What Synergy Solution Group does

Synergy Solution Group is a private peer network founded in 2016 that serves commercial HVAC contractor companies across North America. The organization is built around 50 carefully selected member companies, each granted a geographically exclusive territory in the United States or Canada, eliminating intra-network competition and creating scarcity-based member value. Its core offerings are role-based peer forums — Leadership, Executives, Service Operations, Field Supervisors, Dispatch, Sales, and Construction — supplemented by a members-only online portal called Connect, an Ask a Peer email resource, and curated partner-sponsor discounts.

The underlying technology stack is intentionally light: a community/portal layer (Connect), an asynchronous email-based peer Q&A mechanism (Ask a Peer), and integrations with workflow partners such as Kojo and Divvy. There is no disclosed proprietary AI/ML capability, though AI is a discussion topic within forums. The leadership team comprises four named executives — Managing Partner Jim Bartolotta, Executive Director Julie Bishop, Sales and Marketing Director Allison Rodgers, and Member Support Specialist Kathy Gausselin — collectively representing 70+ years of association-management experience.

The business model rests on two revenue streams: recurring membership dues from the 50 member companies and partner sponsorships/advertising from a roster of 10+ third-party sponsors (XOi, National Compressor Exchange, Culture Index, Milwaukee Tool, Emkay, ATX Advisory, Divvy, Chill Pro, SIB, Kojo, Nationwide Coils). Forum attendance fees range from approximately $1,250 to $2,220 per attendee, reinforcing the premium positioning. The company is headquartered at PO Box 21, Yorkville, IL 60560, has no disclosed outside funding, and operates as a bootstrapped association-style business.

Name

Synergy Solution Group

Legal name

Synergy Solution Group

Website

https://synergysolutiongroup.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Synergy Solution Group is a private, bootstrapped peer network founded in 2016 that serves 50 carefully selected commercial HVAC contractor companies across North America through geographically exclusive membership, role-based forums, a member portal, and a partner-sponsor ecosystem.

Ownership category

akta.pro rank

Headquarters

HQ city

Yorkville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership Dues: Synergy generates revenue from membership fees paid by commercial HVAC contractors who join the peer network. The membership application process and selective acceptance indicate a subscription-style recurring revenue model from members.
2. Partner Sponsorships and Advertising: Synergy partners pay for advertising and sponsorship opportunities at training events and in Synergy publications, accessing the network of 50 commercial HVAC contractors.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Synergy Solution Group operates a selective peer network and professional development organization for independent commercial HVAC contractors in geographically exclusive territories across North America. Members gain access to company-wide training forums for executives, service operations, field supervisors, sales, and dispatch roles, along with specialized peer groups, an Ask a Peer email knowledge-sharing resource, and a shared Documents and Downloads library. The core deliverable is facilitated peer collaboration, leadership development, and operational best-practice sharing among 50 non-competing member companies.

