The DoorKnocker Issue 35

ISSUE 35 | 2023 4TH QUARTER

A Company-wide News Magazine From The Cook & Boardman Group, LLC

Platinum Equity’s Headquarters in Beverly Hills, CA

In This Issue

Platinum Equity: Global Investment Firm Is The New Owners of CBG

pg. 14

1 2023’s Branch of the Year Title Given to MJW in Nashville, TN pg. 17

Branch of the Year: MJW in Nashville, TN

Features

SERVing One Another Did you know the referral bonus is now $2,500? 08 23 Stand Out Performance Congratulations to Enterprise Accounts in La Vergne, TN for being named our 2023 Branch of the Quarter for Q4.

Platinum Equity Meet the New Owners of CBG 14

Departments

Employee Health and Wellness Achieve Your Health Goals! Employee Training CBG University: Brimming with Exciting Developments

Recurring Monthly Revenue (RMR) Q4 RMR Wins Operations Champion Professional Development

A Message From the CEO 2023 Wrap-Up IT Services Why Policies Matter Human Resources Initiatives to Serve One Another

04 08

In Every Issue

Project Highlight Grocery Chain Safety Measures with 3Sixty Integrated Company Events A look at what has been happening across the C&B group of companies

A Day in the Life of... Business Development

Hall of Famers Recognizing our long-time employees SERVE Award Recipients Big Wins Listing Projects awarded totaling $500K+

26 28

20 24

Supplier Spotlight Products that Elevate Employee News Contributions from our Associates

Editorial Staff: Craig Stilwell, Amber Hagan | Graphic Design: Amber Hagan, Jil Quinn | Editorial Board: Emily Towery, Katie Eure Contributors: David Eisner, Rafael Cohen, Brian Cox, Emily Towery, Stephanie Rossomano, Lou Andruzzi, Bill Hickox, and Jason Jones.

The Doorknocker is a quarterly company newsletter for employees of The Cook & Boardman Group, LLC, headquartered at 3064 Salem Industrial Drive, Winston-Salem, NC 27127. All images are used with permission.

2023 Wrap-Up What Lies Ahead for 2024

After a great 2023, I thought it might be a good time to talk about our plans for 2024. I’m sure there will be twists and turns along the way, but our goal is to be the best at what we do. We help to keep our communities safe, play a critical role in construction projects, and help our customers keep their buildings and systems functioning. Being the best involves more than just growing over the prior year or beating the budget. As I mentioned on our last quarterly call, we did both of those things in 2023, but many of our competitors performed even better. We lost bids twice as often as won them and our EBITDA margin - a measure of how much value customers place on our services and how well we perform - was 30-50% less than many similar companies in our industry. You may be thinking - if we had such a good year, when is it enough? That’s a fair question to ask, and it definitely took a huge effort from everyone to achieve the results we did. Finding qualified team members has been our single biggest challenge, which is why we quintupled the bonus for referrals! However, there are many reasons for us to continue our efforts to grow. I’ll talk about the role of acquisitions in the next issue, but getting bigger is not just an end in itself. It helps us to fund annual raises, enables us to negotiate better healthcare rates, gives us the latitude to provide corporate services such as Training, and the list goes on. Most of our success in getting better will come from a continued focus on the small things we do every day. Negotiating with vendors to get an extra point or two of margin and making sure our field installers have the right products to get the job done in a timely fashion are just a couple of examples. However, there are three key strategic initiatives that we are going to focus on this year: • Enterprise Accounts is the next evolution of our national account strategy. While in the past we focused on identifying customers with a national footprint to provide primarily D8 products, we now have an entire business development team focused on specific verticals and we are emphasizing the

sale of our full suite of products. This will require the support of our entire branch network as we leverage our unmatched in-house expertise and geographic coverage. It should also be a good source of new business for all of our locations. • Sales Effectiveness is a broad term that essentially means using data to improve our win rate. While we have introduced some tools over the past couple of years, this is no longer optional with our new owners. They require us to provide this information regularly. You’ll see more news about training and feedback opportunities to make sure we are not creating extra work, but this is meant to help you make smarter decisions every day and benefit from the full breadth of opportunities that exist throughout our network of branches. • Pre-Hung is meant to address an end market (multi-family) where we have historically been under-represented. Now that we have in-house experience in manufacturing these products, we should be able to overcome the past limitations that resulted from unreliable vendors. We are investing in more manufacturing capacity to make sure we can service all of our locations and increase our presence in this space. I hope this helps you understand our key goals and initiatives for 2024. These ideas originally came from discussions with many of you, and I appreciate all the input. As you know, we’ve launched our new Elevate program on Connect for other ideas you may have. This is a team effort and everyone must understand what we are trying to accomplish. I encourage you to ask about our strategy when I’m in your branch or feel free to reach out to me directly if you have any questions.

