The market for opportunity

The market & model for consistent growth

The mechanical, controls and energy services market is large and growing, driven by strong demand tailwinds. UBS has a well-defined strategy and leading platform that offers investors significant growth opportunities, and a highly-actionable pipeline of targets within this massive, fragmented market. Our model and approach enable us to build consistency and business continuity that enhances the strategic, operational and financial benefits for our organization, owner partners and shareholders.

Key investment highlights

Our multi-faceted growth strategy

UBS has successfully built a leading platform with a significant runway for continued growth. Our well-defined strategy and deep actionable pipeline presents investors with many opportunities within this growing, addressable market.

Large, growing market with strong demand tailwinds
Comprehensive set of mission-critical solutions
Highly-reoccurring suite of integrated solutions
Differentiated market position & customer value proposition
Exceptional culture focused on service and communication
Best-in-class technician training program & 93% retention
Proven M&A platform with organic growth opportunities
Experienced M&A machine with a deep, actionable pipeline
Industry leading management team & technician base
Customer case studies

Ongoing service partner to major public research university

Our relationship with this local university started seven years ago. We began providing small plumbing and HVAC repair, followed by an annual HVAC service agreement, then entering an additional annual $20K HVAC service agreement in 2020. This customer has continued to call UBS for upgrade and retrofit work on top of their annual service agreements, plumbing and HVAC repair work.

7 Yrs
Length of Relationship
425K
2022A Revenue
HVAC & Plumbing Services

Long-term solutions & engagement with municipal housing authority

Since entering our first annual HVAC service agreement with this customer, UBS has expanded our relationship with multiple, high-margin engagements and our offerings to include recurring HVAC, boiler, and plumbing services. We’ve been long-term success partners for 23 years, and were recently awarded $3.8M of high margin pull through replacement engagements.

23 Yrs
Length of Relationship
13x
Growth Since Original HVAC & Plumbing Service Contract
HVAC, Plumbing & Boiler Services

Our investors

Let’s stay in touch

If you’re looking to partner and grow, interested in investing, or wanting to learn more about working with UBS, please reach out to our team today. We look forward to hearing from you and providing any additional information you may need.

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