{ "audit_date": "2026-10-22", "original_census_date": "2026-07-26", "scope": "Separate October 22 follow-up to the July 26, 2026 67-brand census. Every row has a disposition; current private controllers and ownership percentages remain unresolved where stated.", "original_dataset_sha256": "da5cfac202aa64c914154902a982e1747aba839a283206adf55a172945d9c5da", "raw_response_paths_are_internal_evidence_references_not_public_download_links": true, "verification_boundary": "All 109 original ownership-source IDs were attempted; accessible ownership passages were reviewed with 48 additional targeted primary URLs. A disposition for every row is not verification of every current controller. Current transaction searches were targeted, not an exhaustive private-cap-table audit.", "status_totals": { "named_owner_self_report": 10, "dated_chain_current_listing": 14, "filing_chain_dated": 3, "platform_supported_transfer_unresolved": 1, "franchise_structure_local_equity_unresolved": 4, "local_claim_only": 9, "founder_history_only": 2, "operator_only_owner_unresolved": 8, "source_unavailable": 10, "named_coowners_control_unresolved": 1, "ownership_conflict_unresolved": 1, "dated_noncontrol_investment": 1, "dated_investor_relationship": 1, "new_investment_control_undisclosed": 1, "family_claim_founder_history": 1 }, "change_disposition_totals": { "no_new_transfer_verified": 59, "pending_transfer_still_unresolved": 1, "owner_identity_clarified": 4, "historical_identity_correction_and_control_conflict": 1, "investor_evidence_strengthened_control_unresolved": 1, "post_cutoff_investment_announced": 1 }, "brands": [ { "brand_id": "B001", "brand": "ABC Home & Commercial Services", "category": "HVAC / plumbing / electrical", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Jenkins family / Bobby Jenkins", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Bobby Jenkins / Jenkins family", "relationship_role": "Company identifies Bobby Jenkins as owner and describes family ownership", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current company About page expressly names Bobby Jenkins as owner. Exact equity percentages and any undisclosed investors are not established.", "unresolved": "No independent private cap table or ownership filing obtained.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S100" ], "primary_source_urls": [ "https://www.abchomeandcommercial.com/austin/about" ], "source_publication_dates": { "S100": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B002", "brand": "Fox Service Company", "category": "HVAC / plumbing / electrical", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Southern Home Services", "july_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Southern Home Services", "ultimate_owner_or_investor_supported": "Gryphon Investors via North American Essential Home Services", "relationship_role": "2021 majority investment; management retained equity", "transaction_or_succession_date": "2020-07", "date_kind": "historical brand acquisition; not a new October transaction", "evidence_conclusion": "Southern’s May 15, 2023 account explicitly names Fox, Precision and Daniel’s. Its retrieved sitemap still lists the brands; Gryphon’s undated NAEHS page still describes Southern in the holding company. The majority terms come from October 4, 2021.", "unresolved": "Current equity percentages are not public. Brand operations and quote coordination were not audited.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N001", "N002", "S006", "S005" ], "primary_source_urls": [ "https://www.southernhomeservices.com/blog/2023/may/texas-southern-home-services-winning-partnership/", "https://www.gryphon-inv.com/news/gryphon-investors-completes-majority-investment-in-southern-hvac-and-announces-new-home-services-holding-company/", "https://www.gryphon-inv.com/companies/north-american-essential-home-services-naehs/", "https://www.southernhomeservices.com/site-map/" ], "source_publication_dates": { "N001": "2023-05-15", "N002": "2021-10-04", "S006": null, "S005": null }, "latest_dated_evidence_publication": "2023-05-15", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B003", "brand": "Precision Heating & Air", "category": "HVAC", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Southern Home Services", "july_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Southern Home Services", "ultimate_owner_or_investor_supported": "Gryphon Investors via North American Essential Home Services", "relationship_role": "2021 majority investment; management retained equity", "transaction_or_succession_date": "2020-06-30", "date_kind": "historical brand acquisition; not a new October transaction", "evidence_conclusion": "Southern’s May 15, 2023 account explicitly names Fox, Precision and Daniel’s. Its retrieved sitemap still lists the brands; Gryphon’s undated NAEHS page still describes Southern in the holding company. The majority terms come from October 4, 2021.", "unresolved": "Current equity percentages are not public. Brand operations and quote coordination were not audited.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N001", "N002", "S006", "S005" ], "primary_source_urls": [ "https://www.southernhomeservices.com/blog/2023/may/texas-southern-home-services-winning-partnership/", "https://www.gryphon-inv.com/news/gryphon-investors-completes-majority-investment-in-southern-hvac-and-announces-new-home-services-holding-company/", "https://www.gryphon-inv.com/companies/north-american-essential-home-services-naehs/", "https://www.southernhomeservices.com/site-map/" ], "source_publication_dates": { "N001": "2023-05-15", "N002": "2021-10-04", "S006": null, "S005": null }, "latest_dated_evidence_publication": "2023-05-15", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B004", "brand": "Daniel’s Plumbing & Air Conditioning", "category": "HVAC / plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Southern Home Services", "july_ultimate_owner_or_controller": "Gryphon Investors via North American Essential Home Services", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Southern Home Services", "ultimate_owner_or_investor_supported": "Gryphon Investors via North American Essential Home Services", "relationship_role": "2021 majority investment; management retained equity", "transaction_or_succession_date": "2022-04-07", "date_kind": "historical brand acquisition; not a new October transaction", "evidence_conclusion": "Southern’s May 15, 2023 account explicitly names Fox, Precision and Daniel’s. Its retrieved sitemap still lists the brands; Gryphon’s undated NAEHS page still describes Southern in the holding company. The majority terms come from October 4, 2021.", "unresolved": "Current equity percentages are not public. Daniel’s consumer routing and activity conflict remains unresolved; a sitemap reference does not establish an available independent bidder.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N001", "N002", "S006", "S005" ], "primary_source_urls": [ "https://www.southernhomeservices.com/blog/2023/may/texas-southern-home-services-winning-partnership/", "https://www.gryphon-inv.com/news/gryphon-investors-completes-majority-investment-in-southern-hvac-and-announces-new-home-services-holding-company/", "https://www.gryphon-inv.com/companies/north-american-essential-home-services-naehs/", "https://www.southernhomeservices.com/site-map/" ], "source_publication_dates": { "N001": "2023-05-15", "N002": "2021-10-04", "S006": null, "S005": null }, "latest_dated_evidence_publication": "2023-05-15", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B005", "brand": "Radiant Plumbing, Air Conditioning & Electrical", "category": "HVAC / plumbing / electrical", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "T3 Services Group", "july_ultimate_owner_or_controller": "The Riverside Company", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "T3 Services Group", "ultimate_owner_or_investor_supported": "The Riverside Company", "relationship_role": "Investor relationship; control percentage undisclosed", "transaction_or_succession_date": "2021", "date_kind": "historical Radiant investment year retained from July research; exact release not newly retrieved", "evidence_conclusion": "T3’s current home page explicitly lists Radiant Austin; Riverside’s current T3 investment page remains available. T3’s November 2020 platform investment date is distinct from the July record’s 2021 Radiant investment year.", "unresolved": "Old Riverside Radiant announcement URL returns 404. Neither current page establishes an exact controlling percentage.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N029", "S010" ], "primary_source_urls": [ "https://t3servicesgroup.com/", "https://www.riversidecompany.com/investment-portfolio/t3-services-group" ], "source_publication_dates": { "N029": null, "S010": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B006", "brand": "Stan’s Heating, Air, Plumbing & Electrical", "category": "HVAC / plumbing / electrical", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "The Master Trades Group", "july_ultimate_owner_or_controller": "L Catterton", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "The Master Trades Group", "ultimate_owner_or_investor_supported": "L Catterton", "relationship_role": "Current buyout portfolio listing; exact percentage undisclosed", "transaction_or_succession_date": "2024-03-25", "date_kind": "completed acquisition announcement", "evidence_conclusion": "Master Trades’ issuer release says the Stan’s acquisition was completed. L Catterton’s retrieved investment HTML places mastertrades in its current, Flagship Buyout, majority-category class.", "unresolved": "Exact ownership percentage not disclosed; no new sale verified.