What Roth Southeast does

Roth Southeast is a building automation and HVAC controls integrator serving Fortune 500 enterprises and public-sector facilities across Florida and Georgia. Founded in 1991 and headquartered in Davie, FL, the company is a subsidiary of Thermal Concepts Inc. (acquired 2011), which also owns 5 Seasons Mechanical (Georgia) and Irvine Mechanical (Orlando). The firm delivers centralized Building Automation Systems (BAS) and Building Management Systems (BMS) that integrate HVAC, lighting, power monitoring, and utility management across mixed-use, hospitality, healthcare, data center, government, and education facilities, with demonstrated outcomes including 10–25% HVAC-related energy spend reduction, 21% kW/Ton improvement at healthcare sites, and $179,000+ first-year utility savings at a Fort Lauderdale corporate complex.

The company's technical stack is multi-vendor by design, spanning Schneider Electric (Andover/EcoXpert), Siemens, Johnson Controls Facility Explorer, Trane, Honeywell, Lutron, and Leviton, unified through Tridium Niagara frameworks for cross-protocol interoperability. Specialized service modules include Chiller Optimization (dynamic load adjustment with Carrier R-32 chillers), Variable Pumping using VFDs and differential pressure sensors, Retro Commissioning for existing-building recalibration, Room Controls via Cassia Networks occupancy-based EMS (25–44% per-room savings), Electrical installation, and CRAC unit deployment for data center clients. Roth Southeast is an exclusive services firm with no standalone software product; all offerings are professional services delivered into client infrastructure.

Commercially, Roth Southeast operates an enterprise field-sales model with a blended revenue structure: one-time project revenue from new construction and retrofit installations, recurring revenue from preventive maintenance contracts (monthly/quarterly/semi-annual/annual), and outcome-based performance contracts tied to client energy savings or ROI targets. Financing assistance is brokered through multiple lender partnerships. Marketing channels emphasize content, industry association membership (ABC, ASHRAE, USGBC, BOMA), and earned credibility through repeated vendor awards (Schneider Electric President's Award 2024, ABC Eagle Award 2020) rather than paid acquisition.

Name

Roth Southeast

Legal name

Roth Southeast

Website

https://rothsoutheast.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Roth Southeast is a multi-vendor building automation and HVAC controls integrator serving Fortune 500 enterprises and public-sector facilities across Florida and Georgia with BAS, BMS, chiller optimization, and energy management services.

Ownership category

akta.pro rank

Product category

Building Automation & Energy Management Services

NAICS

Plumbing, Heating, and Air-Conditioning Contractors (238220)

SIC

General Bldg Contractors - Nonresidential Bldgs (1540)

akta.pro primary industry

Building Automation & Controls (BAS/BMS) Contracting (IMAFALAE)

akta.pro secondary industries

Building Management System (BMS)/Controls Maintenance & Commissioning (BPABACAE), HVAC Controls & Optimization (Smart Thermostats, VAV, Chillers/Boilers Controls) (BPABAGAB), Building Automation & Controls (BAS/BMS, HVAC Controls) (IMAIABAD), Commercial HVAC Maintenance Agreements & PM Programs (HSAOAHAJ)

Keywords

• Building automation systems
• HVAC controls services
• Energy management solutions
• Retro commissioning
• Chiller optimization

Headquarters

HQ city

Davie

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Building Automation & Controls Installation: Design and installation of Building Automation Systems (BAS), Building Management Systems (BMS), and associated HVAC controls for new construction and retrofit projects.
2. HVAC Service & Maintenance Contracts: Preventive maintenance plans (monthly, quarterly, semi-annual, or annual) providing regular inspections, filter replacements, duct cleaning, debris removal, refrigerant checks, coil cleaning, system diagnostics, and on-call support.
3. Retrofit & Retrofit Projects: Retrofit of existing HVAC infrastructure including equipment replacement and system upgrades for improved energy efficiency.
4. Performance-Based Solutions: Performance-based energy savings contracts tailored to each client's goals, with measurable results in energy efficiency, building performance, and system reliability.
5. Financing Assistance: Works with multiple lenders to match financing options with client needs for building management system installations.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Roth Southeast designs, installs, and services Building Automation Systems (BAS) and Building Management Systems (BMS) that centralize control of HVAC, lighting, power, and utility systems for commercial, institutional, and government facilities. The company delivers related services including chiller optimization, variable pumping, room controls (Cassia Energy Management System), retro commissioning, electrical, and power optimization, along with preventive maintenance contracts. All offerings are delivered as professional services integrated into client building infrastructure across Florida and Georgia.

Product overview

Roth Southeast is a building automation and HVAC controls company offering a suite of integrated services organized around its core Building Automation System (BAS) platform. The core Building Automation service serves as the central hub, integrating HVAC, lighting, power monitoring, and utility management into a unified control platform accessible onsite and remotely. Supporting this core platform are specialized service modules including Chiller Optimization (dynamic load management and real-time tracking), Room Controls (Cassia Energy Management System with occupancy-based automation), Variable Pumping (VFD and differential pressure sensor-based flow optimization), Retro Commissioning (system recalibration for existing buildings), Electrical (power systems and wiring), and Power Optimization (energy management and utility monitoring). Additional services include CRAC unit installation for data centers and Preventive Maintenance Plans. The company operates exclusively as a services firm with no standalone software product; all offerings are delivered as professional services integrated into clients' existing building infrastructure.

