Tupelo Data Room
Plumbing
Active

Add-On: Bozeman, MT / Residential Plumbing / $675K Adj. EBITDA

Bozeman, Montana, United States
Asking Price-
Revenue$2,430,000
EBITDA$675,000
Cash Flow$675,000
Description
Add-On Opportunity: Bozeman, MT Based / Residential Plumbing, Boiler & Heating Services / $675K Adj. EBITDA / 27.8% Margin / No New Construction Founded in 1985 and headquartered in Bozeman, Montana, the Company is a residential-focused plumbing, boiler, and heating-services contractor serving homeowners across the Gallatin and Paradise Valleys of southwest Montana. Approximately 75% of revenue is residential, split between recurring service and repair work and equipment replacement. The Company provides 24/7 plumbing and heating services, including emergency repairs, drain and fixture service, boiler and furnace repair, water-heater service and replacement, tankless-system installation, boiler replacement, repiping, and remodel plumbing for existing customers. The Company deliberately exited open-market new construction in 2009 and has since concentrated on residential service, repair, and replacement, where demand is recurring and margins are more attractive. New-construction work is accepted only for established customers. The remaining approximately 25% of revenue comes from recurring commercial-maintenance relationships, providing diversification without changing the Company’s residential-service orientation. Operations are supported by 11 personnel, including seven field employees, four licensed plumbers, three apprentices, a general manager, and two office employees. The Company also operates nine late-model service vehicles stocked to support first-visit completion. The general manager is a master plumber who already runs daily operations and intends to remain following the transaction. Key KPIs - **Residential revenue:** Approximately 75% - **Residential service and repair:** Approximately 60% of residential revenue - **Residential replacement:** Approximately 40% of residential revenue - **Commercial maintenance:** Approximately 25% of total revenue - **Open-market new-construction exposure:** None - **LTM July 2026 revenue:** $2.43 million - **LTM adjusted EBITDA:** $675,000 - **LTM adjusted EBITDA margin:** 27.8% - **Adjusted EBITDA excluding estimated run-rate items:** $625,000 - **Corresponding adjusted EBITDA margin:** 25.8% - **FY2025 revenue:** $2.42 million - **FY2025 adjusted EBITDA:** $598,000 - **FY2025 adjusted EBITDA margin:** 24.8% - **FY2025 revenue growth:** 39.6% - **Revenue CAGR (FY2019-FY2025):** 14.3% - **Seven-month 2026 revenue growth:** 0.6% - **Seven-month 2026 EBITDA growth:** 36.0% - **Customer retention:** Approximately 85%, per management - **Largest customer:** 9.9% of FY2025 revenue - **Top-five customers:** 22.9% of FY2025 revenue - **Personnel:** 11 - **Field personnel:** 7 - **Licensed field plumbers:** 4 - **Apprentices:** 3 - **Operating service vehicles:** 9 - **Average operating-fleet model year:** 2024.6 - **Emergency availability:** 24/7 - **Operating history:** 41 years - **Days sales outstanding:** 27 days ### Recent Performance Revenue increased 39.6% in FY2025, from $1.73 million to $2.42 million, following the successful addition of technician capacity. LTM July 2026 revenue remained effectively flat at $2.43 million, preserving the prior year’s increase in scale. Through the first seven months of 2026, revenue increased 0.6%, while reported EBITDA increased 36.0%. The earnings improvement was driven by a greater mix of core service labor, a 10.3% reduction in field wages, and overhead that did not increase with revenue. Residential Add-On Opportunity The Company represents an attractive add-on for a residential HVAC, plumbing, electrical, or multi-trade home-services aggregator seeking immediate entry into the Mountain West. An acquirer would gain an established residential brand, a broad homeowner customer base, licensed plumbing and boiler capabilities, a modern service fleet, and second-generation management already running daily operations. The business has several familiar home-services value-creation opportunities.
Inventory
Included in Asking Price

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