Contractor signal profile
TRIBALCO LLC
Acquisition-signal score 76 / 100 — High signal. Pattern-based, from public award history.
Lifetime obligations
$1.36B
Velocity (YoY)
400%
Agencies served
8
Obligation trajectory
Why this score
+30
award_velocity
Award obligations are ramping fast — most-recent FY $324.0M vs prior $64.7M (400% YoY, 30% multi-yr CAGR). Rapid, proven backlog growth is the classic profile PE/strategic acquirers target.
+15
recent_large_win
3 large award(s) ≥$5M in the last ~2 FYs (top: $317.1M, Department of Homeland Security). Fresh strategic wins de-risk the pipeline for an acquirer.
+11
hot_naics_concentration
Concentrated in a thematically hot lane: Other computer-related services (45% of awards, NAICS 541519). Roll-up sponsors buy by theme; being squarely in the lane attracts inbound.
+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 $1.36B — squarely in the small/mid tuck-in size band acquirers shop in.
Obligation trajectory (by federal FY)
| FY | Obligated | Awards |
|---|---|---|
| FY2015 | $18.6M | 3 |
| FY2016 | $50.9M | 4 |
| FY2017 | $157.6M | 2 |
| FY2018 | $83.9M | 5 |
| FY2019 | $91.4M | 7 |
| FY2020 | $136.5M | 19 |
| FY2021 | $113.0M | 18 |
| FY2022 | $175.0M | 12 |
| FY2023 | $49.8M | 9 |
| FY2024 | $93.4M | 9 |
| FY2025 | $64.7M | 8 |
| FY2026 | $324.0M | 4 |
Recent awards
| Start | Amount | Agency | NAICS |
|---|---|---|---|
| 2026-06-25 | $1.3M | General Services Administration | 339113 |
| 2026-02-23 | $1.8M | General Services Administration | 339113 |
| 2025-12-23 | $317.1M | Department of Homeland Security | 334220 |
| 2025-12-05 | $3.9M | Department of State | 541519 |
| 2025-09-30 | $40.8M | Department of Homeland Security | 334220 |
| 2025-09-30 | $9.7M | Department of Homeland Security | 334220 |
| 2025-09-26 | $2.1M | Department of Homeland Security | 334220 |
| 2025-08-27 | $2.0M | General Services Administration | 339113 |
Largest single award: $317.1M from Department of Homeland Security (2025-12-23).
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.