{ "schema_version": "1.2.0", "release_date": "2026-10-26", "baseline_path": "public/research/austin-home-service-ownership-2026.json", "baseline_snapshot": "2026-07-26", "review_interval_days": 90, "revisions": [ { "revision_id": "US-REV001", "kind": "brand", "record_id": "B008", "before_sha256": "3eea5df85c07bf035dd30f1c73e1adc9da9b63f9a2259f067bc9677c794422ac", "after_sha256": "a733d3cc7eaec5af57f5c8f4ac0ddd6695448cea8f447d945bdc4c5eb194e7b2", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_ultimate_owner_or_controller": "Blackstone-managed BXPE funds; Odyssey and management retain minority investment", "ownership_interest": "Platform acquisition documented; sponsor transfer completed. Individual operating-company equity percentage is not disclosed.", "ownership_verification_status": "verified_current_chain", "ownership_source_ids": "S023|S024|US-S015", "notes": "Service Wizard’s platform affiliation retains the July 26, 2026 operating-brand observation. October 23 correction: HarbourVest’s first-party fund report confirms the sponsor sale completed. The separate operating-brand evidence dates are unchanged." } }, { "revision_id": "US-REV002", "kind": "brand", "record_id": "US002", "before_sha256": "41a1e4906102373db990c2ecda99c7b919549492f95c69498fc67aa918f681c8", "after_sha256": "4550db1d37580efbf3a8d6e9470c6ffcf5021ffce3da51306d5062f71d7078dc", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_ultimate_owner_or_controller": "Blackstone-managed BXPE funds; Odyssey and management retain minority investment", "ownership_interest": "Platform acquisition documented; sponsor transfer completed. Individual operating-company equity percentage is not disclosed.", "ownership_verification_status": "verified_current_chain", "ownership_source_ids": "US-S002|S024|US-S015", "notes": "Founded in 1971. Champions says Powell retains its name following the acquisition. Jason Powell is identified as president and general manager; that title is not proof of an equity interest. The February Blackstone announcement does not by itself establish closing. October 23 correction: HarbourVest’s first-party fund report confirms the sponsor sale completed. The separate operating-brand evidence dates are unchanged." } }, { "revision_id": "US-REV003", "kind": "brand", "record_id": "US005", "before_sha256": "aee8c28f6fa17af3255ce4ab3293fcf5cd6a43d4ea5a0667eb6a54a67dc9ad49", "after_sha256": "35529629315b9a7fb708f30f8d514475997104c51ed8dc7fb4e3220915f58a02", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_ultimate_owner_or_controller": "Blackstone-managed BXPE funds; Odyssey and management retain minority investment", "ownership_interest": "Platform acquisition documented; sponsor transfer completed. Individual operating-company equity percentage is not disclosed.", "ownership_verification_status": "verified_current_chain", "ownership_source_ids": "US-S005|US-S014|S024|US-S015", "notes": "Founded in 2004. The release names founders Cory and Anthony Contreras and says the brand continues following acquisition; no retained equity percentages are stated. The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date. Current affiliation was checked in the platform directory. October 23 correction: HarbourVest’s first-party fund report confirms the sponsor sale completed. The separate operating-brand evidence dates are unchanged." } }, { "revision_id": "US-REV004", "kind": "brand", "record_id": "US006", "before_sha256": "b0a59447c2d1f603438f2f26fd03dbf06c0259a235389f162ed9927dfaa1824e", "after_sha256": "08f8c373908a1c5e6a4b491f571bb53d112f97107cd708a61bd5b0cc43b79037", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_ultimate_owner_or_controller": "Blackstone-managed BXPE funds; Odyssey and management retain minority investment", "ownership_interest": "Platform acquisition documented; sponsor transfer completed. Individual operating-company equity percentage is not disclosed.", "ownership_verification_status": "verified_current_chain", "ownership_source_ids": "US-S006|US-S014|S024|US-S015", "notes": "Founded in 2017 by Melissa and Ben Bandel. The announcement says Bee’s retains its brand identity following acquisition. The category is limited to plumbing documented by the acquisition text. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. October 23 correction: HarbourVest’s first-party fund report confirms the sponsor sale completed. The separate operating-brand evidence dates are unchanged." } }, { "revision_id": "US-REV005", "kind": "entity", "record_id": "N013", "before_sha256": "b0ccaaabb16468756e49812647ee8f69e5e108228adacaa1d8df88556a70c318", "after_sha256": "5e6ebda2034af0b90ef13e4b131436fb19f6949a5ad834dce665d64f2d75c227", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "source_ids": "S023|S024|US-S015", "notes": "Blackstone BXPE acquisition is reported completed in the HarbourVest March 2026 fund report." } }, { "revision_id": "US-REV006", "kind": "entity", "record_id": "N014", "before_sha256": "90c3d5f95adc5d145c0098a107062a101904136fe6230849af428b3e2c1e9736", "after_sha256": "ea6f48a22901249c363a4505ffa9e6edd5e439687274c230cf17dd21444f23e6", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_status": "current_minority_investor", "source_ids": "S023|S024|US-S015", "notes": "Former lead sponsor; Blackstone announcement identifies Odyssey and management as continuing minority investors. Their individual retained percentages are not disclosed." } }, { "revision_id": "US-REV007", "kind": "entity", "record_id": "N015", "before_sha256": "2fa51129805025736e04957fae5c58c85f2a0a894908a7e1bfcc1b1634d57b6f", "after_sha256": "2ac6774d6916d81c22eb1b01adf394502be876ce6b28c307ba1408e7e3b09276", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_status": "current_sponsor", "source_ids": "S024|US-S015", "notes": "Champions Group acquisition completed; investment is through Blackstone-managed BXPE funds." } }, { "revision_id": "US-REV008", "kind": "relationship", "record_id": "R016", "before_sha256": "c47d1eca7c594f0b331c3ad5497a8e389880b3a584c1bad36edd88ffb0cbe309", "after_sha256": "3d8ed599e7a62cc02bc1361fc7a323504c83352e769386dd5b6defe66d37d31c", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "current_status": false, "relationship_status": "historical", "end_date": "2026-02", "interest_type": "former lead sponsor; minority rollover recorded separately", "evidence_rating": "A", "source_ids": "S023|S024|US-S015", "access_date": "2026-10-23", "evidence_note": "Lead sponsor role ended in February 2026 according to the investor realization report; exact close day is unknown. Odyssey’s retained minority interest is separate from former control." } }, { "revision_id": "US-REV009", "kind": "relationship", "record_id": "R017", "before_sha256": "9f1aa831d7f543cd681d50c174e542e8a2b8d0c8d49d53fec5f6393d777e50a4", "after_sha256": "a3f3237655aa206232b5ce21915545c7a37c2ffedb60945617cf1e646d211e23", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "start_date": "2026-02", "start_date_precision": "month", "current_status": true, "relationship_status": "current", "interest_type": "control acquisition through BXPE funds; existing shareholders collectively retain 30%", "source_ids": "S024|US-S015", "supporting_source_count": 2, "independent_source_group_count": 2, "access_date": "2026-10-23", "evidence_note": "The investor fund report confirms completion in February 2026 without an exact closing day. The control start is month precision; the separate transaction preserves the February 17 announcement date." } }, { "revision_id": "US-REV010", "kind": "transaction", "record_id": "T013", "before_sha256": "b15394481444e1e228a8cb6eb2537603b0e00f96e746b00e2b812519d49c9331", "after_sha256": "46ea2c08b07ace72e5a6cac09d1bff9e0ebec30631457711f5b7aa8eede4beb5", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "status_as_of_snapshot": "closed", "transaction_type": "control acquisition", "close_period": "2026-02", "close_date_precision": "month", "interest_acquired": "control; 30% collectively retained by existing shareholders", "current_effect": "Blackstone-managed BXPE funds become controlling sponsor; Odyssey and management retain minority interests.", "source_ids": "S024|US-S015", "access_date": "2026-10-23", "notes": "Completed in February 2026 according to the March-period investor report. Exact closing day is unknown, so close_date remains blank. The original February 17 announcement date is preserved; retained percentages by individual shareholder are unknown." } }, { "revision_id": "US-REV011", "kind": "question", "record_id": "U001", "before_sha256": "7db933a9f050a07fa88c4a3702dcd17904d489ddb17180bd6293d2a507e9cd70", "after_sha256": "17cc6445f4f2df01967dcf6796b973d5cd83a1462dc18c2cd390b427d5404b9b", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "status": "resolved", "current_treatment": "Resolved: first-party investor report confirms completion before the baseline snapshot; exact closing day remains unknown.", "needed_evidence": "Exact closing day and individual allocation of retained shareholder interests remain useful follow-up evidence.", "source_ids": "S023|S024|US-S015", "snapshot_date": "2026-10-23" } }, { "revision_id": "US-REV012", "kind": "conflict", "record_id": "C006", "before_sha256": "020ae269e6f11ac5df20754a11ea4be3d3758f70eccc8bb7810860e6b035e035", "after_sha256": "e16f9963a2d7c7fbbfaed273a2b320fa09c091f867c5ebe2cf567f5b49290dc2", "recorded_at": "2026-10-23", "reason": "New first-party fund realization evidence resolves the prior absence of closing confirmation; original assertion is retained in revision history.", "source_ids": "S024|US-S015", "changes": { "resolution": "First-party investor report establishes a completed Blackstone BXPE acquisition in February 2026. Odyssey’s minority rollover is distinct from former lead sponsorship.", "status": "resolved", "snapshot_date": "2026-10-23" } }, { "revision_id": "AC-REV001", "kind": "source", "record_id": "S134", "before_sha256": "8d258b0dc0f69c65adf1c47ce35e8d4f5eec1a5ed6952978ff6a0491e2455272", "after_sha256": "90e49d65c2cba1ec6454a3933881cf8fd1932754b8412ceba8fadabf9f0b8b0c", "recorded_at": "2026-10-23", "reason": "Correct an erroneous source annotation while retaining its original bytes in revision history.", "source_ids": "S134", "changes": { "title": "Baird — company owners and leadership", "url": "https://www.bairdfoundationrepair.com/about/meet-our-team/", "access_date": "2026-10-23", "quality_rating": "B", "supports_claims": "Company identifies Melanie and John Chaney as owners and President/Vice President.", "notes": "October 23 correction: original source annotation incorrectly used Baird as the owners’ surname and overstated sole ownership. The current page establishes owner roles, with no equity allocation disclosed." } }, { "revision_id": "AC-REV002", "kind": "relationship", "record_id": "R029", "before_sha256": "c26b5a04a09a455cc3699372a9076426ca27fd41b697c5e591425214d4410746", "after_sha256": "a9a019a573d2a3fc931d2b038a63c17b5fc4616377e2e1fdc8e8eec72831da7d", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S029", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV003", "kind": "relationship", "record_id": "R039", "before_sha256": "82a7cb150beccf6643a966ae4894c7b6e34f192bb9e55083bc2535b657cd0028", "after_sha256": "ccf1ab5cb3ee076ddf26797a38aa70905196c12c1371b45663b2cfb3789a4aeb", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S035", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV004", "kind": "relationship", "record_id": "R060", "before_sha256": "8942a5cd136ecf4dcf392e0cb365b6858f3f5506de5c605d518aaddfb04f482f", "after_sha256": "6e2481b380f591bbeea7dfce335339809fe533b87669e954274306310bb7bef1", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S100", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV005", "kind": "brand", "record_id": "B001", "before_sha256": "361aff3471634aa9b91e8216efe15dd7715e7459f66fd4b98dfa5f10c1bec73e", "after_sha256": "5a73425cc486a4e56799dda21e22167855073504cd256474616fd6170f0af342", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S100", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S100", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV006", "kind": "relationship", "record_id": "R061", "before_sha256": "493b21c5236af3e5cb4336a7be40a442ab12c28d9bc62260893f2c80d52a1f9e", "after_sha256": "f2fa1a820c4474440cf3f15063a6fa98bae8d42b9f7584bcd82f84fb5ac08bf9", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S105", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV007", "kind": "brand", "record_id": "B016", "before_sha256": "5e2a472cb01b27d39ccc0f975a2f327d8d9e3bc88335044490ac2be60e297494", "after_sha256": "862c6b710e5478f7b14bc484d18c19835d963155534c7eae6396207c55768b93", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S105", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S105|S106", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV008", "kind": "relationship", "record_id": "R064", "before_sha256": "5f315591906ba7a1a50869c79033723955f914546e2e8729b14c8059e8684248", "after_sha256": "ce324dc161610033ca4c979114888132703508444472764b5ce2aca89030ab75", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S108", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV009", "kind": "brand", "record_id": "B018", "before_sha256": "fb171bb36b2399252bab91331988e97f34152cd222496ed607f6663810d97d2a", "after_sha256": "107a66f1e07560b4f4a7d90c7858797cd83b569c6ec04b17c0cf608e168a84bb", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S108", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S108", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV010", "kind": "relationship", "record_id": "R065", "before_sha256": "908942f7a535e656b6a82559e8f7e196fda7c1999f2be29c6a5f9cb90b25c8c3", "after_sha256": "c943710a1b0027fc6ec8d256ddd6fbab7439c6f9ae53679de5c135d50d85725f", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S109", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV011", "kind": "brand", "record_id": "B019", "before_sha256": "3ce0997332462a34e4477414f3fb91ad08c2eb1cb7e1e1d4f15622bca546b6ee", "after_sha256": "3a78eefc8abda7afe29063ded6a05266593088e82c558b57220010ad7ad0ca3c", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S109", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S109", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV012", "kind": "relationship", "record_id": "R067", "before_sha256": "2cd721d1865b47189edae7755b584182349611690c2bdb2fa167d53ab0ae8ee0", "after_sha256": "997af3a6eed4b3b28e4cd3b974607bf39de4f888241e7589e71449401b6b1a98", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S110|S111", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV013", "kind": "relationship", "record_id": "R068", "before_sha256": "c3c8fd2fc6e9b5f95d9f560ace915ba2e785a806ef6e8034a583d9ef2bc79c15", "after_sha256": "5b93c1da87b81860855cf4f822878f6dfb144357c5b9b0a93a6d655e116c1a4a", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S112|S113", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV014", "kind": "brand", "record_id": "B023", "before_sha256": "abdbacd4d4eff442b74d8df9da52fa28699d2e5a5d78e318a5a93529c2a3e032", "after_sha256": "6709485e31340ef0bd64f436be1265715d4a65583e66f8194e1cb9c2d6cb2136", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S112|S113", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S112|S113", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV015", "kind": "relationship", "record_id": "R069", "before_sha256": "3d22b758749ab63569f976e8c12b284565d89313aeae0ef35ea896eb20799a07", "after_sha256": "f8d3d990486f382081efd9c235cab5202c63b3ca1050c54f54588735a45b6b17", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S114|S115", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV016", "kind": "brand", "record_id": "B024", "before_sha256": "8d8be2435043dc5edade8d7aaae71bd8940bba1bb636620cec5c1c85820edad7", "after_sha256": "2b1c68afa0933241b3ca1dca87658567d7ca8494303dc0d75eda3924a8f861f8", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S114|S115", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S114|S115", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV017", "kind": "relationship", "record_id": "R073", "before_sha256": "3daf53c33688b35990c9fef71e0149dbd866b5c0fc206312b6ccc79ce5032d93", "after_sha256": "5690238649413d9019ac9e8697ef360e186fab83c600bc9cf31ab98cfcf22fc5", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S120", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV018", "kind": "brand", "record_id": "B028", "before_sha256": "f93f2b1eecf4f918a8f5ee0aa61c369b8d6c7d2b6badb65b23707b3b1be174ee", "after_sha256": "5725b85ff397e3dfaca86bb5e01440211ef23827b3b1344c6d913087bbbfb579", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S120", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S120", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV019", "kind": "relationship", "record_id": "R075", "before_sha256": "07e854ec31fcc97a48515c1ab34608dc224bcaa8e3d7e87e2edd54bf31f1eb8d", "after_sha256": "b4084a4c471a1ba443a8130fef93b7741c86ba75322bc77c9998900e34e11c2b", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S121", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV020", "kind": "relationship", "record_id": "R076", "before_sha256": "a7179448ba8454e2b310032d3e87e991b036b67ca27fb041757844ffb25b24df", "after_sha256": "aa6998807600b5fda40e975f3c195fee76195d698366f3a610cb846bb965493d", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S123", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV021", "kind": "brand", "record_id": "B030", "before_sha256": "41b7262f702c2b71ac28a5fdb02edf4ac5105dd33d0b0c4af3520e45cd77b0d0", "after_sha256": "d9fac134292a3e33657d00c838d607161352117617b41a50dec54c69ea55a7e1", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S123", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S123", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV022", "kind": "relationship", "record_id": "R077", "before_sha256": "abdb840eec6f99b7fa53ebe38bb751cb8446c0456c7b47079b23465552811faa", "after_sha256": "b46531da0547bd117a41f1a13dbd5712e789fbc28af613e239674c6c5bd44e7a", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S124", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV023", "kind": "brand", "record_id": "B032", "before_sha256": "816dd998c97d1d7c517ef835fff88f00a57e87168ccad8b8e10ca4b91f6f44e9", "after_sha256": "4dc50ff08cc146b795377eb0dfa86cce8aea0f6173e2257669bd240825f8526d", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S124", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S124", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV024", "kind": "relationship", "record_id": "R078", "before_sha256": "3f50395124fac73969af2ca5badc163872bd36eeda5f525ae36259457dcfa5a9", "after_sha256": "b99b2de67a28614579ef80f678d006186f38e7399b1fef907d41983efe179560", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S125", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV025", "kind": "brand", "record_id": "B033", "before_sha256": "bd29bc43d5b360239a9c34614e58222751e7a8d2a8bc1fae4dd1af1aec7cb961", "after_sha256": "42c07685f6cd69549d2d5257ad4ef1d51bf724edf5b9f7b1b6d4d9d2ba2ce7f8", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S125", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S125", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV026", "kind": "relationship", "record_id": "R080", "before_sha256": "bd13ab1046b5645bcfda2dc411bd363fe0a46b3fb721490e0dd61dfddf0b3e7a", "after_sha256": "b666085d2a1cd730551f0e1c958b6d267fc7a9de4584e707a75218fde6e40b7c", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S134", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV027", "kind": "brand", "record_id": "B041", "before_sha256": "e4b10a3a48c7de6e0834d091a2a99cefeb160c1aa50f1608ea7b8f4c364fe6cb", "after_sha256": "e6000c656e0b3b917d8db16f035dde48e8c7f17963adf9e4e819fd2267306f41", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S134", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S134", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV028", "kind": "relationship", "record_id": "R081", "before_sha256": "b7f20b878310a17df9d30c2dde63b9a63ca15ef6708f3be05d7fcfbe9ea0e3ca", "after_sha256": "a7914b1ba7f02e4804b00203a9164fd23a568669f8b0ba3ba444417a7438ce29", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S135", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV029", "kind": "brand", "record_id": "B043", "before_sha256": "621b519696423b268942281cb11dcfc5565f7e5b7c0716f249971f488437142b", "after_sha256": "99bebf0d3ef52dc6a94541783ae44f6a51d307e8f671f58c38577ec4b86bf62c", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S135", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S135", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV030", "kind": "relationship", "record_id": "R082", "before_sha256": "600c9672a3bb53df59d0a4e6a75bdf9b5b29c33e92403c67f3d7c319471e71d9", "after_sha256": "e4b69ad0655ec9287f26491d66ff2c9b501b5b47829d02f4ca9df625bb9e007c", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S136|S137", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV031", "kind": "brand", "record_id": "B044", "before_sha256": "a073f8fdef1ac18b9b09a2428011f7882fed7feba4fcf4e8849e590a14154588", "after_sha256": "acaa9f85abe7f8be15b33ab7d27927ba52d83305d812e7515a0c54dde29dba12", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S136|S137", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S136|S137", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV032", "kind": "relationship", "record_id": "R083", "before_sha256": "bd2fbed94286ddf0fef97a535a94197f1eba6f8edf09e00edbcd9bfd29776c05", "after_sha256": "d2728cacf10756323c5a4d55af9f858e58ea335ed880e4cb84186669e3222107", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S138", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV033", "kind": "brand", "record_id": "B045", "before_sha256": "fa7a9abc8ece5c55a31e0af8dca2bb312332d103849614f52f3552139dbcaace", "after_sha256": "0f0c34368e1fff48bea054f4f43dd1c8902288ecfc4b24c4cfc44c3f7950491c", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S138", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S138", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV034", "kind": "relationship", "record_id": "R084", "before_sha256": "6fb8ffa162a2d749d61c56f62791ddd7946be808bf0d805c07f90f8cc6ed06a9", "after_sha256": "94d86b94c1a3d3bf35a78549d37024e86fbf0a4a5a44be1817aa0cda631f483a", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S140|S141", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV035", "kind": "brand", "record_id": "B046", "before_sha256": "c94196bfde2cfe145e48a95d2dbc7928ca66113412d1f410dd41d0f3bc987d65", "after_sha256": "43a4890f8ba7d371c09fd848bb0cb5f8b9b899640c34ff959c9e4023cec75834", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S140|S141", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S140|S141", "notes": "Reverses