The PE Trade Roll-Up
Resource Library

+6.2pt EBITDA in 90 days — 5-portco HVAC platform unified on a single consolidated P&L. Benchmark-driven pricing lifted average ticket 18%.

+8.4pt EBITDA, 9 entities in 4-day close — 5-week close → 4-day board pack. DSCR covenant breach caught 3 months early. Lender package built in 40 minutes.

5 portcos unified in week 1 — Fragmented QBO + Xero + Excel portcos onto one dashboard. Anomaly alert surfaced a $180K receivables gap in week 3.

8 sections. The canonical framework for operating partners: from Day 1 data integration through benchmark-driven value creation and LP reporting.

6 KPIs, full quartile ranges — Revenue per tech per day, first-call resolution, callback rate, utilization, average ticket, and dispatcher throughput. Inline calculator included.

Enter tech count, calls dispatched, avg revenue, and callback rate → see revenue/tech-day vs trade benchmark, callback cost, and capacity ceiling. Free report PDF.

Paste or upload job data → per-job margin breakdown, histogram by band, winners and losers table → free report email. Instantly see which job types are destroying margin.

Cash on hand + AR aging + fixed/variable costs → 13-week weekly forecast → lowest cash week, runway, slow-AR and revenue-drop scenarios. Free 3-page PDF report.

Paste or upload your P&L → AI audit with peer benchmarks, red flags, and 3 recommendations with $-impact. Free 5-page PDF with on-page results before email gate.

Enter deal financials → AI quality score 0–100 + multiple verdict + margin vs. peers + red flags + 3 diligence questions. Free Diligence Memo PDF.

11-field deal form → AI composite score across 6 PE dimensions (multiple arbitrage, FSM compatibility, geographic fit, tech debt, retention risk, synergy). Full IC memo PDF.

Generate a structured 100-day operating plan for a newly acquired portco — prioritized initiatives, KPI targets, and accountability milestones. Shareable PDF.

AI-generated 7-workstream post-close checklist (Banking, Payroll, FSM, Licensing, IT, Comms, People) with Day -1 through Day 30 milestones. Shareable PDF.

Adjust portco count, blended EBITDA, and integration scenario — see the 36-month EBITDA trajectory update live under 3 scenarios. Free IC memo PDF with your numbers.

8 portfolio inputs → composite ops score across 5 dimensions (systems consolidation, margin performance, integration velocity, ops visibility, add-on readiness) vs peer cohort. Free 6-page IC-ready PDF.

Standardize dispatch, pricing books, technician utilization, and callback rates across every HVAC portco. Deploy in 21 days. +6.8pt EBITDA (Meridian example scenario).

Emergency SLAs, parts margin centralization, multi-state licensing, and water heater attach rate — standardized at every plumbing portco. +7.2pt EBITDA, $2.1M recovered billings (Summit example scenario).

Commercial/residential mix, project bid hit rate, journeyman utilization, and EV charger attach rate — managed at the portfolio level. +8.4pt EBITDA, bid hit rate from 39% to 51% (Cardinal example scenario).

The five structural reasons integration drags to 18 months — and the 30/60/90 post-close playbook to compress it. Includes the Integration Playbook feature reference.