How we work

Capital partner Industry focus areas

‍‍Residential Products & Services - Property Modification & Maintenance (e.g., gutter cleaning, roofing, garage doors, HVAC, electrical, plumbing, appliance installation and maintenance, energy efficiency upgrades); Home Modification & Safety (e.g., home modifications, smart homes) - Health, Wellness, & Mobility Services (e.g., in-home medical care, personal care & homemaking, transportation services)
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Industrial, Commercial, and Business Services - Building products & services (incl. distribution & installation); Facility services (e.g., HVAC, roofing, plumbing) & energy services; Environmental services (e.g., testing, remediation, and compliance); Industrial calibration and retrofit; Engineering, design, and construction services
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Light Manufacturing & Distribution, Manufacturing Services - Niche manufacturing with value-added services; Value-added distribution (e.g., light sub-assembly); Equipment calibration, repair, and maintenance; Technology & supply chain services; Transportation& logistics

value creation focus areas

Strategy – strengthen your position and navigate disruptions within the industry, allocate resources for growth, and drive clarity in goals and plans
Financials for Growth – drive finance fundamentals, allocate resources and capital for growth, and drive certainty aligned to strategy
Operational Excellence – build standards, deploy technology, solve problems and adjust working models to improve
Talent – build quality into the people equation through structure and roles, development, capability building, and incentives

Functional focus areas

1. Go-to-market strategy and mobilization – value creation planning refinement, commercial strategy (i.e. prioritization by geography, segment, product, service, customer)
2. Sales excellence – account and segment prioritization and planning, pipeline management and sales process overhauls, sales productivity, pricing governance
3. Recurring services revenue growth – new business (i.e. higher attach rates, new logo introductions) and existing business (i.e. retention, upsell, pricing)
4. End to end customer experience overhauls – core customer experience redesign, embedding technology
5. Productivity improvements – driving productivity (e.g., demand management, skills matching, scheduling, dispatching/routing, OEE increases, supply chain improvements, productivity, skill building); embedding technology
6. Operational excellence – building systems (e.g., goals and metrics alignment, standard work, huddles, etc.)
7. M&A and integration – M&A support (e.g., market, customer, and/or operational diligence), post merger integration
8. Org design and talent strategy – activating new operating models (e.g., organization, process, roles/ responsibilities, metrics/ goal) to support value creation agenda
9. Transformation office and execution infrastructure – value creation plans, goals, workstreams, milestones, initiatives, working cadences, value capture tracking