Valtrix Holdings
← Back to portfolio

Westhalen Plumbing Supply

Monitoring — no action needed

Distribution · Boise, ID

Jun 25 – Aug 13, 2026

8 weeks of telemetry

Post-Acquisition Monitor53 points clear of the escalation threshold with nothing open

Westhalen Plumbing Supply is 53 points below its escalation threshold — leadership direction clarity is the strongest theme at 18 against a threshold of 71. Nothing is currently escalated. No board direction is outstanding.

18

Highest signal

of 71 threshold

0

Open escalations

nothing open

79%

Participation

coverage sufficient

0

Board actions

none assigned

What needs attention

1 active theme

Leadership Direction Clarity

3 independent participants · 3 functions

No Signal18 / 71FlatView evidence →

Reported by 3 independent participants across 3 functions, persistent for 2 weeks.

Organizational radar

all 8 themes scored

0

Escalated

0

Developing

8

Quiet

View all eight themes

Organizational radar

Westhalen Plumbing 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.

Company
Direction
Bandwidth
Comms
Alignment
Capacity
Talent
Friction
External
18
14
15
5
13
16
14
4

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

No board direction outstanding, and nothing open that needs one.

recent acquisition · held since November 2024 · Boise, ID

Company context
Employees
160
Signal seats
19
12% enrolled
Revenue
$54M
EBITDA margin
14–17%

Investment thesis

Family-owned distributor in a high-growth housing market, acquired ahead of a planned regional roll-up.

Known exposures

  • ·Revenue correlated with single-family housing starts

Signal data is PE-exclusive. Portfolio company leadership has no visibility into submissions, themes, or confidence scores.

Beacon detects. Bearing interprets. You decide.