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S011", "S013" ], "primary_source_urls": [ "https://www.prnewswire.com/news-releases/the-master-trades-group-acquires-stans-home-services-302098640.html", "https://www.lcatterton.com/investments.html" ], "source_publication_dates": { "S011": "2024-03-25", "S013": null }, "latest_dated_evidence_publication": "2024-03-25", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B007", "brand": "Strand Brothers Service Experts", "category": "HVAC / plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Public-company owned", "july_immediate_platform_or_system": "Service Experts / Enercare", "july_ultimate_owner_or_controller": "Brookfield Infrastructure", "status": "filing_chain_dated", "immediate_parent_or_operator_supported": "Service Experts", "ultimate_owner_or_investor_supported": "Brookfield Infrastructure and institutional partners", "relationship_role": "Control through voting arrangements; economic interest differs from voting rights", "transaction_or_succession_date": "2018-10-16", "date_kind": "Enercare acquisition closing", "evidence_conclusion": "The 2025 Brookfield 20-F lists Enercare, Metergy and Service Experts in its North American residential infrastructure subsidiary group, with 26% effective ownership and 100% voting interest for the reported group as of December 31, 2025. Service Experts’ current Texas roster explicitly lists Strand Brothers.", "unresolved": "Do not describe Brookfield’s economic interest as 100%; group-level rights are not an Austin branch cap table. Direct roster fetch was blocked, recovered by independent web readback.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S020", "S022", "N017" ], "primary_source_urls": [ "https://bip.brookfield.com/press-releases/bip/brookfield-infrastructure-completes-c43-billion-acquisition-enercare-inc", "https://bip.brookfield.com/sites/brookfield-bip-v2/files/Brookfield-BIP-IR-V2/BIPC/annual-reports/bip-2025-20-f.pdf", "https://www.serviceexperts.com/locations/texas/" ], "source_publication_dates": { "S020": "2018-10-16", "S022": null, "N017": null }, "latest_dated_evidence_publication": "2018-10-16", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B008", "brand": "Service Wizard Heating & Air Conditioning", "category": "HVAC / plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Champions Group Holdings", "july_ultimate_owner_or_controller": "Ultimate sponsor unresolved at snapshot; last closed sponsor Odyssey, Blackstone acquisition announced", "status": "platform_supported_transfer_unresolved", "immediate_parent_or_operator_supported": "Champions Group Holdings", "ultimate_owner_or_investor_supported": null, "relationship_role": "Last closed sponsor in July record: Odyssey; Blackstone definitive agreement", "transaction_or_succession_date": "2026-02-17", "date_kind": "announced acquisition, closing not established", "evidence_conclusion": "Champions’ current family page explicitly lists Service Wizard Austin. Blackstone’s February 17, 2026 release describes a definitive agreement expected to close in H1. Baird’s deal page headline says acquired, but its body still makes closing subject to conditions. The August 7 company announcement reviewed also does not supply a sponsor-closing statement.", "unresolved": "No primary closing confirmation located in the targeted Blackstone, BXPE, Champions, Odyssey and SEC searches. This does not prove the deal has not closed.", "change_disposition": "pending_transfer_still_unresolved", "supporting_source_ids": [ "S023", "S024", "N028", "N046" ], "primary_source_urls": [ "https://championsgroupholdings.com/2022/11/22/growth-continues-with-service-wizard-of-austin/", "https://www.blackstone.com/news/press/blackstone-announces-agreement-to-acquire-champions-group/", "https://www.rwbaird.com/transactions/investment-banking/dealcard/6664/", "https://championsgroupholdings.com/our-family/" ], "source_publication_dates": { "S023": "2022-11-22", "S024": "2026-02-17", "N028": "2026-02", "N046": null }, "latest_dated_evidence_publication": "2026-02-17", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B009", "brand": "Abacus Plumbing, Air Conditioning & Electrical", "category": "HVAC / plumbing / electrical", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Wrench Group, LLC", "july_ultimate_owner_or_controller": "Leonard Green & Partners and management; TSG Consumer Partners and Oak Hill minority", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Wrench Group, LLC", "ultimate_owner_or_investor_supported": "Leonard Green & Partners and management; TSG Consumer and Oak Hill minority", "relationship_role": "Wholly owned brand subsidiary; dated majority/minority recapitalization", "transaction_or_succession_date": "2022-11-09", "date_kind": "recapitalization announcement", "evidence_conclusion": "Abacus’ current privacy policy expressly calls it a wholly owned Wrench subsidiary. The November 2022 Oak Hill release distinguishes LGP/management majority from TSG/Oak Hill minority.", "unresolved": "2022 terms are dated evidence, not a new current cap-table disclosure. Generic LGP home page is not treated as brand-specific ownership proof.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S015", "N006" ], "primary_source_urls": [ "https://www.abacusplumbing.com/privacy-policy/", "https://oakhill.com/2022/11/09/tsg-consumer-partners-and-oak-hill-partner-with-leonard-green-and-management-to-enhance-the-wrench-groups-next-phase-of-growth/" ], "source_publication_dates": { "S015": null, "N006": "2022-11-09" }, "latest_dated_evidence_publication": "2022-11-09", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B010", "brand": "Goettl Air Conditioning & Plumbing", "category": "HVAC / plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Goettl Air Conditioning & Plumbing", "july_ultimate_owner_or_controller": "Cortec Group", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Goettl Air Conditioning & Plumbing", "ultimate_owner_or_investor_supported": "Cortec Group", "relationship_role": "Sponsor portfolio company; percentage undisclosed", "transaction_or_succession_date": "2021-12", "date_kind": "historical investment month", "evidence_conclusion": "Cortec’s specific Goettl company page is marked Fund VII and Owned, supporting continued investor listing without inferring an undisclosed percentage.", "unresolved": "No exact control percentage or later transaction independently established.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N007" ], "primary_source_urls": [ "https://cortecgroup.com/company/goettl/" ], "source_publication_dates": { "N007": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B011", "brand": "ARS/Rescue Rooter Austin", "category": "HVAC / plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "American Residential Services, LLC", "july_ultimate_owner_or_controller": "GI Partners; Charlesbank and management retain significant interests", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "American Residential Services, LLC", "ultimate_owner_or_investor_supported": "GI Partners; historical Charlesbank/management interests", "relationship_role": "GI detailed portfolio page identifies lead-investor role", "transaction_or_succession_date": "2020-10", "date_kind": "initial investment date on GI portfolio page", "evidence_conclusion": "GI’s ARS-specific portfolio page identifies GI as lead investor with an October 2020 initial investment. It does not announce a sale. March 2026 sale-process reporting in the July article is not a completed transfer.", "unresolved": "Current minority percentages and any later closing remain unestablished; no new completed transfer verified in targeted primary searches.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N005", "S028" ], "primary_source_urls": [ "https://www.gipartners.com/private-equity/portfolio/american-residential-services", "https://www.gipartners.com/portfolio/" ], "source_publication_dates": { "N005": null, "S028": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B012", "brand": "Mr. Rooter Plumbing of Austin", "category": "Plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Local franchise operator", "july_immediate_platform_or_system": "Neighborly / Mr. Rooter franchise system", "july_ultimate_owner_or_controller": "Brett Bidwell owns local franchisee; KKR owns Neighborly franchisor", "status": "franchise_structure_local_equity_unresolved", "immediate_parent_or_operator_supported": "Local Mr. Rooter Austin franchisee; legal entity not re-established", "ultimate_owner_or_investor_supported": null, "relationship_role": "Independently owned franchise; Neighborly is the separate brand system", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The current Austin page explicitly describes independently owned and operated franchise locations. It did not reproduce the July Brett Bidwell ownership claim in the retrieved text.", "unresolved": "Local shareholder identity not freshly established. Old KKR closing URL is 404; franchisor ownership cannot be substituted for local franchisee ownership.