Theses
Take Pinnacle Home Services, backed by Trivest. They’ve been rolling up HVAC, plumbing, and electrical companies across the Southeast, and doing something smart that most folks miss: They centralized marketing. Instead of letting each acquired business keep its old-school mix of direct mail, print, and the occasional Facebook
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They build compounding engines. Buying is the easy part. There’s a banker, a CIM, a competitive process, and if you’ve got a fund and a decent track record, you’ll probably win something. That’s not the hard bit. The hard part is what happens after the champagne.
Theses
The invisible infrastructure of the American household has a ton of business opportunity Say you’re scaling a single-product home services business, pest control, lawn care, maybe appliance repair. You centralize ops. One call center. One CRM. But you’re still selling one service. One category. One shot at
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Why Digital Due Diligence is Still 5 Years Behind the Market In an industry that prides itself on underwriting precision and repeatable value creation, it’s surprising how far behind digital due diligence still lags. Most firms treat it as a bolt-on to commercial diligence. Quick audits of SEO
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If I were building a PE firm from scratch today, I wouldn’t start with capital, I’d start with the platform. The traditional model, raise a fund, source deals, optimize EBITDA, exit in 5 years, feels increasingly outdated. With elevated entry multiples and a higher cost of capital, financial