Traditional delivery pyramid
Partner → project manager → functional consultants → developers → analysts → QA. More concurrent projects generally require more billable staff, onboarding and coordination.
Agilidy / Blackford Capital · Independent strategic POV
Acquisitions create scale. AI-native execution creates growth.Without the cost of traditional consulting.
We're looking for two kinds of PE partnership
1.
Invest in Agilidy and accelerate our growth.
Blackford's experience investing in specialized services businesses makes a strategic investment or growth partnership in Agilidy worth exploring—subject to investment fit.
2.
Partner with Agilidy across your portfolio.
Start with Habco's post-acquisition customer expansion and cross-selling opportunity, then scale an agent-enabled commercial growth playbook across Blackford holdings.
Prepared by Jason Wickman · Founder, Agilidy · October 2026 · Strategic perspective
Why I'm reaching out to Blackford
Two opportunities, one thesis.
Blackford Capital has built a reputation for investing in specialized services businesses and executing buy-and-build strategies. That experience maps directly to what Agilidy is building.
I'm reaching out with two connected asks: partner with Agilidy across your portfolio to drive agent-enabled commercial growth, and explore whether an investment or strategic growth partnership can help scale the platform together.
This short video summarizes the thinking behind both.
01 / The market proof point
Mercor didn't just add AI. It redesigned the business model.
Reported annualized revenue growth
$1M → $100M
11 months
Mercor's CEO reported this annualized revenue milestone in March 2025. Annualized gross revenue is not the same as subscription ARR, retained revenue or profit.
Review sourceMercor used AI to automate and scale how it identifies, evaluates and coordinates specialized human expertise. Its rapid growth demonstrates that software can reshape the operating model for expert services—not simply make existing processes marginally faster.
Agilidy's thesis applies that principle to the Microsoft ecosystem: replace the assumption that every additional engagement requires a proportional increase in consultants with a model of senior leaders and operators orchestrating AI agents and reusable IP.
This is a business-model analogy, not a claim that Mercor's economics or growth can be replicated.
02 / Why I started Agilidy
I left a good VP of Sales job because I saw this coming.
I left a VP of Sales role at a $400 million publicly traded company—not because the job was failing, but because I believed AI was about to transform the consulting industry I had spent 25+ years helping build.
From helping launch Microsoft CRM to building and scaling consulting practices, I knew the traditional economics: growth meant recruiting, certifying, deploying and managing more consultants.
I wanted to pioneer the next model, not watch it happen.
Agilidy is deliberately starting with experienced commercial operators, specialist partners, AI agents and intellectual property—not a large pyramid of billable headcount.
03 / The delivery economics
Senior operators + agentic IP. Value sooner. Less headcount dependency.
A side-by-side model of the time required to reach a measurable commercial pilot. The traditional model coordinates sequential specialist work; the AI-native model lets senior leaders direct parallel agents and reuse proven components.
Illustrative engagement complexity
Traditional people-intensive delivery
20 weeks
Sequential staffing and specialist handoffs
Commercial discovery + baseline3.0w
Data mapping + account intelligence5.0w
Configure + test first use cases7.0w
Seller adoption + measurement5.0w
Agilidy hypothesis: senior operators + AI agents + IP
9 weeks
Senior oversight, agent-assisted execution, reusable playbooks
Commercial discovery + baseline1.0w
Data mapping + account intelligence2.0w
Configure + test first use cases3.0w
Seller adoption + measurement3.0w
Time to first pilot
20 vs 9 weeks
Illustrative acceleration
2.2× faster
Where value compounds
Reusable IP + agent workflows
Scenario assumptions for discussion, not actual delivery benchmarks, customer results, forecasts or savings guarantees. Work phases are modeled sequentially for comparability; real engagements may overlap. Validate durations, labor cost, token spend, oversight, rework and quality against a scoped pilot before making financial claims.
03 / The time-to-value advantage
Senior operators + agentic IP vs. headcount-led consulting.
Traditional delivery capacity expands by staffing a project team. The proposed Agilidy model starts with experienced commercial and technical owners, deploys reusable patterns and assigns agents to bounded execution tasks—while retaining human quality and governance gates.
Illustrative engagement scope:
Milestone
Mobilize
First live value
Operational adoption
Repeatable playbook
Traditional people-led
Week 4
Week 9
Week 15
Week 22
Senior leaders + agents
Week 1
Week 3
Week 6
Week 10
First live value
Week 3
vs. Week 9 traditionally
Potential weeks accelerated
6 weeks
Modelled difference, not observed result
Delivery model
Operator-owned, agent-assisted
Human approval at every critical gate
Scenario assumptions only, not benchmark data or a guaranteed timeline. Baseline estimates assume team mobilization, discovery, build and review cycles; AI-assisted estimates assume usable access, mature reusable components, bounded agent tasks and available senior reviewers. Validate through an actual pilot.
