Unicorn Case Study – Launching a National Division at Speed
How "Unicorn", a privately held home improvement company, launched a water treatment division in 7 markets in under a year and scaled past $100M in 4 years.
June 15, 2023

Executive Summary
A unicorn, privately held home improvement giant recruited Anthony Friesl to launch a new water treatment division after its failed attempt to acquire Pelican Water. Within 7 months, the division hit a $21M run rate, scaled to 7 markets, and ultimately grew to more than $100M in 4 years.
Why this matters today: Sponsors and operators often avoid service-intensive categories because of their complexity. This case shows they can be simplified, scaled, and integrated without sacrificing customer experience—if built on the right framework.
Challenge & Starting Point
This unicorn company was a billion-dollar plus home improvement platform with advanced digital marketing, a proprietary CRM, and national branch infrastructure optimized for high-velocity installs. But water treatment had very different requirements:
Strategy & Transformation Overview
System and Process Integration
Simplification for Scale
Performance and Accountability
Lean Workforce Model
Corporate team: 3 dedicated employees (product, ops, sales)
Branch team: 3 employees (sales, ops, field trainer)
All other functions: Provided by the matrix org or 1099 contractors (sales & installation)
Results
Launch achievements:
Lessons Learned: The 5 Pillars in Action
Key Takeaways
Why is water treatment harder to scale than other services?
Because it often requires multiple systems, sequencing, and ongoing service. Most platforms avoid it due to complexity.
Why do companies avoid this category?
It demands ongoing service and doesn't fit platforms built for one-time projects. The perception is that it requires specialists and slows down high-velocity operations.
How can you scale without specialists?
Pre-packaged solutions, if/then logic, and high-impact training allow non-specialists to execute at speed. The key is systematizing decision-making rather than relying on expertise.
What made this launch successful?
The combination of system integration, process simplification, and accountability structures. The platform's existing infrastructure became an accelerant rather than a constraint.
Conclusion
At AJF Growth Consultants, we help sponsors balance speed with sustainability. Scaling from zero to nine figures requires not just capital, but disciplined systems that preserve customer experience.
We build operating models that allow sponsors to expand rapidly without sacrificing reputation, ensuring that growth compounds rather than erodes long-term value.
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