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Watsco Takeover Move: Why This $230M Deal Is Turning Heads On Wall Street!

Watsco has moved to strengthen its HVAC distribution platform through a definitive agreement to acquire Jackson Supply Company, a Sunbelt-focused distributor with approximately $230 million in 2025 sales and 25 locations across Texas, Louisiana, Tennessee, Alabama, Mississippi, Oklahoma and Arizona. The deal comes as Watsco’s first-quarter commentary pointed to a more stable operating environment following the maturing A2L product transition, improving March and April momentum, and continued growth in digital sales channels. Jackson Supply is expected to remain independently operated under its existing leadership team, consistent with Watsco’s decentralized acquisition model. The transaction also fits Watsco’s long-running buy-and-build strategy, under which it has acquired more than 70 businesses since 1989. The strategic logic appears centered on expanding Sunbelt scale, increasing exposure to parts and supplies, applying Watsco’s technology stack, and leveraging a debt-free balance sheet to support future growth.