Model A’s exclusion. The company has a current Austin address, active official site, and a named founder/owner trail. October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV036", "kind": "relationship", "record_id": "R085", "before_sha256": "0a991a5ed2a858538f5fa561bd36160798dac39bde31b73280b6f96d25975f36", "after_sha256": "4628fe4f89c8694b228789d1a3e714dfb345ce376843b8d1425cb4b6001b7748", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S142", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV037", "kind": "brand", "record_id": "B047", "before_sha256": "86c9c2e62618724ee4150fd3493af794015ffd27fbb6897613c3e9ed99007dff", "after_sha256": "996fcc4534d5c234111b548a73518b4e67a8009cb4c1d7c9b8000814b0cc5905", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S142", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S142", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV038", "kind": "relationship", "record_id": "R086", "before_sha256": "cf99e4068ac7f26416e7af7c79ec030478e70c9ae67ad051bad979bf9fd52739", "after_sha256": "83ea5f4af81490f6a8ed71029cc8dafecf158426b2c110635738c3a61048d26c", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S143", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV039", "kind": "brand", "record_id": "B049", "before_sha256": "6be182a37cfe1b6a9367b79049b601d5ff292fa2342e6412c8de8607af31c6af", "after_sha256": "7ac0232f270f760852a6799fb319c6ea94515c26e86e38875402dc8ca2edf573", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S143", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S143|S144", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV040", "kind": "relationship", "record_id": "R088", "before_sha256": "d3dc01bc81083f1aec34855292e6cb519c406364fde2593da662661968824e02", "after_sha256": "a78b29d3c73a6ad48a3cfaf95a0afa55ea19c23558798b47b4fcb46b713ffe08", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S146", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV041", "kind": "brand", "record_id": "B051", "before_sha256": "1dd997c87eee283f8efc795f2fd7609ca65090e26b90ca33ea8bb26ab2fb4511", "after_sha256": "9e5c5f9838328d2f8da89ee76cdd1130024c5a3fe6810577b3c16965c9cbc3fc", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S146", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S146", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV042", "kind": "relationship", "record_id": "R089", "before_sha256": "cab4dab9493af60f8b15a2ef566c1064268281a1ce5cfa385a0c9e7cab1a9c9a", "after_sha256": "a6c3d3e9b709df933a6e86c4614ebaf0884a665e68c5c767ca56adc1245ce228", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S147|S148", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV043", "kind": "brand", "record_id": "B052", "before_sha256": "c2309fee4e7f12d276876001603445ca52de3918521097532a1f240da4565793", "after_sha256": "abefbdaf44bf4f4916dc422a0141858043e220185aa1908ba5965a39d79a756c", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S147|S148", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S147|S148", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV044", "kind": "relationship", "record_id": "R090", "before_sha256": "54950718a5d6fa8a7bc0a912577d0bc07f96f15427adc11afcd37180420d0504", "after_sha256": "99c487e4c90957ea2d55262eaa465c3623acf446d1c24ee4932216a4cff89dc6", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S150", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV045", "kind": "brand", "record_id": "B054", "before_sha256": "53167540543ed651c019f5708f1a7c1a554ee38a2dec25016d7838104e2ab12b", "after_sha256": "d70dd0133d4be6e6f0668915a09d8532d523065132350077b74390bcfb1b970d", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S150", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S150", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV046", "kind": "relationship", "record_id": "R092", "before_sha256": "6033b6ed8a01c7cae6dc2d61db9aa913b47235425115417c218bdbb4b2bdb638", "after_sha256": "ff5e0e2825d713f60fb68db753aac826419d9eb950445c79d242252fe27de00d", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S151", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV047", "kind": "relationship", "record_id": "R094", "before_sha256": "486553f7b9ee5ac70b0b74be2258d74e563d7e576d50b1ea8617957c7b8a36a6", "after_sha256": "aa545dd1ed99673856b78aa82b2082733c9afc838cb3c5743a960da24f2337ec", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S152", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV048", "kind": "relationship", "record_id": "R096", "before_sha256": "d2b8c7f6be45ccc8075280af6bfe0da7670447ff28a0311ae4f807594c60042b", "after_sha256": "6f13afb9b56558813e13e0fdb22076be4e2a1251ee0089bc5e9266b747af6ac1", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S160", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV049", "kind": "brand", "record_id": "B062", "before_sha256": "97ba741f7ba48805062e32c1762e051c0462b84a1446584f89042c8656880c39", "after_sha256": "843d10adac553016e97cb80ff89fac6523de12ede0dfc97dda340552098220c7", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S160", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S159|S160", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV050", "kind": "relationship", "record_id": "R097", "before_sha256": "a520ea8c16897622ff6e313493013cccc32ddb4f3a14c9cbedc9243fcfe165c8", "after_sha256": "19a53f5a1d1877d8920a28fcaf22b03ad3887690bbf03d7d3029941d5981c46c", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S161", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV051", "kind": "brand", "record_id": "B063", "before_sha256": "cbcb506e140b95b9fe92de6eb05cd3d05e93d8e7f30623d80798a3280c1ff40b", "after_sha256": "d5d424cbb802358d701b3b55ca0aae3257ab7ea3333c1d210ccb31ed736f99d5", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S161", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S161", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV052", "kind": "relationship", "record_id": "R099", "before_sha256": "db693f69e321e8d02bc664c985daa504daa362a23de2d091ce1e910ca9ce524d", "after_sha256": "f81088581ff90ef3477a1991d906fe8eea23d6b6ac917c979f73ca65bfb58014", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S163", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV053", "kind": "relationship", "record_id": "R100", "before_sha256": "c7b15fb2b83965a48dcecd8dd681136c62c9119a86a782b698ecadf67b112a2c", "after_sha256": "60049c8b5f8d4edc0f88081094ce1a6fe882d0f9f96540a1aeeed68ea6b62296", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S164", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV054", "kind": "brand", "record_id": "B065", "before_sha256": "78ea716d6d18a486e7188519e6c7a654acb0a16aeaab71d76822c3cc249a47ab", "after_sha256": "e2b7df4fa7b348242c6e3c3b51bcb3a90c8fa782be20f59c321dcaa2c5f81909", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S164", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "verified_founder_led_partial", "ownership_source_ids": "S164", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV055", "kind": "relationship", "record_id": "R101", "before_sha256": "d0f7d481c5e2e7b1c44ac265e41f27504285d716ed6efdb60cff6dd4c336bbf0", "after_sha256": "e19d0ef952f730d229c89b4440db479147847418d98c7eca6dcfb4eb91e4e3b8", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S165", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV056", "kind": "brand", "record_id": "B066", "before_sha256": "f9a218af4a656221cbfd07650e798ab660e77a1018606ddbe626e06fb8d83820", "after_sha256": "d29b37c50e4a6ea5d1a7ddd96045a60d7f324acb9229fc8d07f255e3004ec0a2", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S165", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S165", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV057", "kind": "relationship", "record_id": "R102", "before_sha256": "a8a3a63928d89ee7c5a359eeaa854deb35c29a2fb1ab4f6a602d7b977f83f373", "after_sha256": "f319393ecc1256c7ea9a5a320224633482cd158822a9ffdd3cb38fc8a277c482", "recorded_at": "2026-10-23", "reason": "Separate a reported owner role from unsupported majority or sole-equity wording.", "source_ids": "S166", "changes": { "edge_type": "Ownership reported by", "interest_type": "reported owner role; percentage and control not established", "evidence_note": "The cited material reports a local owner, family or founder role. It does not establish an equity majority, sole ownership or a complete current cap table. This edge is excluded from common-control grouping." } }, { "revision_id": "AC-REV058", "kind": "brand", "record_id": "B067", "before_sha256": "2096a53fc7a870705fafb1b653e5a5f7218c7c597c0abdfce61b223492ebe84f", "after_sha256": "d77d557be41a0192a8a46d0f38531dc9b576891162543cacabf7ee8b0b420475", "recorded_at": "2026-10-23", "reason": "Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred.", "source_ids": "S166", "changes": { "ownership_interest": "Owner or founder role reported in the cited material; current equity allocation and controlling interest are not established.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S166", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred." } }, { "revision_id": "AC-REV059", "kind": "entity", "record_id": "N067", "before_sha256": "f468ac9bd2cd07281e1787c2284e3ec922684f8ca7bf716d3fa6c92922e0d7f0", "after_sha256": "cc648f14157c59a9619bfe278191b2ee99f4ba2b39c3b8f2e45ef7a29882865b", "recorded_at": "2026-10-23", "reason": "Correct the identity of the company-reported Baird owners.", "source_ids": "S134", "changes": { "entity_name": "Melanie and John Chaney", "aliases": "", "source_ids": "S134", "notes": "Company-reported owners. Earlier surname Baird and sole-equity inference were erroneous; percentages are undisclosed." } }, { "revision_id": "AC-REV060", "kind": "relationship", "record_id": "R080", "before_sha256": "b666085d2a1cd730551f0e1c958b6d267fc7a9de4584e707a75218fde6e40b7c", "after_sha256": "1062a6e54a7e79428d9f2c20eef948f9b51cbf24591a3f0fb006b99a22a3af13", "recorded_at": "2026-10-23", "reason": "Correct owner surname and remove unsupported start/sole-equity precision.", "source_ids": "S134", "changes": { "to_entity_name": "Melanie and John Chaney", "start_date": "", "access_date": "2026-10-23", "evidence_note": "The company team page names Melanie and John Chaney as owners. No exact equity percentages or sole ownership are stated." } }, { "revision_id": "AC-REV061", "kind": "brand", "record_id": "B041", "before_sha256": "e6000c656e0b3b917d8db16f035dde48e8c7f17963adf9e4e819fd2267306f41", "after_sha256": "88c676e276a2f26c7752f2c116db16c647de14cdd64fd15dca7aa426b6d2ee3e", "recorded_at": "2026-10-23", "reason": "The current first-party team page names the Chaneys; Baird is the brand, not their surname.", "source_ids": "S134", "changes": { "current_ultimate_owner_or_controller": "Melanie and John Chaney (company-reported owners)", "ownership_interest": "Company reports both as owners; individual stakes and complete beneficial ownership are undisclosed.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S134", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The current first-party team page names the Chaneys; Baird is the brand, not their surname." } }, { "revision_id": "AC-REV062", "kind": "entity", "record_id": "N068", "before_sha256": "b43222fc97259a08ffeda0df74208707558244bd36527757626176771be09b87", "after_sha256": "61c35c6cda763abecd152909b2b12a5f1e7feb678c7c3d4c36ec4309f435e289", "recorded_at": "2026-10-23", "reason": "Preserve the founder identity without presenting it as the current controlling owner.", "source_ids": "AC-S001", "changes": { "current_status": "historical_founder_claim", "notes": "Gary Hunt founded G.L. Hunt in 1987. The previous family-controller annotation is superseded by the current reported-owner record for Hayden Slack." } }, { "revision_id": "AC-REV063", "kind": "relationship", "record_id": "R081", "before_sha256": "a7914b1ba7f02e4804b00203a9164fd23a568669f8b0ba3ba444417a7438ce29", "after_sha256": "5ea1d0372739c92721347c6f52131c66ac9a67b154cf0adffae184df7bdb06d5", "recorded_at": "2026-10-23", "reason": "Correct the current reported-owner endpoint from the founder/family inference.", "source_ids": "AC-S001", "changes": { "to_entity_id": "AC-N001", "to_entity_name": "Hayden Slack", "start_date": "", "source_ids": "AC-S001", "access_date": "2026-10-23", "evidence_note": "Company explicitly names Hayden Slack as Owner & CEO and Gary Hunt as founder. No equity percentage is disclosed." } }, { "revision_id": "AC-REV064", "kind": "brand", "record_id": "B043", "before_sha256": "99bebf0d3ef52dc6a94541783ae44f6a51d307e8f671f58c38577ec4b86bf62c", "after_sha256": "c1b0b54f90ece4938d7a4bb7e842a890123ebd2a9f1fea306cf73b2e7dfceb04", "recorded_at": "2026-10-23", "reason": "The current first-party page names Hayden Slack as Owner & CEO and Gary Hunt as founder.", "source_ids": "AC-S001", "changes": { "current_ultimate_owner_or_controller": "Hayden Slack (company-reported Owner & CEO)", "ownership_interest": "Owner role is reported by the company; the complete cap table and control percentage are undisclosed.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S135|AC-S001", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The current first-party page names Hayden Slack as Owner & CEO and Gary Hunt as founder." } }, { "revision_id": "AC-REV065", "kind": "entity", "record_id": "N088", "before_sha256": "45615a95dc6cec5cae2cce4dc1adfb15181c1ef2e9f4943f0c9e2b04ba68b6b1", "after_sha256": "b819c578aa826cb50e39301cb3a579988bdd1b1ebf5612cd6f4a42138836cfbb", "recorded_at": "2026-10-23", "reason": "Remove a family identity inferred from the trading name.", "source_ids": "AC-S002", "changes": { "current_status": "superseded_owner_annotation", "notes": "The brand name Roberts did not establish a Roberts-family owner. The corrected reported purchaser/owner is Rock Thweatt." } }, { "revision_id": "AC-REV066", "kind": "relationship", "record_id": "R101", "before_sha256": "e19d0ef952f730d229c89b4440db479147847418d98c7eca6dcfb4eb91e4e3b8", "after_sha256": "743be993251f3dd1f8c9de1f42693ccf2af4c24bddacd38d91ae9e97316c233a", "recorded_at": "2026-10-23", "reason": "Correct the reported Roberts owner using company history.", "source_ids": "AC-S002", "changes": { "to_entity_id": "AC-N002", "to_entity_name": "Rock Thweatt", "start_date": "1995", "source_ids": "AC-S002", "access_date": "2026-10-23", "evidence_note": "Company says Rock Thweatt purchased the business in 1995 and describes current family ownership. Exact current equity is undisclosed." } }, { "revision_id": "AC-REV067", "kind": "brand", "record_id": "B066", "before_sha256": "d29b37c50e4a6ea5d1a7ddd96045a60d7f324acb9229fc8d07f255e3004ec0a2", "after_sha256": "eed03eb9d844add8f61e6d914d83c398567d0159c9853b11cdc8a6ff38de78f8", "recorded_at": "2026-10-23", "reason": "The official history identifies Rock Thweatt, rather than a family inferred from the Roberts brand.", "source_ids": "AC-S002", "changes": { "current_ultimate_owner_or_controller": "Rock Thweatt (company-reported purchaser/owner)", "ownership_interest": "The company identifies Thweatt’s 1995 purchase and continuing family ownership; current individual equity interests are not disclosed.