A proven history of providing successful customer-driven solutions

Company Overview

A member of the CoolSys family of companies, Source is a market-leader in the design, installation, repair & maintenance, optimization and sustainability of mission critical refrigeration & HVAC systems. Headquartered in Anaheim, California, our field-based service and installation experts serve the daily needs of customers across much of the nation. We are proud to enjoy long standing relationships with many of today’s leading grocery retailers as well as market-leaders in many other industries.

Our employees have deep industry knowledge and strong technical skills enabling us to provide the right technical resources to solve our customers’ specific challenges the first time.

Unlike other service providers, at Source we take a holistic approach to helping our customers manage the Total Cost of Ownership of their mission-critical refrigeration & HVAC systems. Our company was founded with energy optimization as a primary driver of our work, and this approach remains a key part of our culture today.

Our offerings cover every stage of a system’s life-cycle, including:

New system design & installation

Remodels

Refrigerant conversions/retrofits

Preventative maintenance

Repair & maintenance

Optimization of energy use and system performance

Sustainability

Our teams of experts are trained and experienced in designing, installing, repairing, maintaining and optimizing all manufacturers’ products. We lead the industry in the use of technology and mobile tools to support our field teams and ensure the service they provide is efficient, effective and consistent. Our goal is to establish long term partnerships that improve sustainability and our customers’ bottom line.

Due to the complex nature of refrigeration & HVAC systems and the current trends toward natural refrigerant options, we continually invest in engineering and technical training to ensure that we provide our customers with expertise that is second to none.

At Source, we understand that providing the best technical expertise to our customers is only part of the equation. We also know that delivering services efficiently, consistently and timely is critical to our customers’ business. It is this understanding that drives our relentless focus on operational excellence to make sure that your overall experience doing business with us is as positive, consistent and efficient as possible.

Company History

In 1998, three premier refrigeration & HVAC service and construction companies (Scott Polar, Kimmel Motz and GHV) were purchased by Edison International to form Edison Source. With a combined 89 years of experience, the new company served commercial refrigeration & HVAC customers in 11 western states. Being founded by a leading energy company, energy utilization and optimization were primary drivers of Source since the beginning. It was this focus on energy utilization that established Source’s market-leading presence in the retail grocery industry where up to 60% of energy consumption is related to the refrigeration and HVAC systems. This energy optimization focus remains a cornerstone of the Source culture today.

In 2001, two former Edison executives, Brad Howard and Billy Patterson, led a management buyout of Edison Source and formed Source Refrigeration & HVAC, Inc. Source entered the Texas market through three acquisitions in 2006. In 2011, Source expanded into the southeast United States through organic growth in Florida and the acquisition of DHR Mechanical in Georgia. Source expanded their presence in Florida in a significant way with the acquisition of Fournier Refrigeration & HVAC in 2013 and strengthened its market position in Texas in 2014 with the acquisition of Service Refrigeration Company (SRC). Source increased its market share in northern California by acquiring Refrigeration Solutions, Inc. (RSI) and Advanced Refrigeration Systems in 2016.

OUR TECHNICIANS KNOW TECHNOLOGY

At Source, technology plays a critical role in providing the best possible experience to our customers. That’s why we continually invest in the latest technology to enhance the customer experience and help us become a better business partner to you!

iPhones™

Each of our 700+ field service technicians is equipped with an iPhone loaded with our proprietary state-of-the-art apps. Through this device, the technician is dispatched with customer-specific instructions, can open and close work orders, manage purchase orders and on-truck inventory, and record extensive details for every service call, including photos and data on the time spent and work performed on each customer asset.

iPads™

Our Service and Construction Managers are equipped with iPads, giving them instant access to timely, relevant, and detailed information while in the field.

Easy-to-read dashboard reports — fed from the information gathered through the technicians’ iPhones — allow them to proactively address our customers’ needs, spotting and reacting to negative events before they become serious and costly issues.

Intelligent Dispatch

To ensure we send the right technician to the right place at the right time, we’ve invested in a customized “intelligent dispatch system”.

When a customer requests service, this system identifies the technicians whose skills best match the customer’s specific problem — taking into account their current locations and workload — and automatically dispatches the most suitable person.

