FMI Capital Advisors Announces Hunter-Davisson Becomes 100% Employee-Owned

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On October 19, 2020, FMI Capital Advisors announced the transfer of ownership of Hunter-Davisson, Inc. (“Hunter-Davisson”) to company employees via the Hunter-Davisson, Inc. Employee Stock Ownership Plan (“ESOP”). In this transaction, Hunter-Davisson became 100% employee-owned. FMI Capital Advisors was the exclusive financial advisor to Hunter-Davisson for this transaction.

Hunter-Davisson, Inc. becomes 100% Employee Owned

Hunter-Davisson, Inc. becomes 100% Employee Owned

FMI Capital Advisors played a key role throughout, presenting us with a clear picture of our succession options, supporting our decision to go the ESOP route, and guiding us expertly through an efficient process even given the challenges of today’s business environment.

Investment Banking Firm Advises HVACR Company on ESOP Transaction

On October 19, 2020, FMI Capital Advisors announced the transfer of ownership of Hunter-Davisson, Inc. (“Hunter-Davisson”) to company employees via the Hunter-Davisson, Inc. Employee Stock Ownership Plan (“ESOP”). In this transaction, Hunter-Davisson became 100% employee-owned. FMI Capital Advisors was the exclusive financial advisor to Hunter-Davisson for this transaction.

Based in Portland, Oregon, Hunter-Davisson is a leading full-service heating, ventilation, air conditioning and refrigeration (“HVACR”) contractor serving the Pacific Northwest. Jeff Davisson, President of Hunter-Davisson, said, “Our company culture aligns perfectly with our decision to become an ESOP. In addition to enhancing our growth potential, this transaction provides our employee-owners with an ongoing financial interest in the business and rewards them for the invaluable contributions they have made toward our success. FMI Capital Advisors played a key role throughout, presenting us with a clear picture of our succession options, supporting our decision to go the ESOP route, and guiding us expertly through an efficient process even given the challenges of today’s business environment.”

Added Matthew Drake, Managing Director at FMI Capital Advisors, “My colleague Ryan Foley and I couldn’t have asked for a client more dedicated to their core values. Hunter-Davisson leaders put their employees first, and we were honored to act as advisors for this transaction.”

FMI Capital Advisors has an extensive mergers and acquisitions track record across the United States and internationally. The firm has closed more than 750 transactions over its history, with dozens of industry-specific professionals currently serving clients.

About Hunter-Davisson

Founded in 1965, Hunter-Davisson designs, installs and maintains customized HVACR systems for high-rise office towers, corporate complexes, multi-family residences, senior living communities and facilities housing companies in a wide array of industries, including technology and health care. For more information, visit hunterdavisson.com

About FMI Capital Advisors

FMI Capital Advisors, a subsidiary of FMI Corporation, is a leading investment banking firm dedicated to the Built Environment. With more than 750 completed M&A transactions, FMI’s industry focus enables it to maximize value for FMI clients through deep market knowledge, strong technical expertise and an unparalleled network of industry relationships. For more information, visit http://www.fminet.com/investment-banking.

FMI Capital Advisors Contacts

Matthew Drake, Managing Director
mdrake@fminet.com
312.882.7649

Ryan Foley, Managing Director
rfoley@fminet.com
303.398.7202

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Sabine Hoover
FMI
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