Business Name: Sign NDA to view at fih.com/listings/0694273

Business Start Date: 2017 (reincorporated 2021)

Business Location: Milan, Italy

Business Valuation: $5.4M

Business Model: Enterprise B2B SaaS

Industry: Strategy & Portfolio Management Software

Percentage Being Sold: 100%

Sales (TTM): €1,842,331 

Sales (ARR): €1,414,338

Net Profit (TTM): €6,197 

Business Multiple (ARR): 4x

Clients (TTM): 21

Employees (Current): 32

 

1. Executive Summary

[Company Name Redacted] is a SaaS provider based in Europe, specializing in Strategic Portfolio Management (SPM) and Adaptive Project Management & Reporting (APMR). Through innovative cloud software solutions, the company supports organizations in aligning strategy with execution, empowering enterprise clients across various sectors. With a strong market presence, a well-regarded product suite, and a valuation of $5.4 million, this company is an attractive acquisition for buyers looking to expand in the enterprise software space.

Key Business Metrics:

• Asking Price: $5,400,000 USD

• Location: Europe

• Revenue (End of 2024): €1,870,939

• Annual Recurring Revenue (ARR): €1,414,338

• Employee Count: 32

• Customer Count: 21 (Enterprise and mid-sized clients)

• Industry Recognition: Listed in a leading industry report for SPM and APM (2021–2023)

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2. Business Overview

[Company Name Redacted] was founded initially as a research hub and transitioned in 2021 to focus on SPM and APM software solutions. The company achieved industry recognition from a well-respected research firm, confirming its capacity to meet enterprise needs with configurable solutions. Its main products cover a range of strategic portfolio and project management functionalities, designed to enhance decision-making and project execution for clients.

Core Product Suite:

1. SPM: Strategic Portfolio Management for aligning enterprise projects with strategic objectives.

2. APM: Adaptive Project Management & Reporting for agile project oversight.

3. CWM: Collaborative Work Management for seamless team communication and execution.

Competitive Advantage:

With high configurability, compliance standards, and advanced analytics, [Company Name Redacted] is well-positioned within its market. The company's solutions are deployed on a major cloud provider, ensuring scalability, data security, and strong client performance.

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3. Market Position & Growth Potential

The Project and Portfolio Management (PPM) market is expected to grow at a Compound Annual Growth Rate (CAGR) of 8.5%, reaching $6.5 billion by 2027. Positioned within this high-growth market, [Company Name Redacted] offers significant expansion opportunities, particularly in North America and Western Europe, where PPM solutions see the highest adoption rates.

Growth Opportunities:

• Expansion of the SPM/APMR Suite: Planned enhancements include AI capabilities and improved user experiences.

• Increased Market Reach: Plans to target North America and industries such as finance, manufacturing, and healthcare.

• Diversified Client Base: Growing interest from a range of sectors provides potential for new industry-specific modules.

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4. Financial Overview

[Company Name Redacted] has seen steady financial growth, with an ARR of €1,414,338 as of 2024, marking a 32.6% year-over-year increase. Total revenue for 2024 is projected at €1,870,939, reflecting 12.4% growth. The company’s focus on recurring revenue and client retention underpins a stable and scalable business model.

Financial Summary:

• 2021 Revenue: €891,000

• 2022 Revenue: €1,338,000

• 2023 Revenue: €1,665,000

• 2024 Revenue (Projected): €1,870,939

• Churn Rate: Below 3%, indicating strong customer loyalty.

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5. Operations & Team Structure

The company operates with a team of 32 employees across Europe, the UK, and Asia. The company’s Asia-based subsidiary focuses on R&D and support, while the European and UK teams drive client acquisition and product development. Cloud solutions are primarily deployed through a leading global provider, offering scalability and uptime across key regions.

Organizational Structure:

• CEO – Oversees strategy and growth.

• Head of Operations – Manages customer onboarding and project delivery.

• Development Team – Based across multiple regions, focused on innovation and support.

• Sales & Marketing – Responsible for client acquisition and partner engagement.

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6. Customer Base & Revenue Sources

Serving enterprise clients across finance, manufacturing, and technology, the company typically supports large-scale deployments with thousands of active users. Revenue is driven largely by recurring SaaS contracts, with additional revenue from professional services like implementation and training.

Revenue Breakdown:

• Recurring SaaS Revenue: 75% of total revenue

• Professional Services: 25% of total revenue, primarily for implementation.

• Customer Composition: 90% enterprise, 7% mid-market, and 3% SMB clients.

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7. Marketing & Lead Generation

The company uses a content-driven approach for lead generation, including thought leadership, webinars, and strategic LinkedIn outreach targeting decision-makers within large enterprises.

Marketing Channels:

• LinkedIn – Key platform for professional outreach and lead generation.

• Industry Events – Participation in leading conferences to boost visibility.

• Industry Recognition – Third-party endorsements provide credibility among enterprise clients.

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8. Assets Included in Sale

This transaction includes all critical assets necessary to sustain and expand the business post-acquisition:

• Domains & Websites: Complete online properties.

• Software IP: The full product suite for SPM, APM, and CWM.

• Customer & CRM Data: A comprehensive client database.

• Subsidiaries: Ownership of all regional subsidiaries.

• Certifications: Full ISO data security certifications.

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9. Ideal Buyer Profile

Ideal acquirers include software or technology firms with a focus on enterprise SaaS, particularly those looking to expand in the PPM market. Private equity buyers may also find value in the strong ARR and low churn rate, as well as opportunities for further expansion through acquisition and sales scaling.

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10. Post-Sale Support & Transition

The management team is prepared to offer a structured transition period, including client onboarding and introductions to key partners. The current leadership is committed to maintaining service continuity for a seamless transfer.

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11. Valuation & Justification

[Company Name Redacted] is valued at $5.4 million, based on its ARR, growth potential, and position within a high-growth industry segment. This valuation reflects the company’s stable recurring revenue, proprietary software, and expansion potential in new geographic markets and industries.

Valuation Rationale:

• Growth Rate: Strong ARR growth and low churn rate indicate high client retention.

• Proprietary Software: Robust product suite aligned with industry demands.

• Market Recognition: High brand credibility and industry recognition.

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12. Expansion Opportunities

• Geographic Expansion: Targeting new markets in North America and Asia-Pacific.

• Product Enhancements: Planned AI capabilities and user experience improvements.

• Market-Specific Modules: Developing custom modules for high-demand industries.

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For additional inquiries or to arrange a confidential discussion, please contact FIH.com. This acquisition represents a unique opportunity to enter a high-growth sector with a well-regarded, scalable SaaS solution.

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About the Agent 

FIH.com is a Manhattan-based M&A advisory firm specializing in the sale of remotely-run successful digital companies (around the world) from $1M-100M in revenue, including apps, marketplaces, freemium + enterprise SaaS, ecommerce, affiliate/advertising groups, and more! We are proud to work with the very best entrepreneurs and investors, so if that’s you and you are in the market to acquire or sell a relevant business, then we encourage you to reach out for a complimentary consultation.