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S029" ], "primary_source_urls": [ "https://www.mrrooter.com/austin/" ], "source_publication_dates": { "S029": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B013", "brand": "Benjamin Franklin Plumbing of Austin", "category": "Plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Local franchise operator", "july_immediate_platform_or_system": "Authority Brands / Benjamin Franklin Plumbing", "july_ultimate_owner_or_controller": "Local franchisee unresolved; Apax majority and BCI minority at franchisor level", "status": "franchise_structure_local_equity_unresolved", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Authority Brands / Benjamin Franklin is a franchise system", "transaction_or_succession_date": "2018", "date_kind": "Apax investment year on current Authority Brands page", "evidence_conclusion": "Apax’s Authority Brands page is marked Current and names Benjamin Franklin among its franchisors. Both Austin URL attempts return 404. The 2023 BCI report was retrieved but not used to recertify a current minority percentage.", "unresolved": "Current Austin franchisee/legal operator and its shareholders remain unresolved. Current franchisor control does not prove ownership of the local contractor.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S031", "S032", "S033", "N037" ], "primary_source_urls": [ "https://www.apax.com/partnerships/authority-brands/", "https://www.bci.ca/wp-content/uploads/2018/01/2022-2023-corporate-annual-report_financial-statements-2.pdf", "https://www.benjaminfranklinplumbing.com/austin/", "https://www.benjaminfranklinplumbing.com/austin/" ], "source_publication_dates": { "S031": null, "S032": null, "S033": null, "N037": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B014", "brand": "Aire Serv of Cedar Park", "category": "HVAC", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Local franchise operator", "july_immediate_platform_or_system": "Neighborly / Aire Serv franchise system", "july_ultimate_owner_or_controller": "Local franchisee legal identity unresolved; KKR owns Neighborly franchisor", "status": "franchise_structure_local_equity_unresolved", "immediate_parent_or_operator_supported": "Local Aire Serv of Cedar Park franchisee; legal entity unresolved", "ultimate_owner_or_investor_supported": null, "relationship_role": "Independent local franchise; Neighborly/Aire Serv is the separate system", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The current local page describes locally owned operation. Aire Serv’s current About page identifies the Neighborly system and says locations are independently owned.", "unresolved": "Exact local controller remains unresolved; system affiliation is not a parent-equity relationship.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S034", "S036" ], "primary_source_urls": [ "https://www.aireserv.com/cedar-park/", "https://www.aireserv.com/about/" ], "source_publication_dates": { "S034": null, "S036": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B015", "brand": "Aire Serv of Round Rock", "category": "HVAC", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Local franchise operator", "july_immediate_platform_or_system": "Neighborly / Aire Serv franchise system", "july_ultimate_owner_or_controller": "Chris Rattray local owner/operator; KKR owns Neighborly franchisor", "status": "franchise_structure_local_equity_unresolved", "immediate_parent_or_operator_supported": "Local Aire Serv of Round Rock franchisee; legal entity not re-established", "ultimate_owner_or_investor_supported": null, "relationship_role": "Independent local franchise; July named Chris Rattray not freshly confirmed", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current local/system pages support franchise structure. The current retrieved text does not identify Chris Rattray, and the targeted team URL returned 404.", "unresolved": "July named operator retained only as historical context; current local equity controller unconfirmed.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S035", "S036", "N036" ], "primary_source_urls": [ "https://www.aireserv.com/round-rock/", "https://www.aireserv.com/about/", "https://www.aireserv.com/round-rock/about-us/meet-the-team/" ], "source_publication_dates": { "S035": null, "S036": null, "N036": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B016", "brand": "McCullough Heating & Air Conditioning", "category": "HVAC / plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Local ownership asserted; exact current equity holders unresolved", "status": "local_claim_only", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Company self-reports locally owned and operated", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "McCullough’s current home page says it is still locally owned and operated; it does not identify a complete current cap table.", "unresolved": "Exact equity holders remain unresolved; BBB attempt blocked.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S105" ], "primary_source_urls": [ "https://coolmenow.com/" ], "source_publication_dates": { "S105": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B017", "brand": "Efficient AC, Electric & Plumbing", "category": "HVAC / electrical / plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "George Drazic and Molly Drazic", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Molly and George Drazic", "relationship_role": "Company says 100% locally owned and operated by the Drazics", "transaction_or_succession_date": "2008", "date_kind": "company’s dated account of prior purchase", "evidence_conclusion": "The corrected current About URL identifies Molly and George as owners, describes their 2008 purchase, and expressly states continued Drazic ownership.", "unresolved": "Self-report; no independent private equity register obtained.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N045" ], "primary_source_urls": [ "https://efficienttexas.com/about/" ], "source_publication_dates": { "N045": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B018", "brand": "Reliant Plumbing", "category": "Plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Max Hicks / Hicks family", "status": "founder_history_only", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Max Hicks identified as founder; current control not restated", "transaction_or_succession_date": "2014", "date_kind": "founding year, not an equity transaction", "evidence_conclusion": "Current Reliant page recounts Max Hicks’ founding story. A founder biography alone cannot establish present ownership.", "unresolved": "July Hicks-family controller not newly certified.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S108" ], "primary_source_urls": [ "https://www.reliantplumbing.com/about-us/" ], "source_publication_dates": { "S108": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B019", "brand": "Christianson Air Conditioning & Plumbing", "category": "HVAC / plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Christianson family", "status": "local_claim_only", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Company says locally owned; founder/family equity allocation not stated", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current Christianson page describes local ownership and its long operating history. It does not disclose current family shareholdings.", "unresolved": "Exact current controllers not re-established.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S109" ], "primary_source_urls": [ "https://www.christiansonco.com/" ], "source_publication_dates": { "S109": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B020", "brand": "Excalibur Plumbing", "category": "Plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": "Excalibur Plumbing, LLC", "july_ultimate_owner_or_controller": "Blake Smith", "status": "local_claim_only", "immediate_parent_or_operator_supported": "Excalibur Plumbing, LLC", "ultimate_owner_or_investor_supported": null, "relationship_role": "Family ownership claim; Blake Smith identified as license holder", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current company page says family owned and identifies Blake Smith under a master-plumber license. License responsibility alone is not equity ownership.", "unresolved": "July Blake Smith ownership assertion not independently refreshed; BBB blocked.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S110" ], "primary_source_urls": [ "https://www.excaliburplumbing.com/" ], "source_publication_dates": { "S110": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B021", "brand": "Austin Air Conditioning", "category": "HVAC", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "SAS Service Partners", "july_ultimate_owner_or_controller": "Storr Group", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "SAS Service Partners", "ultimate_owner_or_investor_supported": "Storr Group", "relationship_role": "Storr-backed platform; seller equity rollover disclosed", "transaction_or_succession_date": "2023-10-03", "date_kind": "completed acquisition announcement", "evidence_conclusion": "SAS’ dated Austin Air announcement states acquisition and Storr backing. Its retrieved news/team pages retain the transaction; the team page explicitly describes Chris Henderson’s equity rollover.", "unresolved": "Exact current Storr and seller percentages are undisclosed.