Компания Lohmiller & Company продана холдингу SRS Distribution под управлением финансового консультанта CMG

Carter Morse & Goodrich (CMG) in Southport, Connecticut, has announced that it recently served as the exclusive financial advisor to Lohmiller & Company, also known as Carrier West, a leading independent distributor of heating, ventilation and air conditioning (HVAC) equipment, parts and supplies, on its sale to SRS Distribution Inc. (SRS). CMG managed, structured and negotiated the transaction on behalf of Lohmiller and its owners. Headquartered in Denver, Colorado, Lohmiller has served the Rocky Mountain HVAC market for more than 35 years and today operates four locations with approximately 220 employees. Led by owners Tim Brooks, Roger Lee and Mark Brown, the company has established itself as the region’s leading HVAC distributor and a trusted partner to contractors and suppliers. Lohmiller is a distributor of Carrier Corporation’s full suite of residential, light commercial and applied HVAC products, complemented by an extensive offering of parts and supplies. The transaction brings together two organizations with highly complementary cultures centered on their people, customers and supplier relationships. As part of SRS, Lohmiller will maintain its local leadership and entrepreneurial approach while gaining access to the resources, technology and operational support of one of North America’s largest building products distributors. Dan Tinker, CEO of SRS, said, “The company’s reputation for exceptional customer service and passion for taking care of its people make it an outstanding fit, and we are honored they selected SRS as the right home for the business.” Tim Brooks, president of Lohmiller, said, “From the very beginning, CMG understood that finding the right partner for Lohmiller was about much more than achieving the best financial outcome. They invested the time to truly understand our business, our culture and the values that have guided us for decades. Throughout the process, we always felt like a priority. Their deep HVAC industry expertise, strategic guidance and thoughtful counsel helped us evaluate several outstanding opportunities. Ultimately, CMG helped us identify the exceptional cultural and strategic fit we found with SRS, and we could not be more pleased with the outcome and the future ahead.” Chris Reenock, managing director and head of CMG’s HVAC practice, said, “I am thrilled for Tim, Roger and Mark, and for what this transaction means for Lohmiller going forward. They have built an exceptional business grounded in a culture of partnership, integrity and doing right by their customers, employees and supplier partners. Those values were evident throughout our work together and were critically important in finding the right partner for the company. Our team at CMG is honored to have advised Tim, Roger and Mark on this important transaction, and we are incredibly excited for what comes next for Lohmiller and its team.” The transaction highlights CMG’s longstanding commitment to the HVAC sector and its experience advising founder and family-owned businesses across HVAC distribution, services and manufacturing on what is often the most important financial transaction of an owner’s career. Dechert LLP served as legal advisor and Grant Thornton provided quality of earnings support to Lohmiller. Headquartered in Southport, Connecticut, with offices in Providence, Rhode Island and Garden City, New York, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $500 million. CMG’s primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transaction as they plan, prepare, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely held businesses and the importance of owner legacies. Since 1987, the combination of hands-on approach, senior banker attention, strategic guidance, seamless transaction execution, and extensive network of domestic and international resources has enabled CMG to become a trusted advisor to hundreds of business owners. For over 35 years, Lohmiller & Company d.b.a. Carrier West has been a leading HVAC (heating, ventilation and air conditioning) distributor serving the Rocky Mountain region. The company is a recipient of the Denver Post’s Top Places to Work for 12 years and an honored recipient of Carrier Corporation’s Top Gun Award 24 times, recognizing the top six market performers in North America. Founded in 2008 and headquartered in McKinney, Texas, SRS Distribution has grown to become one of the largest and fastest-growing building products distributors in North America. Since the company’s inception, it has established a differentiated growth strategy and entrepreneurial culture that is focused on serving customers, partnering with suppliers and attracting the industry’s best talent. SRS currently operates under a family of distinct local brands encompassing more than 1,300 locations across the United States and Canada. SRS Distribution is a wholly owned subsidiary of The Home Depot. The Home Depot is the world’s largest home improvement specialty retailer. At the end of fiscal 2025, the company operated a total of 2,359 retail stores and more than 1,300 SRS Distribution locations across all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, 10 Canadian provinces, and Mexico. The company employs more than 470,000 associates. The Home Depot’s stock is traded on the New York Stock Exchange and is included in the Dow Jones Industrial Average and Standard & Poor’s 500 Index.