Wallaby Windows

The vendor opportunity at Wallaby Windows

Wallaby Windows operates 48 total units, 45 of which are franchised, with an average unit volume of $3,335,965. The brand is part of MidOcean Associates V, LP, a private equity owner, which often signals a focus on operational efficiency and scalable technology. For software vendors, the immediate addressable market is the 45 franchised locations, with purchasing decisions centralized at the Virginia headquarters. The royalty rate is 5.0% on gross revenue, and the initial franchise term runs 10 years, giving franchisees a long horizon to adopt and stick with operational tools.

Who controls software purchasing

Software purchasing authority sits with the executive team at Wallaby Windows HQ. The 2024 FDD lists Scott Zide as Chief Executive Officer and Michael Borreca as Vice President and Chief Financial Officer—both are likely approvers for any system that touches financials, reporting, or franchise operations. Megan Taylor, Vice President of Operations, and Crystal Wheeler, Operations Support Manager, are the operational leads who would evaluate tools affecting franchisee day-to-day workflows. R. Scott Sutton, Chief Development Officer, may also weigh in on technology that supports unit growth and onboarding. The decision-making structure is HQ-driven, not distributed to multi-unit operators, as no operator footprint is mapped in our corpus.

Mandated and current tech stack

The only mandated technology disclosed in the 2024 FDD is QuickBooks by Intuit Inc. This is required for financial management across the system. No other POS, CRM, scheduling, or field-service management systems are named as mandatory or recommended in the most recent filing. For vendors selling complementary software—such as estimating tools, customer communication platforms, or inventory management—this means there is no incumbent lock-in beyond QuickBooks, but you will need to demonstrate integration readiness with Intuit’s ecosystem.

Procurement, renewals, and timing

The 2024 FDD does not extract a specific procurement signal from Item 8, so the franchisor’s supplier designation model—whether designated, approved, or open—is not publicly disclosed. On renewals, Item 17 provides that a compliant franchisee may renew for two additional terms of 5 years each, subject to contractual conditions. With an initial term of 10 years and renewal windows every half-decade thereafter, software vendors should monitor renewal cycles and any system-wide refresh initiatives that often accompany private equity ownership. Year-over-year unit growth is not disclosed in the available data, so expansion-driven software needs cannot be projected from the FDD alone.

How to read the Wallaby Windows FDD

The 2024 Wallaby Windows Franchise Disclosure Document is embedded below. Key sections for software vendors include Item 1 (executive team and ownership), Item 8 (procurement restrictions, though not extracted here), Item 11 (mandated systems—here, QuickBooks), and Item 17 (renewal terms). Because the brand is held by MidOcean Associates V, LP, the FDD may also contain parent-company financials that shed light on technology investment capacity. For a ranked target list of franchise systems aligned to your software category, FranCloud can help you prioritize outreach.