Meet Our Management Team

Adam Coffey
President and CEO

Adam joined Source in November of 2016. Over the last 17 years, he has been President and CEO of three different national service companies, all in different industries. Adam is known for building strong employee centered cultures and managing in fast-growth environments. Adam is a former GE executive, a Veteran of the US Army and is a graduate of the University of California at Los Angeles (UCLA) Executive Program in Management as well as GE’s John F. Welch Leadership Academy.

Andy Mandell
CFO

Andy is the Chief Financial Officer for Source after previously serving as its COO. Before his tenure at Source, Andy served as President at ValleyCrest Companies after over 10 years as CFO. His prior experience included a series of senior financial roles at large public companies including NewsCorp, Universal, ITT Sheraton, the Walt Disney Company, and Pepsico. Andy has a BA in Economics from the University of Rochester and an MBA from the University of Michigan and CPA certification from Maryland.

Burton Hong
Executive Vice President, Secretary, and General Counsel

Burton (“Burt”) Hong joins us as our first General Counsel and Executive Vice President. For the past 9 years, Burt has been the General Counsel for Park Energy Group, which owns several companies that provide construction services and products for safe, reliable projects and facilities all around the United States. Prior to that, Burt was a securities litigator in Texas and Washington D.C. at two major law firms working on high profile cases like the Enron collapse and other insider trading matters. Burt graduated from the Georgetown University Law Center in 2001 and from Rice University in 1996.

Mike Ochoa
Executive Vice President, Sales and Marketing

Mike is a Sales and Marketing executive with over 32 years of ever-increasing responsibility in a variety of industries. Prior to joining the Source executive team in early 2011, he held the position of Senior Vice President of Sales and Marketing for Master Halco, North America’s leading fencing products company. Mike also spent 10 years in Sales and Marketing leadership positions with The Toro Company, as well as Foamex International, Sunrise Medical, Inc., and Bausch & Lomb. He holds a BA in Economics and Accounting from Claremont McKenna College, and an MBA from the Peter Drucker School of Management at the Claremont Graduate University, both in Claremont, CA.

Beth Goldstein
Executive Vice President, Human Resources

Beth Goldstein joined Source in 2016 as the Executive Vice President of Human Resources and is responsible for the strategic leadership of all aspects of Human Resources. Beth brings over 25 years of Human Capital experience, working with a variety of private and public companies at all stages of their growth cycle. She has a demonstrated track record of developing strong organizational cultures and a comprehensive leadership platform. Prior to joining Source, Beth founded her own consulting practice and previously was the Senior Vice President of Human Resources for Smile Brands Inc. Beth studied Psychology at California State University and is a graduate of the University of Michigan Human Resources Executive Program.

Hal Kolp
Vice President, IT

Hal Kolp is the Vice President of Information Technology and has been with Source since 2005. In this role, Hal has focused his team on applying technology to significantly improve operational effectiveness and information flow while reducing costs for the organization, customers and suppliers. He is most proud of the significant benefits the field service mobile application brought to the business, as well as the improvements realized through an automated emergency dispatch system.

Bryan Beitler
Vice President, Engineering

Bryan Beitler’s career includes 37+ years of experience in refrigeration and HVAC design, sales, energy, and operations support for businesses focused on grocery retail, cold storage, process refrigeration, and other mission-critical systems. His experience is highly technical, managing engineering services and manufacturing of refrigeration equipment, providing direct sales support to select customers, as well as operations and Energy Optimization Services support. He holds a degree in Engineering Technology with emphasis on refrigeration and HVAC from California Polytechnic State University, San Luis Obispo, Calif.

Fred Stockert
General Manager, California Region

Fred worked for Source for 11 years working his way up to Regional Director, California Service. After 2 years at another company, Fred returned to Source in 2016 and is now General Manager, California. Fred earned a BS in Organizational Leadership from National University and is also certified in Microsoft Certified Systems Engineer (MCSE) and as a Lean Facilitator.

Steve Cook
General Manager, Mountain Region

Terry Mimnaugh
General Manager, Southeast Region

Lisa Baldewin
Vice President, Operational Excellence

PRESS RELEASES

Source Holdings Corp. Introduces CoolSys Brand to Extend National Service for Mission-Critical Refrigeration and HVAC Systems

Fully-integrated services provider enhances ability to meet the daily demands of customers through its established service brands nationwide BREA, Calif. – October 3, 2017 – Source Holdings Corporation is pleased to announce its newly developed national brand, CoolSys™. CoolSys provides design, installation, repair and maintenance, and optimization of mission-critical refrigeration and HVAC…

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