The Forge Platform

Building the Next Generation Roofing Platform

Forge partners with high-performing roofing companies to accelerate operations, expand into new markets, and build lasting enterprise value… without sacrificing the reputation and leadership that made them great.

01
What We Provide

The System Behind Serious Roofing Growth

Forge is building a modern roofing platform alongside the strongest local operators in the country… providing the systems, capital, and support that allow partner companies to scale faster while keeping the local reputation and trust they've spent years earning.

Operational Infrastructure

Centralized finance, HR, and operational systems purpose-built to support roofing businesses scaling beyond what a single owner can manage alone.

Sales Infrastructure

Proven recruiting systems, structured sales training, and field leadership support that help roofing teams build and sustain high-performing sales organizations.

Growth Capital

Strategic capital and resources deployed to support market expansion, key hires, and the next phase of growth for companies built to go further.

02
Why Partner

A Platform Built to Protect What You've Built and Accelerate What's Next

Forge partners with established roofing companies that are ready to grow beyond their current ceiling… providing the systems, capital, and network to make that happen without losing the identity that earned their market position.

Scale Faster

Forge provides the systems, leadership support, and resources needed to move into new markets and accelerate company growth at a pace that would take years to build independently.

Reduce Operational Burden

Centralized systems across finance, HR, recruiting, and operations give owners back the bandwidth to focus on leadership and growth instead of managing the details that slow them down.

Access Strategic Capital

Partner companies gain access to the capital and resources required to support expansion, key hires, and acquisitions… deployed with the discipline of an operator, not a financial buyer.

Join a Network of Elite Operators

Forge connects partner companies with experienced roofing operators and industry leaders who are committed to building businesses that perform at the highest level.

03
Ideal Partners

The Companies Forge Is Built to Partner With

Forge works with operators who have already proven themselves in their local market and are ready to use the right systems to take the next step.

Established Roofing Companies

Businesses with a strong local reputation, a proven track record of quality service delivery, and a leadership team that understands what it takes to compete at a high level.

$2M to $20M+ in Revenue

Growing companies with demonstrated market demand and the operational foundation to absorb the capital and systems needed to scale further.

Strong Leadership in Place

Owners and leadership teams who are committed to growth, coachable to systems, and focused on building something bigger than a lifestyle business.

Residential Roofing Focus

Companies specializing in residential roofing, storm restoration, and replacement projects… the core of the Forge operational model.

04
Partnership Structures

Flexible Structures Built Around Your Goals

Every roofing company carries a different story, a different set of goals, and a different vision for what the future looks like. Forge structures partnerships to align incentives, protect what matters, and position both sides to win over the long term.

01

Majority Partnership

Owners stay active in leadership while gaining full access to the Forge systems, capital, and growth platform… the best of both worlds for operators who want to scale without stepping away.

02

Growth Partnership

Forge provides capital and operational support to fuel market expansion and company growth… structured to accelerate the trajectory of companies that have the foundation and the leadership to go further.

03

Succession Planning

For owners considering a transition out of the business, Forge provides a path that protects the company's legacy, takes care of the team, and positions the business for continued growth after the handoff.

05
The Team

Operators Who Have Built, Scaled, and Sold

Forge is led by people who have run the businesses, recruited the teams, and lived the transitions our partners are stepping into.

Sam Taggart
Chief Executive Officer

Sam Taggart

Sam is the CEO of Forge Roofing and the founder of D2D Experts, OwnersOS, and D2DU. He has spent more than a decade building sales organizations and coaching home service operators, and he now leads the vision for rolling up the strongest roofing companies in the country into one platform.

Ryan Nichols

Ryan Nichols

General Partner

Ryan leads the financial and operational side of the Forge platform. He works directly with partner companies on clean books, true EBITDA, diversified revenue, and the systems and integrations that turn a roofing business into a platform-grade operation.

Josh Langford

Josh Langford

Chief Strategy Officer

Josh brings 25+ years of financial discipline and marketing instinct to Forge. He has served as a CFO in oil and gas, founded and sold a digital marketing agency, built a residential home services company, and coached roofing owners on sales, marketing, and operations. He holds a Bachelor of Science in Accounting and lives on the Gulf Coast with his wife Jenny and their 7 kids.

JD Beck

JD Beck

Sales and Recruiting

JD has spent over a decade building and leading top-producing teams. He started as a rookie rep at Vivint, became general manager of a solar market, and co-founded Purelight Power as CEO before it merged with the Edgewater group in a deal valued at $360M. He studied business and psychology at SUU and earned a master's in psychology from BYU.

Cody Kline

Cody Kline

Brand and Growth

Cody is a U.S. Air Force veteran and the founder of CommercialRoofer.com, where he is building one of the nation's largest portfolios of commercial roofing companies. He brings hands-on experience running his own roofing company and now leads brand and growth, equipping operators with proven playbooks and the systems to scale.

Apply to Partner

Apply to Partner With Forge

Tell us about your company and where you want to take it. If there's a strong fit, our team will reach out to start the conversation.

Thank You

Your application has been received. Our team will review it and be in contact with you shortly to discuss next steps.

Prefer to connect directly? Email [email protected] with the subject line "Forge Partnership Inquiry."

06
Our Partner Network

A Network Forged to the Same Standard

Forge operates alongside a vetted network of roofing contractors across the country… each one selected for their commitment to honest operations, precision craftsmanship, and a client experience that reflects the Forge name.

Colorado
Colorado
Florida
Illinois
Illinois
Boss General ContractingTexas
JD RoofingUtah