Contractor signal profile

LMI CONSULTING, LLC

Acquisition-signal score 65 / 100 — Elevated signal. Pattern-based, from public award history.

Lifetime obligations

$2.07B

Velocity (YoY)

174%

Agencies served

8

Obligation trajectory

Why this score

+30
award_velocity
Award obligations are ramping fast — most-recent FY $188.4M vs prior $68.7M (174% YoY, 56% multi-yr CAGR). Rapid, proven backlog growth is the classic profile PE/strategic acquirers target.
+15
recent_large_win
6 large award(s) ≥$5M in the last ~2 FYs (top: $314.6M, Department of Defense). Fresh strategic wins de-risk the pipeline for an acquirer.
+12
customer_diversification
Revenue spread across 8 federal agencies while growing — diversified, de-risked backlog is the #1 valuation-multiple lever in govcon M&A.
+8
target_size_band
Lifetime obligations $2.07B — squarely in the small/mid tuck-in size band acquirers shop in.

Obligation trajectory (by federal FY)

FYObligatedAwards
FY2014$904K1
FY2015$944K1
FY2018$310.6M5
FY2019$160.7M14
FY2020$231.1M6
FY2021$393.5M10
FY2022$147.1M9
FY2023$433.2M18
FY2024$134.1M19
FY2025$68.7M15
FY2026$188.4M2

Recent awards

StartAmountAgencyNAICS
2026-05-20$172.0MDepartment of Homeland Security541611
2026-04-28$16.4MDepartment of Homeland Security541320
2025-09-30$4.5MDepartment of Homeland Security541620
2025-09-22$1.2MDepartment of Health and Human Services541611
2025-08-26$1.9MDepartment of Defense541330
2025-08-09$2.6MDepartment of Defense541990
2025-08-01$6.4MDepartment of Veterans Affairs541715
2025-07-23$21.0MDepartment of Defense541611

Largest single award: $314.6M from Department of Defense (2021-03-29).

How to read these scores. Cassandra computes leading-indicator signals strictly from public federal award history (USAspending.gov) and public SEC filings (EDGAR). Scores are pattern-based and probabilistic — they describe profiles that historically correlate with acquisitions and major corporate events. They are not predictions of certainty, not insider or material non-public information (MNPI), and not investment advice. Do your own diligence.

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