Acquired company comprises a lagging plumbing side and a fast-growing HVAC side

The operator describes the acquired business as having a plumbing side that is steady but lagging and an HVAC side that is rolling well post-acquisition, indicating a recent home-service tuck-in being integrated.

“And that company, the plumbing side, though steady, is actually lagging a little bit, but it's growing pains, right? But the HVAC side is where everything's been rolling really, really well.”

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