Company Research Report: Legacy Service Partners

Company Overview

• Name: Legacy Service Partners

• Mission: Legacy Service Partners invests in high-performing residential HVAC, plumbing, and electrical companies. Their mission is to collaborate with partners to develop strategic roadmaps for success and to provide necessary tools for operational excellence.

• Founded: 2021

• Founders:

• Rob Millock (CEO & Cofounder)

• Jake Sloane (Cofounder)

• Frank Zhang (Cofounder)

• Key People:

• Rob Millock, CEO & Cofounder

• Jake Sloane, Cofounder

• Frank Zhang, Cofounder

• Patrick Morgan, CFO

• Martijn Oechies, COO

• Ricki Tishman, SVP Platform & Growth

• Sean Loboda, SVP People

• Sydney Farrar, RVP

• Aaron Rush, RVP

• Ben Hummel, VP Partner Success

• Christine Chen, Director of Talent Acquisition

• Travis Piercefield, Director of Marketing

• Patrick Prommel, Director of Implementation

• Peter Ankoh, Controller

• Gina Sternberg, Regional Director of Finance

• Josh Drew, Regional Director of Finance

• Kyle Ropers, Regional Controller

• Headquarters: 2701 North Rocky Point Boulevard, Suite 655, Tampa, FL 33607

• Number of Employees: No information available

• Revenue: No information available

• Notable For: Legacy Service Partners is known for investing in and amplifying residential HVAC, plumbing, and electrical service providers across the United States, partnering with over 30+ leading local brands.

Products

• What Products Do They Offer: No specific products are listed. Legacy Service Partners provides investment and strategic support for residential HVAC, plumbing, and electrical service companies.

• High-Level Description: Legacy Service Partners does not offer direct consumer-facing products but rather invests in companies that provide HVAC, plumbing, and electrical services to residential customers.

• Key Features:

• Strategic insights for business growth

• Professional network support

• Amplification of company culture and team

• Collaboration for operational efficiency

Recent Developments

• Recent Developments:

• In July 2024, Legacy Service Partners welcomed One Source Heating, Cooling, and Electrical Services, LLC, based in Birmingham, Alabama, into their partnership network.

• New Products Launched: No information available

• New Features Added:

• Deployment of committees for different areas within the company, allowing collaboration on the ServiceTitan® platform to maximize its use by new partners.

• New Partnerships: Partnership with One Source Heating, Cooling, and Electrical Services, LLC

Values and Culture

• Core Values:

• "Win Together": Alignment of incentives to ensure collective success.

• "Today, Not Tomorrow": Focusing on immediate actionable goals.

• "Performance, Not Politics": Ensures efficient operations with a cost-conscious culture.

• What They Look for in Partners:

• Residential focus

• Strong leadership team with a desire to operate the business

• Market leadership with a strong brand

• Loyal customer base

• Low employee turnover

• Superior company culture

• Testimonials from Partners:

• Positive feedback highlighting the alignment in core values, support in growth and operational efficiency, and honesty and transparency in business dealings. Partners have reported doubled revenues and profit post-collaboration, as well as consistent support from Legacy.

Contact Information

• Address: 2701 North Rocky Point Boulevard, Suite 655, Tampa, FL 33607

• LinkedIn: Follow Legacy Service Partners on LinkedIn

• Website: [Legacy Service Partners](#) (No specific URL provided)

Conclusion

With a strong foundation in collaboration and partnership, Legacy Service Partners continues to position itself as a leader in investing in residential HVAC, plumbing, and electrical service providers. Their strategy of creating a network of like-minded entrepreneurs has resulted in significant growth and operational efficiency improvements for their partners.