Strategic competitive intelligence across portfolio companies
$847M total AUM
Across all SERP elements
Low-saturation markets
| Company | Locations | Avg Saturation | Market Position | YoY Growth | Investment Thesis | Status |
|---|---|---|---|---|---|---|
HomeService Pro | 247 | 68.4 | #2.8 | +18% | Market consolidation play | Outperform |
QuickFix National | 189 | 72.1 | #3.2 | +12% | Digital transformation | On Track |
Local Heroes Franchise | 156 | 81.5 | #4.1 | +5% | Regional dominance | Underperform |
ServiceMaster Plus | 312 | 64.2 | #2.3 | +22% | Technology-enabled scale | Outperform |
Elite Home Services | 98 | 58.7 | #3.5 | +8% | Premium market entry | On Track |
284 low-saturation markets identified within 25 miles of existing locations
Estimated ROI: 32% | Payback: 18 months
67 locations underperforming in LSA despite low competition
Estimated revenue lift: $2.4M annually
Regional competitor "Local Experts Inc" showing weakness in 12 shared markets
Potential bolt-on acquisition opportunity
43 locations facing saturation >85 with declining market position
Action: Evaluate location rationalization or pivot strategy
National competitor "ServicePro" expanding into 18 of our markets
Action: Accelerate digital marketing investment in threatened markets
89 locations not appearing in top 10 organic results despite low saturation
Action: Implement SEO improvement program
Southwest Region
47 fragmented locations
Pacific Northwest
34 fragmented locations
Southeast
28 fragmented locations
Avg Saturation
New Entrants
Market Exits
Digital Transformation
Market Expansion
Brand Consolidation