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S037", "S040", "S044" ], "primary_source_urls": [ "https://sasservicepartners.com/news/austin-air-conditioning", "https://sasservicepartners.com/news", "https://sasservicepartners.com/meet-the-team-old" ], "source_publication_dates": { "S037": null, "S040": null, "S044": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B022", "brand": "Roger’s Plumbing", "category": "Plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "SAS Service Partners", "july_ultimate_owner_or_controller": "Storr Group", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "SAS Service Partners", "ultimate_owner_or_investor_supported": "Storr Group", "relationship_role": "Platform acquisition; founder’s continuing operating role distinct from control", "transaction_or_succession_date": "2024-07-20", "date_kind": "acquisition announcement date retained in source register", "evidence_conclusion": "SAS’ Roger’s announcement expressly names the acquired operating company and Storr-backed platform. Founder involvement does not imply retained control.", "unresolved": "No current cap-table percentages or fresh subsequent transfer verified.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S038", "S040" ], "primary_source_urls": [ "https://sasservicepartners.com/news/rogers-plumbing", "https://sasservicepartners.com/news" ], "source_publication_dates": { "S038": null, "S040": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B023", "brand": "Whitestone Plumbing", "category": "Plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Ben Helton", "status": "local_claim_only", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Locally owned company; Ben/Harley mentions occur in customer reviews", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Whitestone’s current pages claim local ownership. The retrieved About page’s individual-owner references are customer reviews, not a company equity disclosure.", "unresolved": "Ben Helton exact controller claim not refreshed; inconsistent Ben/Harley references are not resolved from reviews. BBB blocked.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S112", "N018" ], "primary_source_urls": [ "https://callwhitestone.com/", "https://callwhitestone.com/about/" ], "source_publication_dates": { "S112": null, "N018": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B024", "brand": "Crow’s Plumbing Service", "category": "Plumbing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Jack Crow", "status": "local_claim_only", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Company describes family owned and operated", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Crow’s current site expressly describes family ownership, but does not name Jack Crow as equity holder in the retrieved ownership passages.", "unresolved": "Exact family allocation and named controller remain unestablished; BBB blocked.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S114" ], "primary_source_urls": [ "https://crowsplumbing.com/" ], "source_publication_dates": { "S114": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B025", "brand": "AirFix Mechanical", "category": "HVAC", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": "AirFix Mechanical, LLC", "july_ultimate_owner_or_controller": "Exact equity owner unresolved", "status": "operator_only_owner_unresolved", "immediate_parent_or_operator_supported": "AirFix Mechanical, LLC", "ultimate_owner_or_investor_supported": null, "relationship_role": "Operating-company identity is not equity ownership", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The current company page identifies AirFix Mechanical, LLC and its service business but supplies no controlling-equity disclosure.", "unresolved": "Exact controller remains unresolved.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S116" ], "primary_source_urls": [ "https://www.getyourairfix.com/" ], "source_publication_dates": { "S116": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B026", "brand": "Austin Major Air & Heat", "category": "HVAC", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": "Adoni Enterprises, Inc. (alternate legal identity lead)", "july_ultimate_owner_or_controller": "Current controller unresolved", "status": "source_unavailable", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "July legal-entity lead not newly confirmed", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The sole cited ownership source, BBB, returned 403. No current equity assertion is made from that failed request.", "unresolved": "Adoni Enterprises identity lead and current controller require primary confirmation.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S117" ], "primary_source_urls": [ "https://www.bbb.org/us/tx/austin/profile/air-conditioning-contractor/austin-major-air-heat-0825-43724" ], "source_publication_dates": { "S117": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B027", "brand": "Kidd Roofing", "category": "Roofing / exterior", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": "D.R. Kidd Company, Inc.", "july_ultimate_owner_or_controller": "Current controller unresolved", "status": "operator_only_owner_unresolved", "immediate_parent_or_operator_supported": "D.R. Kidd Company, Inc. (July legal-entity lead only)", "ultimate_owner_or_investor_supported": null, "relationship_role": "Operating brand identity; current equity not disclosed", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current Kidd pages establish the operating business. They do not establish a named current controlling shareholder in the retrieved text.", "unresolved": "Exact controller remains unresolved; BBB blocked. Company social claims of private independence were leads, not substituted for equity proof.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S118", "N019" ], "primary_source_urls": [ "https://www.kiddroof.com/austin-roofing/", "https://www.kiddroof.com/about-us/who-we-are/" ], "source_publication_dates": { "S118": null, "N019": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B028", "brand": "Hall Roofing & Construction", "category": "Roofing / exterior", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Erik Hall", "status": "source_unavailable", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Historical Erik Hall assertion retained as a lead", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Old Hall domain failed and corrected company About page was blocked. Primary search located an Erik Hall general-contractor profile, which alone does not establish equity.", "unresolved": "Current controller not freshly confirmed; do not replace it with a license or executive role.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S120", "N031" ], "primary_source_urls": [ "https://hallroofingtx.com/", "https://www.hallroofing.com/about-us/" ], "source_publication_dates": { "S120": null, "N031": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B029", "brand": "RoofCrafters", "category": "Roofing / exterior", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": "RoofCrafters, Inc.", "july_ultimate_owner_or_controller": "Family/local ownership asserted; exact controller unresolved", "status": "source_unavailable", "immediate_parent_or_operator_supported": "RoofCrafters, Inc. (July identity only)", "ultimate_owner_or_investor_supported": null, "relationship_role": "Family/local claim not freshly accessible", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Both cited company/manufacturer pages were blocked. The July claim remains historical.", "unresolved": "Current named controller unresolved.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S121", "S122" ], "primary_source_urls": [ "https://roofcrafters.com/austin/", "https://www.gaf.com/en-us/roofing-contractors/residential/usa/tx/leander/roofcrafters-inc-1101351" ], "source_publication_dates": { "S121": null, "S122": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B030", "brand": "Longhorn Roofing", "category": "Roofing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Tom Green", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Tom Green", "relationship_role": "Company About page labels Tom Green Owner", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The current redirected Longhorn About page explicitly labels Tom Green Owner, consistent with the July assertion.", "unresolved": "No ownership percentage, independent cap table or purchase date disclosed.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N020" ], "primary_source_urls": [ "https://www.austinlonghornroofing.com/about" ], "source_publication_dates": { "N020": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B031", "brand": "Ja-Mar Roofing & Sheet Metal", "category": "Roofing / exterior", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Roofing Services Solutions", "july_ultimate_owner_or_controller": "Dunes Point Capital", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Roofing Services Solutions", "ultimate_owner_or_investor_supported": "Dunes Point Capital", "relationship_role": "Acquired operating company in current sponsor portfolio", "transaction_or_succession_date": "2025-04-08", "date_kind": "completed acquisition announcement", "evidence_conclusion": "DPC’s corrected announcement says RSS acquired DL Phillips Construction, doing business as Ja-Mar. The specific RSS portfolio page is marked current.", "unresolved": "Exact interest percentages not disclosed; current Austin brand-specific operations not separately certified.