A proven history of providing successful customer-driven solutions
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
Repair & maintenance
Optimization of energy use and system performance
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.
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!
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.
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.
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
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 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.
Amy joins Source as the Chief Operations Officer with over 23 years of broad-based experience from both Fortune 500 and privately held companies. Prior to joining Source, she was the vice president of global service operations for PerkinElmer, Inc., a leading human and environmental health company. Freeman previously held the role of general manager of service at GE Healthcare, where she was responsible for the $400M diagnostic imaging and clinical service full P&L for the western half of the United States. She also served as vice president and general manager of service operations at Masterplan, Inc., a provider of clinical technology management and medical equipment maintenance programs. Earlier in her career, Freeman held numerous leadership and management positions at GE Medical Systems.
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.
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.
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.
EXECUTIVE VICE PRESIDENT, INFORMATION TECHNOLOGY
John is the Executive Vice President of Information Technology at Source and will serve as the technology thought-leader driving the elements of technology innovation and solutions strategy development and execution across the company. A seasoned IT executive, John brings over 30 years of in-depth experience from his previous roles ranging from managing large corporate IT departments to leading Internet professional services firms. Prior to joining Source, he was the Vice President and Chief Information Officer at Daylight Transport, LLC, a nationwide, expedited transportation provider. John serves as Chairman of the Board of Directors for the Southern California chapter of the Society for Information Management. He earned his Master of Science degree in Computer Science from the University of Southern California and his Bachelor of Science degree in Computer Science with a Mathematics minor from California State University, Fullerton.
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.
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.
General Manager, Mountain Region
Steve is SVP, General Manager Mountain Region. He has been with Source for 30 years holding various positions including VP Service and Regional Director.
General Manager, Southeast Region
Terry joined Source as our Southeast General Manager in October 2016. Terry is a 30 year HVAC industry professional with a wide variety of experiences. His career has included 19 years with Carrier Corporation, a division of United Technologies in ever increasing roles in multiple locations, 4 years as President of EMCOR Services Aircond, 1 year as VP of Service for IES Corp and 5 years at Johnson Controls in multiple leadership roles. Terry holds a BA of Accounting from Mercy College, and a MBA from Pace University, both in New York.
Vice President, Operational Excellence
A long term Source employee, Lisa has been with the company since 1996. She was heavily involved in the early energy management focus of the company. Today Lisa is feeding her passion to bring order out of chaos. As the VP of Operational Excellence she works with teams across the company to improve systems and processes. The ever changing customer and business requirements make this a constantly evolving challenge. Lisa has a Bachelor of Science in Mechanical Engineering and Master is Business Administration.
BREA, Calif., Dec. 4, 2017 — CoolSys™, a market-leading refrigeration and HVAC company, announced that Amy Freeman has joined the firm as chief operating officer. In an operations capacity, Amy will be instrumental in expanding the company’s capabilities, driving organizational efficiencies and overseeing M&A integration. “We are fortunate to have Amy…
BREA, Calif., Dec. 1, 2017 – CoolSys™, a market-leading refrigeration and HVAC company, announced that Andy Mandell, who was previously chief operating officer for its subsidiary Source Refrigeration & HVAC, has been appointed chief financial officer at CoolSys. As CFO and member of the leadership team, he serves as a financial…
BREA, Calif., Nov. 14, 2017 – CoolSys™, a market-leading refrigeration and HVAC company, has appointed John Manzanares as executive vice president of information technology (IT). In his new role, Manzanares will lead the IT strategy and operations for CoolSys, and its portfolio of companies, as it continues on a rapid growth…
Source Holdings Corp. Introduces CoolSys Brand to Extend National Service for Mission-Critical Refrigeration and HVAC SystemsOctober 2, 2017
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…