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Gregory A. Hoffman

Senior Vice President and Chief Financial Officer at Construction Partners
Executive

About Gregory A. Hoffman

Gregory A. Hoffman is Senior Vice President and Chief Financial Officer of Construction Partners, Inc. (NASDAQ: ROAD), serving as CFO since April 2023 after two years as SVP, Finance; he is 59 and holds a B.S. in Accounting from the University of Alabama . Under ROAD’s pay-for-performance design, 2024 Adjusted EBITDA exceeded target ($220.6M vs. $209.1M), driving full payout on the EBITDA component of annual incentives . On long-term PSUs, the 2022–2024 performance cycle achieved 26.1% compound aggregate revenue growth vs. an 18.0% target (max payout) but missed the ROCE target (11.0% vs. 13.0%), with total earned shares increased by 15% due to a 92nd percentile TSR vs. Russell 2000; Hoffman earned 3,623 PSUs on a 4,200 target for that cycle .

Past Roles

OrganizationRoleYearsStrategic Impact
Construction Partners, Inc.Senior Vice President, FinanceApr 2021–Mar 2023Led finance during accelerated acquisitive growth; prepared for CFO succession .
Wiregrass Construction Company (ROAD subsidiary)Chief Financial Officer2009–Apr 2021Built financial controls and operating finance capabilities at platform company .

Additional prior experience: Corporate Express (Staples) Division Controller and VP, Operations; APAC-Georgia Division Controller; Ernst & Young LLP Audit Manager .

External Roles

No public company directorships or external board roles disclosed for Hoffman .

Fixed Compensation

ItemFY 2024FY 2025Notes
Base Salary (Rate)$450,000$500,000Approved annual salary rates; implemented on calendar basis .
Target Annual Cash Incentive (% of Salary)75%CFO target for FY 2024 .
Discretionary Cash Bonus (post-FY24)$62,500Awarded subsequent to fiscal year-end 2024 .
One-time Transaction Cash Bonus (Lone Star Acquisition)$500,000Approved post-FY24 for Lone Star acquisition .
Stock Bonus (Fully Vested Shares, 12/17/2024)1,050 shares ($100,695)Granted at $95.90 per share on grant date .

Multi-year compensation (SEC Summary Compensation Table):

MetricFY 2023FY 2024
Salary ($)$364,231$438,462
Bonus ($)$53,556$163,195
Stock Awards ($)$264,784$418,425
Non-Equity Incentive Plan Comp ($)$300,000$337,500
All Other Compensation ($)$36,993$38,566
Total ($)$1,019,564$1,396,148

Perquisites and benefits detail (FY 2024):

ComponentAmount ($)
Health Insurance$19,731
401(k) Match$16,093
Other (vehicle/premiums)$2,742
Total$38,566

Performance Compensation

Annual Cash Incentive (FY 2024):

  • Structure: 50% Consolidated Adjusted EBITDA; 50% individual/additional Company goals; Committee retains discretion .
  • Adjusted EBITDA target vs actual: $209.1M target; $220.6M actual → 100% of target on EBITDA component .
  • Hoffman’s metrics for the individual component: Company revenue, EBITDA, overhead reductions, and working capital levels .
  • Actual payout: $168,750 for EBITDA (100% of component) + $168,750 for individual goals (100%) = $337,500 total .
MetricWeightingTargetActualPayout (% of Component)Payout ($)
Adjusted EBITDA (Consolidated)50%$209.1M$220.6M100%$168,750
Individual/Additional Company Goals50%Objectives setAchieved100%$168,750
Total100%$337,500

Long-Term Incentives:

  • LTIP-A (time-based RSUs/restricted stock): Hoffman granted 4,500 restricted Class A shares on 12/13/2023; vests in equal annual installments on 9/30 of 2024–2027 .
  • LTIP-B (PSUs, 3-year 2024–2026): Target 5,064 PSUs; 50% on compound aggregate revenue growth vs target; 50% on average Adjusted EBITDA margin vs target; +/-15% TSR modifier vs Russell 2000 (upward only if ROAD TSR positive) .
LTIP ComponentWeightingThresholdTargetMaximumHoffman Grant
Revenue Growth vs Target50%89% → 75% payout100% → 100% payout≥112% → 150% payoutPart of 5,064 PSUs
Avg. Adjusted EBITDA Margin vs Target50%95.2% → 75% payout100% → 100% payout≥104.8% → 150% payoutPart of 5,064 PSUs
TSR Modifier vs Russell 2000±15%25th pct → -15%Median → 0%≥75th pct → +15%Applied after preliminary vesting

Prior Cycle Outcome (Performance period ended 9/30/2024):

MetricTargetActualPayout Impact
Compound Aggregate Revenue Growth18.0%26.1%150% of revenue metric
ROCE13.0%11.0%0% of ROCE metric
TSR vs Russell 200092nd percentile+15% shares modifier
Hoffman PSUs (2022 grant)Target SharesEarned Shares
Performance period ended 9/30/20244,2003,623

Equity Ownership & Alignment

Beneficial ownership (Record Date Jan 20, 2025):

ClassSharesNotes
Class A common42,526Includes 20,923 restricted shares subject to time-based vesting .
Class B common11,000Includes 11,000 Class B shares granted as transaction bonus, vested 11/6/2024 .

