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Layer 3 — Growth Engine

The Core Growth Engine

How we expand share inside every account. The levers we pull, the whitespace we see, and the math behind our forecasts.

The Levers We Pull

Six strategic pillars that drive organic growth across every account.

01

Boots-on-Ground AM

Dedicated account managers embedded with branch teams, building relationships face-to-face.

Why it works

Branch managers trust people they know. A familiar face gets the call before the spot market.

URSunbeltMWHNTS+1
02

AVRL Automation

AI-powered system with years of equipment rental knowledge. Understands true cost-to-carry and identifies arbitrage opportunities.

Why it works

Dual-pronged: (1) AI knows our true cost to carry, (2) Auto-bids on the bid board for predictable lanes.

URHercMWHNTS+2
03

Bid Participation Expansion

Increasing bid participation from 50% to 85%+ on available loads.

Why it works

You can't win loads you don't bid on. More bids = more wins = more share.

URSunbeltHercRain For Rent
04

Branch Relationship Conversion

Inside sales 'Proactive Desk' monitors bid board. When we see a bid from a branch we have a relationship with but didn't get a call, our team calls them immediately.

Why it works

Every branch is a potential customer. Whitespace is just branches we haven't won yet.

MWHNTSHosepower
05

OD/Heavy Haul Desk

Dedicated team focused solely on overdimensional and heavy haul freight. Endless potential across all accounts.

Why it works

Specialized expertise = higher margins. OD/heavy haul requires permits, route planning, and specialized carriers.

URSunbeltHercMWH+2
06

Canada Desk

Building out Canada experts to capture massive cross-border opportunity with current accounts.

Why it works

Huge whitespace in Canada with existing accounts. Requires customs expertise and Canadian carrier relationships.

URSunbeltHercMWH+2

Pilot Spotlight

Proof the lever works. Real results from our account manager program.

Allie Stewart

Allie Stewart

Pilot Account Manager

Southeast

Pilot Started

October 2025

$61,932
Margin
8
Branches
62%
Conversion
90 days
Timeline

Playbook Executed

Identified 15 underserved branches in Southeast region
Prioritized by revenue potential and relationship gaps
Face-to-face visits with branch managers
Converted 8 branches to active accounts
Generated $50K in direct freight margin
Established relationships with 3 regional managers

Lever Proven

Boots-on-Ground AM — This is the model we're scaling across all accounts.

Whitespace Dashboard

Branch penetration across all major accounts. Click to explore.

Total Whitespace Opportunity

$231M
AccountBranchesPenetrationWhitespaceOpportunity
United Rentals
United Rentals
NYSE: URI
1,500
total
30%
1,050
branches
$89.3M
Sunbelt Rentals
Sunbelt Rentals
LSE: ASHTF
1,200
total
23%
920
branches
$84.6M
Herc Rentals
Herc Rentals
NYSE: HRI
612
total
21%
483
branches
$37.7M
Midwest Hose
Midwest Hose
Private
42
total
36%
27
branches
$3.4M
NTS
NTS
Private
60
total
28%
43
branches
$6.0M
Hosepower
Hosepower
Private
58
total
31%
40
branches
$4.4M
Rain For Rent
Rain For Rent
Private
75
total
16%
63
branches
$6.0M
United Rentals

United Rentals

NYSE: URI

$89.3M
Addressable
1,500
Total
450
Active
1,050
Whitespace
$85K
Avg Rev
Branch Penetration30%
450 penetrated1050 remaining
Opportunity Calculation
Whitespace branches1,050
× Avg revenue per branch$85K
= Total Addressable Revenue
$89.3M

Account Growth Forecasts

CFO-readable projections with conservative assumptions.

Portfolio Summary

MWH + NTS + Hosepower Combined
2025 Baseline
$2.59M
$780K margin
2026 Conservative
$3.5M
$1.05M margin
2026 Upside
$4.85M
$1.47M margin
YoY Growth
+35%
Conservative

Midwest Hose

+33%
2025
$1.51M
$525K margin
2026 Base
$2.0M
$700K margin
2026 Upside
$2.8M
$980K margin
15 → 25 active branches (+67%)
Avg revenue per branch: $125K → $96K (conservative)
No new regional expansion assumed

NTS

+42%
2025
$422K
$99K margin
2026 Base
$600K
$140K margin
2026 Upside
$850K
$200K margin
17 → 28 active branches (+65%)
Bid share expansion from 50% → 70%
No new service lines assumed

Hosepower

+36%
2025
$661K
$156K margin
2026 Base
$900K
$215K margin
2026 Upside
$1.2M
$290K margin
18 → 30 active branches (+67%)
AM rollout to 3 new regions
AVRL implementation Q2 2026

The Bottom Line

This is organic growth from existing relationships only. No new customer acquisition required. No market expansion. Just deeper penetration into accounts we already own.

$218M total whitespace opportunity across 7 accounts
35% conservative YoY growth on pilot accounts
Proven playbook: 1 AM, 90 days, $50K margin

Conservative 2026 Projection

Portfolio Revenue$3.5M
Portfolio Margin$1.05M
Growth Rate+35%