The trades that compound under PE ownership.

Heating, cooling, and indoor air. The flagship trade for PE roll-ups.

HVAC has become the bellwether trade for residential services PE — recurring maintenance plans, high-ticket replacement work, and weather-driven demand spikes that reward an always-on demand engine. The sponsors who win compound brand equity across DMAs while running tight CAC at the unit level.

Drain, sewer, repipe, and water heater. High-margin emergency demand.

Plumbing platforms compound on emergency response — the call that comes in at 11pm with a flooded basement is the call no consumer price-shops. The marketing job is to be the first name typed, the first ad seen, and the first phone answered. Everything else is downstream.

Residential electrical, panel upgrades, EV charging, whole-home generators.

Electrical is the trade most exposed to the next decade of residential capex — panel upgrades for electrification, EV charger installs, whole-home generators, solar interconnects. Platforms that build the brand to own these high-ticket categories will compound faster than the underlying trade.

Residential roofing, storm response, and retail re-roof.

Roofing platforms split cleanly into two operating models: storm-chase and retail. Each demands a different marketing engine, and most sponsors don't fund both correctly. The platforms that build a defensible retail brand on top of a storm capability are the ones that exit at a real multiple.

Residential pest, mosquito, and termite. Subscription-driven economics.

Pest is the most subscription-native trade in the home services portfolio. The platforms that win treat marketing as a CAC-LTV machine, not a lead-gen function — and report to the sponsor in those terms.

Pool service, repair, and seasonal opening/closing. Hyper-seasonal.

Pool is a small but compelling adjacency — high-margin recurring service in dense suburban geographies. The sponsors who succeed here treat geography as portfolio strategy: which DMAs justify add-on density and which don't.

Garage door install, repair, and opener service. High-ticket residential.

Garage door has rolled up faster than most trades — it's still consolidating. The marketing reality is brutal: it's a low-frequency, high-ticket purchase competed on speed and trust. The platforms that win build trust faster than competitors and dispatch faster than the consumer expects.

In-home flooring sales, installation, and remodel-adjacent work.

Flooring is a considered, in-home consultative sale — the closest cousin to bath and kitchen remodel in marketing terms. The platforms that win build the in-home appointment funnel and the sales process as a single system, not two.

Water, fire, and mold remediation. Insurance-driven and emergency-paced.

Restoration is the most B2B-feeling of the home services trades — referral relationships with plumbers, adjusters, and TPAs drive the majority of revenue. The marketing platform that wins balances the consumer demand engine with the referral network and reports on both.

Recurring lawn, mosquito, and seasonal — and the route-density game.

Landscaping looks like service, behaves like subscription, and exits on route density. The marketing playbook is built around route economics, neighbor-cluster acquisition, and lifecycle that keeps customers across seasons.