Financial Services Provider

Southeast, US
Business Services; Financial
Client Code: BN000057120
Revenue (TTM): $1,625,827
EBITDA (TTM): $1,111,033

The Company provides spend management solutions, executive recruiting, and mortgage consulting services to financial institutions nationwide.

Key Aspects

• Adjusted EBITDA margins averaged 56.5% from 2021 to 2023

• Nearly all of the existing Company contracts are long-term and contingency-fee based

• As of April 30, 2024, estimated revenue from active contracts is $2.8 million with projected 2024 revenue $1.5 - $1.7 million

• Diverse, process-driven service offerings give the Company the ability to scale up or down, based on economic conditions


• Capitalize on unprecedented demand for Company products addressing two major business challenges – inability to locate / attract professional talent and the need to reduce operating costs

• Develop new and extensive client opportunities by adding dedicated salespeople and implementing strategic marketing campaigns targeting industries with high demand for spend management and/or recruiting services

• Enhance spend management and recruiting solutions by investing or developing innovative technologies to maximize efficiency

• Partner with a PE firm where Company’s core business lines can serve the acquirer, supporting both the recruiting and spend management needs


• Southeast, US

Current Markets

• The Company serves the mortgage and banking industries, with many of its clients originating / servicing mortgage loans and other lending products. The diverse client base primarily includes large institutions across the United States.

Real Estate

• The Company operates out of a 1,600 sq. ft. office leased from an unrelated third party. Management notes the Company is easily relocatable and the lease is assumable. The Company can also operate remotely.