PPavionExecutive Cockpit

Pavion · Strategic Command Center

One executive screen — KPIs, smart alerts, the exhibits, the operations heatmap, and what's on track. Every figure live off the governed dataset.

Pavion · FY26 (modeled)
#4 SDM Top Systems Integrators (2025)
2,800 employees · 70+ US sites · 23 countries
Executive read· the answer, then the moves

Revenue $785M (▲18%) and $116M EBITDA at 14.8% margin keep the plan on track — but 4 of 7 acquisitions are still integrating and DSO sits at 54d. Bank the +$24M synergy already captured by finishing integration before the buyer's diligence.

7 of 8 headline metrics improving vs prior · still off target: Adjusted EBITDA $116M vs $120M, Adj. EBITDA Margin 14.8% vs 16.0%, ARR (Recurring) $314M vs $330M

Do now — ranked by urgency
  1. 1
    Covenant headroom 0.9× (lev 4.6× vs 5.5×)Act now
    Why it matters

    Sets deal capacity and refinancing risk.

    What's driving it
    • Q1 (act)
    • Signal: Threshold
    FYI
    • Net-debt/EBITDA 4.6× against a 5.5× ceiling.
    • Owner: CFO · Treasury
  2. 2
    Finish integrating the in-flight cohortsWatch
    Why it matters

    4 of 7 acquisitions remain unabsorbed; the +$24M EBITDA captured so far is the synergy at stake if integration stalls.

    What's driving it
    • 4 of 7 cohorts not yet Integrated
    • +$24M EBITDA uplift captured since purchase
    FYI
    • Revenue $785M ▲18%; EBITDA margin 14.8%
    • Owner: COO · Integration PMO
  3. 3
    Pull DSO back to targetWatch
    Why it matters

    DSO at 54d ties up working capital that funds the flywheel; net debt/EBITDA is 4.2x.

    What's driving it
    • DSO 54d
    • Net debt/EBITDA 4.2x
    • 4 of 10 board goals off On-track
    FYI
    • NRR 106%; recurring mix 40%
    • 8 smart alerts flagged across 6 regions
  4. 4
    Southeast region margin driftWatch
    Why it matters

    Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.

    What's driving it
    • Region GM
    • Signal: Alert
    FYI

    Southeast GM 200bps below plan amid RFI/ISC integration drag.

💎 Value creation → exitStep 3 of 7 · is the consolidated business on track?Value Creation PlanFinance 360All journeys
🌐 Enterprise 360 modules· on Enterprise 360Browse all 31 views ▾
Total Revenue
$785M
▲ 18.0% vs priorTarget $800M
Adjusted EBITDA
$116M
▲ 26.1% vs priorTarget $120M
Adj. EBITDA Margin
14.8%
▲ 7.2% vs priorTarget 16.0%
ARR (Recurring)
$314M
▲ 19.8% vs priorTarget $330M
Revenue Growth (YoY)
18.0%
▼ 25.0% vs priorTarget 20.0%
Net Revenue Retention
106.0%
▲ 2.9% vs priorTarget 110.0%
DSO (Days Sales Outstanding)
54d
▼ 11.5% vs priorTarget 48d
Net Debt / EBITDA
4.2x
▼ 8.7% vs priorTarget 4.0x
Smart Alerts

Flagged issues that need attention

Automatically detected and persona-routed — click any alert to open the 360 that owns it and act.

ceo · Region GMWatch
Southeast region margin drift
Southeast GM 200bps below plan amid RFI/ISC integration drag.
Do: Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.
ceo · PipelineOpportunity
Oracle expansion → $12.5M opportunity
News signal converted to qualified, credit-cleared multi-region pursuit.
Do: Prioritize solution design; align certified-tech coverage in new metros.
cfo · DSOWatch
3 brands running DSO > 65 days
ISC (67d), Signet (66d), Staples account (67d) lifting blended DSO.
Do: Targeted collections sprint on $0.9M; tighten milestone billing on ISC projects.
cfo · Overdue ARRisk
Staples credit exposure
Distress filings + overdue AR; churn risk High on $6.4M account.
Do: Move to credit hold pending paydown; reforecast ARR net of likely churn.
cfo · LeverageOpportunity
Covenant headroom improving
Net Debt/EBITDA 4.2x vs 5.5x covenant; liquidity $132M.
Do: Capacity exists for 1–2 tuck-in acquisitions this fiscal year.
board · SynergyWatch
ECD synergy realization behind plan
Synergy at 78% of model; integration 80% complete.
Do: Hold management to 90-day synergy recovery plan; track at next board meeting.
board · Cohort EBITDAOpportunity
2023 cohort EBITDA uplift validated
AFA/RFI cohort margin expanded ~500bps post-integration.
Do: Thesis intact; continue disciplined roll-up at <5.5x leverage.
board · Recurring MixWatch
Recurring mix below 45% target
Recurring 40% vs 45% strategic target; Integration BU dilutive.
Do: Push subscription/ON-X attach on Integration installs.
Exhibit 1

Revenue & EBITDA — monthly trend

Consolidated, all brands (USD) · $785M revenue · 14.8% margin

Exhibit 2

Revenue share by business

Security · Fire Safety · Integration

Security45%
Fire Safety35%
Integration20%
Exhibit 3

Regional performance

Click into Org Roll-up 360 to drill region → brand → office

RegionSitesRevenueShareStatus
Northeast13$179M22.8%On track
Mid-Atlantic (HQ)12$165M21.0%On track
Southeast13$153M19.5%Watch
Mountain & Central12$134M17.1%Watch
West10$122M15.5%Watch
International7$32M4.1%Watch
Drill the roll-up →
Exhibit 4

Acquisition cohorts — revenue & state

+$24M EBITDA captured since purchase

Green = integrated · amber = in progress · red = early. Brand / M&A 360 →

Exhibit 5

KPI scorecard — actual vs target

Board-approved targets; current values auto-calculated from live data

ObjectiveKPICurrentTargetProgressStatus
Run one operating model across every brandPlatform integrated78%100%
78%
On track
Bank the cost synergies promised in each dealSynergy realized78%100%
78%
On track
Sell the whole platform into single-service accountsRecurring mix40%45%
89%
Behind
Reaccelerate disciplined tuck-ins (Central US, cyber, intl)Targets in funnel7#12#
58%
On track
Deliver 10%+ organic growth via account developmentOrganic growth8%10%
80%
Behind
Grow the annuity (RMR / ARR)ARR314$M360$M
87%
On track
Expand EBITDA margin through scale & synergyEBITDA margin14.8%17%
87%
On track
Close the NICET-certified technician gapCertified techs86%92%
93%
Behind
Retain & expand the base (platform-first experience)Net retention106%110%
96%
On track
Free working capital to fund the flywheelDSO54d48d
89%
Behind
Global Operations Heatmap

The footprint at a glance

Each dot is an office. Colour = operational health (green = healthy · amber = watch · red = at risk). Hover for detail; open Site 360 to act on one.

Continental U.S. network · 60 sites
HealthyWatchAt riskHQ
International · 23 countries, 3 continents
Toronto (CAN)$9M
London (GBR)$7M
Frankfurt (DEU)$5M
Dublin (IRL)$4M
Singapore (SGP)$4M
Tokyo (JPN)$3M
Execution Hub · Goals & OKRs

On track to the plan?

The four pillars, board targets vs live current — same scorecard as Exhibit 5, owned.

Open Strategy & Goals →
Execution Hub · Action items

What needs a decision

The team's live queue — assign, snooze, resolve.

Action items are managed in Today — your role-filtered decision queue, each with an owner and an action that persists to the audit trail.