David Eisner Chief Executive Officer

Why Policies Matter If work-related security concepts were given a slogan, it would probably be “always follow policy.” In fact, you’ve probably encountered that statement many times, and for good reason. Policies are created to keep data, systems, and people safe. :LWKRXWFOHDUO\GHȴQHGSROLFLHVRUJDQL]DWLRQVZRXOGVWUXJJOHWRPDLQWDLQVHFXULW\7KH\ZRXOGDOVRVWUXJJOHWR DGKHUHWRFRPSOLDQFHUHJXODWLRQVȃWKHODZVWKDWHVWDEOLVKUHTXLUHPHQWVIRUGDWDSULYDF\2UJDQL]DWLRQDOSROLFLHV often align with those requirements to ensure rights are not violated. With that in mind, let’s explore a few examples of common policies and why they exist.

POLICY:

WHY?

3DVVZRUGVPXVWPHHWVSHFLȴF requirements, such as how long they should be and when they should be updated.

Weak passwords lead to weak security and could DOORZXQDXWKRUL]HGDFFHVVWR FRQȴGHQWLDOLQIRUPDWLRQ

POLICY:

WHY?

ΖWȇVYLWDOIRURUJDQL]DWLRQVWR FRQWUROWKHȵRZRIGDWDRQ devices and manage security vulnerabilities.

Only install approved applications or software.

POLICY:

WHY?

7LPHO\UHSRUWLQJKHOSV RUJDQL]DWLRQVLQYHVWLJDWHLQFLGHQWV and mitigate potential damages.

Report all security incidents immediately.

POLICY:

WHY?

86%ȵDVKGULYHVDQGFDEOHVDUH used by criminals to distribute malware (malicious software).

Never plug in random USB devices.

POLICY:

WHY?

Leaving a laptop or mobile device in plain sight (such as in a vehicle) could lead to theft.

Always store work-issued devices in a secure manner.

Now imagine none of those example policies existed or if team members blatantly ignored them. Weak passwords, IRUH[DPSOHSODFHRQOLQHDFFRXQWVDWULVNRIEHLQJKDFNHGΖWZRXOGQȇWWDNHORQJIRUWKHRUJDQL]DWLRQWRVX΍HUDGDWD breach that leaks sensitive information. :KLOHLWPLJKWEHWHPSWLQJWRYLHZSROLFLHVDVRUJDQL]DWLRQVWHOOLQJSHRSOHZKDWWRGRLQUHDOLW\SROLFLHVH[LVWWR protect everyone’s privacy, including yours! As such, always following policy is a great habit that helps maintain both security and privacy.

Rafael Cohen Chief Information Officer

Don’t get caught out by a cybercriminal. Avoid getting phished by looking out for these warning signs:

• Inspect the subject line, time of the request, and content. If a message is enticing, was sent at an unusual time, contains content unrelated to the subject, or puts you under pressure to act, it may be dangerous. • Think about the origin of the message. Confirm the request with the relevant person or institution you know via a verified contact method, like a phone call. • Links and attachments are the easiest way for cybercriminals to send malicious software. By not clicking, you foil their attempts.

Trust your intuition. Stop and think. Take a breather before reacting or giving in to the request, and report any messages that do not seem legitimate.

Grocery Chain Threat Monitoring With Axis Cameras and Auror Cloud

Grocery chains want every partner, customer, and vendor to feel that the time they spend at a grocery facility is the safest part of their day - and this experience begins the moment they enter the parking lot. As a result, grocery chains have consistently taken a proactive measure to improve the safety and security of their parking lots. However, multiple stores have reported recent increases in parking lot criminal activities like purse snatchings, muggings, vehicle break-ins, and drug dealings. A current customer of 3Sixty Integrated is actively using a software called Auror which has been a game changer since implementation. The software allows partners at the store level to document incidents and create a history log of what is happening around the company. This collective data is helping this grocery chain understand and think about shrinkage at a level that was not possible in the past. We have discussed adding cameras for license plate recognition (LPR) to provide store partners with an alert that a known threat has arrived onsite. This would provide awareness and time to monitor the threat as they approach and enter the store. Using the Auror software, the partner will know what past incidents have occurred and understand the threat level before engagement. 3Sixty has consulted with this grocery chain, Axis, and Auror to get a better understanding of the integration and how to make this solution a reality. The integration as described is a direct line of communication from the Axis camera to the Auror cloud. The Auror integration is independent of the Genetec Omnicast software. This integration occurs directly between Axis and the Auror cloud. The

LPR application resides within the Axis camera and communicates directly to the Auror cloud when a license plate is captured for verification. The camera can be recorded to Genetec via a second stream, but may not provide much value for the Grocery Chain as the camera will be focused and dialed in on the license plate. As an event occurs such as shrink, for example, the store partners are creating incidents and loading them into the Auror software. Typically, they are loading a picture of the individual, the vehicle, and a license plate, if available. As they are loaded into the system, they create an automatic hotlist that can be used store-wide. Using the Auror software in conjunction with the Axis LPR camera, the store partners can now receive alerts for repeat offenders. At this point, they would be able to assess the threat and know how to safely respond to it by reviewing the offenses they are provided within the Auror software. The Auror software will be configured to filter out events that will create noise for the store partners receiving the alerts. We have discussed setting a threshold of $500 worth of loss per individual to enable the creation of an alert. Using a threshold of $500, for example, eliminates the need to manually update hotlists and saves costly labor hours needed to ensure accuracy.

