My investment focus centers on home services businesses that serve real estate investors and residential markets, particularly those operating in B2B and B2C segments. This thesis is grounded in fundamental market dynamics: home services represent inelastic demand patterns with significant opportuni…
My investment focus centers on home services businesses that serve real estate investors and residential markets, particularly those operating in B2B and B2C segments. This thesis is grounded in fundamental market dynamics: home services represent inelastic demand patterns with significant opportunities for operational efficiency gains through technology integration and process optimization.
The target demographic—Baby Boomer business owners approaching retirement—creates a compelling opportunity. These operators have built profitable enterprises but often lack the digital infrastructure and operational systems necessary for scalable growth. Many struggle with manual processes across appointment management, proposal development, billing systems, and customer communications. This presents clear value creation opportunities through automation, standardization, and strategic partnerships.
My ideal acquisition profile targets service businesses with $500K-$2M in revenue, 10-25 employees, and EBITDA margins of 20-35%. These companies typically operate with pay-per-use models serving essential services like locksmithing, plumbing, HVAC, and security monitoring. The focus on businesses with owners aged 55+ aligns with demographic trends showing increased succession planning needs across traditional service industries.
The home services sector supporting real estate investors offers particular appeal due to recurring revenue potential and relationship-driven growth. These businesses benefit from predictable demand cycles, established customer bases, and opportunities for cross-selling complementary services. Additionally, the fragmented nature of most local markets provides runway for geographic expansion and market consolidation strategies.
Unique Right to Win
My competitive advantage stems from a distinctive combination of operational experience, strategic acumen, and authentic connection with target sellers. As a West Point graduate and combat veteran, I bring proven leadership capabilities and an understanding of complex operational challenges that resonate with experienced business owners who value commitment, integrity, and results-driven execution.
My entrepreneurial track record provides credible operational insights. Having founded companies across home services, real estate, education technology, and media, I understand the daily realities of building and scaling service businesses. My real estate and property management company, which manages $2M in assets, demonstrates hands-on experience with the exact customer base these home services companies serve. This operational context allows me to identify efficiency opportunities and growth levers that purely financial buyers might overlook.
Professionally, my role as Strategy and Business Operations Lead at Google provides deep expertise in scaling technology-enabled services, go-to-market strategy, and operational excellence. My three years of M&A experience in technology SaaS and consumer products sectors offers transaction structuring knowledge and due diligence capabilities essential for successful acquisitions.
My published work with Harvard Business School and presentations at Google Cloud Next demonstrate thought leadership in building high-performing teams and scaling organizations—critical skills for post-acquisition value creation. The combination of military leadership training, entrepreneurial experience, and corporate strategic expertise creates a unique profile that target sellers find compelling.
Most importantly, sellers recognize my commitment to preserving company culture while driving growth. My approach emphasizes building relationships, respecting established team dynamics, and implementing changes that enhance rather than disrupt proven business models. This resonates particularly well with family-owned businesses seeking successors who will honor their legacy while unlocking future potential.
Geographic Constraints: Operations will be focused within the Southeastern United States to maintain proximity to acquired businesses and support hands-on management approach.
