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 is a third one. I am part of it. It is called Forge Strategic Equity, and we partner with residential roofing companies doing $2M to $20M+.
Let me be real about who this is for
This is not for a guy with a truck and a dream. Forge partners with established residential roofing companies between $2M and $20M+ in revenue, with real leadership already in place and demonstrated market demand. If that is not you yet, go build it — then come back. If that is you, keep reading.
What you actually get
Forge is not a coaching program. It is operators putting capital and infrastructure behind companies they believe in. Three things come with the partnership:
Operational infrastructure. The back office, the scorecards, the playbooks. The stuff that is eating your nights and weekends right now.
Sales infrastructure. This is my lane. Recruiting, training, comp plans, the whole system — the same one I have installed in 150+ businesses.
Growth capital. Real money to expand into new markets instead of white-knuckling it out of cash flow.
Forge values that stack at $73,500+ per month delivered to every partner company. Do the math on what it would cost you to build all three yourself. That is expensive.
Three ways this works
Here is the thing most owners get wrong — they think partnering means selling and walking away. It does not have to.
Majority Partnership. You stay active in leadership and get full access to the Forge systems, capital and platform. You keep running your company with a lot more behind you.
Growth Partnership. Capital and operational support to fuel expansion. Built for companies with a trajectory worth accelerating.
Succession Planning. If you genuinely 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
Forge is building toward a $200 million roll-up by the end of 2027 — built by partnering with owners, not replacing them. The operators behind it have built, scaled and sold companies themselves: me, Ryan Nichols, JD Beck and Cody Kline.
I have spent 17 years teaching people how to sell. This is the part where I put capital behind the ones who actually did it. Does that make sense?
Not ready to apply? Let us talk first.
If you are weighing your options and want a straight conversation before anything formal, book time with my team.