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S165|AC-S002", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The official history identifies Rock Thweatt, rather than a family inferred from the Roberts brand." } }, { "revision_id": "AC-REV068", "kind": "relationship", "record_id": "R090", "before_sha256": "99c487e4c90957ea2d55262eaa465c3623acf446d1c24ee4932216a4cff89dc6", "after_sha256": "6014158d1dfe122928eb448254a2c6dd276a2b43c20186c1643c12b9e80f877b", "recorded_at": "2026-10-23", "reason": "Do not present pre-acquisition founder ownership as the current operating-asset chain.", "source_ids": "AC-S003", "changes": { "current_status": false, "relationship_status": "historical", "evidence_note": "Former founder/family owner claim is superseded as the current operating-asset story by PestCo’s 2023 acquisition. Any retained seller-LLC or individual equity is undisclosed.", "source_ids": "S150|AC-S003", "access_date": "2026-10-23" } }, { "revision_id": "AC-REV069", "kind": "brand", "record_id": "B054", "before_sha256": "d70dd0133d4be6e6f0668915a09d8532d523065132350077b74390bcfb1b970d", "after_sha256": "0d430dc31f68e58cc85eafe53b0ddf220c38b5524c40bb7ecf3f45e88e8f26e2", "recorded_at": "2026-10-23", "reason": "TSCP’s 2023 announcement documents a completed operating-asset acquisition; founder-only current ownership was stale.", "source_ids": "AC-S003|AC-S007", "changes": { "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "PestCo Holdings, LLC", "current_ultimate_owner_or_controller": "PestCo operating assets; TSCP portfolio affiliation; ultimate control percentage undisclosed", "ownership_interest": "PestCo acquired Romney’s operating assets. Seller-LLC equity, retained stakes and exact ultimate control are not disclosed.", "ownership_verification_status": "verified_operating_assets_partial_control", "ownership_source_ids": "S150|AC-S003|AC-S007", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: TSCP’s 2023 announcement documents a completed operating-asset acquisition; founder-only current ownership was stale." } }, { "revision_id": "AC-REV070", "kind": "relationship", "record_id": "R100", "before_sha256": "60049c8b5f8d4edc0f88081094ce1a6fe882d0f9f96540a1aeeed68ea6b62296", "after_sha256": "5d8ddb811ee4ac3327f94eab3fc7dffa2eab68876bd0ac9222f35700c1c4dbdd", "recorded_at": "2026-10-23", "reason": "Retained equity does not establish continuing founder majority control.", "source_ids": "AC-S004|AC-S008", "changes": { "interest_type": "retained founder/management stake; percentage undisclosed", "source_ids": "AC-S004|AC-S008", "access_date": "2026-10-23", "evidence_note": "The transaction adviser states founders and management retain a stake following the Coalesce transaction. Their current percentage and control are undisclosed." } }, { "revision_id": "AC-REV071", "kind": "brand", "record_id": "B065", "before_sha256": "e2b7df4fa7b348242c6e3c3b51bcb3a90c8fa782be20f59c321dcaa2c5f81909", "after_sha256": "979ceec68b7bc0ce77233c706a55bd839c6b04f1f815529d7126fe0fb1398e6b", "recorded_at": "2026-10-23", "reason": "The September/October 2026 first-party transaction statements supersede founder-only ownership.", "source_ids": "AC-S004|AC-S008", "changes": { "current_owner_type": "Sponsor investment; control undisclosed", "current_platform_or_franchise_system": "ClearDefense / Coalesce investment", "current_ultimate_owner_or_controller": "Coalesce investment; founders and management retain equity; control allocation undisclosed", "ownership_interest": "Coalesce investment completed; founders and management retain a stake. No percentage or explicit current majority threshold is disclosed.", "ownership_verification_status": "unresolved_control_allocation", "ownership_source_ids": "S164|AC-S004|AC-S008", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The September/October 2026 first-party transaction statements supersede founder-only ownership." } }, { "revision_id": "AC-REV072", "kind": "relationship", "record_id": "R043", "before_sha256": "343268339a94fa8c74330ffb4ca82445e7e3fe9a0bc3e942630319646dbbdb8f", "after_sha256": "5e11039cf3b1f992a305f2bc69059b794a6a00637501ca30c09f56b232598b3b", "recorded_at": "2026-10-23", "reason": "Use the sponsor’s explicit current majority classification rather than generic backed wording.", "source_ids": "AC-S005", "changes": { "edge_type": "Majority owned by", "interest_type": "majority; exact percentage undisclosed", "source_ids": "S037|S038|S039|AC-S005", "access_date": "2026-10-23", "evidence_note": "Storr’s current investment page explicitly classifies SAS Service Partners as an active majority investment, initially September 2023." } }, { "revision_id": "AC-REV073", "kind": "brand", "record_id": "B021", "before_sha256": "767acfd71a25f2ef6ce568f5b57be3d5e2b74f4aaa2422d57fbc3e067996a9c6", "after_sha256": "bf0f4fab48f311a0d591f94e00d3c459bc781d47938742a7beb038ea5ee92f3e", "recorded_at": "2026-10-23", "reason": "The current sponsor page explicitly classifies SAS as a majority investment.", "source_ids": "AC-S005", "changes": { "ownership_interest": "Storr reports majority ownership of SAS Service Partners. Acquired operating brands remain distinct; individual brand-level equity percentages and seller rollover allocation are undisclosed.", "ownership_source_ids": "S037|S040|S044|AC-S005", "notes": "October 23 review: The current sponsor page explicitly classifies SAS as a majority investment." } }, { "revision_id": "AC-REV074", "kind": "brand", "record_id": "B022", "before_sha256": "59c06b12e28e07415e8b57d9a1fa16e12cbeea2a0698c3daa31ed916b13cbde0", "after_sha256": "98c35116c2ace3aa1abbf935ac596079457e3d0e6207959d30cf77c1652ab759", "recorded_at": "2026-10-23", "reason": "The current sponsor page explicitly classifies SAS as a majority investment.", "source_ids": "AC-S005", "changes": { "ownership_interest": "Storr reports majority ownership of SAS Service Partners. Acquired operating brands remain distinct; individual brand-level equity percentages and seller rollover allocation are undisclosed.", "ownership_source_ids": "S038|S040|AC-S005", "notes": "October 23 review: The current sponsor page explicitly classifies SAS as a majority investment." } }, { "revision_id": "AC-REV075", "kind": "relationship", "record_id": "R054", "before_sha256": "9c1304ca2117ca424b0039249bbabfa2b1a46b1cc01cbc44e4ffb7a821a7db6b", "after_sha256": "bb192392a144d864950b51bbbeb24413babeede7dc1c2d7935b1515161eece5f", "recorded_at": "2026-10-23", "reason": "Distinguish explicit founder control from an exact undisclosed equity majority.", "source_ids": "AC-S006", "changes": { "edge_type": "Controlled by", "interest_type": "operational and financial control; numeric equity allocation undisclosed", "source_ids": "S054|AC-S006", "access_date": "2026-10-23", "evidence_note": "The non-control TGIF transaction supports retained founder control, without converting that into an undisclosed numeric equity claim." } }, { "revision_id": "AC-REV076", "kind": "source", "record_id": "S054", "before_sha256": "c6eeb66be4d8fdf33a8055041648ad980909c27704e0cb40c43d33ed948bc8c3", "after_sha256": "454a7916c4067ed9d839897ca499415e443f9f5a2199c1b9b4239921b6b88efb", "recorded_at": "2026-10-23", "reason": "Repair the primary-source route without altering its claim or inventing an equity percentage.", "source_ids": "AC-S006", "changes": { "url": "https://www.trivest.com/alta-pest-control-announces-minority-partnership-with-trivest/", "access_date": "2026-10-23", "notes": "October 23 route correction: the first-party release documents the non-control TGIF structure; the prior news URL is unavailable." } }, { "revision_id": "AC-REV077", "kind": "relationship", "record_id": "R050", "before_sha256": "29d28b6819a810e1199d4ce1a11fadc7b0f036380321ccafba53744e0ed4cf1b", "after_sha256": "adeced4cfad64ab29535e4fb952ed3bfd29a3710153189edfe91a696d81f00b5", "recorded_at": "2026-10-23", "reason": "Do not turn significant investment or board affiliation into an undisclosed majority.", "source_ids": "AC-S010|AC-S011|AC-S012", "changes": { "edge_type": "Portfolio company of", "interest_type": "investment affiliation; current control and majority stake not confirmed", "source_ids": "AC-S010|AC-S011|AC-S012", "access_date": "2026-10-23", "evidence_note": "KKR investment affiliation is supported. The retrieved issuer announcement says significant investment; no numeric majority is inferred. Cortec separately reports minority holdings." } }, { "revision_id": "AC-REV078", "kind": "brand", "record_id": "B042", "before_sha256": "347bac42688f080fee2dd2acff349015af5030fbcf9b46b38083b88e3340b327", "after_sha256": "923b7dee6ffebeaf1aed99af5c283e16b3086c75fdb8140a5d79ca106fe59629", "recorded_at": "2026-10-23", "reason": "Separate KKR investment affiliation from an unsupported majority claim.", "source_ids": "AC-S010|AC-S011|AC-S012", "changes": { "current_ultimate_owner_or_controller": "KKR investment; Cortec minority; current control not confirmed", "ownership_interest": "KKR investment affiliation and Cortec minority are documented. The retrieved primary sources do not establish whether KKR holds a majority stake.", "ownership_verification_status": "unresolved_control_allocation", "ownership_source_ids": "S049|S050|AC-S010|AC-S011|AC-S012", "notes": "October 23 review: Separate KKR investment affiliation from an unsupported majority claim." } }, { "revision_id": "AC-REV079", "kind": "relationship", "record_id": "R013", "before_sha256": "b82ad2bf9b8ade55c9a8e76b9dc88ba196c4aa6638a428edfbdfafcfe7936280", "after_sha256": "4509dee292815ac666ffe4375ea8c92a8156a125dd2bcb9a0c5548b7a046d27a", "recorded_at": "2026-10-23", "reason": "Retain dated evidence without presenting the historical intermediate as a newly established current parent.", "source_ids": "AC-S009", "changes": { "current_status": false, "relationship_status": "current_parent_unverified", "interest_type": "historical intermediate; current legal parent not established", "source_ids": "S020|AC-S009", "access_date": "2026-10-23", "evidence_note": "The 2018 Enercare acquisition included Service Experts. The 2025 report lists controlled entities separately and does not establish the current Service Experts-to-Enercare intermediate." } }, { "revision_id": "AC-REV080", "kind": "brand", "record_id": "B007", "before_sha256": "910b7a13ccbb020f0603c72b40b3d64515984ba0a8fcd32b79c2bf475f6140a9", "after_sha256": "0119e725814f294f4fc97cb0b8e968ec288efe85c14c348e784170f901009420", "recorded_at": "2026-10-23", "reason": "The 2025 filing supports dated parent control, while the current Service Experts-to-Enercare legal intermediate remains unverified.", "source_ids": "AC-S009", "changes": { "current_ultimate_owner_or_controller": "Brookfield reports controlled Service Experts Holdings at December 31, 2025; current legal intermediate unconfirmed", "ownership_interest": "Strand remains a Service Experts operating brand. Brookfield’s December 2025 reporting distinguishes effective economic ownership from voting rights; no 100% economic ownership is claimed.", "ownership_verification_status": "verified_operator_partial_parent_chain", "ownership_source_ids": "S020|S022|AC-S009", "notes": "October 23 review: The 2025 filing supports dated parent control, while the current Service Experts-to-Enercare legal intermediate remains unverified." } }, { "revision_id": "AC-REV081", "kind": "relationship", "record_id": "R048", "before_sha256": "0da175b35a0a206dffed300d73908da0ba8ade85e64f63e7bb86f3763e1a2221", "after_sha256": "61d9212ae3cae5eec5657d914e1818d3ed8ab02094d34acc71838520e8eaa2cd", "recorded_at": "2026-10-23", "reason": "Suppress a misdirected franchise edge rather than inventing a franchisor identity.", "source_ids": "AC-S013", "changes": { "current_status": false, "relationship_status": "franchisor_endpoint_unresolved", "interest_type": "network membership; legal franchisor endpoint unresolved", "source_ids": "S129|AC-S013", "access_date": "2026-10-23", "evidence_note": "The prior target was the unresolved local franchisee, not an evidenced legal franchisor. Network membership remains reported; the incorrect endpoint cannot establish a current franchise ownership path." } }, { "revision_id": "AC-REV082", "kind": "relationship", "record_id": "R022", "before_sha256": "44030f06b69bf19df42ba141683c9b10c8844155fd04f5d05ea36baf41af5a36", "after_sha256": "f980b09814afa68382b5abba43b287adf78fca3118cef83895c21007f6a35c16", "recorded_at": "2026-10-23", "reason": "Keep portfolio investment distinct from an unquantified common-control assertion.", "source_ids": "AC-S014", "changes": { "interest_type": "portfolio investment; current control percentage undisclosed", "source_ids": "S019|AC-S014", "access_date": "2026-10-23", "evidence_note": "Cortec lists Goettl as a current investment. The listing does not itself state a numeric majority and does not establish common control with minority-held Groundworks." } }, { "revision_id": "AC-REV083", "kind": "brand", "record_id": "B010", "before_sha256": "78ea2d395a2fad7f2a114e7b4260f4cd3a629cd3bb097801e5856a8c79774d58", "after_sha256": "157e26764974827e4454fdb230d07769ccd57490160e596f9a53b9a838e43878", "recorded_at": "2026-10-23", "reason": "Current investment affiliation does not disclose a complete control allocation.", "source_ids": "AC-S014", "changes": { "current_ultimate_owner_or_controller": "Cortec Group portfolio investment; exact current control allocation undisclosed", "ownership_interest": "Current Cortec portfolio affiliation is supported; public ownership percentage and complete beneficial ownership are undisclosed.", "ownership_verification_status": "verified_sponsor_affiliation_partial_control", "ownership_source_ids": "S019|AC-S014", "notes": "October 23 review: Current investment affiliation does not disclose a complete control allocation." } }, { "revision_id": "AC-REV084", "kind": "brand", "record_id": "B005", "before_sha256": "5eab4efe69902343ff13dec558d384d66f58c6a6877462169053fd073de7367c", "after_sha256": "919218579714e070cbc147e43fd500a41437bfb7d0b06b34de49d936e7c9b95a", "recorded_at": "2026-10-23", "reason": "Preserve the documented operating/portfolio affiliation while identifying the undisclosed controlling allocation.", "source_ids": "AC-S015", "changes": { "ownership_interest": "Radiant operates in T3 Services Group, a current Riverside portfolio investment. Exact sponsor and brand-level ownership percentages are undisclosed.", "ownership_verification_status": "verified_sponsor_affiliation_partial_control", "ownership_source_ids": "S008|S009|S010|AC-S015", "notes": "October 23 review: Preserve the documented operating/portfolio affiliation while identifying the undisclosed controlling allocation." } }, { "revision_id": "AC-REV085", "kind": "brand", "record_id": "B028", "before_sha256": "5725b85ff397e3dfaca86bb5e01440211ef23827b3b1344c6d913087bbbfb579", "after_sha256": "769cffbf9067282e937f47d821ec4cd0dfce4227c4d55f487ec5fbb99bba27ff", "recorded_at": "2026-10-23", "reason": "Include the reported co-owner; do not turn either person into an individual majority holder.", "source_ids": "AC-S016", "changes": { "current_ultimate_owner_or_controller": "Erik Hall and Michelle Ly (self-reported co-owners)", "ownership_interest": "Co-ownership is reported in Michelle Ly’s public biography. Individual percentages and complete beneficial ownership are undisclosed.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S120|AC-S016", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: Include the reported co-owner; do not turn either person into an individual majority holder." } }, { "revision_id": "AC-REV086", "kind": "relationship", "record_id": "R094", "before_sha256": "aa545dd1ed99673856b78aa82b2082733c9afc838cb3c5743a960da24f2337ec", "after_sha256": "1bfca697791c54229f61d920497d52c617d2cf63d51debc60f17e74a19c0045d", "recorded_at": "2026-10-23", "reason": "Scope the owner report to its stated regional operation.", "source_ids": "AC-S017", "changes": { "interest_type": "Austin / Round Rock owner-role report only; percentage undisclosed", "source_ids": "S152|AC-S017", "access_date": "2026-10-23", "evidence_note": "The company identifies Tyson Kearns with Austin/Round Rock and separately identifies Alex Randall with San Antonio. This owner-role report does not establish Tyson’s ownership of all Stride locations or every interest in an LLC." } }, { "revision_id": "AC-REV087", "kind": "brand", "record_id": "B056", "before_sha256": "de497a9c0e7d07d88a3d96d38684d565e4301331f908c790b26c19b33e3ef893", "after_sha256": "29e9bee0ee8c919dcc18d3e28d10bd06169bb2fabff6442d92dc72533fbc6bdc", "recorded_at": "2026-10-23", "reason": "Do not apply a regional owner report to all Stride operations.", "source_ids": "AC-S017", "changes": { "current_ultimate_owner_or_controller": "Tyson Kearns (company-reported Austin / Round Rock owner)", "ownership_interest": "The owner report is limited to Austin/Round Rock. The company separately identifies Alex Randall with San Antonio; local legal equity and percentages remain undisclosed.", "ownership_verification_status": "self_reported_owner_role", "ownership_source_ids": "S152|AC-S017", "notes": "October 23 review: Do not apply a regional owner report to all Stride operations." } }, { "revision_id": "AC-REV088", "kind": "relationship", "record_id": "R061", "before_sha256": "f2fa1a820c4474440cf3f15063a6fa98bae8d42b9f7584bcd82f84fb5ac08bf9", "after_sha256": "4dc406204c4d39320bdb3a9165c2e4fa1f6fcb682805a81db5fe5f66127bc5cf", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S105", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "Locally owned/operated reported; named equity holders unresolved. D’Andrea management attribution is not ownership proof. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV089", "kind": "brand", "record_id": "B016", "before_sha256": "862c6b710e5478f7b14bc484d18c19835d963155534c7eae6396207c55768b93", "after_sha256": "09ca942ede73c992cc08e8e53a88e37cb85707f388d09c3b5dc60a21fa04087d", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S105", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "Locally owned/operated reported; named equity holders unresolved. D’Andrea management attribution is not ownership proof.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S105|S106", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV090", "kind": "relationship", "record_id": "R075", "before_sha256": "b4084a4c471a1ba443a8130fef93b7741c86ba75322bc77c9998900e34e11c2b", "after_sha256": "4d008943be70482b5af1241b39c03b1217b6a38e2d05f4b2810ae9bb55d32f03", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S121", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "Current RoofCrafters Inc. Austin operation; prior family ownership claim not refreshed. Controller unknown; no current primary equity-bearing passage read. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV091", "kind": "brand", "record_id": "B029", "before_sha256": "13f2162fb5fb96347b6cbefbaff00078e481eaeddb486e734b44ece368f8b9ef", "after_sha256": "1511d6b6bd4b5dd948b75a73922b339fd7078c8b8c07bcd977ff8bf188577fb4", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S121", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "Current RoofCrafters Inc. Austin operation; prior family ownership claim not refreshed. Controller unknown; no current primary equity-bearing passage read.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S121|S122", "notes": "October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV092", "kind": "relationship", "record_id": "R078", "before_sha256": "b99b2de67a28614579ef80f678d006186f38e7399b1fef907d41983efe179560", "after_sha256": "83ce186d908bfaf8372f3b6de545fb5e1cde7c8737db691e6b4e3b1787eaf13d", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S125", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "Locally owned in Leander reported. No named holder or percentage. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV093", "kind": "brand", "record_id": "B033", "before_sha256": "42c07685f6cd69549d2d5257ad4ef1d51bf724edf5b9f7b1b6d4d9d2ba2ce7f8", "after_sha256": "ab6a21bd3ba6e1e774eb441e1696014852b7a419cad1771d249a562920cf4815", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S125", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "Locally owned in Leander reported. No named holder or percentage.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S125", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV094", "kind": "relationship", "record_id": "R082", "before_sha256": "e4b69ad0655ec9287f26491d66ff2c9b501b5b47829d02f4ca9df625bb9e007c", "after_sha256": "b71a0efb352e672e0da32ac4079b92cf5395ed6e24e71a3756b75fa3b96d6c51", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S136|S137", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "Robert J. Knight attribution remains a third-party / dated lead. Company TLS verification failed, not bypassed. No fresh primary ownership proof. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV095", "kind": "brand", "record_id": "B044", "before_sha256": "acaa9f85abe7f8be15b33ab7d27927ba52d83305d812e7515a0c54dde29dba12", "after_sha256": "d51c257375b0a28ecf21fea6e7d4b9efc45c4fd915bfbb7673455291c7076540", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S136|S137", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "Robert J. Knight attribution remains a third-party / dated lead. Company TLS verification failed, not bypassed. No fresh primary ownership proof.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S136|S137", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV096", "kind": "relationship", "record_id": "R084", "before_sha256": "94d86b94c1a3d3bf35a78549d37024e86fbf0a4a5a44be1817aa0cda631f483a", "after_sha256": "4c31e36910edc68c19f70ccaab0b32c1331e5e3a2a4f1cc17833fea07d70ba84", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S140|S141", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "Current company describes locally owned business; Simon Wallace attribution not found in current bounded About/Team reads. Managing-member role / old vendor profile does not establish majority. