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Playbook Management

Full company profile

uuid000pt22

Namestring
Playbook Management
Legal namestring
Playbook Management Company
Websiteurl
playbookmc.com
Company typeenum
Private
Founded yearint
2014
Descriptiontext

Playbook Management Company is a privately held construction consulting and owner-representation firm headquartered in Charlotte, North Carolina. Founded in 2014, the firm delivers third-party project management services across the full project lifecycle — due diligence, preconstruction, project management, and pre-occupancy/post-construction — for developers, landlords, corporate occupiers, hospitality operators, industrial and manufacturing companies, educational institutions, non-profits, and government agencies. The team's marketed differentiator is more than 160 years of combined industry experience among its founding professionals.

The firm has no disclosed software platform or proprietary technology; its product is human expertise delivered as professional services. Service delivery covers architect and general contractor selection, vendor coordination, budget and schedule management, and post-construction FF&E and move-in support, with engagements sized from roughly 6,800 SF (La Belle Helene restaurant) to 101,000 SF (Robinson Bradshaw office relocation) and project values reported up to $28M+ (Myers Park Country Club clubhouse renovation). Recognized work includes the 2019 CoreNet Carolinas CORE Award and Charlotte Business Journal Heavy Hitters award.

The business model is professional services fees on a project or retainer basis, with revenue generated through consultative, relationship-driven enterprise engagements. The firm has no disclosed outside funding, no parent company, and operates as an independently owned private company with 1–10 employees. Marketing relies on a project portfolio, client testimonials ("Homeruns" page), and earned-media industry recognition rather than paid channels. Geographic scope is the Carolinas and select accounts beyond, including a Charlotte/Minneapolis dual-office project for Elior North America.

Short descriptiontext

Playbook Management Company is a Charlotte-based construction project management and owner representation firm providing due-diligence-through-post-construction services to developers, corporate occupiers, hospitality, industrial, education, and government clients across the Carolinas region.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersCharlotte, United States
HQ citystring
Charlotte
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
construction project management, owner representation services, preconstruction consulting, construction due diligence, post-construction services
Industry1 code
1Hospitality & Entertainment Venue Construction
CodeIMAFACACPrimaryYes
Product category
Construction Project Management
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Project Management Services
TypeProfessional Services
Description

Third-party project management and owner representation services for construction, development, and interiors projects. Services include due diligence, preconstruction, project management, and pre-occupancy/post-construction phases. Revenue is generated through professional services fees, likely on a project or retainer basis.

playbookmc.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Infrastructure, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Playbook Management Company provides third-party construction project management and owner representation services for construction, development, and interiors projects. The firm manages projects end-to-end across due diligence, preconstruction, project management, and pre-occupancy/post-construction phases for developers, landlords, corporations, and institutions across the Carolinas and beyond.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • $28M+ clubhouse project successfully managed for Myers Park Country Club with multi-year, multi-dimensional scope.
+2 more records
Product overview1 text field

Playbook Management Company offers a unified suite of construction consulting and project management services. The core offering consists of third-party project management and owner representation services spanning the entire project lifecycle—from due diligence and preconstruction through project management and pre-occupancy/post-construction phases. The company does not operate as a software platform but rather as a professional services firm delivering hands-on expertise to clients across commercial, industrial, hospitality, interiors, and institutional sectors in the Carolinas region and beyond.

Product and service5 records
1Construction Project Management and Owner Representation Services
2Due Diligence
3Preconstruction Services
4Project Management
5Pre-Occupancy and Post-Construction Services
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Specialized construction consulting and PM firm delivering program/construction management and owner's representation across commercial, hospitality, transportation, and government sectors. Closely mirrors Playbook's enterprise services mix at a similar fee-for-service model.

TypeDirect peer
Description

Independent global project management and cost consultancy delivering owner's representation, program management, and construction consulting for real estate and infrastructure clients. Most directly comparable pure-play PM consultancy to Playbook's business model.

TypeDirect peer
Description

Seattle-based construction management and consulting firm providing owner's representation and PM across commercial, education, healthcare, and public-sector clients. Operates as a similarly specialized, relationship-driven PM consultancy.

TypeDirect peer
Description

Program/construction management firm focused on institutional, civic, and education clients (K-12, higher ed, government) — closely mirroring Playbook's Charlotte Preparatory School and USCIS work and its preconstruction-through-occupancy lifecycle offering.

TypeDirect peer
Description

Specialized project management consultancy that delivers owner's representation and PM services for commercial, healthcare, hospitality, and multifamily developments. Direct pure-play counterpart in business model and client segments.