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N027", "S046" ], "primary_source_urls": [ "https://dunespointcapital.com/news/dunes-point-capital-lp-announces-roofing-services-solutions-acquisition-of-ja-mar-roofing-sheet-metal/", "https://www.dunespointcapital.com/portfolio/roofing-services-solutions/" ], "source_publication_dates": { "N027": "2025-04-08", "S046": null }, "latest_dated_evidence_publication": "2025-04-08", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B032", "brand": "Anderson Roofing & Construction", "category": "Roofing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Anderson family / local owners", "status": "local_claim_only", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Company self-reports family ownership", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current Anderson site says family owned and operated since 2019. Individual names in customer reviews do not establish a cap table.", "unresolved": "Exact current owners not identified from primary ownership disclosure.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S124" ], "primary_source_urls": [ "https://andersonroofingtexas.com/" ], "source_publication_dates": { "S124": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B033", "brand": "Silver Creek Exterior & Construction", "category": "Roofing / exterior", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Local owners; identities unresolved", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Colten Husband", "relationship_role": "Company names owner in its own page", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The current Silver Creek page expressly names Colten Husband as owner, adding a name missing from the July record.", "unresolved": "No transfer date or ownership percentage stated. This is a resolved evidence gap, not proof of a recent sale.", "change_disposition": "owner_identity_clarified", "supporting_source_ids": [ "S125" ], "primary_source_urls": [ "https://scecroofs.com/" ], "source_publication_dates": { "S125": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B034", "brand": "Wilson Roofing", "category": "Roofing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Current controller unresolved", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Taylor Wilson", "relationship_role": "Company identifies owner and 2018 purchase", "transaction_or_succession_date": "2018", "date_kind": "historical purchase year", "evidence_conclusion": "Wilson’s current About page names Taylor Wilson as owner and says he purchased the company in 2018. Independent web readback recovered the primary page after direct HTTP 403.", "unresolved": "No evidence that this is a post-July transfer; ownership percentage undisclosed.", "change_disposition": "owner_identity_clarified", "supporting_source_ids": [ "N010" ], "primary_source_urls": [ "https://wilsonroofing.com/about-us/" ], "source_publication_dates": { "N010": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B035", "brand": "Austin Roofing and Construction", "category": "Roofing", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Current controlling partners unresolved", "status": "operator_only_owner_unresolved", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Current service website does not disclose controller", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Austin Roofing and Construction’s retrieved site supports an operating brand but does not identify current controlling partners.", "unresolved": "Current controlling partners remain unresolved.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S127" ], "primary_source_urls": [ "https://www.austinroofingandconstruction.com/" ], "source_publication_dates": { "S127": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B036", "brand": "Olshan Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": "Olshan Foundation Repair", "july_ultimate_owner_or_controller": "Current controlling owner unresolved", "status": "source_unavailable", "immediate_parent_or_operator_supported": "Olshan Foundation Repair (July platform identity)", "ultimate_owner_or_investor_supported": null, "relationship_role": "Current controller not established", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Both cited Austin and targeted corporate About pages were blocked to direct retrieval.", "unresolved": "Current controller remains unresolved; company name does not establish ultimate ownership.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S128", "N042" ], "primary_source_urls": [ "https://www.olshanfoundation.com/regions/texas/austin/", "https://www.olshanfoundation.com/about-us/" ], "source_publication_dates": { "S128": null, "N042": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B037", "brand": "Ram Jack Austin", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Local franchise operator", "july_immediate_platform_or_system": "Ram Jack franchise system", "july_ultimate_owner_or_controller": "Local franchisee identity unresolved", "status": "source_unavailable", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Ram Jack franchise system in July record; current local equity unconfirmed", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Both Austin primary URL attempts were blocked. No local franchisee equity conclusion is drawn.", "unresolved": "Local franchisee identity remains unresolved; do not attribute its equity to the system owner.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S129", "N041" ], "primary_source_urls": [ "https://www.ramjack.com/austin/", "https://www.ramjack.com/austin/about-us/" ], "source_publication_dates": { "S129": null, "N041": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B038", "brand": "CenTex Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Current controller unresolved", "status": "named_coowners_control_unresolved", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Jeff Griffith and Enrique Comparan identified as owner-operators; complete controlling group undisclosed", "relationship_role": "Employee/management succession; co-owner roles expressly stated", "transaction_or_succession_date": "2011", "date_kind": "historical purchase year disclosed by Jeff Griffith", "evidence_conclusion": "CenTex’s current About page describes a purchase from Susan Cooper by owner-operators in 2011. Griffith says he became one of those owners; Comparan describes himself as co-owner.", "unresolved": "Complete shareholder list, allocation and controlling individual/group remain unresolved. Do not mistake Ben Cooper’s founder history for present sole ownership.", "change_disposition": "owner_identity_clarified", "supporting_source_ids": [ "N021" ], "primary_source_urls": [ "https://welevelit.com/about-us/" ], "source_publication_dates": { "N021": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B039", "brand": "Douglas Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Current controller unresolved", "status": "operator_only_owner_unresolved", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Current service site without equity disclosure", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Douglas’ retrieved site establishes an operator and service offering but not a controlling owner.", "unresolved": "Current controller remains unresolved.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S131" ], "primary_source_urls": [ "https://douglasfoundationrepair.com/" ], "source_publication_dates": { "S131": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B040", "brand": "Advanced Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": "Advanced Foundation Repair, LP", "july_ultimate_owner_or_controller": "Current controller unresolved", "status": "source_unavailable", "immediate_parent_or_operator_supported": "Advanced Foundation Repair, LP (July identity)", "ultimate_owner_or_investor_supported": null, "relationship_role": "Current controller not established", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Both cited company and BBB pages returned 403.", "unresolved": "Current controller remains unresolved.