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV097", "kind": "brand", "record_id": "B046", "before_sha256": "43a4890f8ba7d371c09fd848bb0cb5f8b9b899640c34ff959c9e4023cec75834", "after_sha256": "4eeb91e0dbc9cbddff82353eeef1466ef1a1a977d15bbf5049dec7859c070ce8", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S140|S141", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "Current company describes locally owned business; Simon Wallace attribution not found in current bounded About/Team reads. Managing-member role / old vendor profile does not establish majority.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S140|S141", "notes": "Reverses Model A’s exclusion. The company has a current Austin address, active official site, and a named founder/owner trail. October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV098", "kind": "relationship", "record_id": "R085", "before_sha256": "4628fe4f89c8694b228789d1a3e714dfb345ce376843b8d1425cb4b6001b7748", "after_sha256": "f3c76a0996a8e39de2e333f552989c4bd885297ce393b178ac566be44abc9baa", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S142", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "Current operation / 1989 founding confirmed; original family equity claim remains dated. No current primary family-cap-table confirmation. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV099", "kind": "brand", "record_id": "B047", "before_sha256": "996fcc4534d5c234111b548a73518b4e67a8009cb4c1d7c9b8000814b0cc5905", "after_sha256": "33954f6d49f35c6e8e2884a47989875c1dcb7f077c1563dd411b06229375ec3b", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S142", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "Current operation / 1989 founding confirmed; original family equity claim remains dated. No current primary family-cap-table confirmation.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S142", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV100", "kind": "relationship", "record_id": "R086", "before_sha256": "83ea5f4af81490f6a8ed71029cc8dafecf158426b2c110635738c3a61048d26c", "after_sha256": "9680eeb1c39752c188ca76f440ae42ae23dbd7195463858a379fedc5768ba2d3", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S143", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "No fresh primary owner claim; Jason Napolski president/CEO lead is management only. DNS / source access failure; exact holders unresolved. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV101", "kind": "brand", "record_id": "B049", "before_sha256": "7ac0232f270f760852a6799fb319c6ea94515c26e86e38875402dc8ca2edf573", "after_sha256": "5b8daff97a12ec630f7b4426a94f1378f7d46c9aa3e7e6ba3a1d301ceb7792df", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S143", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "No fresh primary owner claim; Jason Napolski president/CEO lead is management only. DNS / source access failure; exact holders unresolved.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S143|S144", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV102", "kind": "relationship", "record_id": "R092", "before_sha256": "ff5e0e2825d713f60fb68db753aac826419d9eb950445c79d242252fe27de00d", "after_sha256": "5cd27cf3f11cae96868f1c0ba582c302ace771d9e651347b5f49da10e93bee59", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S151", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "Company reports locally owned and operated. Individual controllers unresolved; operating corporation identity is not a cap table. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV103", "kind": "brand", "record_id": "B055", "before_sha256": "be3003f90ae5aa4ab08ab97fc61e21a8f247e0ad733d104f0ff4a6323f4e5914", "after_sha256": "8b666eb7fc8e10250eb4282d46c432cc67442cd5a7827877e7addcf59ab3e7de", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S151", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "Company reports locally owned and operated. Individual controllers unresolved; operating corporation identity is not a cap table.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S151", "notes": "October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV104", "kind": "relationship", "record_id": "R099", "before_sha256": "f81088581ff90ef3477a1991d906fe8eea23d6b6ac917c979f73ca65bfb58014", "after_sha256": "32f59b5e4f96b610baa33fe29a31e71dd4f6c751729cb1d28023d72e481a697b", "recorded_at": "2026-10-23", "reason": "Keep a dated or unverified owner attribution out of current relationship traversal.", "source_ids": "S163", "changes": { "current_status": false, "relationship_status": "owner_claim_unverified", "interest_type": "dated or unnamed local-owner claim; current holders unresolved", "evidence_note": "Current operation verified; Dewey Petersen ownership attribution not primary-refreshed. Older third-party role lead is not majority. This record does not establish a current named equity owner." } }, { "revision_id": "AC-REV105", "kind": "brand", "record_id": "B064", "before_sha256": "2e2d80f16fd21ac0d1e7fdef33101ebd3a18f79ffdde5325c516bbad6581411d", "after_sha256": "3d7c9041ef223541f2bfea8232d4cd5a8ab1159a0d33e18b20c1145c5d39bb5a", "recorded_at": "2026-10-23", "reason": "The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history.", "source_ids": "S163", "changes": { "current_ultimate_owner_or_controller": "Current equity owner not established", "ownership_interest": "Current operation verified; Dewey Petersen ownership attribution not primary-refreshed. Older third-party role lead is not majority.", "ownership_verification_status": "unresolved_current_owner", "ownership_source_ids": "S162|S163", "notes": "October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history." } }, { "revision_id": "AC-REV106", "kind": "relationship", "record_id": "R059", "before_sha256": "a0c122d9cf993b15c93928bff5eea3393d498449892ec97c29de7a9476ca12b0", "after_sha256": "750a6d66b979506787c41e84079ae10009921740a3ef2568144154b85f0c8ac6", "recorded_at": "2026-10-23", "reason": "Add the newer dated sponsor evidence without converting it into current-control confirmation.", "source_ids": "AC-S018|AC-S019", "changes": { "source_ids": "S058|S155|AC-S018|AC-S019", "access_date": "2026-10-23", "interest_type": "dated sponsor investment; current control continuity unconfirmed", "evidence_note": "PCM’s June 2025 case study documents its 2021 investment and subsequent activity. Current October 2026 allocation and continuity remain unconfirmed." } }, { "revision_id": "AC-REV107", "kind": "relationship", "record_id": "R003", "before_sha256": "575fd73d39e5c9972f5de81f825261a5b0f8a2be5e3c06dd89da648e61c13ff9", "after_sha256": "d61af50a314f054a6b366dc0bb0b9cc8f5ca4f616f8044e607821c29ee2024b4", "recorded_at": "2026-10-23", "reason": "Use the current dedicated brand page to corroborate operating affiliation.", "source_ids": "AC-S020", "changes": { "source_ids": "S003|S004|S005|AC-S020", "access_date": "2026-10-23", "evidence_note": "Southern retains a dedicated current Daniel’s page. Absence from the separate locations list is not evidence of divestiture; exact operating legal equity is undisclosed." } }, { "revision_id": "MW-REV001", "kind": "relationship", "record_id": "R059", "before_sha256": "750a6d66b979506787c41e84079ae10009921740a3ef2568144154b85f0c8ac6", "after_sha256": "cae5480b7dd9c0c1de5feb938ff3db556265f6e036ec84e852cdb0e385bf82e8", "recorded_at": "2026-10-26", "reason": "Replace a stale provisional sponsor edge with current first-party portfolio and company evidence, without inferring majority control.", "source_ids": "US-S016|US-S017", "changes": { "relationship_status": "current", "interest_type": "current sponsor investment; exact equity and control allocation undisclosed", "evidence_rating": "A", "supporting_source_count": 6, "independent_source_group_count": 2, "source_ids": "S058|S155|AC-S018|AC-S019|US-S016|US-S017", "access_date": "2026-10-26", "evidence_note": "PCM Encore’s current portfolio identifies Hawx and describes four years of ownership since its 2021 acquisition; Hawx’s current history corroborates the acquisition. Exact equity percentage and governance control remain undisclosed." } }, { "revision_id": "MW-REV002", "kind": "brand", "record_id": "B059", "before_sha256": "6367548ba7a69919942db6776801ee6700906f6d66d1f26ae1b5988dfc39481f", "after_sha256": "9410eaf2f7e689b0ca3f7c2383317dab5d12ac408b7f42430564014246a5e227", "recorded_at": "2026-10-26", "reason": "Resolve current sponsor continuity while retaining the narrower unresolved control-allocation question.", "source_ids": "US-S016|US-S017", "changes": { "current_owner_type": "Sponsor-backed platform; control allocation undisclosed", "current_ultimate_owner_or_controller": "PCM Growth / PCM Encore (current sponsor investment; exact control allocation undisclosed)", "ownership_interest": "PCM acquired Hawx in 2021 and currently presents Hawx as an investment after four years of ownership. Exact equity percentage and governance control are undisclosed.", "ownership_verification_status": "verified_current_sponsor_interest", "evidence_rating": "A", "snapshot_date": "2026-10-26", "ownership_source_ids": "S058|S155|AC-S018|AC-S019|US-S016|US-S017", "notes": "Current first-party sponsor and company pages establish continuing sponsor affiliation. The record does not label PCM a majority owner or controller without supporting allocation evidence." } }, { "revision_id": "MW-REV003", "kind": "entity", "record_id": "N045", "before_sha256": "0c630d129fe5f255e21346f58e48876c28124a11e01a39fdf0a670c2c121f3a4", "after_sha256": "eb08bbce3fa9affd4499a914d5003656a7841a415509879b515d33ae857010f2", "recorded_at": "2026-10-26", "reason": "Update the sponsor entity from last documented to current based on its live portfolio page.", "source_ids": "US-S016", "changes": { "current_status": "current_sponsor_investor", "source_ids": "S058|AC-S018|AC-S019|US-S016", "notes": "PCM Encore currently lists Hawx as an investment. Exact equity percentage and governance control are undisclosed." } }, { "revision_id": "MW-REV004", "kind": "question", "record_id": "U016", "before_sha256": "4084925a1cbcf5705b49e9fb9ac1a091e5b182d63c51455b9cfb3210c25f78d0", "after_sha256": "df28efe60b600dabe8409d85d014a325fb7b39838cc57cc6e39ab0e05c14a458", "recorded_at": "2026-10-26", "reason": "Current sponsor continuity is resolved; retain only the narrower allocation question.", "source_ids": "US-S016|US-S017", "changes": { "question": "What exact equity percentage and governance rights does PCM Growth / PCM Encore currently hold in Hawx?", "current_treatment": "Current sponsor investment is verified; exact equity percentage and control allocation remain undisclosed.", "needed_evidence": "Current cap-table, financing, governance or explicit control-allocation disclosure.", "priority": "medium", "source_ids": "S058|S155|AC-S018|AC-S019|US-S016|US-S017", "snapshot_date": "2026-10-26" } }, { "revision_id": "MW-REV005", "kind": "conflict", "record_id": "C017", "before_sha256": "09b8baee6975b131c309458df11ac4f23c18defa2c26cb523d797923c2831d0d", "after_sha256": "e574f9f1eef0faded71f27fa0705626a99f6932897e0bfee720b5add1f7f510f", "recorded_at": "2026-10-26", "reason": "Resolve the stale current-sponsor evidence conflict with dated first-party evidence.", "source_ids": "US-S016|US-S017", "changes": { "claim_b": "PCM Encore currently lists Hawx and describes four years of ownership; Hawx’s history corroborates the 2021 acquisition.", "source_ids_b": "US-S016|US-S017", "resolution": "Current sponsor investment is verified. Exact equity percentage and governance control remain undisclosed.", "status": "resolved", "snapshot_date": "2026-10-26" } }, { "revision_id": "H7-20261026-001", "kind": "source", "record_id": "S001", "recorded_at": "2026-10-26", "source_ids": "S001", "reason": "Read the public source for the October 26 review; retain its publication date and assertion scope.", "before_sha256": "d047b9eae433c8c2af2754e9abcf0748e07caa593f94d3168562d58929dd0ee8", "after_sha256": "8c350bd4509c69698dda98c0dd4c7e69bfeefa31377d1c8b96f8e16208e7f52d", "changes": { "access_date": "2026-10-26" } }, { "revision_id": "H7-20261026-002", "kind": "source", "record_id": "S002", "recorded_at": "2026-10-26", "source_ids": "S002", "reason": "Read the public source for the October 26 review; retain its publication date and assertion scope.", "before_sha256": "b08cbe19b4c66684477892d05213f032491499473e09945274b5b98a961fa6be", "after_sha256": "b052b4e2b8e01671ad614278a9798d216d146d2cf4f0d1c3c38235e965492271", "changes": { "access_date": "2026-10-26" } }, { "revision_id": "H7-20261026-003", "kind": "source", "record_id": "S004", "recorded_at": "2026-10-26", "source_ids": "S004", "reason": "Read the public source for the October 26 review; 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retain the recorded interest and evidence state.", "before_sha256": "d2728cacf10756323c5a4d55af9f858e58ea335ed880e4cb84186669e3222107", "after_sha256": "2830f8bd70cfa03213f4f1d53374c01828c9c0ccab3c27bf78c77d3a70c1e695", "changes": { "access_date": "2026-10-26", "source_ids": "S138" } }, { "revision_id": "H7-20261026-067", "kind": "relationship", "record_id": "R093", "recorded_at": "2026-10-26", "source_ids": "S152", "reason": "Semantic review of the cited transaction or named-owner statement and current company/platform disclosure; retain the recorded interest and evidence state.", "before_sha256": "02ac3cb2fec558728d1df23b13cf7677fb25c23cdad8f204e7af80277aa51870", "after_sha256": "4695819032ea564ec60db203d1f7bb195ef277c8874e57429948134e41e38cd8", "changes": { "access_date": "2026-10-26", "source_ids": "S152" } }, { "revision_id": "H7-20261026-068", "kind": "relationship", "record_id": "R094", "recorded_at": "2026-10-26", "source_ids": "S152|AC-S017", "reason": "Semantic review of the cited transaction or named-owner statement and current company/platform disclosure; retain the recorded interest and evidence state.", "before_sha256": "1bfca697791c54229f61d920497d52c617d2cf63d51debc60f17e74a19c0045d", "after_sha256": "9389ee0de0d291acd2a40552912cf5ebffab64a4b867a15cffb6d005c6d9f42c", "changes": { "access_date": "2026-10-26", "source_ids": "S152|AC-S017" } }, { "revision_id": "H7-20261026-069", "kind": "relationship", "record_id": "R101", "recorded_at": "2026-10-26", "source_ids": "AC-S002", "reason": "Semantic review of the cited transaction or named-owner statement and current company/platform disclosure; retain the recorded interest and evidence state.", "before_sha256": "743be993251f3dd1f8c9de1f42693ccf2af4c24bddacd38d91ae9e97316c233a", "after_sha256": "88772b24d85534ab6cb8aed8edd100b04d335ff186e5b8216184d347b230ac0e", "changes": { "access_date": "2026-10-26", "source_ids": "AC-S002" } }, { "revision_id": "H7-20261026-070", "kind": "relationship", "record_id": "R056", "recorded_at": "2026-10-26", "source_ids": "H7-S001", "reason": "The dated 2025 Form 10-K corroborates these Rollins brands/subsidiaries. Exact brand-level percentages remain undisclosed.", "before_sha256": "6a0bf936991a3e2d907a73b847ec899c2949510a6ae00b10819abb7f156dffb4", "after_sha256": "5e12be9c938bb846e77e4884a1a730abf7004dded5e4e721d709e04dcf49adcd", "changes": { "access_date": "2026-10-26", "source_ids": "S055|S056|H7-S001" } }, { "revision_id": "H7-20261026-071", "kind": "relationship", "record_id": "R057", "recorded_at": "2026-10-26", "source_ids": "H7-S001", "reason": "The dated 2025 Form 10-K corroborates these Rollins brands/subsidiaries. Exact brand-level percentages remain undisclosed.", "before_sha256": "aed4b41a719546cba3b106aed99570bb9e762dc91447b710fde5b3ef1efd464d", "after_sha256": "cc44e91f1a9d06b71927f140c58344c7d99440290861d886c2a8e1aed2e8494d", "changes": { "access_date": "2026-10-26", "source_ids": "S056|S153|H7-S001" } }, { "revision_id": "H7-20261026-072", "kind": "brand", "record_id": "B001", "recorded_at": "2026-10-26", "source_ids": "S100", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "5a73425cc486a4e56799dda21e22167855073504cd256474616fd6170f0af342", "after_sha256": "fe82908b0aebd4c8ba4e62de1d2be940340ec41373a3c1d950426fcc7d39009b", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S100", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 26 review: Current official company page still reports Bobby Jenkins and family ownership." } }, { "revision_id": "H7-20261026-073", "kind": "brand", "record_id": "B002", "recorded_at": "2026-10-26", "source_ids": "S002|S005|S006|S007", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "d0ffb3a3e2a9be2640c200145dede0a9dec2d285cb241de9924c80c980b18066", "after_sha256": "ef4032e5bb3f9c4b0c05b8c47c8a17316e79b46650e3d950f5419ab78d630b31", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S002|S005|S006|S007", "notes": " October 26 review: Dated Fox acquisition and current Southern roster corroborate the operating relationship; Gryphon/NAEHS disclosures were reviewed separately." } }, { "revision_id": "H7-20261026-074", "kind": "brand", "record_id": "B003", "recorded_at": "2026-10-26", "source_ids": "S001|S005|S006|S007", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "af8da4dae7a01636f946229bb43a4a9b1e68622e85370d9d38c8892ee28ee41d", "after_sha256": "97da8e7e8bff457fd4006205219055a829307c9cad7d6edf70d52c0834577a63", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S001|S005|S006|S007", "notes": " October 26 review: Dated Precision acquisition and current Southern roster corroborate the operating relationship; the companies share one mapped address." } }, { "revision_id": "H7-20261026-075", "kind": "brand", "record_id": "B004", "recorded_at": "2026-10-26", "source_ids": "S003|S004|S005|S006|S007", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "d9b6ee3b5b923d3dbb2a78d4824b4f69411f4d915dc26f5442a974efcd277e65", "after_sha256": "d2e8f7862c99799b8a4d56d7397a71f6a28138527cbfbb9a6e68301ec47e818b", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S003|S004|S005|S006|S007", "notes": "Southern’s current brand page and site map list Daniel’s. Consumer-facing routing/brand consolidation signals remain inconsistent, so the brand is counted as current-facing but flagged. October 26 review: Southern retains a current Daniel’s brand page; the operating-location roster still lacks a distinct Daniel’s office. The activity conflict and unmapped status remain open." } }, { "revision_id": "H7-20261026-076", "kind": "brand", "record_id": "B017", "recorded_at": "2026-10-26", "source_ids": "S107", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "7db5724e217e01e6e0df4ed840838e05968f79ea33a6032842e3e6a0629a623e", "after_sha256": "ee87f0951cc0bdeb3397cdffbc6183a5d8f94b76842f97b9f067c02a1fd59b7b", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S107", "notes": " October 26 review: Current company page names George and Molly Drazic as owners and describes their 2008 purchase and continuing local ownership." } }, { "revision_id": "H7-20261026-077", "kind": "brand", "record_id": "B021", "recorded_at": "2026-10-26", "source_ids": "S037|S040|S044|AC-S005", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "bf0f4fab48f311a0d591f94e00d3c459bc781d47938742a7beb038ea5ee92f3e", "after_sha256": "60907f28f00116949b38c71d58914e43c2a628896d6d0f7dd25179136edabc8c", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S037|S040|S044|AC-S005", "notes": "October 23 review: The current sponsor page explicitly classifies SAS as a majority investment. October 26 review: Dated SAS acquisition release and the current Storr portfolio still support the recorded SAS/majority sponsor chain." } }, { "revision_id": "H7-20261026-078", "kind": "brand", "record_id": "B022", "recorded_at": "2026-10-26", "source_ids": "S038|S040|AC-S005", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "98c35116c2ace3aa1abbf935ac596079457e3d0e6207959d30cf77c1652ab759", "after_sha256": "13374481e7046b819c433c06fed17e3f7ad8b0bba748b1110a562619591fc115", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S038|S040|AC-S005", "notes": "October 23 review: The current sponsor page explicitly classifies SAS as a majority investment. October 