Founded by a trio of former private equity professionals
In the small to medium-sized business space, there's a major gap: the financial talent comes in the form of either accountants who prepare hundreds of books a year but can't tell you the actions needed to hit your goals, or controllers who know how to pay bills but don't have the experience to work as an executive alongside you.
All three founding partners come from Third Lake Partners, then took divergent paths across Wall Street and private equity. Raymond went to Black Diamond Capital ($10B AUM), Ilir to lower middle market private equity, and Matthew to Apex Service Partners — the largest residential services platform in the country. Across their PE careers, the team has reviewed financials on 200+ home services acquisitions. As a firm, we’ve seen the inside of more contractor P&Ls than almost anyone in the industry and know exactly what makes a buyer pay 8× versus 5×.
But we don't just bring Wall Street tools to the back office — we get into the operations. Technician performance, marketing spend efficiency, comp plan design, price book optimization, capacity planning. We've seen what separates a 5% margin contractor from a 20% margin contractor across hundreds of businesses, and we bring that pattern recognition to every client.