TypeBroad incumbent
Description

CBRE's Project Management business line provides third-party owner's representation and PM services across office, hospitality, industrial, and institutional sectors—matching Playbook's full lifecycle offering but as one product among many within a global real estate platform.

TypeDirect peer
Description

Charlotte, NC-based construction management firm providing owner's representation and project management across commercial, hospitality, and institutional sectors in the Carolinas. Most direct regional counterpart in terms of geography, scale, and service mix.

TypeBroad incumbent
Description

Global real estate services giant with a substantial Project & Development Services (PDS) practice that delivers owner's representation, project management, and construction consulting for enterprise occupiers and developers. Overlaps with Playbook's core service on commercial buildouts, but operates at vastly larger scale and geographies.

TypeDirect peer
Description

National construction management and owner's representation firm serving healthcare, education, commercial, and civic clients with services from preconstruction through occupancy. Comparable scope and project-mix profile to Playbook's institutional and commercial work.

TypeDirect peer
Description

Multi-disciplinary consulting firm delivering construction consulting, project management, and owner's rep services with a strong hospitality, commercial, and institutional client base. Closely matches Playbook's full-lifecycle, sector-diverse approach.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers12 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment6 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Playbook Management

Construction Project Managementplaybookmc.com

Playbook Management Company is a Charlotte-based construction project management and owner representation firm providing due-diligence-through-post-construction services to developers, corporate occupiers, hospitality, industrial, education, and government clients across the Carolinas region.

What Playbook Management does

Playbook Management Company is a privately held construction consulting and owner-representation firm headquartered in Charlotte, North Carolina. Founded in 2014, the firm delivers third-party project management services across the full project lifecycle — due diligence, preconstruction, project management, and pre-occupancy/post-construction — for developers, landlords, corporate occupiers, hospitality operators, industrial and manufacturing companies, educational institutions, non-profits, and government agencies. The team's marketed differentiator is more than 160 years of combined industry experience among its founding professionals.

The firm has no disclosed software platform or proprietary technology; its product is human expertise delivered as professional services. Service delivery covers architect and general contractor selection, vendor coordination, budget and schedule management, and post-construction FF&E and move-in support, with engagements sized from roughly 6,800 SF (La Belle Helene restaurant) to 101,000 SF (Robinson Bradshaw office relocation) and project values reported up to $28M+ (Myers Park Country Club clubhouse renovation). Recognized work includes the 2019 CoreNet Carolinas CORE Award and Charlotte Business Journal Heavy Hitters award.

The business model is professional services fees on a project or retainer basis, with revenue generated through consultative, relationship-driven enterprise engagements. The firm has no disclosed outside funding, no parent company, and operates as an independently owned private company with 1–10 employees. Marketing relies on a project portfolio, client testimonials ("Homeruns" page), and earned-media industry recognition rather than paid channels. Geographic scope is the Carolinas and select accounts beyond, including a Charlotte/Minneapolis dual-office project for Elior North America.

Playbook Management firmographics

Firmographics
Name
Playbook Management
Legal name
Playbook Management Company
Website
https://playbookmc.com
Company type
Private
Founded year
2014
Operating status
Operating
Headcount range
1–10 employees
Short description
Playbook Management Company is a Charlotte-based construction project management and owner representation firm providing due-diligence-through-post-construction services to developers, corporate occupiers, hospitality, industrial, education, and government clients across the Carolinas region.
Ownership category
akta.pro rank

Playbook Management industry classification

Industry
Product category
Construction Project Management
akta.pro primary industry
Hospitality & Entertainment Venue Construction (IMAFACAC)

Keywords

  • Construction project management
  • Owner representation services
  • Preconstruction consulting
  • Construction due diligence
  • Post-construction services

Where Playbook Management is headquartered

Location

Headquarters

HQ city
Charlotte
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Playbook Management business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

  1. Project Management Services: Third-party project management and owner representation services for construction, development, and interiors projects. Services include due diligence, preconstruction, project management, and pre-occupancy/post-construction phases. Revenue is generated through professional services fees, likely on a project or retainer basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Playbook Management product offering

Product offering

Core offering

Playbook Management Company provides third-party construction project management and owner representation services for construction, development, and interiors projects. The firm manages projects end-to-end across due diligence, preconstruction, project management, and pre-occupancy/post-construction phases for developers, landlords, corporations, and institutions across the Carolinas and beyond.