26 review: Dated SAS acquisition release and the current Storr portfolio still support the recorded SAS/majority sponsor chain." } }, { "revision_id": "H7-20261026-079", "kind": "brand", "record_id": "B032", "recorded_at": "2026-10-26", "source_ids": "S124", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "4dc50ff08cc146b795377eb0dfa86cce8aea0f6173e2257669bd240825f8526d", "after_sha256": "e5e3a5a39890280389c9ce2f2e6e1862e3f65a0013e7728e99a399cf424c6a69", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S124", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 26 review: Current company page reports a family-owned business. Exact equity and the private residential-address exclusion remain unchanged." } }, { "revision_id": "H7-20261026-080", "kind": "brand", "record_id": "B043", "recorded_at": "2026-10-26", "source_ids": "S135|AC-S001", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "c1b0b54f90ece4938d7a4bb7e842a890123ebd2a9f1fea306cf73b2e7dfceb04", "after_sha256": "af7b423d6a7aa6bbbe4b694fc59593269b00aabd2ed78bbdff278e2e60ff8275", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S135|AC-S001", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The current first-party page names Hayden Slack as Owner & CEO and Gary Hunt as founder. October 26 review: Current official team page continues to identify Hayden Slack as Owner & CEO and Gary Hunt as founder." } }, { "revision_id": "H7-20261026-081", "kind": "brand", "record_id": "B045", "recorded_at": "2026-10-26", "source_ids": "S138", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "0f0c34368e1fff48bea054f4f43dd1c8902288ecfc4b24c4cfc44c3f7950491c", "after_sha256": "2ca8ef4cee6acc2c4b1fd3e16af8849172bd40358221a3750c95f0428e247afc", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S138", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 26 review: Current official history names Brent Parks as founder and describes his continuing operations role; precise equity remains self-reported." } }, { "revision_id": "H7-20261026-082", "kind": "brand", "record_id": "B050", "recorded_at": "2026-10-26", "source_ids": "S055|S056|H7-S001", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "99f86785e8bf5fbc946d200feaaa5ee8afb33828e7f9a33fdf31b0f91925b8d5", "after_sha256": "da16a2fa94c111cb769f219e28cded1e53660bc227acf02c90ae71d7d19da5e6", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S055|S056|H7-S001", "notes": " October 26 review: The February 12, 2026 annual filing corroborates HomeTeam as a Rollins operating brand/subsidiary." } }, { "revision_id": "H7-20261026-083", "kind": "brand", "record_id": "B056", "recorded_at": "2026-10-26", "source_ids": "S152|AC-S017", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "29e9bee0ee8c919dcc18d3e28d10bd06169bb2fabff6442d92dc72533fbc6bdc", "after_sha256": "84cbe86e564c5480aba57183d10b6a3eba0584aaca61fe1625eeeca690db123d", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S152|AC-S017", "notes": "October 23 review: Do not apply a regional owner report to all Stride operations. October 26 review: Current team page names Tyson Kearns as Austin/Round Rock owner and Alex Randall as San Antonio owner; regional scope is retained." } }, { "revision_id": "H7-20261026-084", "kind": "brand", "record_id": "B057", "recorded_at": "2026-10-26", "source_ids": "S056|S153|H7-S001", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "41b061fcd959b22af682e87197e3ffe1d34089ac1cec522f39eda56ba253a878", "after_sha256": "86fd778fb633f3292a1db382bce209e3c4918d0c97b9db7b31b342cdaa526449", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S056|S153|H7-S001", "notes": " October 26 review: The February 12, 2026 annual filing corroborates Orkin as a Rollins operating brand/subsidiary." } }, { "revision_id": "H7-20261026-085", "kind": "brand", "record_id": "B066", "recorded_at": "2026-10-26", "source_ids": "S165|AC-S002", "reason": "Reverified the stated finding from its current public disclosure and cited dated evidence; preserve remaining uncertainty.", "before_sha256": "eed03eb9d844add8f61e6d914d83c398567d0159c9853b11cdc8a6ff38de78f8", "after_sha256": "8847e4f8ebb2c5fdc027357aa0c08708bc8e1aaa8aef7cbfe6d7499bab6216a8", "changes": { "snapshot_date": "2026-10-26", "ownership_source_ids": "S165|AC-S002", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The official history identifies Rock Thweatt, rather than a family inferred from the Roberts brand. October 26 review: Current official history identifies Rock Thweatt as the purchaser in 1995; the owner role remains self-reported." } }, { "revision_id": "H7-20261026-086", "kind": "relationship", "record_id": "R078", "recorded_at": "2026-10-26", "source_ids": "S125", "reason": "Supersede the unresolved local-owner placeholder with the named owner role now disclosed on the official website; retain the prior assertion.", "before_sha256": "83ce186d908bfaf8372f3b6de545fb5e1cde7c8737db691e6b4e3b1787eaf13d", "after_sha256": "435bbcdce80f18d57be7cfbee7c25ac3f0e4486d602f7fbac3db9b51a644ed09", "changes": { "current_status": false, "relationship_status": "historical", "end_date": "2026-10-26" } }, { "revision_id": "H7-20261026-087", "kind": "brand", "record_id": "B033", "recorded_at": "2026-10-26", "source_ids": "S125", "reason": "Replace the unresolved owner-name finding with the current official owner-role disclosure, retaining self-reported evidence status.", "before_sha256": "ab6a21bd3ba6e1e774eb441e1696014852b7a419cad1771d249a562920cf4815", "after_sha256": "d1d2e647a491bf90e84a06a6f61ec23f636951926356cf77c1980c8e88f7edd7", "changes": { "snapshot_date": "2026-10-26", "current_owner_type": "Founder / family / local ownership; company-reported", "current_ultimate_owner_or_controller": "Colten Husband (company-reported owner)", "ownership_verification_status": "self_reported_owner_unverified_equity", "notes": "October 23 review: Owner/family wording is retained as a reported role; a numeric majority and complete current cap table are not inferred. October 23 review: The bounded primary-source check did not establish a current named equity owner. Earlier reported leads remain in revision history. October 26 review: The current official page names Colten Husband as owner. The statement resolves the named role; exact equity remains undisclosed." } }, { "revision_id": "H7-20261026-AC-S002", "kind": "source", "record_id": "AC-S002", "recorded_at": "2026-10-26", "source_ids": "AC-S002", "reason": "Read the current official named-owner disclosure for the October 26 review.", "before_sha256": "8749ca7a6f5d574be28c73dbcca53f83e6fe7198711057773634bce441af0884", "after_sha256": "fe898775e9c641e61aa2e98909abebbae89573791e0c7973f18aac7c02104362", "changes": { "access_date": "2026-10-26" } }, { "revision_id": "H7-20261026-AC-S017", "kind": "source", "record_id": "AC-S017", "recorded_at": "2026-10-26", "source_ids": "AC-S017", "reason": "Read the current official named-owner disclosure for the October 26 review.", "before_sha256": "0f1eaf4763c3c712742b89379f61efc9f7f5d4340310d6c24ec40ff49fc4002e", "after_sha256": "1ca563e0c2360c4d8fe01d042e12e05359bb3ced789c647e6886eb6ace1d21a5", "changes": { "access_date": "2026-10-26" } } ], "new_entities": [ { "entity_id": "AC-N001", "entity_name": "Hayden Slack", "entity_type": "Reported owner and executive", "jurisdiction": "US", "legal_form": "", "aliases": "", "current_status": "current", "address": "", "source_ids": "AC-S001", "notes": "Equity percentages and beneficial ownership are limited to the cited public evidence." }, { "entity_id": "AC-N002", "entity_name": "Rock Thweatt", "entity_type": "Reported owner", "jurisdiction": "US", "legal_form": "", "aliases": "", "current_status": "current", "address": "", "source_ids": "AC-S002", "notes": "Equity percentages and beneficial ownership are limited to the cited public evidence." }, { "entity_id": "AC-N003", "entity_name": "PestCo Holdings, LLC", "entity_type": "Operating platform", "jurisdiction": "US", "legal_form": "", "aliases": "", "current_status": "current", "address": "", "source_ids": "AC-S003|AC-S007", "notes": "Equity percentages and beneficial ownership are limited to the cited public evidence." }, { "entity_id": "AC-N004", "entity_name": "Thompson Street Capital Partners", "entity_type": "Private equity sponsor", "jurisdiction": "US", "legal_form": "", "aliases": "", "current_status": "current", "address": "", "source_ids": "AC-S007", "notes": "Equity percentages and beneficial ownership are limited to the cited public evidence." }, { "entity_id": "AC-N005", "entity_name": "Coalesce Capital", "entity_type": "Private equity investor", "jurisdiction": "US", "legal_form": "", "aliases": "", "current_status": "current", "address": "", "source_ids": "AC-S004|AC-S008", "notes": "Equity percentages and beneficial ownership are limited to the cited public evidence." }, { "entity_id": "AC-N006", "entity_name": "Michelle Ly", "entity_type": "Reported co-owner", "jurisdiction": "US", "legal_form": "", "aliases": "", "current_status": "current", "address": "", "source_ids": "AC-S016", "notes": "Equity percentages and beneficial ownership are limited to the cited public evidence." }, { "entity_id": "H7-N001", "entity_name": "Colten Husband", "entity_type": "Company-reported owner", "jurisdiction": "Texas", "legal_form": "", "aliases": "", "current_status": "current_claim", "source_ids": "S125", "notes": "Silver Creek identifies Colten Husband as owner. No percentage or complete cap table is disclosed." } ], "new_conflicts": [], "new_questions": [ { "unresolved_id": "US-U001", "subject": "Ten added U.S. home-service brands", "question": "What equity percentages, transaction consideration and separate legal closing dates apply to the reported platform acquisitions?", "current_treatment": "Affiliation and reported acquisitions are documented; undisclosed percentages, consideration and legal close dates remain unknown.", "needed_evidence": "Transaction documents, corporate filings, or explicit first-party closing and retained-interest disclosures.", "priority": "medium", "source_ids": "US-S003|US-S004|US-S005|US-S006|US-S007|US-S008|US-S009|US-S010|US-S011|US-S012", "snapshot_date": "2026-10-23" }, { "unresolved_id": "US-U002", "subject": "Dunn’s, Elite, Lex, Presidential and M.E. Flow announcement dates", "question": "Can the public release dates be reconciled with the legal transaction dates?", "current_treatment": "Posting dates and release datelines are preserved in source notes. No posting date is represented as an independently verified close date.", "needed_evidence": "Dated closing documentation or clarifying issuer statement.", "priority": "low", "source_ids": "US-S003|US-S005|US-S007|US-S010|US-S012", "snapshot_date": "2026-10-23" }, { "unresolved_id": "US-U003", "subject": "Champions Group sponsor transfer", "question": "What was the exact legal close date and how was the collective 30% retained stake divided among existing shareholders?", "current_treatment": "Completed sponsor transfer documented; February 2026 precision only, with individual retained interests unknown.", "needed_evidence": "Closing documentation or explicit shareholder-level disclosures.", "priority": "medium", "source_ids": "S024|US-S015", "snapshot_date": "2026-10-23" }, { "unresolved_id": "US-U004", "subject": "Apex brand-level interests", "question": "What exact interests, governance rights and separate legal closing dates apply to Frank Gay, Best and Southern Air?", "current_treatment": "Current Apex affiliation is documented with transaction language preserved exactly; undisclosed brand-level interests remain unknown.", "needed_evidence": "Transaction documents, cap-table disclosures or explicit first-party closing and governance statements.", "priority": "medium", "source_ids": "US-S018|US-S021|US-S028|US-S029", "snapshot_date": "2026-10-26" }, { "unresolved_id": "US-U005", "subject": "Wrench brand-level interests", "question": "What exact Lindstrom interest and closing date apply, and which legal operating entity runs Comfort Wave?", "current_treatment": "Lindstrom platform affiliation and Comfort Wave greenfield operation are documented; brand-level legal interests remain undisclosed.", "needed_evidence": "Transaction documents, operating-entity filings or explicit company disclosure.", "priority": "medium", "source_ids": "US-S023|US-S024|US-S026", "snapshot_date": "2026-10-26" } ], "transaction_targets": { "T001": "B003", "T002": "B002", "T003": "N001", "T004": "B004", "T005": "N005", "T006": "N007", "T007": "N008", "T008": "N007", "T009": "N011", "T010": "N016", "T011": "B010", "T012": "B008", "T013": "N013", "T014": "N021", "T015": "N024", "T016": "N028", "T017": "B021", "T018": "B068", "T019": "B022", "T020": "B031", "T021": "B070", "T022": "N039", "T023": "B048", "T024": "B053", "T025": "B050", "T026": "B058", "T027": "B059", "T028": "N095", "T029": "N090" }, "new_brands": [ { "brand_id": "US001", "brand_name": "Blazer Heating, Air & Plumbing", "aliases": "Blazer Heating and Air|Blazer Service", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition announced as completed; percentage of operating-company equity not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-22", "service_area_summary": "Greater Richmond, Virginia", "state": "VA", "ownership_source_ids": "US-S001|S006|S007", "presence_source_ids": "US-S001", "notes": "Founded in 1989. The acquisition announcement says Bobby Broyles continues as general manager. Local management continuity does not establish continuing equity ownership. Sponsor chain uses July 2026 baseline evidence; only the acquisition source was rechecked in October." }, { "brand_id": "US002", "brand_name": "Powell Electric", "aliases": "", "primary_category": "electrical", "categories": "electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Champions Group Holdings", "current_ultimate_owner_or_controller": "Unresolved: Blackstone acquisition announced; closing not established in this dataset", "ownership_interest": "Acquisition by Champions reported; percentage of equity not disclosed.", "ownership_verification_status": "verified_platform_ultimate_owner_pending", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-22", "service_area_summary": "Southern California", "state": "CA", "ownership_source_ids": "US-S002|S024", "presence_source_ids": "US-S002", "notes": "Founded in 1971. Champions says Powell retains its name following the acquisition. Jason Powell is identified as president and general manager; that title is not proof of an equity interest. The February Blackstone announcement does not by itself establish closing." }, { "brand_id": "US003", "brand_name": "Dunn’s HVAC, Plumbing & Electrical", "aliases": "Dunn's HVAC, Plumbing & Electrical|Dunn's HVAC", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Anniston, Pelham and greater Birmingham, Alabama", "state": "AL", "ownership_source_ids": "US-S003|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "The release identifies Anniston headquarters and Pelham operations, and says the existing technicians continue serving customers. The page is posted February 24; its release dateline is February 23. Neither is a separately established legal close date. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US004", "brand_name": "Nick’s Plumbing & Air Conditioning", "aliases": "Nick's Plumbing & Air Conditioning|Nick's Plumbing, Air Conditioning & Heating", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Greater Houston, Texas", "state": "TX", "ownership_source_ids": "US-S004|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "Southern says Nick’s retains its consumer name following the acquisition. The former owner’s quoted role does not establish a retained equity interest. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US005", "brand_name": "Lex Cooling, Heating, Plumbing & Electrical", "aliases": "LEX Cooling, Heating, Plumbing, Electric|Lex Air Conditioning", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Champions Group Holdings", "current_ultimate_owner_or_controller": "Unresolved: Blackstone acquisition announced; closing not established in the existing release", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_platform_ultimate_owner_pending", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Richardson and North Texas", "state": "TX", "ownership_source_ids": "US-S005|US-S014|S024", "presence_source_ids": "US-S014", "notes": "Founded in 2004. The release names founders Cory and Anthony Contreras and says the brand continues following acquisition; no retained equity percentages are stated. The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date. Current affiliation was checked in the platform directory. Sponsor uncertainty is retained pending separately reviewed correction evidence." }, { "brand_id": "US006", "brand_name": "Bee’s Plumbing and Heating", "aliases": "Bee's Plumbing|Bees Plumbing and Heating", "primary_category": "plumbing", "categories": "plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Champions Group Holdings", "current_ultimate_owner_or_controller": "Unresolved: Blackstone acquisition announced; closing not established in the existing release", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_platform_ultimate_owner_pending", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Seattle metropolitan area, Washington", "state": "WA", "ownership_source_ids": "US-S006|US-S014|S024", "presence_source_ids": "US-S014", "notes": "Founded in 2017 by Melissa and Ben Bandel. The announcement says Bee’s retains its brand identity following acquisition. The category is limited to plumbing documented by the acquisition text. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. Sponsor uncertainty is retained pending separately reviewed correction evidence." }, { "brand_id": "US007", "brand_name": "Elite Electric, Plumbing & Air", "aliases": "Elite Electrical, Plumbing & Air", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Port St. Lucie and surrounding communities, Florida", "state": "FL", "ownership_source_ids": "US-S007|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "Southern says Elite continues under its current consumer name and that employees are retained. Quoting a co-owner does not establish continuing ownership. The page is posted August 14; the embedded release is dated August 12. Neither is a separately established legal close date. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US008", "brand_name": "David Gray Electrical, Plumbing, Heating & Air", "aliases": "David Gray", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Jacksonville and surrounding communities, Florida", "state": "FL", "ownership_source_ids": "US-S008|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "The announcement identifies Jacksonville operations and says the David Gray name and branding continue after acquisition. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US009", "brand_name": "ACE Solves It All", "aliases": "Ace Solves It All", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Orlando and Kissimmee, Florida", "state": "FL", "ownership_source_ids": "US-S009|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "Southern reports acquiring ACE’s Orlando-area business and retaining the consumer brand. The release identifies Charles Depari Jr. as its longtime owner but does not disclose sale consideration or retained equity. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US010", "brand_name": "Presidential Heating & Air Conditioning, Inc.", "aliases": "Presidential Heating & Air Conditioning", "primary_category": "HVAC", "categories": "HVAC", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Gaithersburg and surrounding communities, Maryland", "state": "MD", "ownership_source_ids": "US-S010|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "Southern describes a recent acquisition of the Maryland HVAC contractor and continuing local branding. Current plumbing or electrical services are not inferred from the platform’s broader service mix. The page displays September 26, but the embedded release is dated September 27. This discrepancy is retained; the transaction uses the dateline and no legal close date is inferred. