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    Matthew Sandschafer • Mesirow Financial

    Matthew Sandschafer is a Senior Vice President of Fixed Income Management at Mesirow Financial, specializing in high yield investment analysis with a focus on the technology, cable and satellite, media entertainment, and metals & mining industries. He covers companies such as SunCoke Energy, Consensus Cloud Solutions, and Urban One, actively engaging in earnings calls and performance assessments, though specific quantitative performance metrics are not publicly available. With 25 years of investment management experience, Sandschafer joined Mesirow Financial in 2018 after previously serving as a senior analyst at ALJ Capital Management. He holds the CFA designation, signaling advanced expertise in securities analysis and investment management.

    Matthew Sandschafer's questions to Consensus Cloud Solutions Inc (CCSI) leadership

    Matthew Sandschafer's questions to Consensus Cloud Solutions Inc (CCSI) leadership • Q4 2024

    Question

    Matthew Sandschafer of Mesirow Financial inquired about the specific revenue contribution expected from the VA rollout in 2025 and asked if potential disruptions within federal agencies like HHS could impact the VA business or the broader healthcare segment.

    Answer

    CEO R. Turicchi specified that Consensus anticipates approximately $5 million in revenue contribution from the VA in 2025, an increase from the $2.6 million generated in 2024. He stated that based on current information and conversations with their partner Accenture and contacts within the VA, they do not expect the contract rollout or their broader healthcare business to be negatively impacted by any potential disruptions in the federal bureaucracy.

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