The offering includes a marketing and sales firm primarily serving retail green energy suppliers. Working as the suppliers’ ‘sales & marketing arm’, the company utilizes marketing tools & strategies to facilitate retail sales to end customers. Through a secondary entity, the company also provides general call center & back-office services and client relationship management.
Key Aspects
• Positioned to continue scaling through a fully established marketing infrastructure that includes two international call centers, trained customer service and third-party Verifying (TPV) agents, and nimble
growth strategies
• Client contracts with key energy & gas suppliers
• Database with over 250,000 customer contact points to be resold year after year
• Three owned websites that continually drive sales & prospective customer data
• Diversified revenue segments such as sales, marketing, bilingual customer service, and back-office services
• Cost efficient systems & operations in place
Opportunities
• Grow energy sales in Spain, an undertaking which began in Q3 2023 with results that far exceeded expectations, and expand into other European countries
• Launch of full TPV services in Q3 2023 expected to become a significant profit center, according to ownership
• Continue to invest in additional advertising vehicles & strategies which will directly translate to more calls leading to additional sales as well as customer contact points.
Current Markets
• The company represents more than 20 Retail Electricity Provider clients (REPs) in need of marketing & sales support to commercial & residential end customers in the U.S. and Europe. Other markets include businesses in need of robust back-office support services and Spanish or English-speaking representatives.
Real Estate
• The company operates from three locations, which include a leased 4,000-square-foot headquarters in Texas and two locations in South America that are owned by an affiliated entity. The Texas lease is assumable by new ownership and the other two locations are expected to be part of the sale.
Shareholder Objectives
• Ownership is open to remaining with the company post-sale to assist with future growth or making an eventual full exit post-sale, dependent on the deal structure. Ownership is open to various deal structures to facilitate a transaction.