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US011", "brand_name": "Pro-Tech Air Conditioning & Plumbing Service", "aliases": "Pro-Tech", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Winter Park and greater Orlando, Florida", "state": "FL", "ownership_source_ids": "US-S011|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "The company-issued release explicitly describes a completed acquisition. Planned future electrical and generator offerings are not treated as proven current services. The dated release reports an acquisition; a separate legal close date is not stated. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US012", "brand_name": "M.E. Flow, Inc.", "aliases": "M.E. Flow|ME Flow|M.E. Flow Heating, Cooling, Plumbing & Electric", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform", "current_platform_or_franchise_system": "Southern Home Services", "current_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "ownership_interest": "Acquisition reported; operating-company equity percentage not disclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-23", "service_area_summary": "Northern Virginia and parts of West Virginia", "state": "VA", "ownership_source_ids": "US-S012|US-S013|S006|S007", "presence_source_ids": "US-S013", "notes": "The release says Scott Goulet and Michelle Goulet-Swart intend to remain involved; continuing management does not establish retained equity. HVAC and plumbing are documented in the acquisition release. The November 2 release says the acquisition was announced “on Monday.” November 2 is retained as the dated public source, rather than manufacturing an October 31 close date. Current affiliation was checked in the platform directory. The upstream sponsor chain retains July 26, 2026 baseline observations; this brand addition does not refresh that chain." }, { "brand_id": "US013", "brand_name": "Frank Gay Services", "aliases": "Frank Gay Services LLC", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform; brand-level control not quantified", "current_platform_or_franchise_system": "Apex Service Partners", "current_ultimate_owner_or_controller": "Apex Service Partners, backed by Alpine Investors; brand-level control percentage undisclosed", "ownership_interest": "Apex launch announcement describes an acquisition; exact brand-level equity and legal closing date are undisclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-26", "service_area_summary": "Central Florida", "state": "FL", "ownership_source_ids": "US-S018|US-S019|US-S028|US-S029|US-S030", "presence_source_ids": "US-S019", "notes": "Alpine’s dated launch statement identifies Frank Gay as the acquisition used to launch Apex and says the company would retain its brand. The current sponsor and platform pages establish continuing Apex/Alpine affiliation. Apollo’s announced minority investment remains pending and is not presented as current ownership." }, { "brand_id": "US014", "brand_name": "Best Home Services", "aliases": "Best Home Services, Inc.", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform; brand-level control not quantified", "current_platform_or_franchise_system": "Apex Service Partners", "current_ultimate_owner_or_controller": "Apex Service Partners, backed by Alpine Investors; brand-level control percentage undisclosed", "ownership_interest": "Founding platform partnership documented; exact brand-level equity and transaction structure are undisclosed.", "ownership_verification_status": "verified_platform_affiliation", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-26", "service_area_summary": "Southwest Florida", "state": "FL", "ownership_source_ids": "US-S018|US-S020|US-S028|US-S029|US-S030", "presence_source_ids": "US-S020", "notes": "Alpine says Best joined Frank Gay as a founding Apex company and would retain its brand. The source does not call Best an acquisition, so this record uses platform-partnership semantics. Apollo’s announced minority investment remains pending." }, { "brand_id": "US015", "brand_name": "Southern Air Heating & Cooling", "aliases": "Southern Air|Southern Air Heating, Cooling & Plumbing", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform; brand-level control not quantified", "current_platform_or_franchise_system": "Apex Service Partners", "current_ultimate_owner_or_controller": "Apex Service Partners, backed by Alpine Investors; brand-level control percentage undisclosed", "ownership_interest": "Apex investment and partnership documented; exact brand-level equity and control percentage are undisclosed.", "ownership_verification_status": "verified_platform_affiliation", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-26", "service_area_summary": "Louisiana and Mississippi", "state": "LA", "ownership_source_ids": "US-S021|US-S022|US-S028|US-S029|US-S030", "presence_source_ids": "US-S022", "notes": "Alpine’s dated statement says Apex invested in and partnered with Southern Air while preserving the brand. The record does not convert that language into an undisclosed acquisition or majority percentage. Apollo’s announced minority investment remains pending." }, { "brand_id": "US016", "brand_name": "Lindstrom Air Conditioning & Plumbing", "aliases": "Lindstrom Air|Lindstrom Air Conditioning", "primary_category": "HVAC / plumbing", "categories": "HVAC|plumbing", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform; brand-level control not quantified", "current_platform_or_franchise_system": "Wrench Group", "current_ultimate_owner_or_controller": "Wrench Group; Leonard Green & Partners and management retain a platform majority", "ownership_interest": "Current Wrench platform affiliation documented; exact Lindstrom equity and consideration are undisclosed.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-26", "service_area_summary": "South Florida", "state": "FL", "ownership_source_ids": "US-S023|US-S024|US-S025|S016|S017", "presence_source_ids": "US-S025", "notes": "Wrench’s dated release says Lindstrom joined the platform and retained its brand; it does not state a brand-level equity percentage or separate close date. Existing upstream evidence separately identifies Leonard Green and management as retaining a platform majority and TSG and Oak Hill as minority investors." }, { "brand_id": "US017", "brand_name": "Comfort Wave Home Services", "aliases": "Comfort Wave", "primary_category": "HVAC / plumbing / electrical", "categories": "HVAC|plumbing|electrical", "consumer_brand_status": "active", "inclusion_status": "published_active", "current_owner_type": "Sponsor-backed platform-operated greenfield brand", "current_platform_or_franchise_system": "Wrench Group", "current_ultimate_owner_or_controller": "Wrench Group; Leonard Green & Partners and management retain a platform majority", "ownership_interest": "Wrench-operated greenfield brand; no acquisition is asserted.", "ownership_verification_status": "verified_current_chain", "evidence_rating": "A", "franchise_flag": false, "snapshot_date": "2026-10-26", "service_area_summary": "Oklahoma City metro", "state": "OK", "ownership_source_ids": "US-S024|US-S026|US-S027|S016|S017", "presence_source_ids": "US-S027", "notes": "Wrench explicitly describes Comfort Wave as a greenfield launch opened in November 2023. This record is an operating relationship and must not appear as an acquisition. Existing upstream evidence separately distinguishes platform majority and minority investors." } ], "new_sources": [ { "source_id": "US-S001", "title": "Southern Home Services Expands Mid-Atlantic Presence with Acquisition of Blazer Heating, Air & Plumbing in Richmond", "url": "https://www.southernhomeservices.com/blog/2026/may/southern-home-services-expands-mid-atlantic-pres/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2026-05-19", "access_date": "2026-10-22", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Blazer; greater Richmond presence; continuing local general manager", "notes": "Reviewed the announcement text on October 22. Separate closing date and equity percentage are not given." }, { "source_id": "US-S002", "title": "Champions Group Expands Southern California Footprint with Acquisition of Powell Electric", "url": "https://championsgroupholdings.com/2026/08/07/champions-group-expands-southern-california-footprint-with-acquisition-of-powell-electric/", "publisher": "Champions Group Holdings", "source_type": "transaction announcement", "publication_date": "2026-08-07", "access_date": "2026-10-22", "primary_secondary": "primary", "independence_group": "champions", "quality_rating": "A", "supports_claims": "Acquisition of Powell Electric; retained brand; Southern California operations", "notes": "Reviewed the announcement text on October 22. The announcement says following the acquisition; a separate close date and ownership percentage are not given." }, { "source_id": "US-S003", "title": "Southern Home Services Expands in Alabama with Strategic Acquisition of Dunn’s HVAC, Plumbing & Electrical", "url": "https://www.southernhomeservices.com/blog/2026/february/southern-home-services-expands-in-alabama-with-s/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2026-02-24", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Dunn’s HVAC, Plumbing & Electrical by Southern Home Services; reported local services and market.", "notes": "The page is posted February 24; its release dateline is February 23. Neither is a separately established legal close date." }, { "source_id": "US-S004", "title": "Southern Home Services Expands Texas Footprint with Acquisition of Nick's Plumbing & Air Conditioning in Houston", "url": "https://www.gryphon-inv.com/news/southern-home-services-expands-texas-footprint-with-acquisition-of-nicks-plumbing-air-conditioning-in-houston/", "publisher": "Gryphon Investors / Southern Home Services", "source_type": "transaction announcement", "publication_date": "2025-10-21", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Nick’s Plumbing & Air Conditioning by Southern Home Services; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated." }, { "source_id": "US-S005", "title": "Champions Group Expands Texas Footprint with Acquisition of Lex Cooling, Heating, Plumbing & Electrical", "url": "https://championsgroupholdings.com/2026/01/21/champions-group-expands-texas-footprint-with-acquisition-of-lex-cooling-heating-plumbing-electrical/", "publisher": "Champions Group Holdings", "source_type": "transaction announcement", "publication_date": "2026-01-21", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "champions", "quality_rating": "A", "supports_claims": "Acquisition of Lex Cooling, Heating, Plumbing & Electrical by Champions Group Holdings; reported local services and market.", "notes": "The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date." }, { "source_id": "US-S006", "title": "Champions Group Expands Footprint with Acquisition of Bee’s Plumbing of Seattle", "url": "https://championsgroupholdings.com/2025/06/18/champions-group-expands-footprint-with-acquisition-of-bees-plumbing-of-seattle/", "publisher": "Champions Group Holdings", "source_type": "transaction announcement", "publication_date": "2025-06-18", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "champions", "quality_rating": "A", "supports_claims": "Acquisition of Bee’s Plumbing and Heating by Champions Group Holdings; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated." }, { "source_id": "US-S007", "title": "Southern Home Services Acquires Elite Electric, Plumbing & Air, Further Expanding Strong Florida Presence", "url": "https://www.southernhomeservices.com/blog/2024/august/southern-home-services-acquires-elite-electric-p/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2024-08-14", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Elite Electric, Plumbing & Air by Southern Home Services; reported local services and market.", "notes": "The page is posted August 14; the embedded release is dated August 12. Neither is a separately established legal close date." }, { "source_id": "US-S008", "title": "Southern Home Services Acquires David Gray Electrical, Plumbing, Heating & Air, Strengthening Florida Presence", "url": "https://www.southernhomeservices.com/blog/2024/april/southern-home-services-acquires-david-gray-elect/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2024-04-30", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of David Gray Electrical, Plumbing, Heating & Air by Southern Home Services; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated." }, { "source_id": "US-S009", "title": "Southern Home Services Acquires ACE Solves It All, Marking the Company’s Third Acquisition in the Orlando Market", "url": "https://www.southernhomeservices.com/blog/2024/january/southern-home-services-acquires-ace-solves-it-al/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2024-01-16", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of ACE Solves It All by Southern Home Services; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated." }, { "source_id": "US-S010", "title": "Southern Home Services Enters New Market with the Acquisition of Presidential Heating & Air Conditioning, Inc.", "url": "https://www.southernhomeservices.com/blog/2023/september/southern-home-services-enters-new-market-with-th/", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2023-09-26", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Presidential Heating & Air Conditioning, Inc. by Southern Home Services; reported local services and market.", "notes": "The page displays September 26, but the embedded release is dated September 27. This discrepancy is retained; the transaction uses the dateline and no legal close date is inferred." }, { "source_id": "US-S011", "title": "Southern Home Services Announces Acquisition of Pro-Tech Air Conditioning & Plumbing Service", "url": "https://www.prnewswire.com/news-releases/southern-home-services-announces-acquisition-of-pro-tech-air-conditioning--plumbing-service-a-leading-provider-of-air-conditioning-heating-and-plumbing-services-301856428.html", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2023-06-21", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of Pro-Tech Air Conditioning & Plumbing Service by Southern Home Services; reported local services and market.", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Company-issued release distributed by PR Newswire; the distributor is not independent corroboration." }, { "source_id": "US-S012", "title": "Southern Home Services Announces Acquisition of M.E. Flow, Inc.", "url": "https://www.prnewswire.com/news-releases/southern-home-services-announces-acquisition-of-me-flow-inc--northern-virginias-highest-rated-and-most-successful-home-services-contractor-301666195.html", "publisher": "Southern Home Services", "source_type": "transaction announcement", "publication_date": "2022-11-02", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Acquisition of M.E. Flow, Inc. by Southern Home Services; reported local services and market.", "notes": "The November 2 release says the acquisition was announced “on Monday.” November 2 is retained as the dated public source, rather than manufacturing an October 31 close date. Company-issued release distributed by PR Newswire; the distributor is not independent corroboration." }, { "source_id": "US-S013", "title": "Southern Home Services — Locations", "url": "https://www.southernhomeservices.com/locations/", "publisher": "Southern Home Services", "source_type": "current corporate directory", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Current platform listing and local operating presence for the eight added Southern brands.", "notes": "Undated live directory observed October 23, 2026. Provides current affiliation and geography, not transaction close dates, equity percentages or independent corroboration of the company’s acquisition releases." }, { "source_id": "US-S014", "title": "Champions Group Holdings — Our Family", "url": "https://championsgroupholdings.com/our-family/", "publisher": "Champions Group Holdings", "source_type": "current corporate directory", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "champions", "quality_rating": "A", "supports_claims": "Current listing of Lex in Richardson, Texas and Bees Plumbing and Heating in Seattle, Washington.", "notes": "Undated live portfolio directory observed October 23, 2026. Does not establish sponsor transfer closing or individual operating-company equity percentages." }, { "source_id": "US-S015", "title": "HarbourVest Private Investments Fund — March 2026 Report", "url": "https://www.harbourvest.com/content/dam/hv/web/files/en/funds/hpif/HPIF%20Report%20-%20March%202026.pdf", "publisher": "HarbourVest", "source_type": "investor fund report", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "harbourvest", "quality_rating": "A", "supports_claims": "Completed Champions Group sale from Odyssey to Blackstone BXPE; February 2026 realization; existing shareholders collectively retained 30%.", "notes": "Report period is March 31, 2026; a distinct publication date is not established. Printed pages 3 and 5 (PDF pages 3 and 5). Exact closing day and allocation of the collective retained stake are not disclosed." }, { "source_id": "AC-S001", "title": "G.L. Hunt — current owner and founder roles", "url": "https://glhunt.com/about-us/", "publisher": "G.L. Hunt Foundation Repair", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "gl_hunt", "quality_rating": "A", "supports_claims": "Company identifies Hayden Slack as Owner & CEO and Gary Hunt as founder.", "notes": "Owner role is self-reported. No individual percentage or complete cap table is disclosed." }, { "source_id": "AC-S002", "title": "Roberts — company history and owner", "url": "https://www.robertspestcontrol.com/about-us/", "publisher": "Roberts Termite & Pest Control", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "roberts", "quality_rating": "A", "supports_claims": "Company says Rock Thweatt purchased it in 1995 and describes its continuing family ownership.", "notes": "The prior Roberts-family surname inference was unsupported. Current equity allocation remains undisclosed." }, { "source_id": "AC-S003", "title": "PestCo acquired Romney and Phenom operating assets", "url": "https://www.tscp.com/news/thompson-street-capital-partners-portfolio-company-pestco-holdings-acquires-the-assets-of-romney-pest-control-and-phenom-pest-protection/", "publisher": "Thompson Street Capital Partners", "source_type": "first-party transaction statement", "publication_date": "2023-01-30", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "thompson_street_capital_partners", "quality_rating": "A", "supports_claims": "PestCo completed an acquisition of Romney and Phenom operating assets; terms were undisclosed.", "notes": "An asset transaction does not establish acquisition of every interest in the seller LLC. Exact closing day is not stated." }, { "source_id": "AC-S004", "title": "Citizens — ClearDefense sale to Coalesce", "url": "https://investor.citizensbank.com/about-us/newsroom/latest-news/2026/2026-10-05.aspx", "publisher": "Citizens Capital Markets & Advisory", "source_type": "first-party transaction statement", "publication_date": "2026-10-05", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "citizens_capital_markets_advisory", "quality_rating": "A", "supports_claims": "The transaction adviser reports ClearDefense acquired by Coalesce, with founders and management retaining an ownership stake.", "notes": "The completed transaction is stated; no percentage or explicit majority threshold is disclosed." }, { "source_id": "AC-S005", "title": "Storr Group — active SAS majority investment", "url": "https://storrgroup.com/investments", "publisher": "Storr Group", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "storr_group", "quality_rating": "A", "supports_claims": "Storr