Brian Cox Regional Sales Manager, 3Sixty Integrated

NETWORK

AUROR CLOUD

CENTRAL STATION APPLICATION

OPTIONAL RECORDING TO GENETEC

STORE MOBILE APPLICATION

AXIS LPR CAMERA

Embodying Our Core Values Initiatives to SERVE One Another

I hope this message finds you all in excellent spirits! I am thrilled to share some exciting updates and initiatives aligned with our core values to SERVE and truly reflect our commitment to fostering an inclusive

contribute to creating a more inclusive and supportive workplace for all. Stay tuned for the addition of other BRGs in the coming months! Increased Referral Bonus In addition to our BRG announcement, we’ve also rolled out enhancements to our Referral Bonus Program. We’ve revamped the program because we truly believe that employee referrals are crucial to bringing in the best talent. Our goal is to attract and retain top-notch team members and to support this we’re increasing the total referral bonus amount from $500 to a whopping $2,500! Check out the details on C&B CONNECT. A reminder: for the bonus to be paid out, the applicant MUST list the referring employee on their applications. These initiatives embody our core values to SERVE. By working together and supporting one another, we can make a lasting impact and create a workplace where everyone has the opportunity to thrive. If you have any questions or suggestions, please don’t hesitate to reach out. Let’s continue to work together to build a brighter future for Cook & Boardman.

and supportive workplace environment. Connect Women’s Business Resource Group (BRG)

First, let’s celebrate the formation of the Connect Women’s Business Resource Group (BRG), our very first at Cook & Boardman! This initiative is a testament to our dedication to diversity, empowerment, and professional growth. The Connect Women’s BRG aims to create an inclusive space where women in business can thrive and flourish. Our mission, “Empowering Women to Thrive,” is rooted in the belief that by elevating, educating, and empowering women, we strengthen our entire community. We invite all employees to join us on this enriching journey toward professional excellence and empowerment. As we embark on this exciting venture, we have a lineup of engaging events and programs planned to inspire, educate, and unite us all. Our first event was scheduled for March 8th, and we’ll share more details soon. From workshops to networking opportunities, there will be something for everyone to participate in and contribute to! We encourage you all to get involved and become members of the Connect Women’s BRG by registering on C&B CONNECT! Your participation will enrich your professional journey and

Emily Towery Chief Human Resources Officer

Conquer Health Network Obstacles Achieve Your Health Goals!

Benefit ID Cards Cigna has transitioned to digital ID cards! Physical ID cards will no longer be mailed to you. Soon, you’ll even be able to add them to your Apple Wallet! Log in to your account at myCigna.com® or access the myCigna® App to download your cards or request a paper copy be mailed to your home. Additionally, Sun Life Dental and separate vision plans do not provide ID cards for participants. You will not have a unique subscriber ID, just a group number (929214 for dental). If you prefer to generate digital cards, you can do so at sunlife.com/account. For vision, your vision provider will be able to look up your benefits in the VSP Portal to verify coverage. Visit vsp.com or call 800-877- 7195 to find a VSP doctor line and simply notify the office that you are a VSP member. Not registered on myCigna? Visit myCigna.com® or download the myCigna App from the App Store or the Google Play Store to register today. Have questions about digital ID cards? Visit Cigna’s FAQs page on their website to learn more.

During our Health & Wellness Employee Survey, one recurring response was concerning doctors leaving the Cigna network. Unfortunately, this is not something Cigna alone faces. Hospitals and other providers always go through contract negotiations and an agreement is made before any patients become aware. This happens with all major insurance companies. Be advised, Cigna is continuing to negotiate rates with providers to bring more options back into their network. Unfortunately, another trend is that in-network mental health providers are becoming harder to find. Both Cigna and MyGroup (our EAP provider) are working behind the scenes to be sure accredited and licensed therapists are available to participants. To address these issues, our medical plan’s participants have access to MDLIVE. Unlike others, MDLIVE offers more than just “urgent care” visits. Under this benefit, you can see a primary care physician for preventive checkups as well as sick visits - on-demand - and 24/7/365! MDLIVE also offers Behavioral Health Care with access to psychiatrists and therapists, for talk therapy or psychiatry appointments. You can schedule the same provider for each session within Cigna’s network at no cost to you, with no copay or deductible to be met! For more information, please visit our Benefits Microsite and choose “Telemedicine” from the Health & Wellness dropdown: https://cookandboardman.myben.site/ If you are not on our medical plan, you can still receive 8 free counseling visits from a provider (in person or virtual) through our EAP. While network issues have been a concern, MyGroup has recently partnered with Better Help to provide virtual visits. For more information regarding this benefit, please contact MyGroup at 800.633.3353.

