Strategic Consultant/Executive:

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Developing and maintaining strategic framework utilizing robust committee and growth portfolio approach and supporting key capital allocation decisions and project oversight 

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Transaction preparation for growth and/or liquidity event

Independent Sponsor:

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Facilitating equity capital events, particularly those including growth financing, and, in which, SOC can serve in a hands-on capacity post-transaction (which may include continuation of pre-transaction role as strategic consultant or fractional executive)  

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Investment Criteria:

• Up to $10 million in EBITDA

• Growing and durable end markets

• Recurring revenue and/or significant customer loyalty