BUSINESS HIGHLIGHTS

The Company is a roofing contractor specializing in residential re-roofing and new construction. Its offerings include roof replacements, new installations, inspections, and insurance claim assistance. With decades of experience and in-house metal fabrication capabilities, the Company delivers high-quality, efficient roofing solutions and is known for its craftsmanship, operational discipline, and strong regional reputation. The Company generates 98% of its revenue from residential projects and 95% from in-state work. Its customer base is diverse, with no single client representing a significant portion of revenue, and includes a mix of one-time and repeat clients. The Company works with various roofing materials including metal, asphalt shingles, and low-slope systems.

INVESTMENT APPEAL

• Superior Name and Reputation: The Company has built a strong regional reputation for quality and reliability, which drives consistent inbound leads and supports a high close rate on estimates. With a small team supported by long-standing subcontractor relationships, the Company maintains operational flexibility and cost efficiency while preserving quality standards.

• In-House Metal Fabrication: The Company operates its own metal fabrication shop, allowing it to control quality, reduce lead times, and customize roofing components. This capability differentiates the Company from competitors and supports both efficiency and craftsmanship.

• Streamlined Project Execution: The Company maintains a highly organized workflow, typically managing two active jobs at a time with an average project duration of three days. This operational discipline enables consistent scheduling, quality control, and customer satisfaction.

• Integrated CRM and Lead Management: The Company utilizes a structured CRM system to manage estimates, track leads, and coordinate project handoffs. This system enhances communication across sales and operations, supports a high close rate, and ensures a professional customer experience.

• Stable Operating Expense Structure: Operating expenses have remained relatively stable and are projected to level off at approximately 28.4% of revenue, indicating disciplined overhead control.