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Operator Led Advisory And Investment
Increase EBITDA, improve cash flow and build a business ready to scale or sell
HartField works with service-business owners to find and execute the opportunities that improve revenue, margins, productivity and cash flow. We also help professionalize companies for future growth, minority investment or sale. Through our partnership with ShyftLabs, we can identify and build practical AI, automation and custom technology solutions.
Opportunity creates potential. Execution creates value.
Supporting Organizations Across North America
"Execution creates value."
Doug Hart, Founder
One connected path — not every relationship moves through every stage
HartField first takes the time to understand the business and the owner's goals, then decides honestly whether it can make a meaningful difference. Advisory can stand alone. An investment and a transaction are both selective and optional. The journey is a set of connected ways of working with an owner — not a funnel toward a sale.
01
Assess
Understand the business, the owner's goals, and decide whether HartField can make a meaningful difference.
02
Advise
Work on a paid project or retainer to identify and execute the highest-impact improvements.
03
Invest
Where there is strong fit, invest 2%–49.9% alongside the owner while they keep control.
04
Build
Help execute the improvement plan — revenue, margin, productivity, systems and leadership.
05
Choose what comes next
When the time is right, help the owner evaluate capital or ownership options — or keep building.
Connected Ways Of Working With An Owner
Advisory
Hands-on work to improve EBITDA, cash flow and operating discipline. Can stand alone.
Minority Investments
Invest 2%–49.9% where there is strong fit and alignment. The owner keeps control.
M&A and Ownership Advisory
Help evaluate capital or ownership options and find the right partner — selective and optional.
AI and Technology with ShyftLabs
A supporting capability used when technology can solve an operating problem.
Not every relationship moves through every stage. Advisory can stand alone. An investment and a transaction are both selective and optional.
Senior experience in service businesses
20
+
Acquisitions Completed
20+
Years Operating Leadership
$
1
B
+
Revenue Leadership
5000
+
Managed employees
3
Continents
North & South America, Europe.
Why HartField Exists
Improve the business and create better options
Many owners know they have options but do not know which one is right or when to act. HartField helps owners improve the business and decide whether to keep building, bring in minority capital, take partial liquidity or pursue a sale. When a partner is appropriate, HartField helps identify the type of partner that fits and connects the owner with the right people.
Who We Help
Built for situations where execution matters.
HartField works with investors, founders, leadership teams, and boards navigating growth, acquisitions, leadership transitions, operational improvement, and value creation.
Advisory and value creation
Increase EBITDA and cash flow through revenue growth, margin improvement, productivity and stronger operating discipline.
M&A and ownership advisory
Prepare the company, evaluate ownership options and find the right capital partner or buyer.
Minority investments
Bring in an aligned minority investor while the owner keeps control and continues building the company.
AI and technology
Work with HartField and ShyftLabs to identify, scope and build automation, AI and custom systems solutions.
The Execution Gap
Most businesses don't have a strategy problem. They have an execution problem.
Most organizations already know what they should do. The challenge is turning plans into results. Growth initiatives stall. Acquisitions underperform. Margins erode. Leadership teams become stretched. The gap between what should happen and what actually happens grows wider.
01
Private equity firms
Vision, planning, ambition.
02
The execution gap
Where most enterprise value is created — or quietly lost.
03
Results
Productivity, margin, growth, durable value.
Problems We Solve
Where operators are called in.
01
Portfolio company missing plan
Revenue growth has slowed. Margins are under pressure. The operating model is not producing expected outcomes.
02
Acquisition about to close
The transaction is nearly complete. The integration strategy is not.
03
Growth has outpaced capacity
The organization is winning, but systems, leadership, and structure are struggling to keep pace.
04
Leadership needs support
Complexity increases as businesses scale. Leaders need experienced support and stronger alignment.
05
Board wants greater visibility
Better information, better accountability, and better decisions are required.
06
AI strategy is unclear
Leadership knows AI matters, but needs practical opportunities tied to productivity and decision quality.
What We Believe
A few things we believe.
Execution creates value
Transactions can create opportunity. Stronger businesses are built through
better leadership, disciplined execution and better decisions.
better leadership, disciplined execution and better decisions.
Productivity creates enterprise value
The most valuable businesses are often the most productive businesses.
Growth should not outrun capacity
Organizations should grow at a pace they can successfully execute.
Strong cultures create strong businesses
People remain the most important asset in any organization.
Integration should begin before closing
Most integration failures begin long before Day One.
Better decisions create better businesses
Technology should improve decisions, not simply record activity.
What We Don't
What we don't believe.
×
Growth at any cost.
×
Forced Integration.
×
Replacing strong local leadership unnecessarily.
×
Technology without purpose.
×
Complexity mistaken for sophistication.
×
Financial engineering as a substitute for operational improvement.
Selected Experience
Built through growth, integration, turnaround & scale.
Over 20 years leading growth, M&A, integration, and operational transformation across founder-led, sponsor-backed, and enterprise-scale businesses.
01
Scaled operations
20+ years leading some of the largest field teams in home services.
02
M&A + Integration
Completed and integrated 20+ acquisitions across multiple service sectors.
03
Commercial growth
Consistent double-digit organic growth through improved lead generation, pricing, sales conversion, productivity, and cost reduction analysis.
04
Turnaround + Value creation
Real leadership experience stabilizing and transforming companies in leveraged, underperforming, and high-pressure environments.
Ideas From The Field
A library of operating frameworks.
AI And Technology With ShyftLabs
Find and build the technology the business actually needs
HartField and ShyftLabs review the business for opportunities to reduce manual work, improve productivity, connect systems and make better decisions. When an opportunity is worth pursuing, ShyftLabs can scope, quote and build the solution.
Let's Begin
Let’s talk about the business
Whether the priority is increasing profitability, improving cash flow, preparing for growth, taking partial liquidity or selling the company, HartField can help determine the right next step.
"Stronger businesses are built through better leadership,
disciplined execution and better decisions."
disciplined execution and better decisions."
— Doug Hart
