Theses
Buying a home services business? Still a smart play. You get: – Non-discretionary demand – Fragmented competition – Predictable cash flows – And plenty of exit paths (especially if you stack a few trades together) But here’s a better question PE firms should ask: What if instead of owning a service company.
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If I could only fix one thing in a home services business, it wouldn’t be sales. It would be the lead funnel. Because the best home services businesses aren’t just good at closing, they’re built like lead conversion machines. Full-funnel, operationally disciplined, and margin-obsessed. We
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Here’s the dirty secret of private equity: Most firms don’t actually know how they’re going to exit a deal when they buy it. Oh sure, they’ve got some ideas. “Maybe a strategic will pick it up.” “Could be a tuck-in for a bigger platform.” “Or
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No “proprietary IP” nonsense. Just out in the open for anyone to use. Why? Because in 2025, opacity isn’t a competitive advantage, it’s a liability. Most funds still act like their diligence framework is the nuclear codes. The truth? Everyone’s using the same ingredients: hire a CRO,
Life
Never heard of him? Think of him as the Vince Lombardi of English football... if Lombardi had a sharper tongue, a bigger ego, and had won the Super Bowl with a team no one had heard of. Clough didn’t manage the big-name clubs. He took small, under-resourced,
Theses
Morbid margins, minimal tech, and a $100B generational wealth transfer. The funeral industry is one of the last remaining consumer sectors untouched by modern technology. It’s awkward, analog, and full of friction. And that’s exactly what makes it interesting. Let’s start with the basics: the average cost
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Buying a home services business isn’t rocket science......it’s actually harder. Because rockets don’t complain, call in sick, or get poached by your competitor down the street. I’ve been analyzing home service segments. Flooring, Roofing, HVAC, Plumbing, Electrical, Landscaping, to decide where to place my next
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We’ve all seen them. Sleek formatting, lots of arrows pointing in bold directions. They’re the corporate equivalent of a Tinder profile. Great photos, zero substance, and you just know it’s not showing up when it’s time to commit. You get slides like: • “Capture revenue synergies through
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Not a metaphor. A literal magnet. Stuck to the HVAC unit. Company name. Phone number. Maybe a filter replacement checklist if you’re feeling generous. That’s it. Why does this beat most digital tactics cold? 1. Contextual relevance: When something breaks, the customer walks over to the unit. Not
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Most haven’t. Building a great tech stack isn’t about choosing the “best” tools. It’s about creating a system that reflects how your business actually works across sales, ops, marketing, and customer experience. We broke it into six stages: Attract Your demand engine: paid, SEO, events, even TV.
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They just don’t realise it yet. In 2021, LPs were piling into funds like it was the last chopper out of Saigon. Fast forward to 2024, and commitments are dripping in slower than a CFO’s reply to a marketing budget request. The data tells the story: • The median
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Not because middle-market brands are going viral (they’re not). But because real-world signals live online now, and they’re wildly underused in diligence. When we’re looking at $10M–$100M revenue consumer and services businesses, here’s where the real risk and opportunity hide: Google reviews: Customers