We are pleased to share the sale of our client, Excel Mechanical, Inc., to Taconic Capital Holdings. The acquisition closed July 14, 2023.

Established in 1996 and headquartered in Tewksbury, Massachusetts, Excel Mechanical (Excel) is an HVAC/Plumbing contractor focused on conventional heating and cooling. Excel also offers ventilation, refrigeration, and plumbing services for residential and commercial applications.

Excel’s excellent industry reputation and local brand awareness has established it as the preeminent HVAC/Plumbing contractor in its market. The Company has established an excellent reputation for their products, services, and professionalism.

Taconic Capital Holdings, located in Boca Raton, Florida, is a private investment firm with a focus on long-term investing and partnering with experienced operators to build great businesses.

Generational Equity Executive Managing Director, M&A-Technology Practice Leader, David Fergusson, Jeff Carignan, a Generational Group Authorized Affiliate, with the support of Managing Director of M&A, Corey Painter, successfully closed the deal. Senior Managing Director James Carr established the initial relationship with Excel.