Arlenby Electrical Supply
Response requiredDistribution · Nashville, TN
May 28 – Aug 13, 2026
12 weeks of telemetry
Arlenby Electrical Supply is 5 points below its escalation threshold — cross-functional communication is the strongest theme at 65 against a threshold of 70. 1 escalation is open (1 elevated), the oldest running 4 weeks. No board direction has been issued, so nothing is formally assigned against it.
65
Highest signal
of 70 threshold
1
Open escalations
1 elevated
71%
Participation
coverage sufficient
0
Board actions
none assigned
What needs attention
3 active themesCross-Functional Communication
16 independent participants · 5 functions
Reported by 16 independent participants across 5 functions, persistent for 8 weeks and rising.Escalation open
Leadership Direction Clarity
13 independent participants · 5 functions
Reported by 13 independent participants across 5 functions, persistent for 7 weeks and rising.
Talent & Team Stability
11 independent participants · 4 functions
Reported by 11 independent participants across 4 functions, persistent for 6 weeks and rising.
Escalations
1 open of 1 →Cross-Functional Communication at Arlenby Electrical Supply: decisions reaching teams after they have already been made
- Why it matters
- Above the escalation threshold and still building; the cost of waiting is rising each week it stays open.
- What changed
- Cross-functional corroboration from 16 distinct reporters. (4 weeks open)
- Next step
- Issue a board direction and assign an owner before the next board meeting.
View escalation historyHide view escalation history
Signal confidence for a cross-functional communication theme at Arlenby Electrical Supply stands at 65 against a program threshold of 70, reported independently by 16 participants across 3 functions. The pattern is consistent with a known exposure at this company — inventory overlap with platform not yet rationalised — which the investment thesis assumes stays contained. Signal will confirm over the coming weeks whether confidence continues to climb.
Beacon lifecycle
Crossed threshold, corroborated — board-worthy.
- Jun 25
Opened as Emerging
autoEscalation opened — theme first surfaced above the noise floor.
- Jul 2
Emerging → Developing
autoConfidence rising across consecutive weeks; coverage widened to 3 functions.
- Jul 9
Developing → Material
autoCross-functional corroboration from 16 distinct reporters.
What Signal observed
Confidence for the cross-functional communication theme reached 65 against a threshold of 70, sustained across 6 weeks with reporting from 3 distinct functions (Executive, Sales, Operations).
Organizational radar
all 8 themes scored0
Escalated
3
Developing
Leadership Direction Clarity, Cross-Functional Communication, Talent & Team Stability
5
Quiet
View all eight themesHide view all eight themes
Organizational radar
Arlenby Electrical Supply across the eight themes
Every company is scored on the same eight themes, shaded against this program's own escalation threshold — so a quiet row means quiet, not unmeasured.
Confidence = unique reporters of a theme ÷ active participants over the rolling 4-week window. A cell turns red once it crosses its company's escalation threshold.
Board response
1 open escalation at Arlenby Electrical Supply with no board direction assigned. Nothing is formally owned, and no actions are being tracked against them.
Create board direction →bolt-on · held since September 2023 · Nashville, TN
Company contextHide company context
- Employees
- 355
- Signal seats
- 34
- 10% enrolled
- Revenue
- $118M
- EBITDA margin
- 10–13%
Investment thesis
Electrical product category the platform lacked, with contractor relationships in three growth metros.
Known exposures
- ·Inventory overlap with platform not yet rationalised
- ·Two branch managers resigned during the transition
Signal data is PE-exclusive. Portfolio company leadership has no visibility into submissions, themes, or confidence scores.
Beacon detects. Bearing interprets. You decide.