Greenfield vs. Acquisition: How to Scale a Security Business the Smart Way

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Entry & Exit - Inside the Security & Fire Industry 16 min 2 speakers 8 chapters transcribed 1 month ago
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What are the fundamental pros and cons of acquiring an existing security business?

Stephen Olmon 0:00
What would you say some kind of classic pros and cons on acquiring? It depends. Typically, you need more money. That likely means you're gonna be in some debt, you know, borrow money from your rich uncle
Collin Trimble 0:13
Dave. I think it's important to distinguish between are you an existing operator trying to open a new location um to scale your business or are you getting into the industry to begin with? If you're going to go greenfield, if you don't have a plan, you should just go acquire. It's
Stephen Olmon 0:29
nice to be able to start with something and so you don't have to start from scratch.
Collin Trimble 0:32
I think you should try to greenfield in your own market before you try to greenfield in a separate market so that you're not surprised when you do greenfield into a market where you actually want to spend real dollars.
Stephen Olmon 0:48
Welcome to Entry and Exit. My name's Steven Ollman and I also have Colin Trimble with me here. And today we're talking about greenfielding in the security industry versus a buy and build approach. What do you say, Colin?
Collin Trimble 1:01
This is a tough one and I think because we're the acquisition guys, yeah people are gonna assume that we are gonna always say acquisitions. Um and I think the real answer is It depends. It depends. Depends. I think it depends and I think it's also Uh I think it they're not mutually exclusive and we're gonna talk about that strategy here in a second. Yeah. Um But I think let's start first with pros and cons from each and then we can kind of talk through some of what how we think about things. What do you think about that?
Stephen Olmon 1:36
That's great. And uh I'm gonna kick us off with some pros and cons related to the buy and build approach. Um Typically Uh, you need more money. Wait, when you say buy and build, you mean acquisition. Yeah. Like we're gonna acquire you're gonna you're gonna acquire first. Yeah. You're gonna just kind of a traditional searcher buy and build idea.

How does a greenfield approach differ when you’re an existing operator versus a newcomer?

Stephen Olmon 1:59
You're gonna acquire a platform. Yeah. Um you're that likely means you're gonna be in some debt to a bank. You might be talking about an SBA loan, equity raise. Yeah, you know, borrow money from your rich uncle Dave or whoever, what his name is. Start eliminate stand. Yeah. Um and ideally, you know, some of your own equity. Got some skin in the game. Um, but typically just h overall, you're gonna need some money. You're gonna need money coming from multiple places potentially. It is not as simple um as green fielding. Um and so Um, that means that you probably have to spend more time preparing. Uh, and you also have to weigh the um the risks within that kind of more um kind of capital at risk, whether it's your capital or someone else's capital or the bank's capital.
Stephen Olmon 2:53
All three of those carry different sorts of risks with them. Um but the fun thing is if you're somebody that's kind of like an improver of things, you're more that person, that skill set, then it's nice to be able to start with something and to improve it. You know, it's existed for 10, 20 years, whatever it may be. And so you don't have to start from scratch. So um those are a couple things right off the top of my mind. Uh what What would you say some kind of classic pros and cons on acquiring?
Collin Trimble 3:24
Yeah. I think it's important to distinguish between are you an existing operator trying to open a new location um to scale your business or are you getting into the industry to begin with?
Stephen Olmon 3:35
Correct.
Collin Trimble 3:35
And I'm gonna take the approach as you kind of to almost approach it more like if you're a if you're getting into the industry and like buy versus build. I'm gonna think about it more from a frame of reference of if you're an operator um with an existing out like an existing platform, let's just say in Houston. And you know, maybe you're trying to find a location in, let's say, Dallas. Who knows? I don't know. I don't I know a couple of guys that are kind of in that boat. Um Here's what I would say.

Why is having a repeatable playbook crucial for scaling in the security industry?

Collin Trimble 4:03
I think you I think you nail that I would say that when you're green fielding You obviously have lower risk from a you're likely not taking on well, I hope you're not taking on debt, you're probably funding it, you know, out of your own capital off your own balance sheet.

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