Differentiator

Problem solved

Functional benefit

Products and services

• Building Automation Centralizes control of HVAC, lighting, and building systems through a smart platform accessible both onsite and remotely. Includes HVAC controls, lighting controls, power monitoring, utility monitoring, and integration with tenant systems for mixed-use, high-rise, retail, hospitality, and government facilities.
• Chiller Optimization Maximizes chiller efficiency with dynamic load adjustments, real-time data tracking, and advanced energy control sequences. Includes chiller replacement services using high-efficiency units such as Carrier chillers with R-32 refrigerant for improved energy performance.
• Electrical Delivers safe, efficient, and code-compliant power systems that meet tenant needs without compromising performance. Includes new construction electrical installation, retrofit projects, and integration with building automation systems.
• Power Optimization Energy management and power optimization services to reduce costs and streamline building operations. Includes power monitoring integration with BAS for utility tracking and demand-side energy management.
• Room Controls Delivers tailored comfort and energy savings through the Cassia Energy Management System, featuring intelligent thermostats, occupancy sensors, and zone-based control. Targets hospitality, student housing, and multi-unit dwellings with 25-44% energy savings potential per room through automated temperature and lighting adjustments based on occupancy.
• Variable Pumping Reduces energy costs by adjusting pump speed and flow based on demand using variable frequency drives (VFDs) and differential pressure sensors. Optimizes condenser water circulation in heat pump systems, eliminating over-pumping and reducing wear on pump seals and bearings while delivering annual energy savings.
• Retro Commissioning Recalibrates systems in existing buildings to improve performance, reduce energy use, and restore original design intent. Identifies cost-effective energy conservation measures and integrates them into existing or new Building Automation Systems.
• CRAC (Computer Room Air Conditioning) Installation Specialized cooling system installation for data centers designed to maintain precise temperature and humidity levels in environments housing sensitive electronic equipment. Services include unit installation, refrigerant piping, CAT6 integration, and fire system coordination.
• Preventive Maintenance Plans Scheduled maintenance programs offering regular filter replacements, duct cleaning, debris removal, refrigerant checks, and coil cleaning. Available in monthly, quarterly, semi-annual, or annual plans with predictable pricing and priority service rates.

Quantifiable outcome

• Clients achieve 10-25% reduction in total energy spend tied to HVAC operations
• +8 more outcomes

Named customers23 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature8 records

Partnerships

Five partnerships are on record, tiered core.

• Schneider ElectriccoreTechnology or IntegrationRoth Southeast is a Schneider Electric (Andover) Partner and EcoXpert BMS Certified partner. The company has received multiple Schneider Electric awards including the President's Award (2024), Building Automation recognition (2021, 2023), Highest Volume Growth award (2015), and BMS Certified EcoXpert (2016). Schneider Electric provides building automation hardware and software platforms that Roth Southeast implements for clients.
• SiemenscoreTechnology or IntegrationRoth Southeast is a Siemens Solutions Partner, integrating Siemens building automation products and controls into client facilities. Neil Caporale began his career at Siemens Building Technologies in Maryland in 2000.
• Johnson ControlscoreTechnology or IntegrationRoth Southeast is a Johnson Controls Facility Explorer Contractor, implementing Johnson Controls building management and HVAC control solutions.
• TranecoreTechnology or IntegrationRoth Southeast partners with Trane for HVAC equipment supply and installation. Notable projects include Martin County School District chiller replacement (Trane Agility chiller and Marley cooling tower) and Seminole Tribe projects working with Trane.
• TridiumcoreTechnology or IntegrationRoth Southeast uses Tridium's Niagara Framework for BMS integration, implementing unified Tridium-based platforms across multiple buildings, including the City of Miami Beach project with 12 buildings.

Scale indicators15 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Automated Logic Corporation: Automated Logic (a Carrier company) manufactures and integrates building automation systems and controls, directly competing with Roth Southeast's core BAS/BMS offering across commercial, healthcare, and education customers.
• ACCO Engineered Systems: ACCO is a mechanical and building systems contractor delivering HVAC, BAS, and energy services to commercial and institutional clients, mirroring Roth Southeast's project + service model.
• Haynes Mechanical Systems: Haynes is a mechanical and BAS contractor delivering HVAC, controls, and energy services across commercial and healthcare customers, directly comparable in service mix and customer profile.
• M.C. Dean: M.C. Dean is a systems integrator specializing in building automation, electrical, and life-safety systems for mission-critical and government facilities, overlapping with Roth's data center and federal work.
• Alpha Controls & Services: Alpha Controls is a building automation integrator serving commercial and industrial customers with similar BAS installation, retrofit, and service work as Roth Southeast.

Broad incumbents

• Comfort Systems USA: Comfort Systems USA is a national mechanical and building services contractor delivering HVAC, plumbing, and BAS services, comparable to a scaled-up version of Roth Southeast's services business.
• Johnson Controls: Johnson Controls is a global BMS/HVAC giant and one of Roth Southeast's named OEM partners; it competes with Roth on enterprise accounts while also supplying underlying technology Roth integrates.
• Siemens Smart Infrastructure: Siemens Smart Infrastructure offers global building automation, HVAC controls, and energy management, overlapping with Roth's portfolio and competing for large commercial and public-sector contracts.
• Schneider Electric: Schneider Electric provides BMS and energy management platforms and is Roth Southeast's closest OEM partner (President's Award 2024); it competes with Roth on enterprise retrofits while supplying its core technology stack.
• Honeywell Building Technologies: Honeywell is a global BMS and HVAC controls provider competing for the same enterprise customers as Roth while also being a listed partner.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/roth-southeast
• Xx.com/rothsoutheast

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

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 Roth Southeast