Stratum Capital Partners works with owner-operated HVAC businesses to identify structural cash conversion gaps, implement targeted improvements, and acquire equity in the businesses we help build.
Owner-operated HVAC companies between $1.5M and $5M are some of the most cash-generative businesses in the trades. What they lack is the operational infrastructure to convert that revenue into durable working capital — a systems problem, not a sales problem.
The Criterion Method scores your business from bank statements, books and field software, not from memory. It runs a cash proof, computes your Cash Conversion Index, Net Agreement Growth and Float Status, and maps every gap to one of seven defined remediation plays. It's built around the same cash proof SBA lenders now require before financing an acquisition priced at $3M or more. We run it first.
We never buy in up front. We earn the right to invest by proving value first: the Cash Flow Diagnostic, then the Operational Blueprint, then performance terms tied to a named KPI moving by a verified amount. When we do invest, the price is set on verified, normalized earnings, so the value you built is in the number.
A self-scored read across all 8 phases in about six minutes: the cash you could release from collections, your Float Status, your annual earnings upside, and how much of your score your documents could verify. Calculated before you ever speak with anyone at Stratum.
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