-23", "notes": "The page is posted February 24; its release dateline is February 23. Neither is a separately established legal close date. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T004", "target": "Nick’s Plumbing & Air Conditioning", "target_entity_id": "US004", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2025-10-21", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S004|US-S013", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T005", "target": "Lex Cooling, Heating, Plumbing & Electrical", "target_entity_id": "US005", "buyer": "Champions Group Holdings", "seller": "", "announcement_date": "2026-01-15", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Champions Group Holdings’s corporate directory.", "source_ids": "US-S005|US-S014", "access_date": "2026-10-23", "notes": "The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T006", "target": "Bee’s Plumbing and Heating", "target_entity_id": "US006", "buyer": "Champions Group Holdings", "seller": "", "announcement_date": "2025-06-18", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Champions Group Holdings’s corporate directory.", "source_ids": "US-S006|US-S014", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T007", "target": "Elite Electric, Plumbing & Air", "target_entity_id": "US007", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2024-08-12", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S007|US-S013", "access_date": "2026-10-23", "notes": "The page is posted August 14; the embedded release is dated August 12. Neither is a separately established legal close date. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T008", "target": "David Gray Electrical, Plumbing, Heating & Air", "target_entity_id": "US008", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2024-04-30", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S008|US-S013", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T009", "target": "ACE Solves It All", "target_entity_id": "US009", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2024-01-16", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S009|US-S013", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T010", "target": "Presidential Heating & Air Conditioning, Inc.", "target_entity_id": "US010", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2023-09-27", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S010|US-S013", "access_date": "2026-10-23", "notes": "The page displays September 26, but the embedded release is dated September 27. This discrepancy is retained; the transaction uses the dateline and no legal close date is inferred. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T011", "target": "Pro-Tech Air Conditioning & Plumbing Service", "target_entity_id": "US011", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2023-06-21", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S011|US-S013", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T012", "target": "M.E. Flow, Inc.", "target_entity_id": "US012", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2022-11-02", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S012|US-S013", "access_date": "2026-10-23", "notes": "The November 2 release says the acquisition was announced “on Monday.” November 2 is retained as the dated public source, rather than manufacturing an October 31 close date. 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