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Vertex Service Partners · Home services

Indirect spend taken apart, category by category.

Vertex Service Partners, a PE-backed, multi-brand home services platform, engaged Anqora to assess enterprise spend and contracts and drive cost reduction across its brands.

7-figure

annual vehicle-lease savings

$200K+

annual waste savings

The situation

What we walked into

Spend was spread across brands with little central visibility, leaving fleet, waste, wireless and marketing costs unmanaged at platform level.

Sales-tax treatment varied, creating overpayment risk.

What we did

Key actions

  • Assessed enterprise spend and contracts and set a two-wave prioritization with the Vertex team.
  • Centralized and renegotiated vehicle leases.
  • Consolidated waste and landfill services.
  • Renegotiated enterprise wireless contracts.
  • Reviewed sales tax, recovering overpayments and establishing exemption guidance.
  • Piloted direct-mail vendor consolidation and delivered a finance and operations roadmap.

Outcomes

InitiativeResultStatus
Vehicle lease renegotiationSeven-figure annual savingsDelivered
Waste & landfill consolidation$200K+ annual savingsDelivered
Enterprise wireless$800K over three yearsDelivered
Sales-tax reviewOverpayments recovered; exemption guidance in placeCompleted
Direct mail & marketing5–10% savings targetedPilot
Figures are as reported in Anqora program reporting; status shows where each initiative stood.

Systems and tools: Spend analytics and tax-review tools.

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Start with a four-week Portfolio Spend Diagnostic.

A ranked, sized list of cost and cash opportunities for one portfolio company, and a plan to capture them.