Beacon
Growing Oracle Implementation Partner with market leading expertise in key industry segments such as higher education.
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Overview
2024 Revenue
$15.1 million
2024 EBITDA (adj.)
$3.9 million
2025 Revenue
$16.8 million
2025 EBITDA (adj.)
$5.5 million
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Overview
Beacon represents a unique opportunity to acquire a highly profitable, specialized Oracle EPM implementation partner and BI/analytics solutions provider serving mid-market and enterprise clients across diverse industries, with higher education being a core sector. With a proven track record of delivering measurable results and sustainable ROI for clients, the Firm has established itself as a trusted strategic partner in optimizing financial management and organizational performance.
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Sec. 01 // Market Position
Overview
Sec. 01 // Market Position
Competitive Strengths
Differentiation
Beacon has established formidable competitive advantages in the Oracle Enterprise Performance Management (EPM) marketplace through a distinctive combination of deep domain expertise, tailored implementation methodologies, and industry specialization. The firm differentiates through comprehensive functional knowledge, with approximately one-third of its consulting workforce possessing accounting backgrounds, enabling the delivery of solutions that transcend generic implementations and address nuanced business requirements. The company's workstream-based approach allows multiple specialized teams to execute concurrently on complex projects, significantly accelerating delivery timelines while maintaining quality.
Sec. 02 // Delivery Model
Sec. 02 // Delivery Model
Preferred Partnerships
Credibility & Retention
Strong partnerships with technology vendors, particularly Oracle, facilitate deal flow and credibility, while a blended delivery model incorporating both U.S.-based senior architects and offshore resources in India optimizes cost structures without sacrificing quality. The company's proven track record across 60+ higher education institutions and diverse enterprise clients, coupled with a 95% managed services renewal retention rate, demonstrates sustained client satisfaction and relationship durability.
Sec. 03 // Services Segments
Sec. 03 // Services Segments
Growing End Markets
Resiliency
Beacon operates in the EPM/analytics services segment, a structurally growing and relatively non‑discretionary spend category as organizations prioritize planning, insight, and accountability across cycles. Long‑tenured client relationships, multi‑phase projects, and ongoing support services create repeat and recurring revenue characteristics that enhance visibility and reduce volatility relative to transactional project shops.
Sec. 04 // Established Barriers
Sec. 04 // Established Barriers
Methodology
Solutions Agility
Beacon’s methodology, combined with proprietary code bases and documentation accumulated over 15+ years, enables consultants to rapidly deploy proven solutions rather than starting from scratch. Beacon has built particularly strong barriers to entry in higher education, where specialized terminology and unique financial constructs create significant switching costs. The conversion trend toward specialized providers for EPM, BI/analytics, and data solutions services represents a structural shift driven by increasing technical complexity, cloud adoption, modern data stack proliferation, and growing recognition that these capabilities require specialized expertise distinct from general IT competencies. This trend is expected to accelerate as digital transformation initiatives expand, and organizations seek competitive advantage through sophisticated performance management and analytics capabilities.
Sec. 05 // Trends
Sec. 05 // Trends
Why Beacon
Industry Niche
The conversion trend toward specialized providers for EPM, BI/analytics, and data solutions services represents a structural shift driven by increasing technical complexity, cloud adoption, modern data stack proliferation, and growing recognition that these capabilities require specialized expertise distinct from general IT competencies. This trend is expected to accelerate as digital transformation initiatives expand, and organizations seek competitive advantage through sophisticated performance management and analytics capabilities. Beacon represents a rare combination of specialized expertise, strong financial performance, loyal client relationships, and expanding market opportunities within the high-value Oracle EPM consulting space and is positioned squarely within mission-critical enterprise functions that organizations cannot easily commoditize or bring in-house.
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Interest & Inquiry
Interested in learning more?
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