We work with owners and management teams to build and grow their businesses.
We pick one industry, then build a group of companies within it. We make a majority investment and then the partners go to work inside the business, where we fix what we find with software we write ourselves.
The partners who price the deal are the same people in your weekly meetings.
We study it, design it, build it, then make it fly without us.
Thursday production meetingJob cost vs plan
JobMaterialsLabor
2411 Wesley ChapelRe-roof, architectural97%101%
2414 ClearwaterRe-roof, tile99%98%
2417 BrandonRe-roof, architectural103%131%Over plan
2419 LutzRepair, flashing112%96%
2420 TampaRe-roof, metal96%99%
2423 LargoRe-roof, architectural100%102%
Labor 31% over plan on job 2417. Explain it before we move on.
Illustrative rows. One line per job, every week.
Study the business.
Earn the right to an opinion.
Before we make an offer, we learn the customers, the unit economics and the people who run the work. At Southern Roof, Ben sat the Florida roofing contractor exam and earned his license, and we studied production down to details like what a dead valley is and why it matters.
From → toTampa Bay Roofing Services
FromTo
One premium roof sold to everyone→Good, better and best options
Leads in four separate systems→One software stack
Retail roofing in Tampa Bay→Retail, solar and storm across three states
Cash books, two systems→Accrual books, one system
The thesis, written down before the plan.
Design what it becomes.
One line for what the company is today, and what it will be.
We write the thesis down and plan around it. At Tampa Bay Roofing Services, that meant moving from one premium roof sold to everyone and leads in four systems to good, better and best options, one software stack, and retail, solar and storm work under one platform.
Lead engineSouthern Roof
OptaAccuLynxRingCentralHatch
One software stackevery source, every market
Call center built in2 months
New storm markets2
Four systems, one software stack.
Build the operating model.
People, systems, go-to-market and add-ons.
Our partners work on your business with you, full-time. We rebuild pricing, suppliers, the back office and the lead engine, write the software the company is missing, and add companies.
Ready to flyWithout depending on us
LeadersA president and a lead for every function.
SystemsEvery dashboard and agent has an owner.
BooksAccrual accounting, ready for any buyer's diligence.
Track recordAmit's prior platforms sold to Blackstone, New Mountain and Beijer Ref.
Institutional, so the next chapter is a choice.
Make it fly.
Institutional and ready for what comes next.
We put leaders who know the trade in every seat, give every system an owner and keep the books ready for any buyer's diligence, so the company does not depend on any one person, including us. Amit's prior companies were built the same way. See our partners.
Thursday production meetingJob cost vs plan
JobMaterialsLabor
2411 Wesley ChapelRe-roof, architectural97%101%
2414 ClearwaterRe-roof, tile99%98%
2417 BrandonRe-roof, architectural103%131%Over plan
2419 LutzRepair, flashing112%96%
2420 TampaRe-roof, metal96%99%
2423 LargoRe-roof, architectural100%102%
Labor 31% over plan on job 2417. Explain it before we move on.
Illustrative rows. One line per job, every week.
From → toTampa Bay Roofing Services
FromTo
One premium roof sold to everyone→Good, better and best options
Leads in four separate systems→One software stack
Retail roofing in Tampa Bay→Retail, solar and storm across three states
Cash books, two systems→Accrual books, one system
The thesis, written down before the plan.
Lead engineSouthern Roof
OptaAccuLynxRingCentralHatch
One software stackevery source, every market
Call center built in2 months
New storm markets2
Four systems, one software stack.
Ready to flyWithout depending on us
LeadersA president and a lead for every function.
SystemsEvery dashboard and agent has an owner.
BooksAccrual accounting, ready for any buyer's diligence.
Track recordAmit's prior platforms sold to Blackstone, New Mountain and Beijer Ref.
Institutional, so the next chapter is a choice.
How we partner
Our partnership model
You keep the left seat.
You keep the left seat.
You keep the left seat.
Most owners roll equity and keep flying the business with us.
We take on risks the owner used to carry alone, and the back-office work that fills their week, including audit, tax, HR and IT. The owners of both Southern Roof companies stayed on as their presidents.
Shared upside.
Shared upside.
Shared upside.
The teams who create the value share in it, especially in the field.
We set up ownership and incentive plans so the leaders, key people and crews who grow the business share in what they help build, alongside the founder and our investors.
Speed and certainty.
Speed and certainty.
Speed and certainty.
Straight answers, fast, and real options at close.
We raise capital deal by deal from personal capital, family offices and professional investors, so we can move with certainty. We dig in deeply before we make an offer, so we get it right the first time.
Our culture
Four values
How we behave once we are your partner.
High Integrity
We dig in deeply before we make an offer.
We study the business closely before we price it, and we write every term in plain English as well as legal language. We tell owners plainly what we see, including the hard parts.
Constant Improvement
Every week, every job, a little better.
We review the business line by line in the weekly sales and production meetings, fix what we find, and write the dashboards and AI agents that keep it fixed.
Sense of Urgency
Straight answers, fast.
Owners and brokers get a clear answer quickly, and we move the same way inside the business. When we met the founder of a distributor we had come to buy, our first order with it went in two days later.
Shared Ownership
The people who build it share in it.
Owners, leaders and crews share in what they build, and we own the outcome alongside them.
