Leading Marketing Data Wholesaler

Description:
The Company operates as a broker, wholesaler, and retailer of marketing data, specializing in the production of customized databases, targeted mailing, telemarketing, and email lists.

Key Aspects:
• Revenue grew at a compound annual growth rate (CAGR) of 10.4% from 2021 through 2024.
• The Company averaged an 12.2% adjusted EBITDA margin from 2021 through 2024.
• Strategic marketing agreement with Dunn & Bradstreet (D&B) for over 25 years.
• The Company sells data from nearly 80,000 data sources.
• Employees are seasoned data experts with an average tenure at the Company of over 12 years and over 20 years in the industry.

Opportunities:
• Increase the size of the sales team to increase sales and market share.
• Benefit from the company's lean operational structure to continue natural growth.
• Continue the Company's SEO investments, which have led to an increase in lead generation.
• Consolidate the Company's brands under one name and logo.
• Merge digital marketing and direct mail capabilities to create omnichannel marketing opportunities.

Headquartered:
• Northeast, US

Current Markets:
• The Company specializes in delivering comprehensive data sets to all industries, with a primary focus on financial services, travel, and direct marketers in the US and internationally

Real Estate:
• The Company operates out of a 2,200 sq. ft. facility in the Northeast, US, leased from an unrelated third party.
• Management notes that the Company has moved to mostly remote operations since the COVID-19 pandemic, and a facility will no longer be needed post-sale.

Shareholder Ownership:
• The Company is fully owned by a single shareholder who wishes to de-risk and pursue retirement.
• The shareholder is willing to remain with the Company for a predetermined period to facilitate a smooth transition to new ownership.