What does it take to scale a roofing business and sell it to private equity in under 16 months?

In this episode, Jackie sits down with Kelly Mesaris, VP of Special Operations at LB Capital, to unpack the fast-paced, no-nonsense model that’s turning trades companies into multimillion-dollar exits. Kelly shares her journey from HVAC business owner to leading special ops across seven roofing brands, breaks down the personal qualities LB Capital looks for in partners, and explains why private equity cares about a lot more than just revenue. 

If you're building to sell or want to tighten your systems and scale, this episode is for you.

Join us as we discuss:

• [6:21] From $1.5M to $24.5M — the Mons Roofing case study

• [11:31] Why private equity is all in on roofing right now

• [21:23] Misconceptions about private equity and why it's not just about EBITDA
  

Check out these resources we mentioned during the podcast:

• Mastering ServiceTitan: Mastering Roofing Success with ServiceTitan

• ServiceTitan Pro

• LB Capital Shop Tour

• LB Capital Mastermind

• Roofing Process Conference
  

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. 

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Register for Pantheon 2025 - see you in Anaheim!
Prometheus Award Nominations

Hosted by Ausha. See ausha.co/privacy-policy for more information.