Stephanie Rossomano Benefits Manager

October Family Day | 3Sixty Integrated | October 6 From bowling and arcade games to laser tag competitions, the team enjoyed bringing loved ones together and strengthening relationships at this Genetec-sponsored event.

Cleveland Food Bank | Bass Security | October 10 Associates from Bass Security gave back by helping pack food at the Cleveland Food Bank!

Concrete & Construction Event | MJW | October 11 McCarthy, Jones & Woodard representatives, Michael Munson and Danny Pitts, attended the Concrete & Construction Networking Event at Middle Tennessee State University.

Bob Settle’s Retirement Luncheon | Corporate | October 30 Corporate team members celebrated Bob Settle at Firebirds Wood Fired Grill restaurant upon his retirement from his role of Vice President of Marketing. Bob will be missed!

Fall Luncheon | James Doorcheck | October 31 James Doorcheck associates gathered for a fun fall luncheon where they enjoyed tasty food and fellowship.

Company Events

Thanksgiving Potluck | Cook & Boardman (Winston-Salem) | November 16 The Corporate office joined Winston-Salem Branch members to host the Thanksgiving Potluck, which proved to be a tasty success!

Heart of Hearing Golf Tournament | Cook & Boardman (La Vergne, TN) | Early November The Cook & Boardman office in La Vergne, TN, served as a sponsor and sent a participant team to The Heart of Hearing Charity Golf Event at Old Hickory Country Club in Nashville.

November

Costume Contest | Various Branches | October 31 Things got spooky across the Company when members dressed up for the Annual Costume Contest. Congrats to the winner, Brittney Rusczyk (NMI - Riviera Beach, FL), who pulled off an incredible “Michael Bosco”!

Company Events

Toy Drive | Martin Architectural Products | November 28 The Christmas Store in Cary, NC received a generous donation from MAP employees to ensure many under-privileged children received a toy for Christmas.

December

Count the Cans | Various Branches | December 7 This annual drive was a huge success, raising a grand total of $9,054.05 in food items and donations, for various food banks and other non-profits focused on helping support the underserved in our local communities.

Holiday Dinner Cruise | Pinnacle Door & Hardware | December 8 Pinnacle Door’s Holiday Dinner Cruise was a smashing success, complete with dancing, mingling, singing, enjoying wonderful water views, and a tasty dinner.

Holiday Party | Cook & Boardman (Charlotte) | December 8

Cook & Boardman (Charlotte) enjoyed a buffet dinner and bowling at Piedmont Social House to celebrate the year’s accomplishments.

Company Events

Cleveland Food Bank & Festive Fun | Bass Security | December 22 Bass Security went all out celebrating together with decorated cubicles and lunch with the Grinch after investing time packing food at the Cleveland Food Bank!

PJ Day | Pinnacle Door & Hardware | December 21 Pinnacle employees enjoyed staying cozy in their pajamas at work before the long holiday weekend began.

Holiday Jeopardy & More | Precision Doors (Frederick) | December 15 Precision team members had a blast decorating, eating, playing Jeopardy and White Elephant, and wearing ugly Christmas sweaters... the Grinch even dropped in!

Holiday Fun | DoorPro Systems | December 15 DoorPro Systems extended warm holiday wishes to all on Ugly Sweater Day!

Luncheon and Holiday Fun | Advantech | December 14 The Advantech team enjoyed lunch, a game of White Elephant, and donned their ugliest Christmas sweaters at their annual holiday event.

We are thrilled to announce our strategic partnership with Platinum Equity, a distinguished investment firm. Cook & Boardman, a stalwart in the commercial door and security industry since 1955, has earned recognition for its expertise in metal and wood doors, locks, and related products across 70+ locations spanning 21 states. Notably, our Security Integration division has been instrumental in integrating electronic safety and security solutions, particularly in educational and government facilities. Platinum Equity recognized the immense potential within Cook & Boardman and expressed keen interest in aligning with our organization. We are pleased to inform you that our longstanding partner, Littlejohn & Co., LLC, remains actively involved in the venture, retaining a significant stake in Cook & Boardman. This collaboration with Platinum Equity signifies a bolstering of financial resources and a fusion of expertise, poised to propel Cook & Boardman toward unprecedented growth. Steven Raich of Littlejohn expresses his enthusiasm for this new chapter, asserting that Platinum Equity is an ideal partner to sustain the momentum of Cook & Boardman’s growth trajectory. Our CEO, David Eisner, shares in the excitement, as Platinum Equity’s

