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SC-2025-61
Confidential
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United States, national practice
Specialist partner to life & annuity carriers delivering core-system transformations. 20+ year operating history with ~$5M revenue and exceptional ~30% net margin. Services span advisory, full systems integration, and proprietary methodology including repeatable "integration-hub + data-hub" patterns. Revenue concentrated in multi-year programs (typically 2+ concurrent) with strong carrier relationships.
2024 Revenue
~$5M
Multi-year program base
Net Margin
~30%
High-value consulting model
Operating History
20+ Years
Deep carrier relationships
Delivery Capacity
30-60
Core team + surge bench
Services and Client base
Advisory: strategy, current-state assessment, vendor/RFP management, roadmaps.
Integration: implementation teams for PAS and surround systems; environment setup, interfaces/APIs, conversions, test/defect mgmt, cutover, and stabilization.
Methods/IP: repeatable “integration-hub + data-hub” pattern used across programs; toolkits/templates accelerate selection, migration, and QA.
Primary client base consists of life & annuity carriers (U.S./North America). The firm also supports software vendors & platform providers, and third-party administrators (TPAs) on complex implementations.
Delivery
Programs are multi-year and run concurrently (typically 2+ in flight). Governance includes PMO, release management, and carrier-side SME coordination. Staffing flexes by phase, keeping specialist bench for spikes (conversion, testing, data).
Financial snapshot
Revenue concentrated in a small number of large programs with supplemental advisory streams. Historical operating range has been mid- to high-single-digit millions with margins driven by utilization and program phase mix.
Competitive moat
20+ Year Tenure - Deep L&A domain specialization with established carrier relationships and proven track record
Multi-Year Programs - Typically 2+ programs concurrent; revenue visibility and client stickiness
Proprietary IP - "Integration-hub + data-hub" methodology with toolkits/templates
Ownership Structure
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Founder-owned
Open to recap/growth partnership with structured transition
Founder seeks a partner to scale delivery capacity, invest in go-to-market, and extend the methodology/tooling; open to remain in leadership or transition over a defined period.
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