DFX Intelligence
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Company
O•• M• A•• P••••••• H•••••••• L••
Formerly A•••••••• M•••••• C•••• L•• (until plan year 2024)
Last verified Sep 13, 2026
3 sources · 16 observations · 4 events
Scored 6 days ago
What matters now
- $0.9M to $4.2Mprobable EBITDA
Probable EBITDA $0.9M to $4.2M on revenue of $11.8M to $23.6M, estimated from 118 employees.
Inside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 45% confidence - 70dealability of 100
Why it fits: operating tenure +12.7, 13 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +2.8, $56,694 retirement assets per participant suggests a long-tenured workforce.
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 17 Sep 2026 - 93data confidence of 100
How sure the record is: 3 independent sources; latest effective observation 13 Sep 2026; size estimate at 45% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
Dealability
70
high
Sponsor fit
95
high
Transition readiness
0
low
Urgency
0
low
Data confidence
93
high
Opportunity
0
ranking only
What is it
••• Locked
Why does it fit
- +39.3S•••••••••Estimate••• Locked
- +12.7O•••••••••Fact••• Locked
- +2.8W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
Why now
- -84.8A•••••••Resolved
- -82.9A•••••••Resolved
- +5.1S•••••••••Ownership event
- +9.6M•••••••••M•••••••••Inference••• Locked
How large is it
- Probable revenue
- $11.8M to $23.6M Estimate
- Probable EBITDA
- $944,000 to $4.2M Estimate
- Workforce proxy
- 129 plan participants
- Estimate computed on
- 118 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 45%
How certain are we
- +40S•••••••••Fact3 independent source(s)
- +29.8F••••••••Factlatest effective observation 2026-09-13
- +13.5S•••••••••Estimate••• Locked
What changed
Ownership and transition activity
How the four classes are defined- Apr 24, 2024announcedConfirmed transactionFactPlatform acquisitionconfidence 90%P••••••• acquisition by C•••••• C••••••; the plan sponsor of record was A•••••••• M•••••• C•••• L••DFX analyst research (General-assisted, every claim URL-cited) insurancejournal.com · last verified Sep 12, 2026
Announced transactions
- Apr 24, 2024Platform acquisitionconfidence 90%C•••••• C•••••• · Equity provider
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) insurancejournal.com
- Every dated event
- Apr 24, 2024AcquiredFactTransaction activity••• LockedDFX analyst research (General-assisted, every claim URL-cited) insurancejournal.com
- Apr 24, 2024Acquisition announcedFactSponsor activity••• LockedDFX analyst research (General-assisted, every claim URL-cited) insurancejournal.com
- Jan 1, 2024Plan sponsor name changedFactOwnership event••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2024AcquiredInferenceTransaction activity••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2024Entered the Form 5500 recordFactRecord entry••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers
- J••• L•••••••
- R••• T••••••••
- O••• M••••••
Profile
- Founded
- benefit plan since Jan 1, 2014 (age floor 12 years)
- Ownership
- not observed
- Plans on file
- 1
What is the evidenceAbout the evidenceEvery observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 118 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Description | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Ebitda band | $2.6M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.6M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Nashville, TN | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Leadership title | ••• Locked | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |
| Location count | 1 | Fact | 2026-09-13 | Company websites (about, team, news pages) | Tonn, MD |
| Naics code | 541990 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $6.7M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.6M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $3.5M | 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 | 2014-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 129 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 114 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 94 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Other professional services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Inference | 2026-09-12 | DFX model output (scores, estimates, matches) | ••• Locked |
| Years in business claim | 30 | Fact | 2026-09-13 | Company websites (about, team, news pages) | ••• Locked |