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Toolbox for the Trades Growth

Build It to Sell It: The Roofing Blueprint for Private Equity Success

⏱️ 29:27 🎤 Jackie Aubel, Kelly Mezzarres
AUDIO EPISODE
Build It to Sell It: The Roofing Blueprint for Private Equity Success
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Chapters

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  • 0:00
    Importance of Team
    Kelly Mezzarres highlights that private equity values a strong team above all, as profitability can quickly disappear without good leadership and people.
  • 0:54
    Introducing Kelly Mezzarres
    Host Jackie Aubel introduces Kelly Mezzarres, VP of Special Operations at LB Capital, discussing her background and the episode's focus on roofing and private equity.
  • 3:11
    Journey to LB Capital
    Kelly shares her career path, from co-founding an HVAC company to becoming VP of Special Operations at LB Capital, overseeing seven roofing companies.
  • 9:53
    Biggest Learning Experience
    Kelly reflects on her 10 years as an HVAC business owner, emphasizing the invaluable lessons learned from adopting Service Titan early and prioritizing people.
  • 14:54
    LB Capital's Business Model
    Kelly explains LB Capital's unique model: partnering with existing roofing businesses, implementing their SOPs, and rapidly scaling them for sale to private equity within 16 months.
  • 20:22
    Munz Roofing Success Story
    Kelly details the rapid growth and successful sale of Munz Roofing to private equity, showcasing LB Capital's effective scaling strategy.
  • 25:46
    PE Interest in Roofing
    Kelly discusses why private equity is increasingly focused on the roofing industry, comparing it to the HVAC market's growth 10-15 years ago.
  • 35:39
    Service Titan & PE Readiness
    Kelly explains how Service Titan facilitates the necessary workflows and data transparency that private equity firms seek in acquisition targets.
  • 46:50
    Green Flags for Partners
    Kelly shares the personal and professional qualities LB Capital looks for in potential partners, emphasizing integrity, commitment, and a stable personal life.
  • 50:04
    PE Misconceptions & Advice
    Kelly debunks the myth that private equity only cares about EBITDA, stressing the importance of team, clean financials, and operational organization, and advises contractors to know their numbers and seek out learning opportunities.

Speakers

J
Jackie Aubel
Host
K
Kelly Mezzarres
VP of Special Operations at LB Capital

Key Takeaways

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Prioritize building a strong, cohesive team and leadership structure, as private equity firms value sustainable operations over short-term revenue spikes.

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Implement a robust CRM like Service Titan to centralize all operations, from lead management to production, making your business scalable and attractive to PE.

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Maintain immaculate financial records and be able to quickly access and understand your P&L statements to demonstrate operational efficiency and readiness for due diligence.

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Act quickly and embrace calculated risks; don't overthink decisions, as rapid iteration and learning from mistakes can accelerate growth.

✦

Continuously invest in personal and business development, attending industry events and masterminds to network and stay ahead of market trends.

✦

Focus on operational efficiency, such as rapid dispatch and production processes, to minimize overhead and maximize profit margins, which directly impacts EBITDA.

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