support positions us to explore new horizons. Nathan Eldridge from Platinum Equity envisions a promising future characterized by substantial growth, including potential mergers and acquisitions. With their proven experience and strategic vision, Platinum Equity is poised to elevate Cook & Boardman’s standing within the building products industry. It is worth noting that our affiliation with Platinum Equity places us in esteemed company, alongside entities such as Jeld Wen’s Australasia business, Cabinetworks, and PGS. A fascinating detail is Platinum Equity’s historical association with Littlejohn, having jointly owned Interior Logic Group until its divestiture in 2021. Looking ahead, we are excited about the prospects of continued growth, innovation, and the perpetuation of Cook & Boardman’s commitment to excellence. The synergy between Platinum Equity, Littlejohn, and our dedicated Cook & Boardman team forms a powerful alliance, and we are eager to embark on this journey together. Sincerely, The Cook & Boardman Team

“ Cook & Boardman has built an impressive, diversified business w traditional distributor of doors and hardware. They increasingly ne systems. We believe Cook & Boardman is uniquely positioned to ca forward to working with the company’s leadership group and Jacob Kotzubei, Co-Pre

“Founded in 1995, Platinum Equity is a global investment firm with over $47 billion of assets under management, teams and investors around the world, and a diverse, global portfolio of operating companies in a wide range of industries. Our current portfolio of ~50 companies operates in a diverse range of industries, generates $89+ billion of aggregate revenue and employs ~200,000 people across the globe. Founded by Tom Gores, Platinum Equity specializes in mergers, acquisitions and operations – a trademarked strategy it calls M&A&O® – acquiring and operating companies in a broad range of business markets, including manufacturing, distribution, transportation and logistics, equipment rental, metals services, media and entertainment,

technology, telecommunications and other industries. Over the past 27 years, Platinum Equity has completed more than 350 acquisitions. As the pioneer of a unique, operations-focused approach to private equity, Platinum seeks opportunities to help businesses achieve their full potential. We specialize in complex carve-outs, public-to-private transactions and acquisitions from private sellers. We then work with our companies to build market leaders and drive enterprise value through operational best practices, investments in growth and other transformational initiatives.”

with national scale. Customers in this space want more than just a eed value added solutions, including electronic safety and security apitalize on that growing demand for integrated solutions. We look d our partners at Littlejohn to continue growing the business.” esident, Platinum Equity

CBG University Training Brimming with Exciting Developments

Cook & Boardman University had an action-packed Q4, brimming with exciting developments. Our team welcomed two valuable additions: Gabrielle Pike, who joined as the Corporate Training Manager, and Sawyer Morrison, who joined as a Corporate Trainer. These two new team members bring fresh insights to our dynamic learning environment. In addition to expanding our team, we orchestrated a series of engaging training events and experiences. Our journey took us to Ohio, where we conducted an impactful leadership development class for Bass Security. The interactive sessions aimed at enhancing leadership skills while team building left a lasting impression on the participants, fostering growth within their roles. Back at our La Vergne branch, we hosted two dynamic classes. The first, tailor-made for our Enterprise Accounts team, delved into effective communication

strategies and Gallup Strengths. Simultaneously, our Corporate Operations team engaged in sessions designed to streamline operational efficiency and collaboration. Amidst the knowledge-sharing frenzy, we also took the time for a fun team-building outing. The Training and Operations teams hit the stands to cheer on the Nashville Predators! Stay on the lookout in the coming months for many new learning experiences! You can

also visit the new C&B CONNECT site for the latest training news and updates!

Lou Andruzzi Senior Director of Talent Development

Let’s give a warm welcome to Gabrielle Pike and Sawyer Morrison!

Bass Security Team | Class and Team Building Bedford Heights, OH

Enterprise Accounts Team Nashville, TN

Operations Team | Hockey Game Outing Nashville, TN Branch of the Year

“MJW not only went into 2023 desiring to hit our budget, but also to specifically be named ‘Branch of the Year!’ The only way we could accomplish this would be to work as a team each and every day... Everyone at MJW takes pride in servicing our fellow employees as well as our customers. It’s an honor to be recognized as The Branch of the Year. We will only continue to grow - look out, 2024!” - Christian Harbula, District Director (Central Region) 2023

Nashville, TN

A Day in the Life of... Business Development, Enterprise Accounts

Allie Warrick grew up in the industry, following after her father who was a sales rep for the Carolinas for forty years! She also worked for him for six years.

Allie’s role is responsible for multiple crucial tasks, such as identifying potential target accounts, cold calling, scheduling meetings, providing initial pricing, and following through to successful deal closures. All these efforts are undertaken with the overarching goal of supporting customers and collaborating with the purchasing and warehouse teams, as well as project managers. The aim is not only to ensure top-level service for our unique customer base, but also to contribute to the overall growth of sales for the company. Allie is originally from Winston-Salem, NC and currently lives nearby in Jamestown. She is happily married and has a stepson who attends ECU. She loves hiking, cooking and riding her horse, “Pickle.”

