How Medallion Partners Transformed a $200M Mechanical Service Provider into an Industry Leader
Learn how this financial services group transformed their operating model from fragmented and disjointed into a high-tech, customer-centric organization through 12 new strategic leaders.
“What’s impressive about Medallion is how they work to understand exactly what we’re trying to accomplish. Their expertise in change management and project execution made the implementation seamless, and we’ve achieved great outcomes. Their partnership drives our success, and we look forward to continued collaboration.”
Founder and CEO
$200M Mechanical Services
Overview
Medallion Partners partnered with a founder-led $200M private mechanical service provider to address their growth aspirations and leverage opportunities for a national expansion. Driven by the owner’s vision of “building something that matters,” the company aimed to set a legacy-cementing growth trajectory while preserving its core values and quality of service.
The goal was to define a clear direction and chart the best path forward. Through strategic planning, retreats, team assessments, and executive search, Medallion Partners identified and filled key positions such as CFO, CHRO, CIO, and Divisional Vice Presidents, forming a robust senior leadership team.
This work reenergized the founder’s values of integrity, relationships, shared success, and disciplined execution. The partnership with Medallion Partners enabled the company to realize significant growth and establish itself as one of the largest independent providers in the industry’s history.
Approach
Medallion Partners devised and implemented a national-scale strategy, leading to capital investments, expanded senior leadership, and changes in corporate governance. As a result, the company experienced significant growth and became one of the largest independent providers in the country.
Strategic Planning
Medallion Partners conducted multiple strategic planning sessions and retreats to identify challenges, uncover growth opportunities, and define the best way forward.
Organizational Design
Strategic direction shapes the organizational structure, which in turn determines specific roles, metrics, and responsibilities within the company.
Executive Search
Identified the need for the key positions of CFO, CHRO, CIO, and Divisional Vice Presidents. Sought and installed ideal candidates for each role.
Culture-Building
Conducted leadership assessments and profiles to enhance team dynamics by building trust, promoting healthy conflict, tracking progress, and celebrating growth.
Results
3
C-Suite Leader Positions Created and Recruited
98%
5 Business Functions
58%
58% Diversity Placements
Conclusion
Medallion Partners collaborated closely with a founder-led, regional, private mechanical service provider to address their growth aspirations and leverage opportunities as they embarked on a transformative journey toward commercial expansion. Through strategic planning, organizational design, executive search, change management, and ongoing support, Medallion Partners helped the company establish a solid foundation, assemble a robust senior leadership team, and ensure smooth implementation and organizational alignment, exemplifying the power of a comprehensive and tailored partnership.
