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Private Equity Roll Up Strategy: How Advisors Drive Value

Narrowing a broad investment thesis often requires several trustworthy advisors. When our client approached us with a general interest in the home services industry, Apex Leaders was eager to help with relevant executives across home services sub-sectors. Our team continuously adapted to successfully execute on their private equity roll up strategy.

Exploring Sectors in the Home Services Industry

Finding a sub-sector to focus efforts was a critical first step. Apex Leaders advised that it would be wise to begin the process with SME conversations across the home services industry. These initial conversations empowered the client to make investment decisions with better direction.

During these initial conversations, the client requested advisors who: 

  • Worked at majority residential-focused companies 
  • Had experience at national business with recurring services 
  • Possessed knowledge about non-franchise models 
  • Served in roles at name-brand platforms 
  • Could eventually be a backable CEO candidate 

Apex Leaders offered several SMEs that met the client’s criteria, including: 

  • Former COO, TruGreen | CEO, Church Service 
  • Former CEO, ServiceMaster 
  • Former CEO, Merry Maids Corporate 
  • Former VP, Maid Right Franchising | Former VP Operations, Service Brands Internationals 

After connecting with the SMEs, the client was able to pivot their private equity roll up strategy to align with the most promising private equity platform investment opportunities.

Optimizing a Profitable Private Equity Roll Up Strategy

Our client decided to pursue companies that offered external services, such as tree trimming, gutter care and window washing, along with foundation services, such as flooding remediation and other repairs. Apex Leaders went to work finding former executives with national experience who could serve as backable CEO candidates. 

Apex Leaders’ next round of advisors included: 

  • Former CEO, B-Dry Waterproofing and Foundation Repair | COO, ServiceMaster Clean 
  • Former President and COO, Five Star Franchising & The Dwyer Group | President, AdvantaClean 
  • Former VP Operations, Window Genie 
  • Former VP, Interstate Restoration | CEO & President, Statewide Disaster Restoration Inc. 

After connecting with several of these advisors, the client formed a long-term relationship with one of them. They collaborated with this advisor to source and vet platform acquisitions, eventually selecting this private equity advisor to head their future platform. 

The platform investing strategy progressed. Months later, they had three proprietary businesses under LOI, including a residential water testing company. Our client asked for additional advisors in water treatment. The sector appeared to have significant revenue potential on a national scale. 

To support the private equity roll up strategy, Apex Leaders introduced these advisors:

  • Current Board Member, Water Quality Association 
  • Current President, American Water Services Inc. 
  • Former VP of Acquisitions & CFO, Aqua-Chem Inc. 
  • Current EVP BD, Canature WaterGroup, former President | Marmon Water Retail Group, SVP Engineering & Product Development, EcoWater Systems

These advisors helped the client successfully identify companies ripe for private equity roll-ups. Our client officially acquired their initial platform investment target and proceeded to close on two of the three other businesses under LOI. One of the advisors presented by Apex Leaders continues to serve as CEO of the platform investment business. 

Start Driving Value with Private Equity Roll up Strategy

Confidently find potential private equity roll-up, add-on and private equity investment thesis opportunities with precise-fit private equity advisors from Apex Leaders.

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