Acquisition Opportunity Recent Strata Decision Technology acquisition positions c. myers to expand capabilities in strategic planning, ALM, and FP&A for financial institutions. This integration could open cross-sell paths for integrated planning solutions and advisory services.

A/L M Expertise Strong history of real-time asset and liability management dashboards and strategic leadership development for credit unions indicates potential to upsell advanced analytics, dashboard customization, and training services to broaden client impact.

Credit Union Focus Primary client base and case studies center on credit unions, with noted conference participation and industry-specific thought leadership. Targeted outreach to credit unions and cooperative financials could yield high conversion for strategic planning and organizational development offerings.

Digital Footprint Tech stack highlights engagement platforms (Hotjar, WordPress, Mailgun) and collaboration tools (Microsoft 365). Leverage these to propose enhanced customer experience analytics, marketing automation, and secure collaboration for client programs.

Growth Profile Mid-sized firm with revenue in the mid-range and recent visibility through media coverage and industry events. There is room to expand services such as strategic advisory, implementation support, and performance optimization within the broader financial services market.