Recurring revenue platforms with operating businesses that still run on whiteboards.
Home services platforms have become one of the most active spaces in private equity. The thesis is consolidation, recurring revenue, and operational leverage. The reality is dozens of acquired businesses on different software, no consolidated P&L, and route economics nobody can see clearly. Closing the gap between the thesis and the operation takes both finance discipline and operational tooling.
Trades We Work In
ERP harmonization, chart-of-accounts standardization, and the post-acquisition close playbook that turns acquired businesses into one operating platform.
Route profitability, technician utilization, revenue per service call, and the operational dashboards that show what dispatch is actually delivering.
Membership and maintenance plan accounting, deferred revenue, churn tracking, and the renewal metrics that determine real LTV.
Monthly reporting, KPIs, same-store growth, EBITDA bridges, and the lender packs your sponsor and lender expect every cycle.
Job-cost analytics, service-line gross margins, and the pricing controls that protect margin as ticket sizes grow.
Sell-side readiness, normalized EBITDA, same-store growth narratives, and the data room your bankers need at the next inflection.
Same-store growth, route profitability, and the sponsor cadence that runs a multi-location home services platform.
Multi-entity consolidation across acquired locations. Maintenance plan revenue recognition. Audit readiness.
Pulling data out of ServiceTitan, Housecall Pro, and FieldEdge into route-level dashboards your dispatch team uses.
AI agents for scheduling, customer follow-up, and call triage. Document intelligence on customer contracts.
Tell us where the friction lives in your home services portfolio company and we’ll scope a solution that fits the way the business actually runs.
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