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Investment Criteria

Financials

Competitive Advantage

Competitive Advantage

 Minimum EBITDA of $500K. History of profitability with margins >10%

Competitive Advantage

Competitive Advantage

Competitive Advantage

  Competitive offering and strong relationships with existing customers, suppliers and employees 

Timing

Competitive Advantage

Geography

 Owner is eager to transition the business to a dedicated entrepreneur

Geography

Future Growth Potential

Geography

 Primarily North America; however, we consider international opportunities 

Future Growth Potential

Future Growth Potential

Future Growth Potential

 Identifiable levers for organic growth 

Diverse Customer Base

Future Growth Potential

Future Growth Potential

 Stable revenue base from a diverse mix of customers and end markets 

Industry Criteria

Sustained Growth

Low Industry Concentration

Low Industry Concentration

 Prior history of industry growth expected to continue into the future 

Low Industry Concentration

Low Industry Concentration

Low Industry Concentration

 No dominant player in a highly fragmented industry 

Barriers to Entry

Barriers to Entry

Barriers to Entry

 Medium to high barriers to entry 

Non-cyclical

Barriers to Entry

Barriers to Entry

 Minimal downside impact in recessions 

Sharpe Equity Partners, LLC

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