


FOCUS
Strategic Consultant/Executive:
Developing and maintaining strategic framework utilizing robust committee and growth portfolio approach and supporting key capital allocation decisions and project oversight
Transaction preparation for growth and/or liquidity event

Independent Sponsor:
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)
Investment Criteria:
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Up to $10 million in EBITDA
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Growing and durable end markets
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Recurring revenue and/or significant customer loyalty
