Own value creation strategy and execution across a private equity portfolio of skilled trades businesses. Build 100-day plans, identify growth and margin improvement levers, quantify EBITDA impact, track initiatives through KPI infrastructure, and support exit preparation. Partner directly with portfolio company operators, finance teams, and firm leadership to execute improvements, benchmark performance, and document defensible value creation results.
The Opportunity
Chisel Industries is a holding company based in San Francisco that partners with and acquires leading skilled trades businesses across many verticals, including roofing, HVAC, plumbing, electrical, landscaping, general contracting, and pools. We pair strong local operators with institutional capital and ChiselOS, our proprietary AI operating platform. Chisel invests in these businesses for the long term, give operators the capital, back-office muscle, and AI-native tools to grow, and reinvest in the people behind the work. We need someone who can go into the field, map how a business actually runs, and drive the improvements that make it worth more.
That's where the Director of Value Creation comes in. You'll own the value creation strategy and execution tracking across Chisel's portfolio companies, looking across every trade vertical, assessing what's already in place at each acquired business, and deciding where to optimize. Working directly with portfolio company owners, operators, and the Chisel team, you'll identify, prioritize, and monitor the initiatives that drive EBITDA growth, margin expansion, and M&A. This is a hands-on role: you'll build and execute the value creation plan for each business, track realized impact against an EBITDA bridge, and own the KPI and reporting infrastructure that gives leadership visibility into initiative-level progress.
Key Responsibilities
Chisel Industries is a holding company based in San Francisco that partners with and acquires leading skilled trades businesses across many verticals, including roofing, HVAC, plumbing, electrical, landscaping, general contracting, and pools. We pair strong local operators with institutional capital and ChiselOS, our proprietary AI operating platform. Chisel invests in these businesses for the long term, give operators the capital, back-office muscle, and AI-native tools to grow, and reinvest in the people behind the work. We need someone who can go into the field, map how a business actually runs, and drive the improvements that make it worth more.
That's where the Director of Value Creation comes in. You'll own the value creation strategy and execution tracking across Chisel's portfolio companies, looking across every trade vertical, assessing what's already in place at each acquired business, and deciding where to optimize. Working directly with portfolio company owners, operators, and the Chisel team, you'll identify, prioritize, and monitor the initiatives that drive EBITDA growth, margin expansion, and M&A. This is a hands-on role: you'll build and execute the value creation plan for each business, track realized impact against an EBITDA bridge, and own the KPI and reporting infrastructure that gives leadership visibility into initiative-level progress.
Key Responsibilities
Value Creation Plan Development
- Build the value creation plan for each portfolio company during diligence or shortly after close (the "100-day plan"), in direct partnership with portfolio company owners and operators.
- Identify and prioritize levers across commercial (pricing, cross-sell, new markets), operational (cost, procurement, labor productivity), and financial (working capital, capex discipline) categories.
- Quantify the expected EBITDA impact of each lever and build a target baseline for each portfolio company.
Execution & Tracking
- Work hands-on with portfolio company leadership to execute against prioritized initiatives.
- Track realized value against the baseline and report progress regularly to firm leadership.
- Revisit and adjust the value creation plan as new information emerges or business priorities shift.
KPI & Reporting Infrastructure
- Own the KPI and reporting infrastructure that gives the fund visibility into initiative-level progress, not just top-line financials.
- Leverage AI tools and automation to track and produce KPI data with minimal manual effort.
- Partner with the finance team so value creation KPIs tie cleanly into financial reporting and the budget baseline.
Exit Preparation
- Support exit preparation by quantifying and documenting the value created for the investment memo or CIM.
- Maintain a clear, defensible record of initiative-level impact that can withstand buyer diligence at exit.
Cross-Portfolio Benchmarking
- Run benchmarking and best-practice sharing across portfolio companies on value creation levers and outcomes.
- Share what's working and what isn't across the portfolio to speed up value realization for newer acquisitions.
- 6+ years of experience in private equity, management consulting, corporate development, or an operating role inside a PE-backed company, with direct exposure to value creation planning.
- Strong financial modeling skills; able to build and defend an EBITDA bridge and quantify the impact of individual initiatives.
- Demonstrated experience identifying and executing on growth, margin, and revenue improvement levers in a lower-middle-market or middle-market environment.
- Comfortable working directly with founder-operators and portfolio company leadership; able to earn credibility and drive execution, not just hand off a plan.
- Experience using AI or automation tools to build and maintain KPI reporting and dashboards.
- Strong written and verbal communication skills; able to translate initiative-level detail into a clear value creation narrative for firm leadership and, eventually, an exit process.
- Every portfolio company has a clear, quantified value creation plan and are tracking realized impact within 100 days of close.
- Initiative-level progress is tracked and visible to firm leadership on an ongoing basis, not just reconstructed at exit.
- Portfolio companies show measurable EBITDA improvement against their value creation plan within the first year.
- At exit, the value created by each initiative is clearly documented and defensible in the CIM and buyer diligence.
Similar Jobs
Consulting • Financial Services
Leads value creation programs for private equity clients and portfolio companies, developing operational improvement playbooks, identifying EBITDA enhancement opportunities, establishing governance and performance tracking, and delivering executive dashboards and board-ready materials. The Director also facilitates operating reviews, supports business development and practice building, mentors junior staff, and drives accountability across stakeholders to achieve measurable financial and operational outcomes.
Top Skills:
ExcelMicrosoft Powerpoint
Consulting • Financial Services
Lead and deliver pricing strategy and execution for PE sponsors and portfolio companies: run diagnostics (willingness-to-pay, elasticity, leakage), design pricing architecture and value-based models, build repeatable methodology and BD collateral, operationalize pricing changes with commercial/finance teams, and drive quantifiable EBITDA impact.
Top Skills:
AIExcelPricing SoftwareSQL
Consulting • Financial Services
Lead end-to-end supply chain transformation engagements for PE sponsors and portfolio companies, covering S&OP redesign, strategic sourcing, network optimization, and inventory/working-capital improvements. Build methodology, support due diligence and 100-day value creation plans, and engage with PE operating partners and portfolio COOs/CSCOs to sell margin expansion initiatives.
Top Skills:
Ai ToolsLlms
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
