Lucy Adams, Investment Director at Caledonia Investments, and Alan Murran, Co-Head of Public Companies at Caledonia Investments, dive into Watsco's transformation from manufacturer to HVAC distribution leader. They discuss Watsco's strategic partnerships with major OEMs like Carrier and how these relationships bolster market dominance. The conversation highlights Watsco's unique employee compensation structure and cultural strengths, revealing insights into their innovative merger and acquisition strategies, and digital transformation efforts fueling ongoing success in a competitive landscape.
