Case Studies

AI that moves
the exit number.

Every engagement is measured in EBITDA impact, not deliverables. Here's what that looks like in practice.

01Illustrative ExampleCommercial HVAC & Plumbing·Ridgecrest Capital Partners

Apex Mechanical Services - PORTFOLIO ILLUSTRATION ONLY

$1.8M Annual EBITDA Added

A $48M PE-backed HVAC platform was bleeding revenue through missed calls and manual dispatch. PDS deployed a 24/7 AI voice agent, automated scheduling, and a commercial lead qualification engine - adding $15.3M to the projected exit valuation.

AI Voice AgentLead QualificationScheduling AutomationPE Dashboard
$110K total engagement139x ROI
$1.78M
annualized
EBITDA Added
Priority
from delayed follow-up
Lead Response
71%
from 31%
After-Hours Booking
$15.3M
at 8.5x
Exit Value Added
Engagement example · HVAC / PlumbingRead full case study

Coming Soon

More case studies in progress - pest control, dental DSO, commercial cleaning.

AI Implementation for PE Portfolio Companies

Ready to See the EBITDA
Impact Across Your Portfolio?

Start with a $15K AI Readiness Assessment for one portfolio company. A prioritized roadmap with projected EBITDA impact - formatted for your investment committee.

Assessment-LedEngagement model
10–15%Avg. EBITDA lift
NDAConfidential by default
Talk to an Expert

No commitment required. NDA available on request.