What was your start date with the organization?

“I started in September of 2019.”

What do you enjoy most about your role?

“The ability to pivot. To support our customers, I must understand their specific needs. By working with companies in different sectors, I am always learning and growing.”

Do you hold any professional designations or manufacturer certifications? A part of any industry associations?

“I earned my CDT certification.”

How long have you been in the commercial DFH/ construction industry?

“Fifteen years! My father was a rep for the Carolinas for forty years, and I worked under him for six.”

Most memorable job worked?

“Troubleshooting one of our Veterinary Emergency Group (VEG) locations... the site was fully operational and while doing our walk-through, separate canine patients had puppies! It made for a unique jobsite visit.”

Favorite company memory?

“It would have to be closing my first account with this company. Shortly after being hired, I met the potential customer and was able to close our deal on the first trip to meet with them. It was an exciting experience, but also a major lesson in what would be involved in all accounts moving forward.”

Bradley

Products that Elevate

Bradley’s story begins 100-plus years ago with an unusual invention that was meant to save time for factory workers. That newfangled idea – the iconic Washfountain – ended up forever changing the way people wash

their hands and giving birth to a company that would create hundreds of innovative products that solve customer pain points for years to come. In 1917, wasted work time was a major pain point for Harry Bradley, owner of Allen-Bradley Corp., a Milwaukee-based manufacturing company. He noticed his factory workers spent too much valuable time waiting in line to wash their hands during breaks. He developed the concept of “group handwashing” with a fountainlike product design to allow multiple individuals to clean their hands at one time – while conserving water and floor space. A century later, Bradley has led the industry with a multitude of innovative solutions that make commercial washrooms more hygienic, functional, efficient and safe, serving the needs of architects, specifiers, contractors and owners worldwide. Its advanced product offerings include a range of Division 10 products, such as accessible washroom products and accessories, bariatric grab bars and shower seats, matching touchless soap dispensers and faucets, toilet partitions in multiple materials and privacy options, HDPE lockers and benches and more. Bradley is now part of Watts Water Technologies’ family of brands. More recently, Bradley has been focusing on developing products that elevate commercial washroom designs in terms of functionality, aesthetics and uniformity. The company’s expanding portfolio of washroom products are helping designers create complete and cohesive looks with carefully curated and matching product styles and finishes. One of Bradley’s newest Division 10 product lines – Elvari™ Washroom Accessories Collection -- helps designers achieve a modern and cohesive look, while adding functionality to both the

toilet stall and handwashing areas. The products in this collection incorporate a common aesthetic with euro style pill-shape design that has smooth curves and soft edges for a harmonious and refined aesthetic. Elvari accessories include a wide array of must-have restroom fixtures such as grab bars, paper dispensers, waste receptacles, shelves, soap dispensers, LED mirrors and more. With Elvari, designers no longer have to settle for industrial and boring looking accessories. Elvari is available in a range of finishes including satin stainless, brushed bronze, brushed stainless, brushed black, brushed nickel and brushed brass. Another European-inspired design for restrooms, Bradley’s Euro Style Partitions, is an elegant collection of toilet partitions that transform washroom spaces into beautiful and welcoming retreats for users. A choice of three partition models, including Float Series, Lucent Series and Loft Series, provide clean, fresh, and modern design elements like enameled tempered glass, minimalist frameless construction and floating-on-air aesthetics. Advanced new materials, sturdy construction, user privacy and maintainability complement the sophisticated look of each model. Occupancy indicators guide restroom traffic.

About Bradley While celebrating a century of success, Bradley continues to make an incredible industry-wide impact. That’s because they’ve never wavered from the commitment to their ultimate vision: to be the most complete and advanced source for commercial washrooms, and create the safest solutions for industrial environments. Using their four pillars of innovation, family, quality, and customer as a foundation, they deliver on these tenets with a first-rate sales force, passionate and dedicated employees, a rich, innovative history and an eye focused on the future. For more information on Bradley’s complete line of commercial washroom solutions, please visit bradleycorp.com .

RMR Solutions Initiatives are Underway!

