Case Study: NXTSYS achieves equity consolidation and accelerated growth with AppDirect

XTSYS Consolicates Equity and Seizes \ext-Gen Technology Opportunities With Applirect Invest

NXTSYS, a Dallas-based advisor and master agency business, wanted to scale without giving up control, meet provider volume requirements, and find a capital solution to fund new growth ventures. AppDirect Invest gave NXTSYS a way to pursue those goals while preserving ownership and continuing to serve its network of advisors and customers.

AppDirect structured a deal that consolidated 100% of the equity with NXTSYS’s leadership and provided access to AppDirect’s platform, provider network, and expert support. As a result, NXTSYS gained access to 650 providers, offloaded back-office work, and grew sales by 60% without adding operational headcount; profit rose 50% in a single year, and the company also gained capital to launch Octopus XR.

NXTSYS

Dave Wallace

Co-Founder