Outcomes you can measure in dollars.
Anonymized client engagements and our founder's own operating and capital-markets record. Situation, what we did, and what it was worth — no vague promises.
Case studies from the field.
Client names stay confidential — the numbers don't. Every engagement below followed the same system: assessment, ground-up budget, monthly rhythm, action.
Residential trades contractor — California
Scaling OperationsThe situation
A residential trades contractor growing fast in California — $18M in revenue, 16.4% EBITDA, and the classic scaling problem: growth consuming cash through headcount, marketing spend, and working capital faster than profit came in.
What we did
- Managed working capital to the growth plan — headcount additions, sales & marketing spend, and cash conversion, funded without a crunch
- Analyzed profitability and contribution per employee with management — and fixed what the analysis found
- Built detailed ground-up budgets to manage spend as the business scaled
Residential contractor — Washington
Growth & ExpansionThe situation
A residential contractor in Washington with big ambitions — $7M in revenue at a healthy 21% EBITDA, ready to expand but needing the visibility and plan to grow into new markets without losing the margin that made the business work.
What we did
- Managed working capital to the growth plan — new hires, vehicles, and equipment investments, all funded on schedule
- Built the visibility and a tight plan to open two new locations in underserved markets
- Built a real-time KPI platform with management — sales, production, and profitability by job and service line
- Created incentive plans tied to profitability, and cleaned up job costing so the numbers could be trusted
- Built detailed ground-up budgets to manage spend through 4.5x growth
The founder's own numbers.
Before advising trades businesses, our founder ran one — as Operations CFO of a national property restoration platform, with no private equity sponsor behind him.
A national platform grown 3.5x in under a decade — organic growth plus disciplined M&A.
From $64M to $398M of equity value — margin, cash discipline, and smart capital structure.
Buy-side, sell-side, and financings — negotiated, diligenced, and closed.
Capital structures built to fund growth without giving up control.
Growth capital at a premium valuation — while the founders kept their company.
Sourced, diligenced, closed, and integrated — people, systems, and numbers.
Deal outcomes, in their words.
"Leo has the rare ability to translate operations into financial rigor. Together, we built a proprietary KPI application that enabled us to quadruple the business within 3 years. He's a genuine leader."— Seller and Former Owner
"After the acquisition, Leo brought clarity and calm to very complex moments. He was always patient, breaking things down in plain language. He was a true partner, focused not just on the numbers but on doing right by the people."— Seller and Former Owner
Your business could be the next case study.
Book a free consultation. We'll look at your numbers, tell you honestly where the opportunity is — and what it's worth in dollars.
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