Operator-Led Advisory · PE-Backed MEP Platforms

Where Field Decisions
Become EBITDA Events

Margin erosion in PE-backed HVAC and MEP platforms rarely starts in finance. It starts in the field — in dispatch gaps, ownership voids, and the handoffs nobody mapped. Platform Performance Partners diagnoses and fixes the operating model before the P&L reflects the damage.

Schedule Field-to-EBITDA Diagnostic See How It Works
Platform warning signals
Techs busy — overtime creeping up without clear cause
Callbacks rising — margin slipping despite revenue growth
100-day plan executed on paper, not in the field
Decision authority drifting upward to leadership
Forecast variance explained by narrative, not root cause
CEO absorbing strain created by unclear decision rights
The Operating Model Problem

Effort Is Not the Issue.
Structure Is.

01Execution capacity outrun by growth. 100-day initiatives and add-on integrations move faster than field supervision and dispatch capacity can absorb.
02Decision authority drifts upward. Without clear ownership at the field level, every escalation lands on leadership — compressing capacity and slowing response time.
03Technician utilization masks real capacity. Wrench time metrics look stable while overtime, callbacks, and rework quietly compress margin.
04Field-to-office handoffs are unstructured. Scope changes, billing closeouts, and pricing exceptions fall through gaps between dispatch and back-office systems.
05The P&L captures the outcome — not the cause. By the time margin compression appears in reporting, the structural failure has been running for months.
06CEO churn follows — predictably. When operating model failures accumulate without correction, leadership strain becomes a board-level event within 6–12 months.
"Most performance gaps in trades platforms are not strategic failures — they are structural execution failures."
Targets outrun field capacity. Decision authority drifts upward. Integration pace exceeds system maturity. Margin erosion follows — long before reporting reflects it. Platform Performance Partners operates at the execution layer where EBITDA is actually won or lost.
Advisory Services

Where Structural Failure
Actually Occurs

Three focused service lines — each targeting a specific layer of operating model breakdown in PE-backed MEP and field service platforms.

01
Execution Capacity Alignment
Realign dispatch load, technician utilization, and supervision capacity to match growth and integration pacing. Correct structural bottlenecks before margin compression compounds.
DispatchUtilizationSupervisionOvertime
02
Integration Load Stabilization
Sequence platform and add-on integrations against actual field absorption capacity. Prevent initiative overload from distorting execution metrics and forecast reliability.
Add-ons100-Day PlansSequencingForecast
03
Decision & Accountability Architecture
Clarify decision rights, escalation paths, and execution authority so accountability sits where operational outcomes are produced — not abstracted upward to leadership.
Decision RightsEscalationAuthorityOrg Design
The Field-to-EBITDA Diagnostic

14 Days. Three Deliverables.
One Clear Picture.

A structured diagnostic that isolates the operational decision points where EBITDA is lost between dispatch and invoice — and identifies which fixes actually move margin.

L1
EBITDA Leakage Map
Scores 9 operational decision points — dispatch, scope, labor productivity, first-time fix, pricing execution, billing velocity, handoffs, decision latency, and supervision span.
L2
Decision Ownership Audit
Maps authority gaps, unclear ownership, and decision latency across field, office, and leadership. Identifies where accountability has drifted from where outcomes are produced.
L3
Field-to-Finance Translation
Connects operating signals to EBITDA exposure ranges — in language boards and investment committees understand and can act on.
Three deliverables. Always. Nothing more.
EBITDA leakage heat map · Decision ownership matrix · Board-ready readout slide
Schedule the Diagnostic →
9 leakage areas examined
DispatchTime-to-assign, idle hours
Scope control% tickets with scope notes vs. billed
LaborWrench time %
First-time fixCallback and rework rate
Decision latencyAvg days open per escalation
PricingQuoted vs. realized GM variance
BillingDays to invoice
Handoffs% jobs with missing closeout
SupervisionSupervisory span of control
14-day engagement timeline
Days 1–3Intake — data request, org mapping, field ride-along
Days 4–7Analysis — leakage scoring, decision mapping, EBITDA ranges
Days 8–10Synthesis — top 3 leaks, quick wins, structural fix
Days 11–14Readout — operator summary, board slide, Go/No-Go
Engagement Pricing

Fixed Scope. Fixed Fee.
No Surprises.

Every engagement is priced on a fixed-fee basis. You know exactly what you get and what it costs before we start. 50% collected at engagement start.

Entry
Field-to-EBITDA Diagnostic
14-day scoped engagement
$12,500
Fixed fee · 50% at start
EBITDA leakage heat map
Decision ownership matrix
Board-ready readout slide
Go / No-Go recommendation
20–30 hrs operator access
Recommended
Diagnostic + 30-Day Advisory
Findings plus implementation roadmap
$18,500
Fixed fee · 50% at start
Everything in the diagnostic
30-day implementation roadmap
Weekly operator check-ins
Priority fix sequencing
Direct access via text / call
Ongoing
Fractional Operating Partner
Embedded advisory — 90-day minimum
$15K–$22K
Per month · scope-dependent
Ongoing field-to-EBITDA oversight
Weekly leadership cadence
Board / IC reporting support
Margin recovery tracking
Embedded operating posture
Buyer context: A PE-backed MEP platform at 0M revenue recovering just 0.5% in margin is 50,000. The entry diagnostic pays back in days if a single leakage area is addressed. One platform CFO estimated .2M in productivity disruption from a single software rollout across nine branches.
About

Field-to-Leadership.
Every Layer.

David Kresica — Founder, Platform Performance Partners
United States Air Force
HVAC Distributor Driver
Purchasing Agent
HVAC Technician
Sales & Project Management
Operations Leadership
Platform Performance Advisory

After an honorable discharge from the United States Air Force, David Kresica entered the mechanical trades industry at the ground level — as a delivery driver for an HVAC distributor. What began as a transitional role became a two-decade progression through nearly every operating layer of the MEP ecosystem.

From the field to purchasing, project management, and ultimately operations leadership, David built a rare perspective on how MEP businesses actually function — from technician productivity and dispatch friction to margin management and operational governance.

While advancing through the field, David completed business studies through Ferris State University, combining hands-on trade experience with operational and financial training. Throughout his career he has worked alongside organizations including Lennox and Johnson Controls, gaining exposure to both manufacturer and contractor operating environments.

Today, through Platform Performance Partners, David works with private-equity-backed MEP platforms to identify operational breakdowns early, stabilize field execution, and protect EBITDA before margin compression escalates into leadership turnover or board intervention.

Organizations worked alongside
Lennox Johnson Controls PE-Backed MEP Platforms Multi-Location Field Operations
United States Air Force
Honorable discharge — discipline & systems
Ferris State University
Business studies — operations & finance
20+ Years MEP Operations
Field through executive leadership
Operator-to-Operator
No routing layers — direct engagement
Start a Conversation

Operator-to-Operator.
No Routing Layers.

Direct email
david@platformperformancepartners.com
Schedule directly
Book a diagnostic call →
Operating coverage
North America
Remote + on-site engagements
Platform + add-on structures
Multi-location field operations
Integration-stage environments
"If you are evaluating execution risk, integration strain, or operating model gaps inside a PE-backed MEP or field-service platform — this is the right conversation."
— David Kresica, Founder