PPavionExecutive Cockpit

Business Overview

How Pavion turns the data from 70+ offices and 10 acquired brands into one trusted picture — and into the decisions that compound into exit value.

Pavion · FY26 (modeled)
#4 SDM Top Systems Integrators (2025)
2,800 employees · 70+ US sites · 23 countries
The Pavion Operating Platform

Ten brands. Seventy offices.
One source of truth.

A half-integrated roll-up usually can't answer a simple question the same way twice. Pavion can — because every number is unified into one governed truth, then served as the exact answer each leader needs to act.

Before

Ten systems, ten answers

SAPQuickBooksSageLegacy CPQ5 CRMsBrand ERPsSpreadsheets

Every brand keeps its own books. A simple question — “what's our margin?” — returns a different number from each system, days later.

After

One governed truth

One ontologyGolden recordsOne metric dictionaryConfidence-flagged

Data is resolved, federated and defined once — so the same question returns the same trusted number, live, for everyone.

How it works

Five moves, raw data to realized value

Built around how leaders actually work

Every role has a journey — and an outcome

Sign in as any leader and the cockpit becomes theirs: their queue, their views, their guided path from question to decision. Here is what that looks like.

JO
Joe Oliveri
President & CEO
The challenge

Ten brands on ten systems — no single, trustworthy read on whether the value-creation thesis is working.

What they get

One live enterprise picture and a ranked queue of the highest-value moves.

Their day, better

Walks into the board meeting with the answer — not a three-day data pull.

AZ
Abu Zeya
Chief Financial Officer
The challenge

Margin, cash and leverage are buried across legacy ledgers and spreadsheets.

What they get

P&L, working capital, covenant headroom and exit value in one governed pane — plus an agentic scenario planner.

Their day, better

Sees the deleveraging path and the cash for the next deal in seconds.

💰CFO: P&L → cash → exit

Earnings to cash to value: the consolidated P&L, working-capital and leverage, cohort economics, and the buyer's normalized view.

Start Abu's journey →
SK
Sergio Katz
VP, Mergers & Acquisitions
The challenge

Sourcing deals without proof the last acquisitions actually returned.

What they get

A scored funnel with MOIC and integration risk, anchored to the real track record.

Their day, better

Underwrites the next deal on evidence, not optimism.

SP
Susan Post
Chief Transformation Officer · Integration PMO
The challenge

Integrations stall; blockers and data-grain gaps surface too late.

What they get

Live workstreams, blockers and the golden-record state for every brand.

Their day, better

Finishes each acquisition faster — and always knows what is left.

TJ
Todd Jackson
Chief Revenue Officer
The challenge

Pipeline, whitespace and renewals scattered across brand CRMs.

What they get

Funnel → forecast → cross-sell whitespace → renewals, in one flow.

Their day, better

Knows where the next dollar comes from and defends the recurring base.

KI
Keith Ikels
Chief Information Officer
The challenge

Many systems, no governed truth, and no view of data freshness.

What they get

A shared ontology, the data mesh, source freshness and cutover status.

Their day, better

Integrates logically today — answers before the migration finishes.

TR
Treasury
Treasury · Working Capital
The challenge

Daily cash and covenant headroom uncertain across entities.

What they get

13-week cash, DSO/DPO levers and live covenant headroom.

Their day, better

Funds the flywheel with no surprises.

💰CFO: P&L → cash → exit

Earnings to cash to value: the consolidated P&L, working-capital and leverage, cohort economics, and the buyer's normalized view.

Start Treasury's journey →
WP
Wind Point Partners
Board / Owner
The challenge

Hard to know if the roll-up thesis is on track — and whether it is exit-ready.

What they get

The value-creation plan, normalized EBITDA and the equity bridge, governance-grade.

Their day, better

Reads the return and what gates the sale at a glance.

The value-creation engine

Four pillars, each with its levers, agents and a number

Joe Oliveri runs Pavion on four priorities. Each pillar has concrete levers, a standing AI agent (or desk) working it, and a live goal with a target — so the thesis is measurable, not a slogan.

🧩Integration

Finish absorbing each acquisition — one platform, office-grain actuals.

Levers
  • Cut over the laggard brands
  • Lift coverage to true actuals
  • Clear the blocker critical path
Platform integratedOn track
78%100%
Open Integration
⚙️Synergy

Turn scale into margin — shared cost, pricing discipline, utilization.

Levers
  • Procurement & energy
  • Governed CPQ pricing
  • Field-force utilization
Synergy realizedOn track
78%100%
Open Synergy
🤝M&A

Source, price and sequence the next deals inside the debt headroom.

Levers
  • Score the funnel by MOIC
  • Deploy dry powder
  • Underwrite on the real record
Targets in funnelOn track
712
Open M&A
👥Cross-sell

Attach a 2nd/3rd service across the base; defend the recurring book.

Levers
  • Work single-service whitespace
  • Lead with monitoring / ON-X
  • Save the at-risk renewals
Recurring mixBehind
40%45%
Open Cross-sell
One shared language

Everything connects to the office

The ontology is the model behind the truth: ten classes, one keystone. The office is where brand, leader, legal entity and geography reconcile — so a number computed anywhere foots everywhere.

See it whole

Every subject, composed into one 360

A 360 assembles everything the platform knows about one subject — graph context, governed metrics, external signals — into one role-ready surface a person and an agent read the same way.

Quote to cash

Follow the money, end to end

One spine shows the value, the conversion, the days and the leakage at every handoff — ≈185 days quote-to-cash, with ~$45M stuck or leaking. The biggest pools: unbilled work and aged receivables.

QuoteOrderDeliverBillCollect
Walk the cycle
The engine room

Source it, integrate it fast, prove it returns — and trust every number

The roll-up only works if integration is fast and the thesis is provable — and only matters if the numbers tie out. A standing reconciliation harness proves each metric equals the sum of its parts.

What it compounds into

The same governed data, the same decisions — a better business

$785M
Revenue
Fire Safety · Security · Integration
$116M
Adj. EBITDA
14.8% margin
$48M
Free cash flow
funds the flywheel
$314M
ARR
40% recurring
4.2×
Net leverage
deleveraging to exit
📖
See it all come together
Read the Pavion story, end to end

The full operating narrative — sales and markets, delivery and recurring revenue, the roll-up and the financials — as one continuous scroll.

The Pavion Story

See it as you

Pick a role and walk its journey, ask the cockpit a question, or look under the hood.