Signed On the Dotted Line… an adventure into #govcon
My friend Bill Gates always used to tell me, If direct entry is difficult, strategic acquisition is the solution.
📓 Deals 📓
The DoD Anchor (Stability & Established Performance): This technology solutions business is the most established, with over 20 years of history providing mission-critical technology and training solutions primarily to the DoD. It offers a solid 20% margin and is available at approximately a 4x multiple with no reliance on contract set-asides.
The SDVOSB Advantage (Strategic Niche): This is a Service-Disabled Veteran-Owned Small Business (SDVOSB) specializing in logistics, training, and management services. Its valuation is tempered by the SDVOSB set-aside status, but it provides access to a specific government contracting niche.
Project Sword (Future Revenue Security): A technology services company, founded in 2013, providing federal agency support. This deal is attractive because its revenue stream is secured by being in the crucial first year of a 10-year performance contract.
Additionally, I am tracking several Early-Stage Leads that require some preparatory work before they can be seriously pursued, shoot me a Signal if you are interested.