Agilidy's target operating model
Senior commercial operator + Microsoft solution lead + specialist partners, supported by agents for research, documentation, data mapping, configuration assistance, testing and analytics; repeatable IP reduces rework.
Blackford Capital / Research-led thesis
An acquisition is the beginning of the revenue opportunity.
Blackford's buy-and-build approach provides a compelling setting for an operator-led, AI-assisted commercial integration playbook. The opportunity is to connect relationships, service capabilities, bid pipelines and account plans across acquired businesses—not to assume their current CRM or ERP needs replacing.
Habco + E.G. Middleton
October 2026 acquisition expanded Habco’s geographic reach and capabilities. Test customer overlap, cross-selling and coordinated larger-project pursuits.
Security Fire Systems
A fire and life-safety services platform with acquisition-led growth. Investigate service-to-sales, recurring maintenance and customer expansion.
PACIV / Automation Control Group
Industrial automation and engineering platform with acquired specialist capabilities. Explore shared accounts, pipeline-to-project handoffs and cross-business growth.
Research hypotheses, not verified technology gaps or existing engagements. Blackford Capital source ↗
04 / Two connected opportunities
Partner on value creation. Potentially build the platform together.
01
Portfolio value creation
Help Blackford Capital execute acquisition-driven commercial growth initiatives across Marketing, Sales, Service and Field Operations. Start with a focused portfolio-company pilot and scale repeatable playbooks.
02
Build an AI-native Microsoft partner
Explore an investment or strategic growth partnership to scale Agilidy beyond a founder-led practice, with experienced operators, delivery partners, agent orchestration and reusable intellectual property.
05 / The RevOps operating system
Revenue outcomes across the entire customer lifecycle.
Marketing
Audience intelligence, demand generation, account signals, qualification and campaign-to-pipeline measurement.
Sales
Customer 360, account planning, cross-sell, next-best actions, seller productivity and forecasting.
Service + Field
Service history, dispatch intelligence, installed-base expansion, retention and service-to-sales motions.
AI delivery
Agent-assisted research, data mapping, configuration, documentation, testing and workflow execution—with accountable human oversight.
Senior humans retain responsibility for business decisions, architecture, security, quality and adoption. AI agents accelerate work where it is technically reliable and economically justified.
Habco / Proposed first pilot
Turn acquired customer relationships into an integrated growth engine.
Following the October 14, 2026 E.G. Middleton acquisition, Habco has a timely opportunity to assess how its businesses share account intelligence, identify complementary service needs and pursue larger projects. Procore network participation is publicly visible, but Habco's internal CRM, ERP and Microsoft partner relationships remain unverified.
01 / Map the opportunity
Identify overlapping accounts, buying locations, service capabilities, existing contracts and active bids.
02 / Activate account plans
Use senior commercial owners and AI agents to propose cross-sell plays, account outreach and coordinated pursuits.
03 / Measure results
Track qualified opportunities, conversion, incremental revenue and adoption. Replicate only after validating economics.
Illustrative Customer360 / account-planning experience
Demonstration only—no real Habco customer records or deployed integrations.
07 / The investment economics to prove
Scale outcomes faster than headcount.
Revenue per FTE
Higher throughput per senior operator
Delivery margin
Measure agent costs, QA and subcontractors
Reusable IP
Repeatable solutions and recurring services
EBITDA
Operating leverage proven with actual unit economics
These are investment hypotheses to validate, not Agilidy historical financial results or guaranteed improvements. The objective is to create defensible delivery IP, lower marginal delivery costs and stronger EBITDA potential.
Traditional consulting economics
Revenue linked to billable consultant capacity
Hiring and certification before delivery scales
Project-by-project implementation effort
High coordination and bench utilization exposure
Agilidy platform thesis
Senior operators own outcomes and governance
Agents accelerate repeatable delivery tasks
Reusable IP compounds across portfolio deployments
Higher potential revenue per FTE and EBITDA leverage
Agilidy can complement incumbent ERP, field-service and systems-integration partners by owning targeted commercial outcomes and agent-enabled delivery. No existing Blackford Capital implementation partner or vendor relationship is assumed.
One portfolio proof point. One scalable partner thesis.
The question for Blackford Capital is whether an AI-native, operator-led Microsoft partner can become both a value-creation resource for portfolio companies and a compelling business to help build.
Independent research-based point of view, prepared for discussion. No Blackford Capital or Habco endorsement, investment commitment or commercial relationship is implied.