Product overview

Playbook Management Company offers a unified suite of construction consulting and project management services. The core offering consists of third-party project management and owner representation services spanning the entire project lifecycle—from due diligence and preconstruction through project management and pre-occupancy/post-construction phases. The company does not operate as a software platform but rather as a professional services firm delivering hands-on expertise to clients across commercial, industrial, hospitality, interiors, and institutional sectors in the Carolinas region and beyond.

Differentiator

Problem solved

Functional benefit

Products and services

  • Construction Project Management and Owner Representation Services
  • Due Diligence
  • Preconstruction Services
  • Project Management
  • Pre-Occupancy and Post-Construction Services

Quantifiable outcome

  • $28M+ clubhouse project successfully managed for Myers Park Country Club with multi-year, multi-dimensional scope.
  • +2 more outcomes

Companies that use Playbook Management

Customer profile

Named customers12 records

Segments6 records

Ideal customer profiles3 records

Playbook Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Playbook Management partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Playbook Management competitors and assessment

Company assessment

Direct peers

  • Hill International: Specialized construction consulting and PM firm delivering program/construction management and owner's representation across commercial, hospitality, transportation, and government sectors. Closely mirrors Playbook's enterprise services mix at a similar fee-for-service model.
  • Turner & Townsend: Independent global project management and cost consultancy delivering owner's representation, program management, and construction consulting for real estate and infrastructure clients. Most directly comparable pure-play PM consultancy to Playbook's business model.
  • OAC Services: Seattle-based construction management and consulting firm providing owner's representation and PM across commercial, education, healthcare, and public-sector clients. Operates as a similarly specialized, relationship-driven PM consultancy.
  • Brailsford & Dunlavey: Program/construction management firm focused on institutional, civic, and education clients (K-12, higher ed, government) — closely mirroring Playbook's Charlotte Preparatory School and USCIS work and its preconstruction-through-occupancy lifecycle offering.
  • Hoar Project Management (HPM): Specialized project management consultancy that delivers owner's representation and PM services for commercial, healthcare, hospitality, and multifamily developments. Direct pure-play counterpart in business model and client segments.
  • BNB Construction Management: Charlotte, NC-based construction management firm providing owner's representation and project management across commercial, hospitality, and institutional sectors in the Carolinas. Most direct regional counterpart in terms of geography, scale, and service mix.
  • Vanir Group: National construction management and owner's representation firm serving healthcare, education, commercial, and civic clients with services from preconstruction through occupancy. Comparable scope and project-mix profile to Playbook's institutional and commercial work.
  • The Vertex Companies: Multi-disciplinary consulting firm delivering construction consulting, project management, and owner's rep services with a strong hospitality, commercial, and institutional client base. Closely matches Playbook's full-lifecycle, sector-diverse approach.

Broad incumbents

  • CBRE - Project Management: CBRE's Project Management business line provides third-party owner's representation and PM services across office, hospitality, industrial, and institutional sectors—matching Playbook's full lifecycle offering but as one product among many within a global real estate platform.
  • JLL (Jones Lang LaSalle) - Project & Development Services: Global real estate services giant with a substantial Project & Development Services (PDS) practice that delivers owner's representation, project management, and construction consulting for enterprise occupiers and developers. Overlaps with Playbook's core service on commercial buildouts, but operates at vastly larger scale and geographies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

Playbook Management social profiles

Digital presence

Playbook Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Playbook Management leadership team

Management profile

Number of profiles

Playbook Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Playbook Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Playbook Management

What does Playbook Management do?

Playbook Management Company provides third-party construction project management and owner representation services for construction, development, and interiors projects. The firm manages projects end-to-end across due diligence, preconstruction, project management, and pre-occupancy/post-construction phases for developers, landlords, corporations, and institutions across the Carolinas and beyond.

Is Playbook Management a public or private company?

Playbook Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Playbook Management founded?

Playbook Management was founded in 2014. It employs 1 to 10 people.

Where is Playbook Management based?

Playbook Management is headquartered in Charlotte, United States, in the North America region.

How does Playbook Management make money?

One revenue line is on record: project Management Services.

Who are Playbook Management's main competitors?

Direct peers on record are Hill International, Turner & Townsend, OAC Services, Brailsford & Dunlavey, Hoar Project Management (HPM), BNB Construction Management, Vanir Group and The Vertex Companies. Broad incumbents are CBRE - Project Management and JLL (Jones Lang LaSalle) - Project & Development Services.

Does Playbook Management have an API?

No public API is recorded for Playbook Management.

What industry is Playbook Management in?

Playbook Management's product category is Construction Project Management. Its primary akta.pro industry code is IMAFACAC, Hospitality & Entertainment Venue Construction.

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