Contractor signal profile
VERIZON BUSINESS NETWORK SERVICES LLC
Acquisition-signal score 81 / 100 — High signal. Pattern-based, from public award history.
Lifetime obligations
$3.30B
Velocity (YoY)
1222%
Agencies served
16
Obligation trajectory
Why this score
+30
award_velocity
Award obligations are ramping fast — most-recent FY $69.2M vs prior $5.2M (1222% YoY, 6% 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: $405.2M, Department of Health and Human Services). Fresh strategic wins de-risk the pipeline for an acquirer.
+16
hot_naics_concentration
Concentrated in a thematically hot lane: Telecom / network infrastructure (81% of awards, NAICS 517110). Roll-up sponsors buy by theme; being squarely in the lane attracts inbound.
+12
customer_diversification
Revenue spread across 16 federal agencies while growing — diversified, de-risked backlog is the #1 valuation-multiple lever in govcon M&A.
+8
target_size_band
Lifetime obligations $3.30B — squarely in the small/mid tuck-in size band acquirers shop in.
Obligation trajectory (by federal FY)
| FY | Obligated | Awards |
|---|---|---|
| FY2009 | $25.7M | 2 |
| FY2010 | $83.4M | 6 |
| FY2011 | $29.5M | 3 |
| FY2012 | $298.4M | 7 |
| FY2013 | $8.7M | 1 |
| FY2014 | $315.1M | 6 |
| FY2015 | $142.3M | 4 |
| FY2016 | $51.3M | 4 |
| FY2017 | $58.3M | 2 |
| FY2018 | $51.2M | 6 |
| FY2019 | $576.0M | 4 |
| FY2020 | $764.3M | 12 |
| FY2021 | $128.7M | 14 |
| FY2022 | $293.0M | 12 |
| FY2023 | $235.1M | 6 |
| FY2024 | $164.7M | 5 |
| FY2025 | $5.2M | 1 |
| FY2026 | $69.2M | 5 |
Recent awards
| Start | Amount | Agency | NAICS |
|---|---|---|---|
| 2026-06-01 | $7.0M | Department of Homeland Security | 541519 |
| 2025-12-05 | $12.3M | Department of Defense | 517110 |
| 2025-12-05 | $12.3M | Department of Defense | 517110 |
| 2025-11-22 | $18.7M | Department of Defense | 517110 |
| 2025-11-21 | $18.7M | Department of Defense | 517110 |
| 2025-09-06 | $5.2M | Department of Defense | 517111 |
| 2024-08-30 | $20.3M | Department of Homeland Security | 517110 |
| 2024-07-01 | $22.0M | Department of Commerce | 517110 |
Largest single award: $405.2M from Department of Health and Human Services (2020-09-01).
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.