Cultural Resource CRM Target organizations in the cultural resources management and historic preservation space that need compliant, cost-effective research and CRM services, leveraging SRI’s full-service offerings and regional footprint in the western United States.

Mid-Market Focus Position SRI to appeal to mid-market clients similar to Ernst & Young or IDC in revenue scale who require scalable CRM solutions, quick research integrations, and efficient project delivery without the overhead of large firms.

Tech Enablement Highlight SRI’s technology stack (SharePoint, PostgreSQL, Cloudflare, Adobe) as a differentiator for data management, collaboration, and secure delivery of preservation and compliance reports to clients and regulatory bodies.

Growth Potential Leverage a revenue range of $50M–$100M to pursue expansion opportunities in additional western locales, strategic partnerships, and repeatable CRM project pipelines for long-term sustainability.

Talent & Reputation Emphasize a lean, specialized team (51–200 employees) with a focus on cultural values and compliance expertise to win clients who prioritize quality, timeliness, and cost efficiency in CRM and historic preservation projects.