classifies SAS Service Partners as an active majority investment, initially made in September 2023.", "notes": "Supports majority classification at the platform level; brand-level percentages are not disclosed." }, { "source_id": "AC-S006", "title": "Alta — non-control minority partnership with Trivest", "url": "https://www.trivest.com/alta-pest-control-announces-minority-partnership-with-trivest/", "publisher": "Trivest Partners", "source_type": "first-party transaction statement", "publication_date": "2024-04", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "trivest", "quality_rating": "A", "supports_claims": "Non-control investment through TGIF; founders retain operating and financial control.", "notes": "Control is supported separately from an exact numeric equity percentage." }, { "source_id": "AC-S007", "title": "TSCP — current PestCo portfolio listing", "url": "https://www.tscp.com/companies/pestco-holdings-llc/", "publisher": "Thompson Street Capital Partners", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "thompson_street_capital_partners", "quality_rating": "A", "supports_claims": "Current PestCo portfolio listing links the Romney asset acquisition.", "notes": "Portfolio affiliation alone is not a numeric majority or complete ultimate-control claim." }, { "source_id": "AC-S008", "title": "Coalesce — ClearDefense growth investment announcement", "url": "https://www.prnewswire.com/news-releases/coalesce-capital-announces-growth-investment-in-cleardefense-a-leading-full-service-pest-control-platform-302891082.html", "publisher": "Coalesce Capital", "source_type": "first-party transaction statement", "publication_date": "2026-09-28", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "coalesce_capital", "quality_rating": "A", "supports_claims": "Coalesce announces a growth investment in ClearDefense; existing founders and management continue as partners.", "notes": "Company-issued release distributed by PRNewswire. The investment percentage is not disclosed." }, { "source_id": "AC-S009", "title": "Brookfield Infrastructure Partners — 2025 Form 20-F", "url": "https://bip.brookfield.com/sites/brookfield-bip-v2/files/Brookfield-BIP-IR-V2/BIPC/annual-reports/bip-2025-20-f.pdf", "publisher": "Brookfield Infrastructure Partners", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "brookfield", "quality_rating": "A", "supports_claims": "Note 2 lists Enercare Inc., Metergy Group Holdings Ltd. and Service Experts Holdings Ltd. as controlled non-wholly-owned subsidiaries; the relevant grouping shows 26% effective economic ownership and 100% voting rights through arrangements at December 31, 2025.", "notes": "Dated financial reporting, not 100% economic ownership or proof Service Experts currently sits underneath Enercare. Statements authorized March 16, 2026; exact publication day not established." }, { "source_id": "AC-S010", "title": "Groundworks Announces KKR as a New Strategic Partner to Support Growth", "url": "https://www.groundworks.com/2023/02/03/groundworks-announces-kkr-as-a-new-strategic-partner-to-support-growth/", "publisher": "Groundworks", "source_type": "first-party transaction statement", "publication_date": "2023-02-02", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "groundworks", "quality_rating": "A", "supports_claims": "Company announces significant KKR investment, expected Q1 close, with Cortec retaining investment.", "notes": "Dateline February 2; URL February 3. Significant is not an explicit numeric majority, and this release alone is not closing evidence." }, { "source_id": "AC-S011", "title": "Cortec Group — Groundworks", "url": "https://cortecgroup.com/company/groundworks/", "publisher": "Cortec Group", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "cortec", "quality_rating": "A", "supports_claims": "Current sponsor case study says Cortec exited its majority in March 2023 and Funds VII and VIII each retain a minority investment.", "notes": "A current minority link to Groundworks cannot establish common Cortec control with Goettl." }, { "source_id": "AC-S012", "title": "KKR — Robbie Brussell", "url": "https://www.kkr.com/about/our-people/robbie-brussell", "publisher": "KKR", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "kkr", "quality_rating": "A", "supports_claims": "Current KKR biography lists Groundworks and Neighborly board service.", "notes": "Ongoing affiliation only; board service does not prove percentage, majority or identical controllers of all franchises." }, { "source_id": "AC-S013", "title": "Ram Jack Austin — About", "url": "https://www.ramjack.com/austin/why-ram-jack-/about/", "publisher": "Ram Jack", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "ram_jack", "quality_rating": "A", "supports_claims": "Current local operation is represented within the Ram Jack network.", "notes": "Local legal equity owner and proper legal franchisor identity are not established. An unresolved local franchisee cannot also be its own Franchise of target." }, { "source_id": "AC-S014", "title": "Cortec Group — Companies (Goettl)", "url": "https://cortecgroup.com/companies/", "publisher": "Cortec Group", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "cortec", "quality_rating": "A", "supports_claims": "Sponsor’s currently owned investments include Goettl in Fund VII.", "notes": "Owned/current is not an explicit economic majority." }, { "source_id": "AC-S015", "title": "The Riverside Company — T3 Services Group", "url": "https://www.riversidecompany.com/investment-portfolio/t3-services-group", "publisher": "The Riverside Company", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "riverside", "quality_rating": "A", "supports_claims": "Current sponsor portfolio identifies T3, investment in November 2020, and continuing add-on activity.", "notes": "Portfolio listing alone does not prove a numeric majority or current percentage." }, { "source_id": "AC-S016", "title": "Michelle Ly — Meet Michelle", "url": "https://votemichellely.com/meet/", "publisher": "Michelle Ly", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "michelle_ly", "quality_rating": "A", "supports_claims": "Owner’s public biography says she and husband Erik co-own Hall Roofing & Construction.", "notes": "Owner self-report on a campaign website, not an independent registry or cap table. No individual percentage. Original company domain failed DNS." }, { "source_id": "AC-S017", "title": "Stride Pest Control — About Us", "url": "https://www.stridepestcontrol.com/about-us/", "publisher": "Stride Pest Control", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "stride", "quality_rating": "A", "supports_claims": "Company identifies Tyson Kearns as owning/running Austin–Round Rock, while Alex Randall owns San Antonio operation.", "notes": "Do not assert Tyson controls all Stride locations or assign an undisclosed >50% interest." }, { "source_id": "AC-S018", "title": "Private Equity Case Study: How PCM Encore Helped Shape Hawx Smart Pest Control into an Industry Leader", "url": "https://encoreinvestment.com/articles/hawx-case-study", "publisher": "PCM Encore", "source_type": "first-party transaction statement", "publication_date": "2025-06-05", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "pcm_encore", "quality_rating": "A", "supports_claims": "Sponsor case study describes direct PCM Growth investment in 2021 and subsequent portfolio activity.", "notes": "Publication date obtained from sponsor insights index. Improves on a 2021-only record but does not disclose exact October 2026 allocation or continuing control." }, { "source_id": "AC-S019", "title": "PCM Encore — Insights", "url": "https://encoreinvestment.com/insights?category=article", "publisher": "PCM Encore", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "pcm_encore", "quality_rating": "A", "supports_claims": "Sponsor index dates its Hawx case study June 5, 2025.", "notes": "Index supports publication date; investment date and control limits come from case study." }, { "source_id": "AC-S020", "title": "Southern Home Services — Daniel’s", "url": "https://www.southernhomeservices.com/daniels/", "publisher": "Southern Home Services", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-23", "primary_secondary": "primary", "independence_group": "southern", "quality_rating": "A", "supports_claims": "Southern retains a dedicated Daniel’s page linked from its public site, independently supporting current affiliation despite absence from the locations list.", "notes": "Does not disclose legal entity, exact stake or a closing date." }, { "source_id": "US-S016", "title": "PCM Encore — Our Investments", "url": "https://encoreinvestment.com/our-investments", "publisher": "PCM Encore", "source_type": "current sponsor portfolio page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "pcm_encore", "quality_rating": "A", "supports_claims": "Current sponsor portfolio lists Hawx and describes four years of ownership since the 2021 acquisition.", "notes": "Confirms current investment continuity as of access; does not disclose equity percentage or control allocation." }, { "source_id": "US-S017", "title": "Hawx Pest Control — Our History", "url": "https://hawxpestcontrol.com/about/history/", "publisher": "Hawx Pest Control", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "hawx", "quality_rating": "A", "supports_claims": "Company history records PCM Growth acquiring Hawx in 2021 and continues through 2026 operating milestones.", "notes": "Does not disclose current sponsor equity percentage or governance rights." }, { "source_id": "US-S018", "title": "Alpine launches Apex Service Partners", "url": "https://alpineinvestors.com/resource/alpine-launches-apex-service-partners/", "publisher": "Alpine Investors", "source_type": "first-party transaction statement", "publication_date": "2019-07-29", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "alpine", "quality_rating": "A", "supports_claims": "Alpine launched Apex with the acquisition of Frank Gay Services; Best Home Services joined as a founding company and both retained their brands.", "notes": "Terms, exact brand-level interests and separate legal closing dates are not disclosed." }, { "source_id": "US-S019", "title": "Frank Gay Services — Home", "url": "https://frankgayservices.com/", "publisher": "Frank Gay Services", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "frank_gay", "quality_rating": "A", "supports_claims": "Current Florida HVAC, plumbing and electrical operations under the Frank Gay brand.", "notes": "Presence evidence only; ownership comes from platform and sponsor sources." }, { "source_id": "US-S020", "title": "Best Home Services — Home", "url": "https://www.getbest.com/", "publisher": "Best Home Services", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "best_home_services", "quality_rating": "A", "supports_claims": "Current Southwest Florida HVAC, plumbing and electrical operations under the Best brand.", "notes": "Presence evidence only; ownership comes from platform and sponsor sources." }, { "source_id": "US-S021", "title": "Apex acquires Southern Air Heating & Cooling", "url": "https://alpineinvestors.com/resource/apex-acquires-southern-air-heating-cooling/", "publisher": "Alpine Investors", "source_type": "first-party transaction statement", "publication_date": "2019-09-27", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "alpine", "quality_rating": "A", "supports_claims": "Alpine reports Apex invested in and partnered with Southern Air while retaining its brand.", "notes": "The release uses investment and partnership language; exact control percentage and separate legal closing date are undisclosed." }, { "source_id": "US-S022", "title": "Southern Air Heating & Cooling — Home", "url": "https://www.southernairnow.com/", "publisher": "Southern Air Heating & Cooling", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "southern_air", "quality_rating": "A", "supports_claims": "Current Louisiana and Mississippi home-service operations under the Southern Air brand.", "notes": "Presence evidence only; ownership comes from platform and sponsor sources." }, { "source_id": "US-S023", "title": "Lindstrom Air Conditioning & Plumbing joins Wrench Group", "url": "https://www.wrenchgroup.com/articles/lindstrom-air-conditioning-and-plumbing-joins-wrench-group", "publisher": "Wrench Group", "source_type": "first-party transaction statement", "publication_date": "2022-02-10", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "wrench_release", "quality_rating": "A", "supports_claims": "Wrench reports Lindstrom joined its platform and retained local branding.", "notes": "The release does not disclose consideration, equity percentage or a separate legal closing date." }, { "source_id": "US-S024", "title": "Wrench Group — Brands", "url": "https://www.wrenchgroup.com/brands", "publisher": "Wrench Group", "source_type": "current platform directory", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "wrench", "quality_rating": "A", "supports_claims": "Current platform directory lists Lindstrom and Comfort Wave among Wrench brands.", "notes": "Directory affiliation does not establish a brand-level equity percentage." }, { "source_id": "US-S025", "title": "Lindstrom Air Conditioning & Plumbing — Home", "url": "https://www.lindstromair.com/", "publisher": "Lindstrom Air Conditioning & Plumbing", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "lindstrom", "quality_rating": "A", "supports_claims": "Current South Florida HVAC and plumbing operations under the Lindstrom brand.", "notes": "Presence evidence only; ownership comes from platform and sponsor sources." }, { "source_id": "US-S026", "title": "Wrench Group expands to Oklahoma City through greenfield growth", "url": "https://www.wrenchgroup.com/articles/wrench-group-expands-to-oklahoma-city-as-greenfield-growth-strategy-delivers-results", "publisher": "Wrench Group", "source_type": "first-party operating announcement", "publication_date": "2023-11-27", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "wrench_release", "quality_rating": "A", "supports_claims": "Wrench explicitly identifies Comfort Wave as a greenfield launch opened in November 2023.", "notes": "This is operating-platform evidence, not an acquisition announcement." }, { "source_id": "US-S027", "title": "Comfort Wave Home Services — Home", "url": "https://www.comfortwave.com/", "publisher": "Comfort Wave Home Services", "source_type": "current first-party company page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "comfort_wave", "quality_rating": "A", "supports_claims": "Current Oklahoma City HVAC, plumbing and electrical operations under the Comfort Wave brand.", "notes": "Presence evidence only; platform relationship comes from Wrench sources." }, { "source_id": "US-S028", "title": "Alpine Investors — Apex Service Partners", "url": "https://alpineinvestors.com/our-companies/apex-service-partners/", "publisher": "Alpine Investors", "source_type": "current sponsor portfolio page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "alpine", "quality_rating": "A", "supports_claims": "Alpine currently lists Apex Service Partners as a portfolio company.", "notes": "Current sponsor affiliation is documented without inferring a numeric control percentage." }, { "source_id": "US-S029", "title": "Alpine completes single-asset continuation transaction for Apex", "url": "https://alpineinvestors.com/resource/single-asset-continuation-transaction-apex-service-partners/", "publisher": "Alpine Investors", "source_type": "first-party transaction statement", "publication_date": "2023-10-25", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "alpine", "quality_rating": "A", "supports_claims": "Alpine reports completing a continuation transaction for Apex and continuing the partnership.", "notes": "Does not establish the exact current interest after all later transactions." }, { "source_id": "US-S030", "title": "Apex Service Partners — Home", "url": "https://apexservicepartners.com/", "publisher": "Apex Service Partners", "source_type": "current platform page", "publication_date": "", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "apex", "quality_rating": "A", "supports_claims": "Current operating platform page for Apex Service Partners.", "notes": "Platform presence corroboration; brand relationships rely on dated Alpine statements." }, { "source_id": "H7-S001", "title": "Rollins 2025 Form 10-K — operating brands", "url": "https://www.rollins.com/investors/financial-information/sec-filings/content/0000084839-26-000008/rol-20251231.htm", "publisher": "Rollins, Inc.", "source_type": "annual report / SEC filing", "publication_date": "2026-02-12", "access_date": "2026-10-26", "primary_secondary": "primary", "independence_group": "rollins", "quality_rating": "A", "supports_claims": "The annual report identifies Orkin and HomeTeam among Rollins operating brands and subsidiaries.", "notes": "Dated annual reporting; no numeric brand-level interest is inferred." } ], "new_relationships": [ { "relationship_id": "US-R001", "from_entity_id": "US001", "from_entity_name": "Blazer Heating, Air & Plumbing", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2026-05-19", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S001", "access_date": "2026-10-22", "evidence_note": "Date is the public announcement date, not an independently established legal close date." }, { "relationship_id": "US-R002", "from_entity_id": "US002", "from_entity_name": "Powell Electric", "to_entity_id": "N013", "to_entity_name": "Champions Group Holdings", "edge_type": "Acquired by", "start_date": "2026-08-07", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S002", "access_date": "2026-10-22", "evidence_note": "Date is the public announcement date, not an independently established legal close date." }, { "relationship_id": "US-R003", "from_entity_id": "US003", "from_entity_name": "Dunn’s HVAC, Plumbing & Electrical", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2026-02-23", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S003|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The page is posted February 24; its release dateline is February 23. Neither is a separately established legal close date." }, { "relationship_id": "US-R004", "from_entity_id": "US004", "from_entity_name": "Nick’s Plumbing & Air Conditioning", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2025-10-21", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S004|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R005", "from_entity_id": "US005", "from_entity_name": "Lex Cooling, Heating, Plumbing & Electrical", "to_entity_id": "N013", "to_entity_name": "Champions Group Holdings", "edge_type": "Acquired by", "start_date": "2026-01-15", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S005|US-S014", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date." }, { "relationship_id": "US-R006", "from_entity_id": "US006", "from_entity_name": "Bee’s Plumbing and Heating", "to_entity_id": "N013", "to_entity_name": "Champions Group Holdings", "edge_type": "Acquired by", "start_date": "2025-06-18", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S006|US-S014", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R007", "from_entity_id": "US007", "from_entity_name": "Elite Electric, Plumbing & Air", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2024-08-12", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S007|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The page is posted August 14; the embedded release is dated August 12. Neither is a separately established legal close date." }, { "relationship_id": "US-R008", "from_entity_id": "US008", "from_entity_name": "David Gray Electrical, Plumbing, Heating & Air", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2024-04-30", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S008|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R009", "from_entity_id": "US009", "from_entity_name": "ACE