Regional reach ISI operates across the Southeast with integration into Contego’s national network, presenting cross-state expansion opportunities in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, and Mississippi for upsell of additional investigative services and shared resources.

Insurance sector focus Specialization in insurance industry investigations, including subrogation and fraud, creates openings to cross-sell enhanced services to carriers, TPAs, and defense practitioners seeking courtroom-ready, litigation-focused support.

Tech-enabled efficiency A tech stack featuring WordPress, OneTrust, SendGrid, Mimecast, Google Cloud, Pardot, WP Engine, and New Relic suggests opportunity to position data security, marketing automation, and scalable case-management improvements to prospective clients.

Scale and partnerships Part of Contego Investigative Services provides wider reach and additional resources while maintaining ISI’s accuracy, enabling joint offerings, shared risk mitigation, and increased capacity to handle larger or more complex cases for insurers.

Financial entry point Revenue in the $1M-$10M range indicates moderate size with potential for growth through expanded contracts, retainer-based engagements, and targeted upsell of specialized surveillance, asset discovery, and witness/interview services to existing clients and prospects.