PE Fund Portfolio View

Strategic competitive intelligence across portfolio companies

Portfolio Companies
12

$847M total AUM

Total Locations
1,847
+127 YoY
Avg Market Position
3.2

Across all SERP elements

Expansion Opportunities
284

Low-saturation markets

Portfolio Company Performance
CompanyLocationsAvg SaturationMarket PositionYoY GrowthInvestment ThesisStatus
HomeService Pro
247
68.4
#2.8+18%Market consolidation playOutperform
QuickFix National
189
72.1
#3.2+12%Digital transformationOn Track
Local Heroes Franchise
156
81.5
#4.1+5%Regional dominanceUnderperform
ServiceMaster Plus
312
64.2
#2.3+22%Technology-enabled scaleOutperform
Elite Home Services
98
58.7
#3.5+8%Premium market entryOn Track
Value Creation Opportunities

ServiceMaster Plus - Expansion

284 low-saturation markets identified within 25 miles of existing locations

Estimated ROI: 32% | Payback: 18 months

QuickFix - Digital Marketing

67 locations underperforming in LSA despite low competition

Estimated revenue lift: $2.4M annually

HomeService Pro - M&A Target

Regional competitor "Local Experts Inc" showing weakness in 12 shared markets

Potential bolt-on acquisition opportunity

Portfolio Risk Factors

Local Heroes - Market Saturation

43 locations facing saturation >85 with declining market position

Action: Evaluate location rationalization or pivot strategy

Elite Home Services - Competitive Threat

National competitor "ServicePro" expanding into 18 of our markets

Action: Accelerate digital marketing investment in threatened markets

HomeService Pro - Organic Visibility

89 locations not appearing in top 10 organic results despite low saturation

Action: Implement SEO improvement program

Market Dynamics Analysis

Consolidation Opportunities

Southwest Region

47 fragmented locations

High

Pacific Northwest

34 fragmented locations

Medium

Southeast

28 fragmented locations

High

Competitive Intensity Trends

Avg Saturation

+3.2%

New Entrants

+127

Market Exits

43

Strategic Initiatives Status

Digital Transformation

Market Expansion

Brand Consolidation