Guides to portfolio measurement governance
Six guides for CFOs, FP&A leaders and operating partners of private-equity-backed residential home-services platforms. They cover comparing performance across acquired brands: what makes a figure comparable, how to put EBITDA on one basis, and how to keep measures stable as definitions change and companies are acquired. All figures in the guides are illustrative.
New to the topic? Read them in the order shown.
Comparing brands
Why the same KPI name can mean different things, and what a comparison requires.
How to compare performance across acquired companies
A comparison between acquired companies holds only when each one counted the same event, over the same population and period, with evidence behind the figure. The guide sets out those four requirements and the common mistakes in cross-brand comparison.
Read the guide →Private equity KPI standardization
Standardizing KPIs across portfolio companies works when the definition, not the template or the system, decides what each figure contains. The guide lists the six elements a definition must state and a five-step rollout that leaves each company’s systems in place.
Read the guide →Home-services portfolio reporting across trades
HVAC, roofing, restoration and remodeling brands reach a sale at different stages, so some measures compare across trades and others only within one. The guide separates the two and shows how to structure reporting for a multi-trade platform.
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Financials
Where brand EBITDA diverges, and how to put it on one basis.
EBITDA comparability across portfolio companies
Brand EBITDA can be compared only when shared-service costs, cost classification and adjustments follow one portfolio basis. The guide shows what each divergence is worth and how to set, apply and keep that basis.
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Over time
Keeping measures stable as definitions change and companies are acquired.
Definition drift in portfolio reporting
Definition drift is a measure changing its meaning while its name stays the same, often after a new system, a new person or a policy change. The guide covers how to detect drift and how to record a change without breaking the trend.
Read the guide →Acquisition KPI integration
An add-on keeps its own definitions after the deal closes, so its figures can be added to a total before they can be compared. The guide gives a six-step integration sequence and the questions to ask a target during diligence.
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