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Comfort Systems USA

Prepared for Air Control
Type: strategic Houston, TX
Air Control • Fred Lowry • HVAC • 3000000.0
March 29, 2026

Approach Strategy

CALL OPENER

**"Comfort Systems just closed out 2025 with record results and your VP of M&A, Jamie Pickett, has been in seat since January 2025 — I'd imagine the DMV is on his target map given you've filled the Southeast and Midwest but have a gap in the Mid-Atlantic."** | **"When you acquired Ivey Mechanical in December 2021 for their $150–160M revenue base in the Southeast, the rationale was regional density — Air Control is the same thesis applied to the highest-value federal and data center corridor in the country."** | **"Your VP of Innovation, Briston Blair, has talked about Comfort Systems diversifying into modular, off-site, and mission-critical work — Air Control's DC metro government and cleared-facility book is exactly the kind of contract base that supports that strategy."**