Description:
The Company is a specialized engineering and IT services provider that supports product and software development teams in regulated and complex manufacturing environments. The Company delivers recurring managed services, consulting, cloud infrastructure, and software lifecycle solutions that optimize engineering operations and accelerate product development. The Company resells and supports mission-critical software platforms from key partners. And, through partnerships with leading AI companies, it is developing and implementing proprietary AI solutions that automate and increase engineering productivity.

Key Aspects:
• Strong Financial Margins: The Company has demonstrated healthy profitability, with average gross profit and adjusted EBITDA margins of 48.6% and 15.5%, respectively, from 2023 through 2025.
• Strong Recurring Revenue: The Company has stable revenue and strong client retention with approximately 80% of revenue recurring and approximately 90% of revenue generated from repeat clients.
• Long-Standing Client Relationships & Employee Retention: The Company maintains deeply embedded client relationships, with an average client tenure of approximately eight years and several relationships extending beyond a decade. Engineer employee retention has averaged 46.7% over the last 10 years, compared to local average employee retention of 8 to 12%.
• Specialized Engineering Technology Niche: The Company operates within a differentiated niche, providing consulting, cloud hosting, managed services, software licensing, and proprietary solutions across Product Lifecycle Management (PLM), Product Data Management (PDM), Application Lifecycle Management (ALM), Development and Operations (DevOps), Quality Management System (QMS), and engineering data environments.
Opportunities:
• Scale Manufacturing Execution Systems and Automation Capabilities: Grow the Company’s proprietary software and new partnerships to expand further into manufacturing, operations, lab, and test environments, particularly within regulated end markets.
• Drive Organic Expansion Within the Existing Base: Increase wallet share by cross-selling additional services and converting more project-based work into monthly recurring managed services.
• Capitalize on AI-Driven Engineering Demand: Continue to expand into AIrelated engineering services as clients increasingly evaluate how to deploy AI across product development, engineering, and software lifecycle environments.
• Expand into New Geographic Markets: Pursue growth in Europe and Asia, where management believes the Company’s specialized 'IT for product development' service offering remains underpenetrated.

Headquartered:
• Western, US

Current Markets:
• The Company serves product development, engineering, software, quality, and IT teams in regulated and technically demanding industries, with a strong presence in medical devices manufacturing and additional exposure across software, manufacturing, aerospace, automotive, and other industrial end markets.

Real Estate:
• The Company operates from a 2,500 sq. ft. facility located in the Western US.
• The facility is owned by the Company and can be included in the sale of the Company or leased post-sale.

Shareholder Objectives:
• The Company is owned by a husband and wife duo, who are seeking either a full or a partial exit from the Company.
• The owners are open to various deal structures and are very interested in supporting a smooth transition to new ownership.