McWilliams & Son

What McWilliams & Son does

McWilliams & Son, operating as McWilliams Heating, Cooling and Plumbing, is a Texas-based residential and commercial HVAC and plumbing service provider founded in 1974 and headquartered in Lufkin. The company operates five physical branches across Lufkin (Burke), Nacogdoches, Livingston, Huntsville, and Richmond (Air Express), serving East Texas and the Greater Houston metro through a dispatch-from-home technician model. McWilliams is a subsidiary of Blue Cardinal Home Services, a strategic operating platform. Its core offerings span air conditioning, heating, and plumbing services — including repair, installation, and maintenance for residential and light-commercial customers — with complementary lines in Generac whole-home standby generators, indoor air quality, ductless mini-splits, water softeners/filtration, and backflow prevention.

The business runs on a transactional, quote-based pricing model with promotional acquisition offers (e.g., $79 seasonal AC tune-up, $3000 off new HVAC installs) and 0% interest 12-month financing through FM Marketing on complete system replacements. Recurring revenue is generated through The Advantage Plan annual maintenance membership, providing priority scheduling and discounts. The technology stack is industry-standard: diagnostic and refrigerant-handling equipment, hydro jetting and drain cleaning gear, and ServiceTitan field service management software for job documentation and dispatch. Go-to-market is sales-led, relying on a central toll-free number, per-market local phone lines, ZIP-code-gated landing pages, Google My Business / Local SEO, Facebook and X/Twitter presence, and aggressive seasonal promotional campaigns to drive inbound service requests.

The customer base is primarily fragmented residential homeowners across East Texas and Greater Houston suburbs, with a smaller commercial segment served by dedicated commercial HVAC, plumbing, refrigeration, and ice machine offerings. Marketing channels emphasize reputation management (1,150+ Google reviews), service-area SEO, and direct-response promotional offers. The company is actively hiring and has expanded product breadth and geographic coverage, indicating an ongoing moderate-growth posture supported by its parent platform's back-office infrastructure rather than by external capital raises.

Name

McWilliams & Son

Legal name

McWilliams Heating, Cooling and Plumbing

Website

https://mcwilliamsandson.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

51–100 employees

Short description

McWilliams & Son is a Texas-based residential and commercial HVAC, plumbing, and generator service provider founded in 1974, operating five branches across East Texas and Greater Houston as a subsidiary of Blue Cardinal Home Services.

Ownership category

akta.pro rank

Headquarters

HQ city

Lufkin

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Supply Chain, Infrastructure, Technology or R&D

Revenue model

1. HVAC Services: Revenue from air conditioning and heating services including installation, repair, maintenance, and replacement for residential and commercial customers. Services include AC repair, AC installation, AC maintenance, heating repair, heating installation, heating maintenance, heat pump services, indoor air quality, thermostats, and commercial HVAC.
2. Plumbing Services: Revenue from plumbing services including water heaters (tank and tankless), repiping, fixture repair/replacement, gas lines, drain cleaning, sewer repair/replacement, water leak detection/repair, commercial plumbing, and backflow prevention.
3. Generator Services: Revenue from Generac whole-home standby generator installation, repair, and maintenance services.
4. Maintenance Plans: Recurring revenue through The Advantage Plan maintenance membership offering regular HVAC and plumbing system maintenance with priority scheduling and discounts on repairs.
5. Air Duct and Indoor Air Quality: Revenue from air duct cleaning, dehumidifiers, humidifiers, air purification, and air filtration services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

McWilliams & Son is a residential and commercial HVAC and plumbing service company based in Lufkin, Texas, serving East Texas and the Greater Houston Metro area. The company provides air conditioning and heating installation, repair, and maintenance, full plumbing services (water heaters, repiping, drain cleaning, gas lines, sewer repair, leak detection), indoor air quality solutions, Generac whole-home generators, and a recurring maintenance membership plan called The Advantage Plan.

