Issue link: http://deals.uberflip.com/i/1538919
Medical Claims Processor #66396 Sign NDA ► Location: N. California 2025 Est. Revenue $2,300,000 2025 Est. EBITDA $666,000 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 This outstanding acquisition opportunity is for a medical claims processor for health plans, TPAs, MSOs, unions, and other healthcare payors nationwide. The Company products and service offerings consist of medical claims processing (88% of 2024 revenue), indexing/data entry (10%), scanning (1%), and other services (1%). It primarily targets the Medical Health Plans industry (95%) and the TPA Insurance Medical Health Plans industry (5%). INVESTMENT BANK OF THE YEAR 2018 - 2000 - 2024 INVESTMENT APPEAL • Superior Name & Reputation — The Company enjoys a long‐standing reputation for the quality of the current suite of services, industry expertise, dependability, and superior customer support. It is proud of its strong ties to clients and reputation for quality work and client service. Evidence of these relationships is shown in the 97% rate of repeat business. • Strong Management Team — The Company's management team has a tremendous amount of experience in medical claims processing. It's team is focused on providing quality, timely, and cost‐effective products and services, coupled with proactive and responsive customer service. • Recurring Revenue — The Company generates recurring revenue through contractual relationships with long‐term customers. • Strong Historical Sales Growth — Historical sales have grown from $1,608,000 in 2022 to $2,119,000 in 2024, representing a compound annual growth rate of 14.8%. Sales have grown consistently year over year in the historical period. This recent growth lays a foundation for future growth throughout the pro forma period.