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INVESTMENT CRITERIA
Geography:
United States
01
Business Profile: Small and mid-sized businesses with durable demand, operational improvement potential, and clear value-creation levers
02
EBITDA: Companies with positive EBITDA or clear operational improvement potential
03
Situations: Founder transition, succession, special situations, and select off-market opportunities
04
Preferred Characteristics: Fragmented markets, operational inefficiencies, pricing opportunity, process improvement potential, and long-term value creation levers
05
Partnership Model:
Selective investor partnerships for direct acquisition opportunities
06
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