- Company uses proprietary methods to analyze select industry metrics and delivers its findings to clients in the financial services industry. Clients use the information to measure their performance compared to their competition.
- Company has an established business model and marketing approach to identify new opportunities
- Long-term client relationships with a 90% retention rate
- Recurring revenue, contracts are for 1-2 years
- Long-term support staff covering operations and sales
- Growth opportunities within existing markets, new markets and internationally
- Highly regarded research and deliverables, outstanding company reputation in multiple markets


Benefits To Buyer:
- Consistent financial results
- Proven research methodology and business model
- Long-term client relationships and recurring revenue
- Blue-chip client base
- Experienced, long-term support team
- Highly scalable model with strong opportunities for growth


Buyer Profile:
- Existing company seeking "growth through acquisition" opportunities
- Individual(s) with research/sales/marketing/IT background
- Private equity groups