Description:
The Company is a premier data compiler, broker, and aggregator specializing in providing highly targeted mailing and marketing lists for businesses and organizations across a wide range of industries. Leveraging decades of expertise in data hygiene and list development, the Company delivers customized, accurate, and compliant data solutions that support clients’ direct marketing, fundraising, and customer acquisition efforts.

Key Aspects:
• Revenue and adjusted EBITDA grew at compound annual growth rates (CAGRs) of 5.6% and 17.5%, respectively, from 2022 to the trailing twelve months (TTM) ending June 30, 2025.
• The Company is recognized for its commitment to data accuracy and compliance, ensuring every order undergoes thorough address verification and stringent contact-data hygiene processes to meet all relevant industry and consumer-protection standards.
• The Company derives a portion of its revenue from annual auto renewing data licensing contracts, with management indicating that recurring agreements accounted for approximately 20% of total revenue in 2024.
• The Company compiles and manages an extensive database of licensed professionals, complemented by long-standing affiliations with data providers, ensuring broad market coverage and ongoing data freshness.
• Management notes that approximately 75% of 2024 revenue was derived from repeat clients.
Revenues and costs are subject to intercompany transfers not identified. The Company's book EBITDA for the 2025 TTM period is approximately $669K.


Opportunities:
• Expand the Company's database offerings and bring additional data sources fully in-house to enhance control, data quality, and profit margins.
• Develop an online customer platform to allow clients to access, count, and order data directly to streamline sales processes and create recurring revenue opportunities.
• Form strategic partnerships or integrations with complementary data platforms to open new distribution channels and expand the Company's market reach.
• Capitalize on the Company’s remote team and operations to expand to additional domestic and international markets.

Headquartered:
• Northeast, US

Current Markets:
• The Company provides tailored data solutions to clients across the US, serving industries such as healthcare, insurance, education, consumer services, and fundraising, with a client base that includes data brokers, advertising agencies, print and mail providers, and end-user organizations.

Real Estate:
• The Company operates primarily on a remote basis, utilizing a portion of an office facility provided by an affiliated entity. Management notes that a physical location is not required for ongoing operations, and the current office arrangement is not expected to continue post-sale.

Shareholder Objectives:
• The Company is equally owned by two shareholders, one of whom is active in the operations of the Company and seeks to remain in a managerial capacity post-sale, while the other owner is not active in operations. Both owners are open to a variety of deal structures to facilitate a transaction