Intelligent Protection Management (IPM) investor relations material

Business overview and differentiation

• Provides managed IT and security services with 24/7, real-time, English-speaking support, targeting small and medium businesses that lack in-house IT resources.

• Focuses on proactive, customized service and offers free security assessments to identify vulnerabilities, positioning itself as an insurance policy for client data security.

• Operates nationally, unlike most local competitors, and is SOC 2 compliant, enabling support for highly regulated industries such as healthcare, finance, and legal.

• Rebranded from Newtek Technology Solutions to Intelligent Protection Management, leveraging a 20+ year operational history and a national platform for potential roll-ups.

• Maintains a $26–27 million run rate and aims to consolidate local managed service providers to expand its footprint.

Growth drivers and market trends

• Sees strong tailwinds from AI adoption, with increasing demand for backend infrastructure like CPUs, GPUs, and memory, which drives hardware and service sales.

• Benefits from scarcity in data center space, power, and compute, offering abundant resources to meet client needs.

• Targets businesses lacking AI expertise, acting as a trusted advisor to implement and manage technology solutions.

• Cross-sells services across a base of 15,000 hosted websites, aiming to convert basic hosting clients into higher-value managed service customers.

• Launched IPM GO, an AI-powered virtual assistant solution, to enhance client engagement and create new recurring revenue streams.

Competitive advantages and strategic initiatives

• National reach and regulatory compliance distinguish the company from local, less regulated competitors.

• Long-tenured team and experience in data center operations support reliability and scalability.

• Ability to roll up smaller providers at reasonable valuations to build a larger, more competitive platform.

• Strategic partnerships, such as with Masary for IPM GO, enable rapid deployment of innovative solutions.

• Focus on educating the market and leveraging a strong brand identity with aligned name, symbol, and trademark.