Mike Warner 
ERDI prints 102.0 in its first week with all six components live. The heat engine restarted, search cooled from extreme highs, and the new completed-work signal says the trades are running behind demand.
The Echelon Database crosses one million license records as California and Arizona come online. The week’s flagged signal, a Glendale qualifier departure, verifies all the way to a federal Chapter 7 docket. Facts are source records. Reads are labeled.
The week’s trades M&A checked against 692,037 license records: Carlisle stalks Owens Corning, Juniper goes aquatic, Denver loses a 48-year-old brand.
Columbus HVAC Columbus is one of the largest home-services markets in the Midwest, and by the numbers it is wide open. Echelon’s license data shows 392 active HVAC operators across the metro. Of the private-equity platforms Echelon tracks, only two are platform-owned. That means the consolidation wave reshaping the trades nationally has barely reached Columbus, … Read more
Wrench Group ownership, brand roster, and a verified six-state license footprint, plus why it is the last major residential-services platform still unsold. An Echelon Reports Platform File.
ERDI prints 104.0, down 1.6 in its first week-over-week move. The decline is a weather story, not a demand story. Intent holds nearly a third above norm, financing keeps improving, and the demand mix is shifting from break-fix to booked work.
An owner-held electrical license moves to escrow in Franklin County, the platform ownership map comes online, and the 211-credential escrow pool goes on watch. Issue 001 of the weekly pre-announcement signal brief on the residential trades.
The California Paradox It is the most punishing state in the country to run a residential trades business. It is also where the biggest checks are being written. Both are true at once, and the space between them decides what your California trades business is worth and whether you should operate it or sell it. … Read more
What Is Your Solar Business Worth After the Collapse? Solar looked like the next great trades roll-up. Then the policy changed. Here is what happened, what a solar business is worth now, and the uncomfortable lesson it holds for every other trade. The short answer: After the 2023 net-metering changes and the bankruptcies that followed, … Read more
The One Number That Decides What Your Trades Business Is Worth Of everything that moves a trades valuation, one factor moves it most. Here is why recurring revenue is the lever, what counts and what does not, and how to build it whether or not you ever plan to sell. In this brief Why recurring … Read more
What Is Your Electrical Business Worth in 2026? Electrical is the next HVAC, and the wave has not peaked. Here is what your business is worth today, and what decides whether you ride the wave or get bought at the bottom of it. In this brief Why electrical, and why now How hot, exactly What … Read more
What Is Your Roofing Business Worth in 2026? Roofing has become the fastest roll-up in the trades. Here is what that means for your number, and what separates a premium exit from getting bought cheap. In this brief Why roofing, and why now How hot, exactly What roofing businesses actually sell for How a buyer … Read more
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One brief, every Monday, on the forces reshaping the trades and the local markets they operate in. Built on the Echelon Database of more than 2 million records and the Echelon Residential Demand Index. Free to read, unsubscribe in one click.
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