Issue link: http://deals.uberflip.com/i/1531992
#64750 SIGN NDA ► REVENUE | EBITDA DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. James R. Hermann Senior Managing Director, M&A Email: jhermann@generational.com Office: (972) 908-0770 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS Based in Northern California, the Company provides global marketing research to the healthcare, medical device and pharmaceutical industries. The Company uses qualitative and quantitative methodologies to facilitate in-depth analysis of the innermost motivations of customers. Company has developed proprietary software (market simulators) and online chat systems to service its clients and own a unique panel of hospital administrators. Together, the Company's employees possess extensive knowledge and are capable of providing excellent client service. Projects are supported by a team full of experts that understand client specific needs and have diverse backgrounds including experience in medical marketing, advanced statistics, and clinical science. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 Company COMPANY STATS Over 25 Years of Operation High Rate of Client Retention 7 Full Time Employees and 4 Part Time Employee INVESTMENT APPEAL Established Blue-Chip Clients: The Company represents several well-established and reputable companies in the medical technology industry. It maintains excellent relationships with companies like BD, Philips, GE Healthcare and Siemens. Management Will Remain through Transition: The officers are willing to remain through a transition period, and would entertain remaining with new management for a longer period of time on a consultancy basis. Additionally, all key employees will be available to remain with new ownership beyond the sale of the Company. International Reach: The Company's solutions and software products are used for in- depth analysis in the top 20 international markets (EMEA, APAC, etc.) Outstanding Growth Opportunities: Several opportunities exist for the Company to significantly increase revenue and profit, including leveraging the Company's proven reputation to pursue and penetrate new and existing markets. These opportunities are easily attainable given the appropriate investments in capital. GROWTH OPPORTUNITIES Increased Sales & Marketing Efforts Geographic Expansion Expand to Tangential Markets Medical Technology Marketing Research & Consulting Company LOCATED IN NORTHERN CA $2.2M 2024 Revenue (PROJ) $262K 2024 EBITDA (PROJ)