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

Inside Business

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:

  • Up to $10 million in EBITDA

  • Growing and durable end markets

  • Recurring revenue and/or significant customer loyalty

Data on a Touch Pad