Deal: Helm Group — Multi-Sub Ops Standardization Pilot
Summary
$25K pilot pitched to CEO Brian Helm (family owner) for operational standardization across Helm Group's multiple operating companies (Helm Mechanical, Helm Civil).
Why this deal is real
Helm is family-owned — 2 "Helm" surnames in C-suite (Brian CEO, Mark Pres Helm Civil) = family governance. $683M rev, 1,900 employees. Multi-sub structure = painful operational reporting consolidation = clear AI wedge.
Pilot scope (draft)
Next step
Brian Helm first-touch with legacy/generational tech-stack framing. Family-business motion: emphasize operational dignity + second-generation stewardship narrative.
Risks
Family-decision-making can be slow; expect long sales cycle if multiple family members weigh in. No CFO surfaced — confirm finance decision-maker before pricing.