For roofing owners

You built a real roofing company. Now what?

Most owners hit a ceiling and assume there are two options: grind another decade, or sell to a private equity shop that strips out everything you built. There's a third one, and I'm part of it. It's called Forge Strategic Equity, and we partner with established residential roofing companies.

$2M–$20M+

Residential roofing revenue
we partner with

$73,500+/mo

Value delivered to
every partner company

$200M

Roll-up target
by the end of 2027

Who this is for

Let me be real with you

This isn't for a guy with a truck and a dream. Forge partners with established companies that already have the hard part done. Not there yet? Go build it, then come back. If this is you, keep reading.

  • $2M to $20M+ in residential roofing revenue
  • A real leadership team already in place
  • Proven demand in your market

What you actually get

Capital and infrastructure. Not a coaching program.

Forge is operators putting real money and real systems behind companies they believe in. Three things come with the partnership.

01

Operational infrastructure

The back office, the scorecards, the playbooks. The stuff that's eating your nights and weekends right now.

02

Sales infrastructure

This is my lane. Recruiting, training, comp plans, the whole system. The same one I've installed in 150+ businesses.

03

Growth capital

Real money to expand into new markets instead of white-knuckling it out of cash flow.

Forge puts that stack at $73,500+ a month for every partner company. Do the math on building all three yourself. That's expensive.

Three ways this works

Partnering doesn't mean walking away

Here's what most owners get wrong: they think a partner means selling and leaving. It doesn't have to. Pick the structure that fits where you want to go.

Stay and run it

Majority Partnership

You stay in leadership and get full access to Forge's systems, capital and platform. You keep running your company, with a lot more behind you.

Grow faster

Growth Partnership

Capital and operational support to fuel expansion. Built for companies with a trajectory worth accelerating.

Step back

Succession Planning

If you want out, this is the path that protects the legacy, takes care of your team and pays you properly for what you built.

Different owners want different things. The structure flexes around your goal, not the other way around.

Where this is going

A $200 million roll-up by the end of 2027, built by partnering with owners, not replacing them.

The operators behind Forge have built, scaled and sold companies themselves. Nobody here is learning on your business.

I've been in sales for 17+ years. This is the part where I put capital behind the owners who actually built something. Does that make sense?

Sam TaggartRyan NicholsJD BeckCody Kline

Not ready to apply?

Let's talk first

If you're weighing your options and want a straight conversation before anything formal, book time with my team.

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