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S132", "S133" ], "primary_source_urls": [ "https://foundationrepairs.com/texas/austin-foundation-repair/", "https://www.bbb.org/us/tx/dallas/profile/foundation-contractors/advanced-foundation-repair-lp-0875-19000054" ], "source_publication_dates": { "S132": null, "S133": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B041", "brand": "Baird Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "John Baird and Melanie Baird", "status": "ownership_conflict_unresolved", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Historic Chaney family ownership; Supportworks partnership terms undisclosed", "transaction_or_succession_date": "2022", "date_kind": "partnership announcement year; exact effective date unestablished", "evidence_conclusion": "Baird’s current history names John and Melanie as historical sole owners; Supportworks’ company post identifies their surname as Chaney and describes a 2022 partnership. The post’s sale/legacy language creates a control question that family marketing cannot answer.", "unresolved": "July John/Melanie Baird surname should not be repeated as verified. Current post-partnership equity/control is unresolved; Supportworks dealer licensing and investment roles are distinct.", "change_disposition": "historical_identity_correction_and_control_conflict", "supporting_source_ids": [ "N011", "N012" ], "primary_source_urls": [ "https://www.bairdfoundationrepair.com/about/", "https://www.linkedin.com/posts/foundation-supportworks-inc-_growing-together-partnership-with-baird-activity-6923319816585957377-xcxk" ], "source_publication_dates": { "N011": null, "N012": "2022" }, "latest_dated_evidence_publication": "2022", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B042", "brand": "Groundworks", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Groundworks Companies, LLC", "july_ultimate_owner_or_controller": "KKR; Cortec retains minority positions", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Groundworks Companies, LLC", "ultimate_owner_or_investor_supported": "KKR; Cortec Fund VII and Fund VIII retained minority investments", "relationship_role": "Cortec specific portfolio page states majority exit and minority reinvestment", "transaction_or_succession_date": "2023-03", "date_kind": "historical recapitalization month", "evidence_conclusion": "Cortec’s current Groundworks page explicitly states that Fund VII exited the majority in March 2023 and that Fund VII and VIII each made minority investments. The old Groundworks KKR release URL is 404.", "unresolved": "Current investor percentage not disclosed. KKR control retained as dated July chain; no fresh cap-table certification.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S050" ], "primary_source_urls": [ "https://www.cortecgroup.com/portfolio/groundworks/" ], "source_publication_dates": { "S050": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B043", "brand": "G.L. Hunt Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Gary Hunt / Hunt family", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Hayden Slack", "relationship_role": "Company names Owner & CEO; Gary Hunt identified as founder", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current G.L. Hunt About page distinguishes founder Gary Hunt from his son-in-law Hayden Slack, who is labelled Owner & CEO.", "unresolved": "No transfer date, complete family allocation or exact control percentage disclosed.", "change_disposition": "owner_identity_clarified", "supporting_source_ids": [ "N022" ], "primary_source_urls": [ "https://glhunt.com/about-us/" ], "source_publication_dates": { "N022": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B044", "brand": "All in One Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Robert J. Knight", "status": "source_unavailable", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Historical Robert J. Knight claim not refreshed", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The company retrieval failed and BBB was blocked. The historic named-owner assertion is not relabelled current.", "unresolved": "Current controller not freshly established.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S136", "S137" ], "primary_source_urls": [ "https://allinonefoundationrepair.com/", "https://www.bbb.org/us/tx/austin/profile/foundation-contractors/all-in-one-foundation-repair-0825-90019893" ], "source_publication_dates": { "S136": null, "S137": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B045", "brand": "Bats Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Brent Parks", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Brent (surname not restated on retrieved page)", "relationship_role": "Company labels principal owner", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current Bats About page labels Brent principal owner and describes his founding and continuing role.", "unresolved": "July surname Parks not independently restated by the retrieved page; exact percentage undisclosed.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S138" ], "primary_source_urls": [ "https://batsfoundationrepair.com/about-us/" ], "source_publication_dates": { "S138": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B046", "brand": "Quality Foundation Repair", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Simon Wallace", "status": "local_claim_only", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Company self-reports local ownership; historic Simon Wallace claim not restated", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Quality Foundation’s current About page says locally owned and operated but does not name Simon Wallace as current equity controller. Old ArcSite source is 404 and BBB blocked.", "unresolved": "Current named controller remains unestablished; historical authorship is not present equity proof.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N033" ], "primary_source_urls": [ "https://qualityfoundationrepairaustin.com/about-us/" ], "source_publication_dates": { "N033": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B047", "brand": "Bruecher Foundation", "category": "Foundation repair", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Bruecher family / local owners", "status": "operator_only_owner_unresolved", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Founder/brand history without a current equity statement", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Bruecher’s retrieved site describes its founding and operating history but does not disclose a current family controller.", "unresolved": "July family/local classification is retained only as a historical statement.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S142" ], "primary_source_urls": [ "https://www.bruecherfoundation.com/" ], "source_publication_dates": { "S142": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B048", "brand": "Aptive Environmental", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Sponsor-backed platform", "july_immediate_platform_or_system": "Aptive Environmental", "july_ultimate_owner_or_controller": "Citation Capital; management retains significant interest", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Aptive Environmental", "ultimate_owner_or_investor_supported": "Citation Capital; leadership retains significant interest", "relationship_role": "Majority investment disclosed in primary announcement", "transaction_or_succession_date": "2024-08-27", "date_kind": "majority acquisition announcement", "evidence_conclusion": "Citation’s corrected official domain carries both Aptive’s portfolio description and the August 2024 majority acquisition announcement, which distinguishes leadership’s retained interest.", "unresolved": "Current percentage undisclosed; no new transfer verified.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N014", "S053" ], "primary_source_urls": [ "https://www.citation.capital/index.html", "https://aptivepestcontrol.com/locations/texas-tx/austin-pest-control/local-branch/" ], "source_publication_dates": { "N014": "2024-08-27", "S053": null }, "latest_dated_evidence_publication": "2024-08-27", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B049", "brand": "A-Tex Pest Management", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Local ownership asserted; exact equity holders unresolved", "status": "source_unavailable", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Historical local ownership claim not freshly established", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "A-Tex company homepage was blocked; targeted About URL returned 404. Retrieved LinkedIn text did not disclose current equity.", "unresolved": "Exact equity holders remain unresolved.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S143", "S144", "N040" ], "primary_source_urls": [ "https://atexpm.com/", "https://www.linkedin.com/company/a-tex-pest-management/", "https://atexpm.com/about-us/" ], "source_publication_dates": { "S143": null, "S144": null, "N040": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B050", "brand": "HomeTeam Pest Defense", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Public-company owned", "july_immediate_platform_or_system": "HomeTeam Pest Defense", "july_ultimate_owner_or_controller": "Rollins, Inc.", "status": "filing_chain_dated", "immediate_parent_or_operator_supported": "HomeTeam Pest Defense", "ultimate_owner_or_investor_supported": "Rollins, Inc.", "relationship_role": "Public-company brand/subsidiary; local franchise variation not independently audited", "transaction_or_succession_date": "2008-04-03", "date_kind": "historical acquisition date; not a current-period transfer", "evidence_conclusion": "Rollins’ current community page expressly names Orkin and HomeTeam as its brands; its 2025 annual report provides dated corporate corroboration. The old brands URL now returns 404.", "unresolved": "The exact legal operator of an individual quote must still be checked; brand affiliation alone does not settle whether a specific outlet is franchised.