PKF Investment Banking Closes Sale of Nashville Sheet Metal to Heritage Holding

The sale of Nashville Sheet Metal marks the third HVAC sell-side M&A transaction that PKF Investment Banking closed since the beginning of 2026

NEW YORK, Nov. 10, 2026 /PRNewswire/ -- PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O'Connor Davies, one of the nation's largest accounting, tax and advisory practices, announced today the successful close of the sale of Nashville Sheet Metal, LLC ("Nashville Sheet Metal" or the "Company") to Heritage Holding ("Heritage"). PKF Investment Banking served as the exclusive financial advisor to Nashville Sheet Metal in connection with the transaction.

"We are proud to have advised Nashville Sheet Metal on its sale to Heritage Holding," said Alberto Sinesi, Managing Director & Co-Head at PKF Investment Banking. "The Company's fabrication and installation capabilities are market-leading in the Mid-South and will complement Heritage's nationwide operations in commercial HVAC. We appreciate the opportunity to support Dexter Cross, the Company's President, and his management team through this transaction."

Founded in 2003 and based in Nashville, Tennessee, Nashville Sheet Metal provides sheet metal services to commercial and industrial customers throughout Tennessee and the greater Mid-South region. The Company's capabilities include HVAC ductwork, custom design, specialty component fabrication and installation. Nashville Sheet Metal operates a full-service union fabrication shop within Nashville with an emphasis on quality, service and safety.

Heritage Holding is a Boston-based private equity firm with $550 million of committed capital that has completed over 60 acquisitions since its founding in 2015, with a core focus on founder-owned essential B2B services companies, including HVAC.

"PKF Investment Banking provided invaluable guidance in helping us navigate the sale process and evaluate the right path for Nashville Sheet Metal," said Dexter Cross, President. "We look forward to working with Heritage Holding as we continue serving our customers and investing in our people and capabilities."

About PKF Investment Banking

PKF O'Connor Davies Capital LLC (DBA PKF Investment Banking) is a subsidiary and investment banking affiliate of PKF O'Connor Davies Advisory LLC. Whether a business owner is ready to sell the company or seeking growth through acquisition, our investment banking team is committed and credentialed to help owners achieve their objectives. PKF Investment Banking provides guidance through every step of the process and brings the expertise to enhance certainty to close – while always staying focused on maximizing the value derived from the transaction.

With deep expertise in and a dedicated focus on the middle market, the PKF Investment Banking team has completed over 450 M&A engagements in North America and abroad throughout their careers. The Firm has extensive experience partnering with business owners across a broad range of industries, encompassing business and professional services, consumer and food and beverage, distribution, diversified industrials and software/IT services among others. For more information, visit www.pkfib.com.

Securities-related transactions are processed through an unaffiliated broker-dealer, Burch & Company, Inc.

About PKF O'Connor Davies

PKF O'Connor Davies is a top-tier accounting, tax and advisory practice and member of PKF Global, a global network of accountancy firms. We have a long history of serving domestic and international clients. "Know Greater Value" speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do. Our clients Know Greater Connections, Know Greater Insights and Know Greater Value. "PKF O'Connor Davies" is the brand name under which PKF O'Connor Davies LLP and PKF O'Connor Davies Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. PKF O'Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O'Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.

For more information, please visit pkfod.com, and follow us on LinkedIn and X (formerly Twitter).

SOURCE PKF O'Connor Davies