Deceased debt niche Position ERI as the go to specialist for large financial institutions needing compassionate, consultative recovery of deceased debts and secured paper, highlighting domain focus to drive cross-sell of complex recovery services.

Mid market scale Target banks, credit unions, and specialty lenders with business models that handle high volumes of deceased estate recoveries, emphasizing scalable processes suitable for mid-sized portfolios.

Stable revenue base Leverage the 10–25 million annual revenue to identify cross selling opportunities with vendors and service providers in the ancillary recovery ecosystem to expand share of wallet.

Experienced partner Highlight 25 years in the field and compassionate approach as differentiators to win RFPs and renewals against larger, less personalized competitors.

Geographic focus Prioritize opportunities with institutions operating in or near Maryland and the East Coast where ERI’s headquarters can support service alignment, regulatory familiarity, and faster onboarding.