Solves It All", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2024-01-16", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S009|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R010", "from_entity_id": "US010", "from_entity_name": "Presidential Heating & Air Conditioning, Inc.", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2023-09-27", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S010|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The page displays September 26, but the embedded release is dated September 27. This discrepancy is retained; the transaction uses the dateline and no legal close date is inferred." }, { "relationship_id": "US-R011", "from_entity_id": "US011", "from_entity_name": "Pro-Tech Air Conditioning & Plumbing Service", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2023-06-21", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S011|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The dated release reports an acquisition; a separate legal close date is not stated." }, { "relationship_id": "US-R012", "from_entity_id": "US012", "from_entity_name": "M.E. Flow, Inc.", "to_entity_id": "N001", "to_entity_name": "Southern Home Services", "edge_type": "Acquired by", "start_date": "2022-11-02", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition; equity percentage not disclosed", "evidence_rating": "A", "source_ids": "US-S012|US-S013", "access_date": "2026-10-23", "evidence_note": "Start date is the release dateline, not a separately established legal close. The November 2 release says the acquisition was announced “on Monday.” November 2 is retained as the dated public source, rather than manufacturing an October 31 close date." }, { "relationship_id": "US-R013", "from_entity_id": "N013", "from_entity_name": "Champions Group Holdings", "to_entity_id": "N014", "to_entity_name": "Odyssey Investment Partners", "edge_type": "Minority investment from", "start_date": "2026-02", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "retained minority; Odyssey’s individual percentage not disclosed", "evidence_rating": "A", "source_ids": "S024|US-S015", "access_date": "2026-10-23", "evidence_note": "The buyer announcement identifies Odyssey and management as retaining minority stakes; the subsequent fund report confirms closing and a collective 30% retained by existing shareholders. Do not allocate the 30% solely to Odyssey." }, { "relationship_id": "AC-R001", "from_entity_id": "B054", "from_entity_name": "Romney Pest Control", "to_entity_id": "AC-N003", "to_entity_name": "PestCo Holdings, LLC", "edge_type": "Operated by", "start_date": "", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquired operating assets", "evidence_rating": "A", "supporting_source_count": 2, "independent_source_group_count": 1, "source_ids": "AC-S003|AC-S007", "access_date": "2026-10-23", "evidence_note": "PestCo acquired the Romney operating assets by the January 30, 2023 announcement. This does not assert acquisition of every interest in the seller LLC." }, { "relationship_id": "AC-R002", "from_entity_id": "AC-N003", "from_entity_name": "PestCo Holdings, LLC", "to_entity_id": "AC-N004", "to_entity_name": "Thompson Street Capital Partners", "edge_type": "Portfolio company of", "start_date": "", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "sponsor affiliation; majority percentage undisclosed", "evidence_rating": "A", "supporting_source_count": 1, "independent_source_group_count": 1, "source_ids": "AC-S007", "access_date": "2026-10-23", "evidence_note": "TSCP lists PestCo as current. No numeric control percentage is inferred from that listing." }, { "relationship_id": "AC-R003", "from_entity_id": "B065", "from_entity_name": "ClearDefense Pest Control", "to_entity_id": "AC-N005", "to_entity_name": "Coalesce Capital", "edge_type": "Portfolio company of", "start_date": "", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "investment; percentage and control undisclosed", "evidence_rating": "A", "supporting_source_count": 2, "independent_source_group_count": 2, "source_ids": "AC-S004|AC-S008", "access_date": "2026-10-23", "evidence_note": "Citizens reports the completed sale; Coalesce’s company-issued release describes a growth investment. Neither states an exact majority percentage." }, { "relationship_id": "AC-R004", "from_entity_id": "B028", "from_entity_name": "Hall Roofing & Construction", "to_entity_id": "AC-N006", "to_entity_name": "Michelle Ly", "edge_type": "Ownership reported by", "start_date": "", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "co-owner self-report; percentage undisclosed", "evidence_rating": "A", "supporting_source_count": 1, "independent_source_group_count": 1, "source_ids": "AC-S016", "access_date": "2026-10-23", "evidence_note": "Michelle Ly’s public owner biography identifies herself and husband Erik as co-owners of Hall Roofing. This is a self-report, not a current cap table." }, { "relationship_id": "US-R014", "from_entity_id": "US013", "from_entity_name": "Frank Gay Services", "to_entity_id": "N090", "to_entity_name": "Apex Service Partners", "edge_type": "Acquired by", "start_date": "2019-07-29", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "acquisition reported; exact equity percentage undisclosed", "evidence_rating": "A", "supporting_source_count": 3, "independent_source_group_count": 2, "source_ids": "US-S018|US-S028|US-S030", "access_date": "2026-10-26", "evidence_note": "The dated Alpine announcement describes an acquisition used to launch Apex; a separate legal closing date and exact interest are not disclosed." }, { "relationship_id": "US-R015", "from_entity_id": "US014", "from_entity_name": "Best Home Services", "to_entity_id": "N090", "to_entity_name": "Apex Service Partners", "edge_type": "Portfolio company of", "start_date": "2019-07-29", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "founding platform partnership; exact equity percentage undisclosed", "evidence_rating": "A", "supporting_source_count": 3, "independent_source_group_count": 2, "source_ids": "US-S018|US-S028|US-S030", "access_date": "2026-10-26", "evidence_note": "Alpine says Best joined as a founding Apex company. The record does not relabel that statement as an acquisition." }, { "relationship_id": "US-R016", "from_entity_id": "US015", "from_entity_name": "Southern Air Heating & Cooling", "to_entity_id": "N090", "to_entity_name": "Apex Service Partners", "edge_type": "Portfolio company of", "start_date": "2019-09-27", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "investment and partnership; exact equity and control undisclosed", "evidence_rating": "A", "supporting_source_count": 3, "independent_source_group_count": 2, "source_ids": "US-S021|US-S028|US-S030", "access_date": "2026-10-26", "evidence_note": "Alpine reports Apex invested in and partnered with Southern Air. No undisclosed acquisition or majority interest is inferred." }, { "relationship_id": "US-R017", "from_entity_id": "N090", "from_entity_name": "Apex Service Partners", "to_entity_id": "N091", "to_entity_name": "Alpine Investors", "edge_type": "Portfolio company of", "start_date": "2019-07-29", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "current sponsor affiliation; exact post-continuation interest undisclosed", "evidence_rating": "A", "supporting_source_count": 3, "independent_source_group_count": 1, "source_ids": "US-S018|US-S028|US-S029", "access_date": "2026-10-26", "evidence_note": "Alpine currently lists Apex and reports its 2023 continuation transaction. Apollo’s separate May 2026 minority announcement remains a pending transaction and is not converted into a current edge." }, { "relationship_id": "US-R018", "from_entity_id": "US016", "from_entity_name": "Lindstrom Air Conditioning & Plumbing", "to_entity_id": "N016", "to_entity_name": "Wrench Group, LLC", "edge_type": "Portfolio company of", "start_date": "2022-02-10", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "platform affiliation; exact brand-level equity undisclosed", "evidence_rating": "A", "supporting_source_count": 2, "independent_source_group_count": 1, "source_ids": "US-S023|US-S024", "access_date": "2026-10-26", "evidence_note": "Wrench’s dated release and current brand directory establish platform affiliation; exact Lindstrom equity and a separate close date are undisclosed." }, { "relationship_id": "US-R019", "from_entity_id": "US017", "from_entity_name": "Comfort Wave Home Services", "to_entity_id": "N016", "to_entity_name": "Wrench Group, LLC", "edge_type": "Operated by", "start_date": "2023-11", "start_date_precision": "month", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "greenfield operating brand; not an acquisition", "evidence_rating": "A", "supporting_source_count": 2, "independent_source_group_count": 1, "source_ids": "US-S024|US-S026", "access_date": "2026-10-26", "evidence_note": "Wrench explicitly identifies Comfort Wave as a greenfield launch opened in November 2023. No acquisition is asserted." }, { "relationship_id": "H7-R001", "from_entity_id": "B033", "from_entity_name": "Silver Creek Exterior & Construction", "to_entity_id": "H7-N001", "to_entity_name": "Colten Husband", "edge_type": "Ownership reported by", "start_date": "", "end_date": "", "current_status": true, "relationship_status": "current", "interest_type": "company-reported owner; exact equity undisclosed", "evidence_rating": "B", "supporting_source_count": 1, "independent_source_group_count": 1, "source_ids": "S125", "access_date": "2026-10-26", "evidence_note": "Current official company page names Colten Husband as owner. This is a first-party role statement, not independent confirmation of a majority or complete equity structure." } ], "new_transactions": [ { "transaction_id": "US-T001", "target": "Blazer Heating, Air & Plumbing", "target_entity_id": "US001", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2026-05-19", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "Blazer continues with the local team and general manager within Southern Home Services.", "source_ids": "US-S001", "access_date": "2026-10-22", "notes": "Announcement describes an acquisition; separate legal close date not stated." }, { "transaction_id": "US-T002", "target": "Powell Electric", "target_entity_id": "US002", "buyer": "Champions Group Holdings", "seller": "", "announcement_date": "2026-08-07", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "Powell Electric retains its consumer brand within Champions Group.", "source_ids": "US-S002", "access_date": "2026-10-22", "notes": "Announcement describes the business following the acquisition; separate legal close date not stated." }, { "transaction_id": "US-T003", "target": "Dunn’s HVAC, Plumbing & Electrical", "target_entity_id": "US003", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2026-02-23", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S003|US-S013", "access_date": "2026-10-23", "notes": "The page is posted February 24; its release dateline is February 23. Neither is a separately established legal close date. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T004", "target": "Nick’s Plumbing & Air Conditioning", "target_entity_id": "US004", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2025-10-21", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S004|US-S013", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T005", "target": "Lex Cooling, Heating, Plumbing & Electrical", "target_entity_id": "US005", "buyer": "Champions Group Holdings", "seller": "", "announcement_date": "2026-01-15", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Champions Group Holdings’s corporate directory.", "source_ids": "US-S005|US-S014", "access_date": "2026-10-23", "notes": "The company blog is posted January 21, while the embedded release is dated January 15. The transaction uses the embedded announcement date. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T006", "target": "Bee’s Plumbing and Heating", "target_entity_id": "US006", "buyer": "Champions Group Holdings", "seller": "", "announcement_date": "2025-06-18", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Champions Group Holdings’s corporate directory.", "source_ids": "US-S006|US-S014", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T007", "target": "Elite Electric, Plumbing & Air", "target_entity_id": "US007", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2024-08-12", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S007|US-S013", "access_date": "2026-10-23", "notes": "The page is posted August 14; the embedded release is dated August 12. Neither is a separately established legal close date. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T008", "target": "David Gray Electrical, Plumbing, Heating & Air", "target_entity_id": "US008", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2024-04-30", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S008|US-S013", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T009", "target": "ACE Solves It All", "target_entity_id": "US009", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2024-01-16", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S009|US-S013", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T010", "target": "Presidential Heating & Air Conditioning, Inc.", "target_entity_id": "US010", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2023-09-27", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S010|US-S013", "access_date": "2026-10-23", "notes": "The page displays September 26, but the embedded release is dated September 27. This discrepancy is retained; the transaction uses the dateline and no legal close date is inferred. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T011", "target": "Pro-Tech Air Conditioning & Plumbing Service", "target_entity_id": "US011", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2023-06-21", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S011|US-S013", "access_date": "2026-10-23", "notes": "The dated release reports an acquisition; a separate legal close date is not stated. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "US-T012", "target": "M.E. Flow, Inc.", "target_entity_id": "US012", "buyer": "Southern Home Services", "seller": "", "announcement_date": "2022-11-02", "close_date": "", "date_precision": "day", "status_as_of_snapshot": "closed", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "The acquired brand is currently listed in Southern Home Services’s corporate directory.", "source_ids": "US-S012|US-S013", "access_date": "2026-10-23", "notes": "The November 2 release says the acquisition was announced “on Monday.” November 2 is retained as the dated public source, rather than manufacturing an October 31 close date. Consideration, exact operating-company equity percentage and separate close date are not established." }, { "transaction_id": "AC-T001", "target": "Romney Pest Control operating assets", "target_entity_id": "B054", "buyer": "PestCo Holdings, LLC", "seller": "Romney Pest Control, LLC", "announcement_date": "2023-01-30", "close_date": "", "date_precision": "announcement day; exact closing day undisclosed", "status_as_of_snapshot": "closed", "transaction_type": "operating asset acquisition", "interest_acquired": "Operating assets; terms undisclosed", "current_effect": "Operating assets form part of PestCo; no full seller-LLC equity transfer is inferred.", "source_ids": "AC-S003", "access_date": "2026-10-23", "notes": "The announcement says the assets had been acquired. Exact closing day is not stated." }, { "transaction_id": "AC-T002", "target": "ClearDefense Pest Control", "target_entity_id": "B065", "buyer": "Coalesce Capital", "seller": "ClearDefense founders and shareholders", "announcement_date": "2026-09-28", "close_date": "", "date_precision": "announcement day; completion stated by 2026-10-05; exact closing day undisclosed", "status_as_of_snapshot": "closed", "transaction_type": "growth investment / sale", "interest_acquired": "Undisclosed; founders and management retain equity", "current_effect": "Coalesce portfolio investment; majority-control allocation remains undisclosed.", "source_ids": "AC-S004|AC-S008", "access_date": "2026-10-23", "notes": "Citizens reports an acquisition/sale; the sponsor release calls it a growth investment. An exact percentage is not inferred." }, { "transaction_id": "US-T013", "target": "Frank Gay Services", "target_entity_id": "US013", "buyer": "Apex Service Partners", "seller": "Frank Gay Services shareholders", "announcement_date": "2019-07-29", "transaction_type": "acquisition", "interest_acquired": "not disclosed", "current_effect": "Current Apex brand; exact brand-level equity undisclosed.", "source_ids": "US-S018|US-S028", "notes": "The announcement describes an acquisition but does not state a separate legal closing date.", "close_date": "", "date_precision": "announcement day; exact closing day undisclosed", "status_as_of_snapshot": "closed", "access_date": "2026-10-26" }, { "transaction_id": "US-T014", "target": "Best Home Services", "target_entity_id": "US014", "buyer": "Apex Service Partners", "seller": "Best Home Services shareholders", "announcement_date": "2019-07-29", "transaction_type": "founding platform partnership", "interest_acquired": "not disclosed", "current_effect": "Current Apex brand; transaction structure and exact interest undisclosed.", "source_ids": "US-S018|US-S028", "notes": "Alpine says Best joined Apex as a founding company; this is not relabeled as an acquisition.", "close_date": "", "date_precision": "announcement day; exact closing day undisclosed", "status_as_of_snapshot": "closed", "access_date": "2026-10-26" }, { "transaction_id": "US-T015", "target": "Southern Air Heating & Cooling", "target_entity_id": "US015", "buyer": "Apex Service Partners", "seller": "Southern Air shareholders", "announcement_date": "2019-09-27", "transaction_type": "platform investment / partnership", "interest_acquired": "not disclosed", "current_effect": "Current Apex brand; exact interest and control allocation undisclosed.", "source_ids": "US-S021|US-S028", "notes": "The first-party release uses investment and partnership language; no acquisition or separate close date is inferred.", "close_date": "", "date_precision": "announcement day; exact closing day undisclosed", "status_as_of_snapshot": "closed", "access_date": "2026-10-26" }, { "transaction_id": "US-T016", "target": "Lindstrom Air Conditioning & Plumbing", "target_entity_id": "US016", "buyer": "Wrench Group, LLC", "seller": "Lindstrom shareholders", "announcement_date": "2022-02-10", "transaction_type": "platform partnership", "interest_acquired": "not disclosed", "current_effect": "Current Wrench brand; exact brand-level interest undisclosed.", "source_ids": "US-S023|US-S024", "notes": "The issuer says Lindstrom joined Wrench; no acquisition label, consideration or separate close date is inferred.", "close_date": "", "date_precision": "announcement day; exact closing day undisclosed", "status_as_of_snapshot": "closed", "access_date": "2026-10-26" } ], "correction_url": "https://www.linkedin.com/in/sulayman-bowles", "question_subjects": { "U001": [ "N013" ], "U002": [ "B004" ], "U003": [ "B013" ], "U004": [ "B014" ], "U005": [ "B037" ], "U006": [ "B026" ], "U007": [ "B025" ], "U008": [ "B027" ], "U009": [ "B029" ], "U010": [ "B034" ], "U011": [ "B035" ], "U012": [ "B036" ], "U013": [ "B038" ], "U014": [ "B039" ], "U015": [ "B040" ], "U016": [ "B059" ], "U017": [ "B060" ], "U018": [ "B061" ], "U019": [ "B049" ], "U020": [ "B055" ], "U021": [ "B019" ], "U022": [ "B016" ], "U023": [ "N035" ], "U024": [], "U025": [ "B002", "B003", "B004", "B007", "B008", "B009", "B021", "B022", "B031" ], "US-U001": [ "US003", "US004", "US005", "US006", "US007", "US008", "US009", "US010", "US011", "US012" ], "US-U002": [ "US003", "US005", "US007", "US010", "US012" ], "US-U003": [ "N013" ], "US-U004": [ "US013", "US014", "US015", "N090" ], "US-U005": [ "US016", "US017", "N016" ] } }