Product overview

Synergy Solution Group is a peer networking organization for independent commercial HVAC contractors, not a software product company. The organization offers a peer group network of 50 geographically exclusive members with company-wide resource access, Ask a Peer knowledge sharing, Documents & Downloads (R&D), and Business Resources. Training and professional development are delivered through various forums (Leadership Forum, Executives Forum, Service Operations Forum, Field Supervisors Forum, Sales Forum, Dispatch Forum) and peer groups (Sales Management, Women in Synergy, HR, Safety, Marketing, Special Projects). Members access the Member Portal platform for resources and event registration. The offering is structured as a network of interconnected peer groups and training events rather than a unified software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Synergy Peer Group Network Membership Core membership offering providing access to a curated network of 50 geographically exclusive independent commercial HVAC contractors across North America, enabling peer collaboration, leadership development, best-practice sharing, and mutual support.
• Ask a Peer Email-based knowledge-sharing resource allowing Synergy member companies across service and construction departments to ask questions and receive answers, support, and feedback from other member companies.
• Documents and Downloads (R&D) Shared member resource library containing forms, processes, and job descriptions developed and refined by member companies for peer learning across the network.
• Business Resources Collaborative business resource offering including sales leads, vertical market insights, and problem-solving shared among members through structured business resource calls.
• Leadership Forum Annual in-person training forum for emerging leaders at member companies focused on emotional intelligence, feedback, and accountability, featuring expert facilitation and mentorship.
• Executives Forum Executive-level in-person forum for member owners and senior leaders covering industry trends, best idea challenges, and strategic planning.
• Service Operations Forum Forum for HVAC and plumbing service leaders covering leadership, KPIs, preventative maintenance, technology, and service expansion, with separate HVAC and plumbing breakout sessions.
• Field Supervisors Forum Forum for field supervisors transitioning from individual contributors to leadership roles, covering communication, delegation, and team development.
• Sales Forum Forum for commercial HVAC sales professionals covering mindset, qualifying, vertical markets, AI discussions, objection handling, and communication skills.
• Dispatch Forum Forum for dispatchers and service coordinators focusing on communication, scheduling, field productivity, and daily execution challenges.
• Sales Management Peer Group Recurring peer group sessions focused on hiring, retention, and team development within sales organizations at member companies.
• Women in Synergy Peer Group Peer group bringing together women from member commercial HVAC companies to share leadership experiences and discuss professional growth.
• HR Peer Group Peer group for HR leaders discussing succession planning, career development, talent assessment, and workforce challenges.
• Safety Peer Group Peer group focused on safety priorities including injury prevention, training, vehicle safety, and accountability.
• Marketing Peer Group Peer group for marketing leaders sharing strategies on video content, AI tools, and internal communication.
• Special Projects Peer Group Peer group addressing engineering, permitting, and A2L refrigerant challenges for commercial HVAC contractors.
• Service Sales KPI Roundtable Virtual roundtable discussion for members on service sales KPIs, benchmarking, and performance measurement strategies.
• Peer Visits On-site visits between member companies for hands-on learning and operational benchmarking across the Synergy network.

Quantifiable outcome

• 40 companies requested membership within two months of founding in 2016, demonstrating rapid market traction and demand for the peer group model.
• +2 more outcomes

Named customers10 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Culture IndexcoreTechnology or Integration · 16 February 2026Culture Index is a Synergy partner providing behavioral analytics for hiring, leadership development, and organizational decisions. Synergy members regularly use Culture Index in Sales Management Peer Group sessions and hiring processes. Multiple member testimonials cite significant accuracy rates (93%) and long-term usage (7+ years) in guiding role alignment and team building.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Nexstar Network: Founded in 1992, Nexstar is the largest private peer network for residential and light-commercial HVAC, plumbing, and electrical contractors with similar member-vetting, geographic exclusivity, peer groups, and annual events. It is the closest comparable to Synergy's model and customer profile.
• Service Nation: Service Nation operates peer groups and training events for home service contractors across HVAC, plumbing, electrical, and similar trades. Its combination of vetted membership, peer-group forums, and partner sponsorships mirrors Synergy's core offering, though it targets the residential rather than commercial segment.
• Service Roundtable: Service Roundtable runs peer groups and annual summits for home services business owners, focused on operational best-practice sharing. It competes for the same independent contractor mindshare as Synergy, though its geographic exclusivity model is less formalized.

Broad incumbents

• Mechanical Service Contractors of America (MSCA): MSCA is the national trade association for mechanical service contractors, whose member companies are largely the same population Synergy serves. Synergy's Managing Partner Jim Bartolotta is a past MSCA Chairman of the Board. It is comparable as a broader industry body but does not operate selective peer networks.
• Air Conditioning Contractors of America (ACCA): ACCA is the largest U.S. trade association for HVAC contractors, offering training, certification, and advocacy across the full industry. It is a broad incumbent member organization serving the same contractor base as Synergy but without the selective peer-group/curated-network structure.
• ServiceTitan: ServiceTitan is the dominant field-service software platform for HVAC, plumbing, and electrical contractors. While its core product is software (not a peer network), it increasingly runs contractor communities, conferences, and partner ecosystems that overlap with Synergy's member-services offering.

Others

• Blue Book Network: The Blue Book Building and Construction Network is a long-standing directory and prequalification platform for commercial contractors, including HVAC. It is an adjacent ecosystem participant rather than a direct peer-network competitor, but its reach into the same buyer base supports industry context.

Emerging players

• The Comfort Institute: The Comfort Institute provides HVAC-specific training, certification, and technical resources to contractors, including measuring and verification training. It is an emerging/niche player that intersects Synergy's member training mission but focuses on technical rather than peer-management content.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/tweetsbysynergy
• Facebookfacebook.com/synergysolutiongroup
• Instagraminstagram.com/synergysolutiongroup
• Pinterestpinterest.com/synergysolutiongroup

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 Synergy Solution Group