What is Recurring Monthly Revenue? Recurring Monthly Revenue (RMR) is the predictable total revenue generated by your business from all the active subscriptions in a particular month. In the Security Integrations space, RMR consists of service plans, maintenence agreements, software support plans, managed access control or video surveillance, intrusion and fire alarm monitoring, security device health monitoring, inspections, and more. Making Headway In 2023’s fourth quarter, Cook & Boardman Group had several branches work diligently on increasing opportunities to earn recurring revenue. Specifically, we witnessed significant traction occur within A3 Communication’s branch in Maine, who earned managed access business for five new customers! The central managed services team can now support these customers on a daily basis. Similarly, the team at Advantech earned a large Service Plan (maintenance agreement) Contract with

the Wilmington Police Department valued at $9,564/ monthly, or around $115K/annually. Through this contract, Advantech will provide parts and labor services for Wilmington’s city-wide video surveillance system, in support of public safety. In addition to the above successes, there are several other initiatives underway to deploy RMR solutions within our Division 8 branches, utilizing inspection software to provide detailed and formal inspection documents for facility managers for all of their building openings. More information will be provided on this new solution moving forward. As a reminder, if you have recurring revenue opportunities where CBG can provide superior, holistic services to clientele, please contact me at whickox@cookandboardman.com to discuss. La Vergne, TN

Bill Hickox Vice President of Operations, Security Integration

Branch of the Quarter

“Branch of the Quarter! What a fantastic accomplishment for this team, and truly a moment to hold onto and celebrate in this branch’s history. When I joined this branch in 2023, I quickly saw this team had cultivated a strong, positive culture that was grounded in teamwork - the characteristic that defines and determines success! This culture was also built on the

core values of this company: SERVE. Having been in this industry for over 20 years, I can assure you it is rare to find a team that understands the complexity of what it takes to be successful in this space. I am deeply grateful for the opportunity to be part of a team that can step into that complexity and achieve it. Each person here takes responsibility and is willing to do the work to provide the support needed. I am proud and excited to now be one of the leaders driving the future of our branch! Purchasing, pre-install, hardware packing, door production, frame production, shipping, receiving, project management, detailing, estimating, project coordinators and sales teams have all been instrumental in helping us grow our business.” Rob Owen, Director of Enterprise Accounts “What truly makes La Vergne special is the people within it— their dedication, expertise, compassion, and collaborative spirit. Together, we form a dynamic team that is always ready to adapt and innovate. Each member brings unique talents and perspectives, fostering an environment of creative problem solving while also holding a core set of shared values. It’s this unity and shared commitment that enables our success and makes this a great place to work.” Robbie Harris, Branch Operations Manager

Contributions From our Associates

Darryl Adams Bass Security | Bedford Heights, OH

Alex Cutler H&H Door | Victoria, TX

On October 5, Darryl (Counter Sales Rep) welcomed a healthy and beautiful baby boy, Adonis Ty Lewis, to his family. Congratulations to both mom and dad!

On October 13, Alex (Sales) and his wife, Anna, welcomed their new twins, baby boy, Crew Rian, and baby girl, Ellie James, into the world! Mom, Dad and big brother, Gage, are very happy and healthy!

Sean Voce James Doorcheck | Philadelphia, PA

Sean (Operations Manager) got engaged to his beautiful fiancée, Jackie, alongside their daughter, Palmer, in November. A destination wedding in Jamaica is set for April of 2025!

Share Your Good News!

Did you recently get engaged or married? Add a new little one to your family? Achieve one of your personal or professional goals? Serve your community in some way? We want to celebrate

Brenda Constantin 3Sixty Integrated | San Antonio, TX

Brenda is officially a Certified Digital Marketing Professional (CDMP) with the Digital Marketing Institute. As she wraps up her role in marketing, she’s excited to carry over her skills into her new sales role, combining creativity with strategy.

with you! Share your exciting news by scanning the QR code and emailing the details you’d like to share along with a photo to our marketing team!

Hall of Famers

Eric (Operations Manager) celebrated his 30th anniversary with the organization on October 18. In his free time, Eric and his wife of over 32 years, Barbara, cruise the Chesapeake Bay and Potomac River on their 34’ sailboat, “Ohana”. Eric also enjoys woodworking and fabricating items out of metal or fiberglass. Eric Wengstrom Precision Doors & Hardware Alexandria, VA

José Reyes Door Pro Systems Houston, TX

Nedzad (Shop Manager) celebrated his 25th anniversary with the organization on October 26. Nedzad migrated from Bosnia in October of 1998, and started working at MJW two weeks later. Happily married with two children, fishing is his favorite hobby and the best medicine he’s found! Nedzad Pupalovic McCarthy Jones Woodard Nashville, TN

Mark (Service & Installation) celebrated his 40th anniversary with the organization on November 16. He has been married to the love of his life, Michelle, for 42 years. He has a great sense of humor and in his spare time he is an avid beekeeper, fly fisherman, and wildlife photographer who enjoys taking trips to Yellowstone. Mark Withers Architectural Building Supply Salt Lake City, UT Sakib (Shop Manager) has been a respected member of the MJW team and a key to the company’s success since 1998, when he migrated here from Bosnia. He celebrated his 25th anniversary with MJW on December 21. Sakib has two sons, also valued members of the MJW family, and is an ardent supporter of both of Nashville’s pro sports teams, the Nashville Soccer Club and the Tennessee Titans. Sakib Rasidovic McCarthy Jones Woodard Nashville, TN

José (Warehouse Associate) celebrated his 35th anniversary with the organization on October 19. José loves to spend his free time with his three beloved children, José Luis Jr., Sebastian, and Andrea.