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N015", "N016" ], "primary_source_urls": [ "https://www.rollins.com/our-culture/our-community", "https://www.rollins.com/investors/financial-information/sec-filings/content/0000084839-26-000008/rol-20251231.htm" ], "source_publication_dates": { "N015": null, "N016": "2026-02-12" }, "latest_dated_evidence_publication": "2026-02-12", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B051", "brand": "Bulwark Exterminating", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Seever family", "status": "local_claim_only", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Company self-reports family owned and operated", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Bulwark’s current Austin page explicitly states family ownership; it does not name the current Seever shareholding group in the retrieved text.", "unresolved": "Named controller and equity percentages not freshly established.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S146" ], "primary_source_urls": [ "https://bulwarkpestcontrol.com/locations/austin/" ], "source_publication_dates": { "S146": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B052", "brand": "Berrett Home Services / Berrett Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Nathan Berrett / Berrett family", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Nathan Berrett / Berrett family", "relationship_role": "Current company page says family owned and introduces Nathan’s family", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The current Berrett Austin page introduces Nathan Berrett and explicitly describes continuing family ownership.", "unresolved": "Exact family allocation or external minority interests not independently established.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S147" ], "primary_source_urls": [ "https://berretthomeservices.com/austin-texas/pest-control/" ], "source_publication_dates": { "S147": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B053", "brand": "Alta Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Minority-invested, founder-controlled", "july_immediate_platform_or_system": "Alta Pest Control", "july_ultimate_owner_or_controller": "Founders retain control; Trivest Partners is minority investor", "status": "dated_noncontrol_investment", "immediate_parent_or_operator_supported": "Alta Pest Control", "ultimate_owner_or_investor_supported": "Founders retain control; Trivest minority investor", "relationship_role": "Non-control growth investment", "transaction_or_succession_date": "2024-04", "date_kind": "historical investment month; no new sale verified", "evidence_conclusion": "Trivest’s corrected announcement expressly describes a minority investment from its non-control fund, with founders maintaining operational and financial control.", "unresolved": "This is dated transaction evidence; no current cap-table percentages disclosed. Do not label it a buyout.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N013" ], "primary_source_urls": [ "https://www.trivest.com/alta-pest-control-announces-minority-partnership-with-trivest/" ], "source_publication_dates": { "N013": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B054", "brand": "Romney Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Greg Romney and family", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Greg Romney and his wife", "relationship_role": "Company explicitly describes local ownership", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Romney’s current About page expressly says Greg and his wife locally own and operate the company.", "unresolved": "Exact legal shareholders and equity allocation not disclosed.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N023" ], "primary_source_urls": [ "https://romneypestcontrol.com/about-us/" ], "source_publication_dates": { "N023": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B055", "brand": "Pest Wranglers", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": "Wranglers Service Group, Inc.", "july_ultimate_owner_or_controller": "Local owners; individual controller unresolved", "status": "local_claim_only", "immediate_parent_or_operator_supported": "Wranglers Service Group, Inc. (July identity only)", "ultimate_owner_or_investor_supported": null, "relationship_role": "Company self-reports local private ownership", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Pest Wranglers’ current page says locally owned and operated and no publicly traded stock. That statement does not identify the controller.", "unresolved": "Individual current controller remains unresolved; private stock is not proof of independent founder control.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S151" ], "primary_source_urls": [ "https://pestwranglers.com/" ], "source_publication_dates": { "S151": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B056", "brand": "Stride Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": "Stride Pest Control, LLC", "july_ultimate_owner_or_controller": "Tyson Kearns", "status": "named_owner_self_report", "immediate_parent_or_operator_supported": "Stride Pest Control, LLC (July legal identity)", "ultimate_owner_or_investor_supported": "Tyson Kearns for Austin/Round Rock; Alex Randall for San Antonio", "relationship_role": "Company distinguishes owner/operators by location", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Stride’s current page labels Tyson Kearns Owner/CEO and specifically separates Austin/Round Rock ownership from Alex Randall’s San Antonio operation.", "unresolved": "Coordinated brand ownership does not establish identical equity allocation for all locations.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S152" ], "primary_source_urls": [ "https://stridepestcontrol.com/" ], "source_publication_dates": { "S152": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B057", "brand": "Orkin", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Public-company owned", "july_immediate_platform_or_system": "Orkin", "july_ultimate_owner_or_controller": "Rollins, Inc.", "status": "filing_chain_dated", "immediate_parent_or_operator_supported": "Orkin", "ultimate_owner_or_investor_supported": "Rollins, Inc.", "relationship_role": "Public-company brand/subsidiary; local franchise variation not independently audited", "transaction_or_succession_date": "1964", "date_kind": "historical acquisition date; not a current-period transfer", "evidence_conclusion": "Rollins’ current community page expressly names Orkin and HomeTeam as its brands; its 2025 annual report provides dated corporate corroboration. The old brands URL now returns 404.", "unresolved": "The exact legal operator of an individual quote must still be checked; brand affiliation alone does not settle whether a specific outlet is franchised.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N015", "N016" ], "primary_source_urls": [ "https://www.rollins.com/our-culture/our-community", "https://www.rollins.com/investors/financial-information/sec-filings/content/0000084839-26-000008/rol-20251231.htm" ], "source_publication_dates": { "N015": null, "N016": "2026-02-12" }, "latest_dated_evidence_publication": "2026-02-12", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B058", "brand": "Terminix", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Public-company owned", "july_immediate_platform_or_system": "Terminix / Rentokil North America", "july_ultimate_owner_or_controller": "Rentokil Initial plc", "status": "dated_chain_current_listing", "immediate_parent_or_operator_supported": "Terminix / Rentokil North America", "ultimate_owner_or_investor_supported": "Rentokil Initial plc", "relationship_role": "Completed acquisition; current local operating page", "transaction_or_succession_date": "2022-10-12", "date_kind": "acquisition closing", "evidence_conclusion": "Rentokil’s primary release confirms the Terminix acquisition completed in 2022. Terminix’ current Austin page supports continued brand presence.", "unresolved": "A new current-period group filing was not reviewed; no later transfer verified.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S057", "S154" ], "primary_source_urls": [ "https://www.rentokil-initial.com/media/news-releases/news-2022/terminix_completion.aspx", "https://www.terminix.com/exterminators/tx/austin-pest-control/" ], "source_publication_dates": { "S057": null, "S154": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B059", "brand": "Hawx Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": "Hawx Services", "july_ultimate_owner_or_controller": "Last documented sponsor PCM Growth/PCM Encore; current continuity unresolved", "status": "dated_investor_relationship", "immediate_parent_or_operator_supported": "Hawx Services", "ultimate_owner_or_investor_supported": "PCM Growth / PCM Encore relationship documented; exact current controller unresolved", "relationship_role": "Historical acquisition corroborated by investor’s current case study", "transaction_or_succession_date": "2021-03-12", "date_kind": "closing date stated in Hawx issuer release", "evidence_conclusion": "Hawx’ issuer release dates PCM Growth’s acquisition to March 12, 2021. PCM Encore’s current case study describes that investment and subsequent growth through 2024.", "unresolved": "Case study is retrospective and does not state a complete current cap table or expressly certify no exit; the original current-continuity caveat remains.", "change_disposition": "investor_evidence_strengthened_control_unresolved", "supporting_source_ids": [ "N025", "N026", "S155" ], "primary_source_urls": [ "https://encoreinvestment.com/articles/hawx-case-study", "https://www.prnewswire.com/news-releases/hawx-acquired-by-pcm-growth-plans-to-launch-aggressive-growth-strategy-301341931.html", "https://hawxpestcontrol.com/austin-tx-pest-control/" ], "source_publication_dates": { "N025": null, "N026": "2021-07-27", "S155": null }, "latest_dated_evidence_publication": "2021-07-27", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B060", "brand": "Ranger Termite & Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": "Ranger Termite & Pest Control, Inc.", "july_ultimate_owner_or_controller": "Current controller unresolved due conflicting owner/president references", "status": "operator_only_owner_unresolved", "immediate_parent_or_operator_supported": "Ranger Termite & Pest Control, Inc. (July identity)", "ultimate_owner_or_investor_supported": null, "relationship_role": "Retrieved company page lacks equity disclosure", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "The current Ranger page does not resolve the July conflicting owner/president references; BBB remains blocked.", "unresolved": "Current controller remains unresolved; executive title is not an equity fact.