CopperPoint

Name

CopperPoint

Legal name

CopperPoint LLC

Website

https://copperpointco.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Kansas City

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, Infrastructure

Revenue model

1. Investment returns from acquired companies: As an investment holding company, CopperPoint generates returns through acquiring and growing plumbing, HVAC, heating, cooling, and electrical businesses. Revenue is derived from the appreciation and profitability of portfolio companies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

CopperPoint acquires and invests in family-owned plumbing, HVAC, heating, cooling, and electrical businesses across the United States. The firm provides patient capital, operational expertise through its proprietary "Operational Atlas" playbook, and leadership development support to help partner companies scale sustainably while preserving their legacy. Revenue is generated through the appreciation and profitability of acquired portfolio companies.

Product overview

CopperPoint is a home services investment company (private equity firm) that acquires and invests in plumbing, heating, air conditioning, and electrical companies. Rather than a unified software platform, CopperPoint's offerings consist of three interconnected services: a Valuation Calculator tool for business owners to assess company worth, an Operational Atlas playbook provided to acquired partners for long-term growth strategy, and a Private Equity Video Series educational resource. The company focuses on family-owned home service businesses and helps leadership teams grow their people and potential while maintaining legacy.

Differentiator

Problem solved

Functional benefit

Products and services

• Valuation Calculator An online tool designed for residential service plumbing, HVAC, and electrical company owners to estimate business value based on financial inputs including revenue, cost of goods sold, total expenses, depreciation/amortization, and non-business expenses.
• Operational Atlas A comprehensive strategic playbook provided to CopperPoint's partner companies that helps leadership teams prioritize goals and develop long-term sustainable growth strategies, forming part of CopperPoint's unique approach to scaling family-owned home-services businesses.

Quantifiable outcome

• From less than $5M to over $26M in annual revenue in seven years under Amy Threlkeld's leadership at Bob Hamilton Plumbing.
• +1 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Nine partnerships are on record, tiered core.

• Dick Ray Plumbing, Heating, Cooling, & DrainscoreStrategic or Co-development PartnerPartner company based in Overland Park, KS. Part of CopperPoint's portfolio of acquired home services businesses. Tagline: 'Hey! Call Dick Ray!'
• Quality Plumbing, Heating, Cooling, & ElectricalcoreStrategic or Co-development PartnerPartner company based in Kodak, TN (Sevierville area). Partner since December 2023. Has served the community since 1985 with 115 employees and over 2,250 5-star Google reviews. Provides commercial and residential plumbing, sewer, heating, cooling, and electrical services.
• Frank's Plumbing, Heating, & CoolingcoreStrategic or Co-development PartnerPartner company based in Buffalo, NY. Tagline: 'You're going to say THANKS to Frank's!'
• Joe Cool ComfortcoreStrategic or Co-development PartnerPartner company based in Tampa Bay, FL. Specializes in plumbing, cooling, and drains. Tagline: 'All the Joe Cool Comforts of Home!'
• Universal Home ExpertscoreStrategic or Co-development PartnerPartner company based in Southaven, MS. Specializes in plumbing, heating, cooling, and drains. Tagline: 'A Level of Service You Forgot Existed!'
• Houston Plumbing PartnercoreStrategic or Co-development PartnerPartner company based in Houston, TX. Specializes in plumbing, heating, cooling, and electrical. Tagline: 'Service that's out of this world!'
• Quality Plumbing, Heating, Cooling, & ElectricalcoreStrategic or Co-development PartnerDisplayed as partner on CopperPoint's valuation calculator page. Located in Kodak, TN.
• Dick Ray Plumbing, Heating, Cooling, & DrainscoreStrategic or Co-development PartnerDisplayed as partner on CopperPoint's valuation calculator page. Located in Overland Park, KS.
• Universal Home ExpertscoreStrategic or Co-development PartnerDisplayed as partner on CopperPoint's valuation calculator page. Located in Southaven, MS.

Scale indicators4 records

Recent moves6 records

Others

• HomeVestors of America: HomeVestors is a large franchise acquirer of residential real estate, illustrating a similar franchise/roll-up model for fragmented, founder-led U.S. small businesses. Comparable as an adjacent model showing the roll-up playbook in a different home-related vertical.

Direct peers

• Goettl Air Conditioning & Plumbing: Goettl is a residential HVAC and plumbing services platform that has scaled through acquisitions and partnerships. Compares to CopperPoint as a roll-up consolidator focused on plumbing/HVAC service businesses with regional and multi-state operations.
• Heartland Home Services: Heartland Home Services is a residential HVAC, plumbing, and electrical roll-up operator in the U.S. Compares directly to CopperPoint as a regional-to-national home services acquirer pursuing family-owned businesses for partnership.
• Apex Service Partners: Apex Service Partners is a private equity-backed residential HVAC, plumbing, and electrical services platform actively acquiring and operating home-services businesses across the U.S. Directly comparable as a home-services roll-up competitor pursuing the same fragmented family-owned seller base.
• Service Champions (Home Services): Service Champions is a residential HVAC, plumbing, and electrical services operator that has scaled through PE backing and acquisitions. Directly comparable as a multi-state home services platform competing for the same customer and acquisition opportunities.
• Red White & Blue Home Services Group: Red White & Blue Home Services Group is a residential plumbing, HVAC, and home services roll-up operating across multiple U.S. markets. Comparable in acquisition strategy and target profile to CopperPoint's portfolio companies.

Broad incumbents

• Neighborly (formerly Dwyer Group): Neighborly is a large franchise platform for home services spanning plumbing, HVAC, electrical, and other trades. While franchise-model rather than direct acquisition, it competes for the same end customers and adjacent to CopperPoint's seller universe.
• Authority Brands: Authority Brands is a large multi-brand home services franchisor/platform owned by ECP Partners, covering plumbing, HVAC, electrical, and other trades. Comparable as a much larger incumbent in the same vertical with overlapping portfolio brands.
• Wrench Group: Wrench Group is one of the largest U.S. residential HVAC, plumbing, and electrical services platforms, owned by Leonard Green & Partners. Comparable as a larger incumbent with a similar roll-up strategy in the same vertical.

Emerging players

• Bluefrog Plumbing + Drain: Bluefrog Plumbing + Drain is a growing residential plumbing franchise/operator network. Comparable as an emerging player in the same vertical pursuing scale through partnerships and acquisitions of independent plumbing operators.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php?id=100086274417262
• LinkedInlinkedin.com/company/copperpointco

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about CopperPoint