Kihn Le Cook & Boardman La Vergne, TN

Mike (Sales Representative) celebrated his 25th anniversary with the organization on Mike Dodson Cook & Boardman Simpsonville, SC

Jorge Segura Door Pro Systems Houston, TX

Kihn (Shipping & Receiving Clerk) celebrated his 25th anniversary with the organization on November 24. “I really like to work here. I work with a lot of good workers, and that is why I have been here 25+ years and plan to be much longer.” Tim Elam adds, “Kinh Le is a valuable member of the Enterprise Accounts team. He is a pleasure to work with and always has a smile on his face!”

Jorge (Welder) celebrated his 25th anniversary with the organization on November 30. Jorge has been married for 30 years and has two beautiful children. On the weekends, he likes to spend his free time with his mom, wife, and children. He also loves to go fishing!

December 1. When he’s not peddling doors, Mike enjoys spending time with his lovely family and playing golf.

Congratulations to these SERVE Award Recipients! October to December 2023 SERVE AWARD RECIPIENTS

Do you want to nominate someone to receive a SERVE Award? To do so, visit the new CBG CONNECT website and look under “Forms” in the top navigation.

A3 COMMUNICATIONS • Jeremy Russell | Field Supervisor | Summerville, SC

HC QUALITY DOORS • Audra Hoover | Controller | Gordonville, PA

MARTIN ARCHITECTURAL PRODUCTS • Kelli Spreitzer | Branch Operations Manager | Cary, NC

ADVANTECH • Garrett Dixon | Managed Access Technician | Dover, DE

ARCHITECTURAL BUILDING SUPPLY • Brandon Garner | Warehouse Supervisor | Salt Lake City, UT • Cale Rafferty | Branch Manager | Idaho Falls, ID

BLUEVIOLET NETWORKS • Jaime Briceno | Install Operations Manager | Fountain Valley, CA

The Contractor License Incentive Program Champion Professional Advancement

Building a Culture of Excellence CLIP is more than an incentive program - it’s a pathway to building a robust and resilient team. By supporting your journey to licensure, we’re investing in the very heart of our business – our people. Joining CLIP Keep an eye out for detailed information on the Contractor License Incentive Program (CLIP), soon to be posted on C&B CONNECT, our new Intranet site. We will provide comprehensive insights into how you can participate, including eligibility criteria and the application process. CLIP offers an exceptional opportunity for both professional and personal growth. We strongly encourage all our team members to explore this program and consider how it can contribute to your career development. Stay connected with C&B CONNECT for timely updates and further details on this exciting initiative! Licenses we are searching for: • Florida EG Certified Alarm System Contractor II • Florida GC Unlimited • Georgia Low Voltage Unlimited • Virginia GC Class A • Arkansas Alarm License As we roll out CLIP, we are eager to hear your feedback. Your input is vital in shaping a program that genuinely resonates with and benefits our team. In Conclusion CLIP is a testament to our belief in your potential and our commitment to excellence at The Cook & Boardman Group. We’re excited to see how this program will foster growth, enhance our expertise, and help us achieve new heights together. For more information, please email licensing@ cookandboardman.com. Jason Jones VP of Operations

We’re thrilled to unveil a new initiative that reinforces our commitment to your professional development and our collective success – the Contractor License Incentive Program (CLIP). This program is a strategic move to enhance our workforce’s expertise. What is CLIP? The Contractor License Incentive Program at The Cook & Boardman Group is designed to champion professional advancement. This program is specifically crafted to assist our team in acquiring and maintaining essential licenses, including those for contractor roles and specialty areas in commercial construction. With a focus on Commercial Doors, Frames, Hardware, and Security Integration, CLIP embodies our commitment to your professional development and our collective excellence in these crucial industry sectors. We pledge to support your journey towards achieving and upholding the highest standards of expertise, ensuring we continue to deliver superior service and innovative solutions in Commercial Construction and Security Integration. Key Features of CLIP 1. Exam Passing Bonus: Receive a bonus upon successfully passing licensure exams. This incentive is our way of acknowledging your hard work and dedication. 2. Yearly Compliance Bonus: Earn an annual bonus for maintaining your professional license. This ongoing incentive recognizes your commitment to staying current in your field and enhances our team’s capabilities. Why Participate in CLIP? • Financial Incentives: Attractive bonuses for achieving and maintaining professional licenses. • Professional Development: Enhance your skills and knowledge, keeping you at the forefront of industry standards and practices. • Support and Resources: Benefit from the company’s support in your journey to licensure, including access to study materials and resources. • Personal Achievement: Achieving a contractor license is a significant personal milestone, demonstrating loyalty and expertise in your field.

Projects Awarded Totaling $500K+ October to December 2023 BIG WINS LISTING 500 K + $

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