On "Platinum Equity to Sell Heat Controller to Lennox"

Another roll-up in the HVAC supply chain, and it matters because Lennox is swallowing distribution capability and brand loyalty at once—Heat Controller has real relationships with independent contractors who aren't necessarily buying from Lennox's direct channels. The play is clear: consolidate the installed base, lock in parts sales, make it harder for shops to switch vendors. For you, this means fewer truly independent suppliers down the road and probably a harder negotiation on service parts and emergency shipments once they've got you comfortable in their ecosystem.