Portfolio Management Services

“Quietly building what loudly matters.”

Strategic leadership
for businesses that build

Centralized financial management, marketing, systems design, and strategic planning — the operational backbone every growing business needs.

About B Team

Built by operators,
for operators

B Team Management was founded by Ri and Henry Berroa to provide the management infrastructure that growing businesses need but rarely build for themselves. We bring the discipline of centralized financial management, the creativity of brand-led marketing, and the rigor of systems engineering to every company in our portfolio.

12
Portfolio Companies
17+
Years in Business
85+
Team Members
5
Industries Served

Our Philosophy

We believe that every business, regardless of industry, deserves the same caliber of financial oversight, operational systems, and strategic vision that the best-run companies in the world rely on. Our management model consolidates these critical functions under one roof so our operating companies can focus on what they do best.

Founded in Louisville, Kentucky, B Team Management serves as the central nervous system for a diversified portfolio of companies — providing the structure, strategy, and support that turns good businesses into great ones.

What We Do

Management services built
for multi-entity portfolios

The operational backbone that allows each company in our portfolio to perform at its highest level.

01

Financial Management

Full-cycle accounts payable and receivable, general ledger management, monthly close, financial statement preparation, budgeting, and cash flow forecasting across all portfolio entities.

02

Marketing & Branding

Brand identity management, website development, social media strategy, paid advertising, email marketing, lead generation, and reputation management for each portfolio company.

03

HR Administration

Recruiting, onboarding, employee handbook development, benefits coordination, performance management, compliance, and incentive program design across the portfolio.

04

Systems & Process Design

Operational workflow creation, process engineering, technology implementation, automation design, cross-entity standardization, and KPI dashboard development.

05

Strategic Planning

Annual goal-setting, new business evaluation, acquisition due diligence, entity structure optimization, tax strategy coordination, and insurance program management.

06

Business Development

Market research, financial modeling, banking and credit facility management, shared services negotiation, and strategic growth initiative oversight.

Leadership

The people behind
the portfolio

Our leadership team brings decades of experience across finance, operations, marketing, and business development.

Ri Berroa

Managing Member

Oversees financial management, accounting, marketing, and HR administration across the entire portfolio. Ri brings a detail-oriented approach to multi-entity financial operations and a creative eye for brand development.

Henry Berroa

Managing Member

Leads systems design, process implementation, and strategic planning across all portfolio companies. Henry engineers the operational infrastructure that allows each business to scale efficiently.

Our Portfolio

Companies we manage

B Team provides management services across a diversified portfolio spanning stone fabrication, hospitality, real estate, marketing, specialty chemicals, and more.

Trademark Universal Stone
Luxe Surfaces
Jenkins Plumbing
Lithology
Waves of Joy
Lake S'Mores Resort + Spa
beROAR LLC
Reclaim Therapeutic Design
Lab Ninety9 Studio
Ember AI Studio
BlueSky Labs
Blue Ocean Holdings
Get in Touch

Let's talk about
your business

We're always open to conversations about management solutions, strategic partnerships, and portfolio opportunities.

Location
Louisville, Kentucky