Case Study: Scaling HR & Business Infrastructure for a PE-Backed Service Organization

Client: A private equity-backed service company with 500+ employees across 27 locations in 7 states

Challenge:

The company was rapidly acquiring small businesses but lacked the infrastructure to integrate them effectively. Each acquisition operated independently, creating inefficiencies in HR, Finance, and Operations. Leadership needed a scalable system to unify the organization, drive efficiency, and position the company for long-term growth and future PE transactions.

Solution:

Hired as the strategic HR leader, I led the integration effort, focusing on building a unified infrastructure that could support continued expansion.

Key initiatives included:

• Integration of HR, Finance & Operations: Established a seamless, automated cross-communication system to eliminate silos and ensure real-time data flow.

• HR & Payroll Standardization: Implemented a single HRIS and payroll system, ensuring consistency across all locations.

• Technology-Driven Automation: Automated key processes, including onboarding, benefits administration, and workforce management, reducing manual workload and errors.

• Building a High-Performing HR Team: Built an HR team from the ground up, originally budgeted for 8 members but streamlined to a fully functioning team of 4, saving the company $500,000 annually.

• Scalable Business Infrastructure: Designed a centralized operating model that could absorb future acquisitions seamlessly, supporting long-term PE-backed growth.

• PE Transaction Readiness: Strengthened compliance, reporting, and workforce analytics to ensure operational transparency and maximize valuation for the next PE transaction.

Results:

• Reduced administrative overhead, improving profitability and efficiency, saving $525,000 annually with a team of 4 instead of 8.

• Faster integration of new acquisitions, cutting transition time by 50%.

• Cross communication of all business systems creating stronger alignment between HR, Finance, and Operations, improving decision-making.

• A scalable, PE-ready infrastructure positioned for continued expansion and investment.

• Lean & efficient HR team, aligned with the company’s business-first approach, ensuring that every decision supported operational efficiency and long-term growth.

By transforming a fragmented business across 7 states into a unified, modernized tech-enabled organization, we created a sustainable platform for growth—maximizing both operational performance and investor confidence.