Internal · not published

Editorial data-viz components

Reusable, prop-driven elements for the PE-rollup blog series, shown with each post's real figures from the data memo. Progressive enhancement: the server renders the final state (full numbers, full bars, dashed reference line), so with JavaScript off, or with prefers-reduced-motion, you see correct, accessible content. When motion is allowed, small vanilla-JS islands count the numbers up and grow the bars on scroll-in. No chart library, no client framework. Scroll slowly, or reload, to see the animations arm.

AnimatedStat

A single big number that counts up on scroll-in. For the series' stat-callout moments.

Post #1: stealth concentration

291+

HVAC service contractors trace to a PE-backed platform traceable to a specific private-equity sponsor in our graph

distinct PE-backed platforms behind them across the service contractors we track

Post #8: the asymmetry (named-deal ledger)

Named, individually-verified exit/round values only, never the poisoned aggregate.

$10B

Apex Service Partners implied valuation (Alpine $3.4B continuation + Apollo ~$2B)

$2.5B

Champions Group Blackstone acquisition, announced Feb 2026

$1.5B

Sila Services Goldman Sachs majority, ~$1.5B incl. debt, Nov 2024

Post #10: consolidation didn't slow

HVAC deals announced in H1 2026 through the refrigerant transition; dated subset (~21% coverage), directional not a census

StatComparison

Two-or-more value bars that grow on scroll-in, with an optional per-row analogue note.

Post #1: the funds behind the brands

HVAC service contractors reachable through each sponsor's platforms

Gryphon Investors 42 service contractors

Audax Private Equity 42 service contractors

GI Partners 29 service contractors

Ares Management 27 service contractors

Charlesbank Capital Partners 26 service contractors

Our graph; distinct service contractors reached through each sponsor's platforms.

Post #6: the honest non-finding (ratings near-tie)

Average Google rating: PE-platform vs independent HVAC contractors

Rolled into a PE-backed platform (n=144) 4.66★

Independent / other (n=80) 4.62★

The near-equality IS the finding: no visible quality penalty (both medians 4.80). Stars measure satisfaction of self-selected reviewers, not price, overselling, or repair-vs-replace bias. A 4.8-star roll-up can still overcharge.

Post #6: labeled analogues (measured elsewhere, NOT in HVAC)

PE-ownership effects measured in OTHER industries

Nursing homes: short-term mortality +10%

measured in nursing homes (Gupta et al.); NOT measured in HVAC

Nursing homes: taxpayer billing per patient +11%

measured in nursing homes; NOT measured in HVAC

Dental: charges per patient +3.4%

measured in dentistry; NOT measured in HVAC

Dental: implant procedure volume +14%→+46%

measured in dentistry; NOT measured in HVAC

⚠️ ANALOGICAL. Each bar is a finding from a different industry, carried with its source and 'not measured in HVAC'. These are NOT HVAC measurements: the post uses them to describe a mechanism, never to assert an HVAC outcome. (Verify each figure to its primary before publish.)

Post #7: where the consolidation is densest

HVAC operating companies by HQ state (top 5)

Texas 69

Florida 59

Ontario 48

California 41

Ohio 40

Of the 827 HVAC opcos with an hq_state (48%). A density map, NOT a market-concentration (HHI) measure.

ThresholdTimeline

Events over time against a reference line, on a log value axis. The dashed line grows in and dots fade in left-to-right on scroll. Built for post #9's HSR-threshold visual.

Post #9: the Champions chain vs the HSR review threshold

above the line (review-triggering) below the line (disclosed value) value undisclosed 10 of 11 undisclosed, plotted as sub-threshold

⚠️ Editorial guard: add-on values are undisclosed in our data (open dots), not verified as below $133.9M. The defensible point is structural: the building was done in small steps; only the final platform sale was threshold-sized. Pairs with the AnimatedStat below.

2,190

of 3,829 deals are add-ons the deal type that typically falls under the threshold (a type count, not verified per-deal)

Also available (existing components)

The existing SSR-SVG components already cover several per-post hooks and can be reused directly: AcquisitionTimeline (Sila / Champions flip chains, #2), TimeBarChart (deal velocity, #2/#12), GraphExplorer (mini ownership network, #1), and BreakdownBars (deal-type splits). New work this session adds the three animated, progressive-enhancement elements above.