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S156" ], "primary_source_urls": [ "https://rangertermiteandpestcontrolinc.com/" ], "source_publication_dates": { "S156": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B061", "brand": "EcoShield Pest Solutions", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Private/control unresolved", "july_immediate_platform_or_system": "EcoShield Pest Solutions", "july_ultimate_owner_or_controller": "Current Austin operator/controller unresolved", "status": "operator_only_owner_unresolved", "immediate_parent_or_operator_supported": "EcoShield local Austin operator not re-established", "ultimate_owner_or_investor_supported": null, "relationship_role": "Current operator/controller unresolved; old division acquisition not sufficient", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Retrieved EcoShield URL produced Dallas/Fort Worth-oriented text, not reliable Austin operator evidence. The old Massey 2015 acquisition URL is 404.", "unresolved": "Do not infer that Massey owns the current Austin operator from a historic sale of an Austin division. Local operator and controller remain unresolved.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S158", "S059" ], "primary_source_urls": [ "https://www.ecoshieldpest.com/locations/austin-tx", "https://www.masseyservices.com/massey-services-acquires-ecoshield-pest-controls-austin-division/" ], "source_publication_dates": { "S158": null, "S059": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B062", "brand": "Massey Services", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": "Massey Services", "july_ultimate_owner_or_controller": "Massey family / Tony Massey", "status": "founder_history_only", "immediate_parent_or_operator_supported": "Massey Services", "ultimate_owner_or_investor_supported": null, "relationship_role": "Company history identifies Harvey Massey as founder; current equity not restated", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current Massey pages describe founder Harvey Massey and the operating organization. They do not establish Tony Massey’s current equity control in the reviewed text.", "unresolved": "Named-family ownership assertion not freshly certified from a cap table; leadership role and ownership remain distinct.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S159", "S160" ], "primary_source_urls": [ "https://www.masseyservices.com/austin/", "https://www.masseyservices.com/about-us/" ], "source_publication_dates": { "S159": null, "S160": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B063", "brand": "Natran Green Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Gordon Doran", "status": "source_unavailable", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Historical Gordon Doran claim not freshly established", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Old Natran Austin page returned 404; targeted corporate About request failed.", "unresolved": "Current controller not freshly established.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S161", "N039" ], "primary_source_urls": [ "https://natran.com/austin-pest-control/", "https://www.natran.com/about-us/" ], "source_publication_dates": { "S161": null, "N039": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B064", "brand": "X Out Pest Services", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": "X Out Pest Services, LLC", "july_ultimate_owner_or_controller": "Dewey Petersen", "status": "operator_only_owner_unresolved", "immediate_parent_or_operator_supported": "X Out Pest Services, LLC (July identity)", "ultimate_owner_or_investor_supported": null, "relationship_role": "Current service site without named-equity disclosure", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Current X Out site establishes an operating service business but not Dewey Petersen’s current equity interest. Targeted About URL is 404 and BBB blocked.", "unresolved": "July named-controller assertion not newly certified.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S162", "N044" ], "primary_source_urls": [ "https://xoutpest.com/", "https://xoutpest.com/about/" ], "source_publication_dates": { "S162": null, "N044": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B065", "brand": "ClearDefense Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Founders John-Mark Bolton, Chris Cunningham and Jason Brown; current allocation not public", "status": "new_investment_control_undisclosed", "immediate_parent_or_operator_supported": "ClearDefense Pest Control", "ultimate_owner_or_investor_supported": "Coalesce Capital investment; founders and management retain meaningful equity", "relationship_role": "Growth investment; majority/minority control not disclosed", "transaction_or_succession_date": "2026-09-28", "date_kind": "investment announcement; precise legal closing date undisclosed", "evidence_conclusion": "Coalesce’s September 28 issuer release announces a growth investment and says founders/management retain meaningful equity. Coalesce’s current portfolio marks ClearDefense Active. This is newer than the July founder-only record.", "unresolved": "No control percentage, purchase price or exact legal closing date disclosed. Do not call it either a majority buyout or a non-control investment.", "change_disposition": "post_cutoff_investment_announced", "supporting_source_ids": [ "N009", "N008", "S164" ], "primary_source_urls": [ "https://www.prnewswire.com/news-releases/coalesce-capital-announces-growth-investment-in-cleardefense-a-leading-full-service-pest-control-platform-302891082.html", "https://coalescecap.com/", "https://cleardefensepest.com/pest-control-austin-tx/" ], "source_publication_dates": { "N009": "2026-09-28", "N008": null, "S164": null }, "latest_dated_evidence_publication": "2026-09-28", "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B066", "brand": "Roberts Termite & Pest Control", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Roberts family / local owners", "status": "source_unavailable", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": null, "relationship_role": "Historical Roberts family claim not freshly established", "transaction_or_succession_date": null, "date_kind": null, "evidence_conclusion": "Both Roberts company URL attempts were blocked.", "unresolved": "Current family controller not freshly established.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "S165", "N038" ], "primary_source_urls": [ "https://www.robertspestcontrol.com/", "https://www.robertspestcontrol.com/about-us/" ], "source_publication_dates": { "S165": null, "N038": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." }, { "brand_id": "B067", "brand": "Absolute Pest Management", "category": "Pest control", "checked_date": "2026-10-22", "july_snapshot_date": "2026-07-26", "july_owner_type": "Founder/family/local ownership", "july_immediate_platform_or_system": null, "july_ultimate_owner_or_controller": "Tony Ragan / Ragan family", "status": "family_claim_founder_history", "immediate_parent_or_operator_supported": null, "ultimate_owner_or_investor_supported": "Family ownership self-reported; Tony Ragan identified as founder/president", "relationship_role": "Family operation claim distinct from equity-control certification", "transaction_or_succession_date": "1999", "date_kind": "founding year, not acquisition", "evidence_conclusion": "Independent web readback of Absolute’s primary About page says family owned and operated, founded by Tony Ragan, who remains president. Direct retrieval was blocked.", "unresolved": "No exact equity allocation disclosed; founder/president roles do not by themselves establish sole ownership.", "change_disposition": "no_new_transfer_verified", "supporting_source_ids": [ "N030" ], "primary_source_urls": [ "https://www.absolutepestmgmt.com/about/" ], "source_publication_dates": { "N030": null }, "latest_dated_evidence_publication": null, "latest_dated_evidence_boundary": "Latest publication date in the reviewed dated-source set; undated current pages and transaction-effective dates are separate. Null means no dated publication was established in this review.", "currentness_basis": "Dated and/or undated primary material observed on the checked date, as qualified in evidence_conclusion; checked date is not an equity effective date." } ] }