Build on what already works.

We partner with founder-led services companies, take a majority stake and work inside them. Roofing is the first industry.

Case study

Southern Roof

Retail and storm roofing across Florida, built on two family companies.

1,000+ bpsgross margin improvement at Tampa Bay Roofing Services
~65%platform run-rate revenue growth since entry
2new storm markets in the first six months

The vision

Build the leading residential roofing platform, starting in Florida. Running a roofing company taught us that the model needs two businesses. Storm roofing goes where the weather has hit and opens new markets. The retail business stays in place as the permanent local home for service, repairs and re-roofs.

The opportunity

  • Roofing is one of the largest U.S. trades, with about 99,000 contractors employing about 253,000 people (IBISWorld, 2024).
  • Every roof eventually needs replacing, and a leaking roof cannot wait, so demand holds up through economic cycles.
  • The industry is highly fragmented, and most contractors are small and local. A platform can share demand generation, purchasing, systems and a back office across many of them.

The partnerships

We met with more than 25 roofing companies before choosing our first. Tampa Bay Roofing Services, a third-generation retail roofer with more than 700 five-star reviews, stood out for the quality of its work and for an owner who had reinvested in the business. Working inside it showed us the value of insurance-claim roofing that is not tied to one market. So we partnered with Roof Pros Storm Division, whose trained teams deploy to storm-hit areas and guide homeowners through restoration from start to finish. Its owners wanted to keep a meaningful stake and grow through new locations, which matched our plan.

Both companies were strong in the field and needed the same things to grow: a demand engine that did not depend on word of mouth or the next storm, sales leadership, data on every lead and job, and a modern back office.

Early results

  • 1,000+ bps gross margin improvement at Tampa Bay Roofing Services, after a supplier RFP and good, better and best tiers.
  • Platform run-rate revenue up about 65% since entry.
  • A central call center built in two months.
  • Owens Corning Platinum Preferred Contractor since October 2026. A solar business now runs alongside retail roofing.
  • Expanded the storm response business into two new markets in the first six months: Wisconsin and Connecticut.
Why founders work with us

What changes after we partner

For the company, its customers and its people.

For your business

Margin before growth

We fix pricing and suppliers before we spend on growth.

Systems that scale

One software stack across both companies, with accrual books on one accounting system, so the next company can join on the same systems.

A partner in the room

Our partners work on your business with you, full-time. We take on the back office, including audit, tax, HR and IT, so you can spend your week on customers and crews.

For your customers

Clear choices

Good, better and best options in place of one product sold to everyone. Customers like having a choice, and more of them say yes.

Faster answers

The central call center works every lead from every source, so homeowners get a quick answer.

Stronger warranties

Owens Corning Platinum Preferred status means stronger warranties for homeowners on the best tier of roof.

For your employees

Tools that fit the work

Dashboards for speed to lead and appointments, and commission statements drafted automatically from closed jobs for a manager to approve.

Share the upside

Leaders, key people and crews share in what they help build.

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