Unvested awards and vesting schedule (as of 9/30/2024):

TypeUnvested as of FY-endVesting Dates and Amounts
Time-based restricted stock (Class A)20,923 shares ($1,460,425 MV at $69.80)9/30/2025: 17,793; 9/30/2026: 2,005; 9/30/2027: 1,125 .
LTIP-B PSUs (threshold basis)7,315 units ($510,587 MV at $69.80)Vests based on 2024–2026 performance + TSR modifier .

Other alignment policies:

  • Hedging/derivatives prohibited for officers; exceptions only under strict conditions; as of 9/30/2024 no officer-held financial instruments, except a prepaid forward by an entity controlled by Executive Chairman (not Hoffman) approved in advance .
  • No options outstanding for NEOs; Hoffman had 22,164 shares vest in 2024 across time-based, stock bonus, and PSU awards (value realized $1,641,608) .
  • Insider trading controls, equity award timing policies prohibit backdating or timing around material information .

Pledging:

  • No pledges disclosed for Hoffman; pledges were disclosed for other insiders (e.g., CEO and SVP) and approved under policy .

Employment Terms

TermDetail
Agreement TermHoffman’s Employment Agreement began Apr 1, 2023 and expires Apr 1, 2025; will not auto-renew .
Bonus EligibilityAnnual cash incentives (formulaic and discretionary) per Compensation Committee design .
Equity EligibilityAwards under 2018 Equity Incentive Plan and 2024 Restricted Stock Plan .
Severance (No cause / Good reason)Lump-sum Accrued Amounts + 1.5x average combined salary+bonus for prior 2 FYs (paid over 18 months contingent on covenants) + 18 months health premiums + up to $10,000 outplacement; potential 280G reduction applies .
Restrictive CovenantsNon-compete, confidentiality, non-solicit, non-disparagement during term and up to 18 months post-termination (Company election) .
Class B Right of First RefusalCompany/assignee has right of first refusal for any Class B transfers during term and 18 months post-termination .
Clawback PolicyDodd-Frank compliant recoupment of excess incentive comp upon accounting restatement; applies to cash and equity for last three completed fiscal years .
IndemnificationStandard indemnification agreement for directors and officers, including advancement of expenses, subject to conditions .

Potential payments illustration (termination on 9/30/2024):

ComponentAmount ($)
Cash Severance Payment$861,453
Insurance Benefits$29,597
Outplacement$10,000
Accelerated Equity (Committee discretion)$2,141,185
Total$3,042,235

Compensation Structure Analysis

  • Mix and leverage: CFO cash comp increased with 2025 salary uplift (+11.1% y/y), while equity awards and PSUs maintain at-risk alignment; notable discretionary elements include post-year stock bonus and significant transaction bonus tied to Lone Star .
  • Performance metrics: Annual plan ties 50% to consolidated Adjusted EBITDA; PSUs emphasize multi-year revenue growth and EBITDA margin with a market-relative TSR overlay; ROCE was removed in 2024 awards vs. prior cycle (which missed ROCE), shifting focus toward growth and margin .
  • Governance context: ROAD is a “controlled company”; the Compensation Committee includes only one Nasdaq-independent member, potentially increasing discretion in award decisions; independent consultant engaged; say-on-pay received ~97.2% support in 2022 .

Investment Implications

  • Vesting calendar suggests periodic supply events: Hoffman has scheduled vesting on 9/30/2025–2027 (20,923 restricted shares) plus PSUs for 2024–2026; 2024 realized vesting value was $1.64M, underscoring tangible equity monetization cadence .
  • Retention risk: Employment Agreement expires Apr 1, 2025; severance mechanics and non-compete provisions mitigate near-term transition risk, but contract non-renewal heightens monitoring need through FY 2025 .
  • Alignment: No pledging or options; hedging restrictions apply; meaningful at-risk PSU structure with revenue/margin metrics and TSR modifier supports pay-for-performance; prior-cycle ROCE miss indicates ongoing execution focus on capital efficiency .
  • Governance and discretion: Controlled company status and committee composition allow for discretionary bonuses and equity awards (e.g., transaction bonuses), which can be shareholder-friendly when tied to value-creating deals but merit scrutiny for consistency and dilution under plans with 3.30M shares available as of FY-end 2024 .

ROAD Map 2027 and acquisitive growth frame performance expectations; in FY 2024 ROAD completed eight acquisitions and later closed Texas/Oklahoma deals—comp structures and transaction bonuses for CFO align with M&A-driven value creation but require continued oversight of margin and working capital targets embedded in annual incentives .