This company
The company's name
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- $1.5M to $6.1Mprobable EBITDA
Probable EBITDA $1.5M to $6.1M on revenue of $10.2M to $20.4M, estimated from 68 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 95dealability of 100
Why it fits: operating tenure +20, 43 years since founding; ownership +10, founder owned (from research); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior).
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 26 Sep 2026 - 96data confidence of 100
How sure the record is: 3 independent sources; latest effective observation 13 Sep 2026; size estimate at 55% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
Business services (Insurance agencies brokerage) employer in Houston, TX, with 91 benefit plan participants on its latest filing, and a benefit plan in place since 1985. No website description has been captured yet.
- +40Estimate
- +20Fact43 years since founding
- +10Inference
- +15Inference
- +10Factfounder owned (from research)
- +10Inference
- 1985 to 2026Long establishedmoderate weightFactForm 5500 · read Sep 17, 2026
- 2022 to 2024Workforce on the planflatcontext weightFactForm 5500 · read Sep 17, 2026
- Probable revenue
- $10.2M to $20.4M Estimate
- Probable EBITDA
- $1.5M to $6.1M Estimate
- Workforce proxy
- 91 plan participants
- Estimate computed on
- 68 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +40Fact3 independent sources
- +29.5Factlatest effective observation 2026-09-13
- +16.5Estimate
- Sep 13, 2026Succession language on websiteFactSuccessionCompany websites (about, team, news pages) no URL
- Lonnie McQurterVice PresidentFactSep 13, 2026
- Founded
- 1983 (43 years)
- Ownership
- Founder owned
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 68 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| EBITDA band | $3.8M | Estimate | 2026-09-13 | DFX model output (scores, estimates, matches) no URL | |
| EBITDA band | $3.8M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | |
| EBITDA band | $3.8M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | |
| Founded year | 1983 | Fact | Company websites (about, team, news pages) no URL | ||
| Founded year | 1983 | Fact | 2026-09-13 | Company websites (about, team, news pages) no URL | |
| HQ location | Houston, TX | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| NAICS code | 524210 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ownership type | Founder owned | Fact | Company websites (about, team, news pages) no URL | ||
| Ownership type | Founder owned | Fact | 2026-09-13 | Company websites (about, team, news pages) no URL | |
| Plan assets eoy | $30.8M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy | $32.8M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy | $30.0M | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | Jan 1, 1985 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 91 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 96 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 102 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Insurance agencies brokerage | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Succession language | retirement | Fact | Company websites (about, team, news pages) no URL | ||
| Succession language | retirement | Fact | 2026-09-13 | Company websites (about, team, news pages) no URL | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets |
Investors it fits
- score 83confidence 90%Why: observed vertical; direct propensity; classification; geographyWatch: no check size
- score 78confidence 90%Why: observed vertical; direct propensity; recent deployment; classificationWatch: no check size
- score 75confidence 90%Why: observed vertical; direct propensity; classification; transition signalWatch: no check size
+12 more investors it fits
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.