Background

 

In August 2019, MD Holdings acquired a majority interest in Advantage Surveillance, a nation-leading insurance claim investigation firm based in North Carolina. Over the next three-years, we helped facilitate a transition that introduced several new initiatives and changes to infrastructure that quickly transformed the organization.

 

Key Growth Initiatives

Founder Succession

  • 100% of key customer and employee relationships retained.

  • Implemented a new, reduced Board to align with founder's objectives.


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Technology

  • $1M Invested to update system with best-in-class technology.

  • $500k Saved in Annual operational costs.


Sales Strategy & Design

  • 14% Compound annual growth in revenue

  • Restructured sales team into two distinct teams to drive KPIs


Product Innovation

  • 20% Increase in annual growth.

  • Broadened product offering to include ancillary services.


Acquisition Support

  • 2 business acquisitions, increasing density of geographic footprint.

  • 50% Increase in revenue via acquisitions.


Will Gregory

Will Gregory

Founder and President of Advantage Surveillance
"It was clear to me that I had taken the organization as far as I could take it on my own. I found a partner with the expertise and business sense to capitalize on what was great about the company and add improvements to what was needed to grow. I couldn’t have picked a better partner."
 
 

Want to learn more about how a partnership with MD Holdings would work?