Individual Buyer | HR Services & Benefits Brokerage Acquisition | Mid-Atlantic / NationalBUYER SNAPSHOTBackground: 25+ years HR leadership at Fortune 50scale. Currently SVP & Global Chief People Strategy &Operations Officer at Cigna Healthcare, overseeing peoplestrategy for 70,000+ emplo…
Individual Buyer | HR Services & Benefits Brokerage Acquisition | Mid-Atlantic / National
BUYER SNAPSHOT
Background: 25+ years HR leadership at Fortune 50
scale. Currently SVP & Global Chief People Strategy &
Operations Officer at Cigna Healthcare, overseeing people
strategy for 70,000+ employees and leading a global team
of 400+ HR professionals. Prior senior roles at McKesson,
SunTrust, IBM Consulting, and Accenture. Civil and
structural engineering degree; operator-first approach to
business problems.
Differentiator: Founder of two production-grade AI platforms
purpose-built for HR services delivery — an enterprise AI
assistant deployed with Fortune 100 clients and a multi-tenant
SaaS platform for SMBs. Acquisition targets gain immediate
access to proprietary AI capabilities that expand revenue per
client 30–50% and position the platform for premium-multiple
exit as a tech-enabled HR services business.
ACQUISITION THESIS
Acquire one platform-quality HR consulting or benefits brokerage business as a long-term hold. Professionalize
operations, layer in proprietary AI capabilities to drive organic growth and margin expansion, and selectively bolt on 2–3
complementary firms over 3–5 years. Exit as a tech-enabled HR services platform positioned for strategic or private equity
acquisition. Seller legacy and employee continuity are core to the transition approach — not rhetoric.
TARGET CRITERIA
Benefits brokerage OR HR consulting / outsourced HR / fractional CHRO
Open to 12-month transition; seller financing 15–25% preferred
considered for quality platforms
to 8x EBITDA brokerage
Business Type Revenue $3M – $6M
EBITDA / SDE $700K – $1.5M
Margin Profile 20%+ EBITDA (consulting) | 25%+ EBITDA (brokerage)
Recurring Revenue 70%+ (retainer, subscription, or renewing commission)
Client Concentration Top client < 15% of revenue
Client Retention 85%+ consulting | 90%+ brokerage
Team 8 – 25 FTEs with a named #2 in place
Owner Role Geography Mid-Atlantic preferred; national Valuation Up to 4.5x SDE consulting | Up Deal Structure SBA 7(a) + seller note + buyer equity; pre-qualified
WHAT I BRING TO A SELLER
• Capital ready. $1.5M equity available; SBA pre-qualification in process. No contingency on outside fundraising.
• Operator credibility. Fortune 50 HR leadership background — sellers are handing their firm to someone who understands
the work, not a financial buyer with a spreadsheet.
• Proprietary AI platform. Immediate value creation lever for the acquired firm's existing client base. Unique vs. competing
bidders.
• Long-term hold, not a flip. Platform is a 5–7 year commitment. Employees and clients stay. Seller legacy preserved.
• Clean, fast process. Experienced deal team (SBA lender, M&A counsel, QoE firm) and disciplined timeline.
PROCESS EXPECTATIONSResponsive within 24 hours on qualified teasers. NDA within 48 hours for platform-fit opportunities. Indication of Interest
(IOI) within 2 weeks of CIM review. LOI within 30 days following management call and financial review. Target close
90–120 days from LOI acceptance.
Contact
niall.[domain]@[email]
[phone]
LinkedIn: /in/[handle]
Deal Team
SBA Lender: [Live Oak / TBD]
M&A Counsel: [TBD]
QoE Advisor: [TBD]
Status
Actively sourcing
Target close: 2026
One platform deal
Confidential. This profile is intended for licensed M&A intermediaries and direct seller conversations. Not an offer to buy or solicitation
