Monday, September 30, 2019

Transportation Information, Monetization, and Access Control Solutions




2018 Revenue: $1.93M            2018 EBITDA: $223K


Company was founded in 1999 and has extended its system to a SAAS model for easier rollout and support. The Primary Company offers a number of patent protected transportation informatics and access control solutions within the Intelligent Transportation Systems space to State DOT (75% of Company 2018 revenue), City or County Public Works (15%), and other agencies (10%).
Its Sister Company provides software products and consulting services that are used by public agency and private sector clients to manage infrastructure systems including county roads, city streets, sidewalks, curb and gutter, signs and signals, bridges, parking lots, wastewater and storm drainage systems, water pipelines, park features, and other miscellaneous assets.

§  Strong Client Relationships: The Company is proud of its strong ties to clients. Evidence of these relationships is shown in the 85% rate of repeat business. The Company verified client success stories help to easily acquire new business.
§  Outstanding Growth Opportunities: There exist several opportunities for the Company to significantly increase revenue and profit, including leveraging the Company’s proven reputation, patent protection, and increased infrastructure spending to pursue and penetrate new and existing markets.
§  Hold Patents in the First Position: On critical and pervasive transportation informatics reporting systems currently in use by other companies. 



Dave Kauppi is a Merger and Acquisition Advisor and President of MidMarket Capital, providing business broker and investment banking services to owners in the sale of information technology, software, and other technology based companies. Dave is also the editor of the Exit Strategist Newsletter and author of the Book Selling your Software Company - An Insider's Guide to Achieving Strategic Value

Sunday, September 29, 2019

Marketing & Presentation Software for Insurance Agents and Financial Advisors - Company for Sale



2018 Revenue: $1.1 M      22% Growth Rate   42.5% EBITDA Margin



Headquartered in Kentucky, Company offers marketing and sales presentation software for insurance agents and other financial advisor professionals. The software and associated materials support tax-advantaged savings programs using the Indexed Universal Life Insurance product.

The product package was effectively established for one larger client in approximately 2012, and officially introduced to other clients in late 2015. Market feedback has been very positive, with revenues growing from $160,000 in 2014 to over $1,095,000 in 2018.

The suite of products is offered on a recurring subscription basis, and is website-accessed by its customers .The site enables financial advisors to create and manage a variety of customized, compliance-approved client reports that streamline the complex IUL product.  Client reports are accompanied by complete marketing programs that support member advisors from the prospecting phase through the close of the sale.  IUL is one of the fastest growing products in the life insurance industry, where it is used as a tax-advantaged cash value accumulation tool. A rapidly-growing number of advisors use IUL for retirement planning with their clients.

·        Growing Market for the Company’s Services: Main product is an illustration software for Indexed Universal Life. IUL’s emerging popularity with insurance agents and financial advisors, along with retirement savings wealth trends in general, support strong momentum for Company's market opportunity.
·        Proprietary Financial Product Development:  Company occupies a very unique segment in the retirement savings industry, has hundreds of agent and carrier contacts, and understands the underlying actuarial and marketing aspects of insurance-oriented savings products. All materials and product names are copyrighted.
·        Track Record/Proven Product Acceptance: Company has increased its year-over-year sales to one of the largest IMOs in the industry since inception, and now has other IMOs participating, as well as other market participants interested. Great growth potential with expanded marketing resources.

Dave Kauppi is a Merger and Acquisition Advisor and President of MidMarket Capital, providing business broker and investment banking services to owners in the sale of information technology, software, and other technology based companies. Dave is also the editor of the Exit Strategist Newsletter and author of the Book Selling your Software Company - An Insider's Guide to Achieving Strategic Value

ORGANIC SEARCH ENGINE TRAFFIC GENERATION SOFTWARE COMPANY -Company for Sale




2019 Revenue: $900 K proj                  Gross Margins > 90%

With over 10 years of combined research and development, the software and technology have been fine-tuned and extensively tested. The software has many built-in SEO features that can be customized at will.  These features, along with other strategies incorporated in their website production process, have allowed the company to create a portfolio of websites that generate 100% organic search traffic.

Currently, the company’s websites receive approximately 6.5 million unique visitors/year, all of which is organic search engine traffic from the major search engines. As such, the company does not have the need to pay for marketing or SEO of any kind, giving it a large competitive advantage over its competition.

The owners have created a cutting-edge software program and website production technology  hat has almost unlimited potential in the right hands. We lack the management team, staff, and resources to gain broad implementation and distribution. We seek to be acquired by a company that can help our product reach its full potential.

