RAISING CAPITAL
CRM + AI Services Firm Acquisition
Business Services · Melbourne, Australia
revenue: $747,000
ebitda: $243,000
Exclusivity:
Non-Exclusive Deal
SBA Eligiblity:
Not SBA Eligible
Revenue:
$747,000
EBITDA:
$243,000
Purchase Price:
$780,000
Equity Financing:
$700,000
U.S.-based acquisition sponsor evaluating a live acquisition of an established Australian CRM and AI-enabled business services company.
Key investment highlights:
Asking price: US$780K
Trailing revenue: A$1.05M (approximately US$747K)
Trailing SDE: A$529K (approximately US$376K)
Recurring revenue: 80%
Operating history: 7 years
Customer geography: about 35% of historical revenue from the U.S.
Operations: established team and documented operating infrastructure already in place
Services: CRM, lifecycle automation, AI implementation, and business transformation
Customer concentration: seller materials indicate no single customer represents an outsized share of revenue
The opportunity is attractive because the business combines an established recurring-revenue base with meaningful cash flow, an existing management and operating team, and a clear path to additional growth.
The primary value-creation opportunities include:
Accelerating U.S. commercial expansion
Cross-selling higher-value AI and transformation services into the existing client base
Strengthening revenue leadership and outbound GTM
Improving account expansion and pricing
Using the business over time as a platform for selective add-on acquisitions
I intend to remain actively involved in the ownership transition, strategy, commercial growth, management, and capital allocation while retaining the existing operating team.
I am currently seeking an anchor investor and co-investors comfortable with a smaller cross-border ETA / independent-sponsor transaction. Final equity requirements will depend on available seller financing and acquisition debt.
Preliminary underwriting and a blinded investor memorandum are available for qualified interested parties. Full confidential materials remain subject to the seller’s NDA requirements.