Our Investment Approach
We help founders grow faster, with less risk.
CSG specializes in mission-critical, technician-led B2B services. These are the companies that keep cities running, planes flying, and buildings connected. We acquire and build market leaders in essential industries—where technical excellence, reliability, and long-term customer trust create lasting value. Our focus: high recurring revenue, strong service cultures, and opportunities to professionalize sales and operations.
We help executives and founders grow their companies faster while reducing risk. Our core goal is to drive revenue growth and strengthen our companies’ back-office infrastructure to allow for a smooth transition of ownership. Serial acquisitions are what we do best, and growing market share by acquiring competitors is a key component of our value creation strategy.
Our Playbook
Built for founders. Designed for decades.
At CSG, our playbook is simple: protect what works and build for the long term. We’re not short-term flippers, we’re permanent owners who prioritize your people, your culture, and your legacy.
Our model is founder-first and values-driven. You gain liquidity and long-term certainty, while your business continues to grow with the same care it was built on.
This playbook outlines how we create stability, continuity, and durable performance, so essential services keep the world running. Together.
01
Leadership that drives results
Every business we acquire gets a leader whose only job is to grow it. We recruit high-energy, ambitious operators - our CXOs - who have already proven themselves at major OEMs, Fortune 500s, top consulting firms, or the military. Then we pair them with industry veterans on the board who bring the pattern recognition, contacts, and judgment smaller companies don’t usually have access to. The result is a leadership bench that respects the company’s legacy but is equipped to professionalize it, build teams, and execute on a 5–10 year vision, not just “keep things running.”
02
Sales that scale
Most founder-led service companies grow through relationships and reputation. That’s great - until you want to double. We turn sales into a programmatic, repeatable engine. Our sales veterans design the right structure (inside vs. outside), install CRM and reporting, create quoting processes so deals get out in hours not days, and build compensation plans tied to contribution margin. We tailor this to the industry, so your growth isn’t dependent on one superstar rep but on a system that can be scaled across regions and new verticals. Growth becomes math, not luck.
03
Back-office excellence
You can’t scale on spreadsheets and delayed financials. We build Fortune-500-quality back-office operations for businesses that have historically run lean. That includes accounting and controlling that gives you near-live visibility, job-level profitability tracking, HR and compliance that actually protects the business, and IT systems that make data usable. We take that work off the founder and the field teams so they can stay focused on service and sales. Strong back-office isn’t overhead in our model — it’s what allows acquisitions, hiring, and pricing decisions to happen faster and with less risk.
04
Talent that Delivers
Great service businesses are built on people - technicians, dispatch, service managers, and the next generation of executives. We run recruiting as a core function, not an afterthought. Our team helps portfolio companies build talent pipelines, define profiles, and assess for both technical skill and culture. Because we operate across multiple service industries, we know where to find people, how to onboard them, and how to keep them. That allows our companies to say “yes” to more work, open new branches, and maintain service standards even as they grow.
05
Growth through acquisition
A big part of our value creation is inorganic. We actively help management identify competitors, adjacent services, or desirable territories - then we underwrite, structure, and integrate those add-ons. Because we already have the back-office and leadership layers in place, these acquisitions can be absorbed faster, customers can be retained, and cost synergies can actually be realized. Over time this turns a strong local operator into a regional - and then national - platform with real market power.
06
Capital to scale
None of this works without the right capital structure. We secure debt and equity financing on the most favorable terms available and provide CFO-level support to make sure growth doesn’t outpace liquidity. Our long-term holding model means we’re not dressing the company up for a flip in three years; we’re building something that can keep acquiring, keep hiring, and keep investing in technology. Owners get liquidity and stability, and the company gets the runway to scale sustainably.
