Independent Sponsor Intelligence
A national record of lower middle market ownership transitions, the verified independent sponsors that have bought companies like them, and the capital observed financing those deals. Facts, inferences and estimates are labelled as such, with the source and the date, on every row.
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U•••••••• I•••
Business services (Engineering services) employer in Cary, NC, with 500 benefit plan participants on its latest filing, and a benefit plan in place since 2008. No website description has been captured yet.
- +40S•••••••••Estimateprobable EBITDA $2.5M to $8.5M from 242 employees (proxy)
- +18.7O•••••••••Fact19 years since earliest plan effective date (floor on age)
- +5B•••••••••Fact2 benefit plans on file (a professionalised employer)
- +15S•••••••••Inferencebusiness_services: sponsor demand index 1.00 (anonymised market prior)
- +10M•••••••••M•••••••••Inferencesponsor vehicle activity in the vertical (index 187)
- Probable revenue
- $31.5M to $53.2M Estimate
- Probable EBITDA
- $2.5M to $8.5M Estimate
- Workforce proxy
- 242 (plan participants)
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
- +15S•••••••••Fact1 independent source(s)
- +12F••••••••Factlatest effective observation 2024-10-01
- +16.5S•••••••••Estimateemployees x sector revenue/employee band x sector EBITDA margin band
No dated events on file.
DFX does not pair this company with sponsors. In two blind audits of the pairs this site used to show, about a quarter to a third were judged a good fit, so a list here would mostly be wrong. Each verified sponsor's deal history is published instead, deal by deal, with the announcement behind it, so you can judge the fit yourself. Verified sponsors and their deals · Why there are no pairs
- Founded
- benefit plan since Jan 1, 2008 (age floor 18 years)
- Ownership
- not observed
- Plans on file
- 2
Every observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Predicate | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 242 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $5.5M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | employees x sector revenue/employee band x sector EBITDA margin band |
| Hq location | Cary, NC | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 541330 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 2 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2008-01-01 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 500 | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 555 | Fact | 2023-10-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 593 | Fact | 2022-10-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | engineering_services | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | business_services | Fact | 2024-10-01 | DOL EFAST2 Form 5500 datasets |