·        Proven Methodology: The company’s websites receive approximately 6.5 million unique visitors/year, all of which is organic search engine traffic from the major search engines.
·        Proven Technology The company uses its proprietary software and website production technology to create robust websites (in a semi-automated fashion) that target large numbers of geographically-based keywords in a variety of verticals. 
·        Great Growth Potential: Owners operate this as a very profitable life-style business and have limited growth. Their sites routinely outrank billion-dollar companies for very expensive keywords in high-competition verticals like drug addiction rehab. The Company is just scratching the surface for growth and income.
·        Powerful Geo-Targeting Technology: The ability to go after geo-targeted longtail keywords on a large scale is another key feature. Company can target thousands of combinations of longtail keywords on each site it produces. This allows for flexibility, uniqueness among multiple sites, and the ability to attack a niche from several different angles.
·        Scalability: The software and semi-automated website production process allows for quick turnaround time. An organization with the proper staff in place could easily produce 100+ websites/month, and there are dozens upon dozens of niches that can be targeted, most of which the company has yet to explore in detail.
·        Superior Cost Performance to Paid Search and SEO Services: Their business model that targets Pay Per Call lead buying companies and uses highly effective organic traffic generation far outperforms the paid search models especially on the very expensive and competitive keywords.
·        Secure and Protected: The software code is fully encrypted and cannot be copied to any other site without a license. The software is highly secure and hacker-proof and their websites have ever been hacked.
·        Scales Rapidly: Company sites generate organic traffic with virtually no time delay. Websites that depend on SEO for traffic are highly dependent on budget and time allowances for web traffic to materialize. Not only do we get purely organic traffic, our traffic converts.      
·        Superior ROI: The total cost for Company to produce a website from start to finish is usually $500 or less, and full production can be accomplished in less than a day.  This allows for a fast return on investment.

·        Flexible Integration:  The software can be installed on any existing website, including Wordpress blogs. Installing the software would allow business owners and blog owners to expand their geographical search potential.

Dave Kauppi is a Merger and Acquisition Advisor and President of MidMarket Capital, providing business broker and investment banking services to owners in the sale of information technology, software, and other technology based companies. Dave is also the editor of the Exit Strategist Newsletter and author of the Book Selling your Software Company - An Insider's Guide to Achieving Strategic Value

All-in-one SIP Enabled Contact Center as a Service Provider - Company for Sale



2018 Revenue: $1.7M                 Gross Margins > 90%


 Their offering is a robust Multichannel Contact Center and Workforce Management solution for mid-market and Enterprise customers. It is a multichannel skills based routing contact center and scales from 5 to 1250 agents per location. The base “Select” software includes skills based routing, flexible announcements, agent and supervisor software with presence, call control, queue monitoring, scrolling marquee, IM text messaging, supervisory advanced monitoring and agent control and historical call reporting.

Advanced add-on options can complement the “Select” base package. These options include: Call back number queuing, Customer post-call surveys, VoIP voice and screen recording,  Blended E-mail, Webchat and SMS queuing, CRM and customer database integration with data dip for smart routing and call coordinated screen pop, Blended automatic outdial campaigns with power/preview/progressive and predictive auto dialer.

The founders have been running the company for more than 23 years.  They are skilled software engineers and that is the strength of the company. They feel that they could greatly benefit from an acquisition by a larger company with the resources and sales and marketing expertise to capitalize on the explosive growth in this unified communications space.

·        Robust Product Set: Contact Center suite includes multichannel inbound, outbound, IVR, virtual queue, surveys, screen pops, recording and Workforce Management (WFM) and Workforce Optimization (WFO).
·        Attractive SaaS Business Model: Company has been delivering call center software solutions since 1996 and has captured that intellectual property and expertise in their proven SaaS offering - Call Center as a Service.
·        Great Growth Potential: Globally, the cloud-based contact center market is expected to grow from $6.47 billion in 2017 to $24.11 billion by 2023, at a CAGR of 25% during the forecast period according to Market Research Future. 
·        Strong Product Adjacencies: With UCaaS (Unified Communications as a Service) which is accelerating at an annual rate of 29%, according to a Synergy Research Group.
·        Relationship With a Major UCaaS Provider: Company has established a relationship with a major UCaaS provider with their Channel Partners including Company's Contact Center module where appropriate.
·        Expanding Interest in the UCCaaS Space: Several Major UCaaS providers are either developing or acquiring Contact Center Capabilities. Ring Central acquired Connect First, Nextiva released their own Cloud Contact Center solution, and  Talkdesk, the fastest growing Contact Center as a Service provider, completed a $100 million in Series B funding in 2018. Vonage acquired New Voice Media.
·        Software integrates with SIP Enabled hardware and software systems
·        Very Competitive on Price and Features 


Dave Kauppi is a Merger and Acquisition Advisor and President of MidMarket Capital, providing business broker and investment banking services to owners in the sale of information technology, software, and other technology based companies. Dave is also the editor of the Exit Strategist Newsletter and author of the Book Selling your Software Company - An Insider's Guide to Achieving Strategic Value