Product overview

McWilliams Heating, Cooling and Plumbing is a residential and commercial HVAC and plumbing service company offering a comprehensive suite of comfort and infrastructure services across East Texas. The core offerings consist of Air Conditioning Services (repair, installation, maintenance, heat pumps), Heating Services (repair, installation, maintenance, furnaces), and Plumbing Services (water heaters including tankless options, repiping, drain cleaning, gas lines, sewer repair, leak detection). These core services are complemented by add-on offerings including Indoor Air Quality solutions (air purification, filtration, humidifiers, dehumidifiers, duct cleaning), Whole Home Generators (Generac brand), Water Softeners, Backflow Prevention, Commercial HVAC and Refrigeration, and The Advantage Plan maintenance membership. The company operates across multiple Texas locations including Lufkin, Nacogdoches, Livingston, Huntsville, and Richmond.

Differentiator

Problem solved

Functional benefit

Products and services

• Air Conditioning Services Comprehensive air conditioning services including AC repair, AC installation, AC maintenance, and heat pump services for residential and commercial properties in East Texas.
• Heating Services Heating system repair, installation, and maintenance services including furnaces, heat pumps, and heating maintenance programs for residential and commercial customers.
• Plumbing Services Full-service plumbing including water heaters (tank and tankless), repiping, fixture repair and replacement, gas line services, drain cleaning, sewer repair, water leak detection, and commercial plumbing.
• Indoor Air Quality Services

Quantifiable outcome

• $79 seasonal AC tune-up vs $400 quoted by competitor

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Benjamin Franklin Plumbing: National residential plumbing franchise brand under Neighborly focused on repair, replacement, and installation. Directly comparable to McWilliams's plumbing P&L and customer-acquisition playbook.
• ServiceMaster Brands: National home services franchise platform (Merry Maids, Terminix, ServiceMaster Clean, Furniture Medic) under Roark Capital. Comparable as a strategic home-services consolidator; not a head-to-head competitor in McWilliams's core Texas HVAC/plumbing markets.
• Authority Brands: Private equity-backed home services franchise platform encompassing One Hour, Benjamin Franklin, Mister Sparky, and others. Functions as a strategic buyer/roll-up peer and a competing franchisor for residential trades personnel.
• One Hour Heating & Air Conditioning: National HVAC franchise brand under Authority Brands providing residential heating, cooling, and indoor air-quality services. Comparable core trade, residential customer focus, and emergency-service-driven demand model.
• Neighborly: Private equity-backed home services franchise platform with 30+ brands spanning HVAC, plumbing, electrical, and restoration. Comparable as a strategic buyer/roll-up peer; also McWilliams's competitor for technician hiring in shared Texas markets.
• Roto-Rooter: Largest U.S. residential and commercial plumbing and drain services brand, operating company of Chemed Corporation (CHE). Comparable on plumbing and drain cleaning services; broader geographic reach and public-company transparency make it a useful valuation benchmark.
• Mr. Rooter Plumbing: National residential and commercial plumbing services franchise brand under Neighborly. Closest franchise peer on the plumbing side of McWilliams's service mix, with similar customer profile (homeowners) and emergency-driven demand.
• Aire Serv: National HVAC franchise brand owned by Neighborly, offering residential heating and cooling service and installation. Comparable in core trade (HVAC) and customer base (homeowners), differing in franchise vs. direct branch operating model.

Direct peers

• ABC Home & Commercial Services: Texas-based (Waco/Austin), multi-trade residential and light-commercial HVAC, plumbing, and electrical services company with multi-branch regional model. Closest direct comparable to McWilliams on geography, service mix, and operational scale.

Others

• Blue Cardinal Home Services: Private home services PE platform and McWilliams's stated parent company. Included as an ecosystem participant rather than direct competitor; relevant for understanding capital-allocation and growth-strategy context.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/McWilliamsHVAC
• Facebookfacebook.com/McWilliamsHeatingCoolingPlumbing

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McWilliams & Son