Mandate Summary

Investment Strategy: Private Equity
Instrument Type: Equity
Syndication Preference: No, prefer standalone or sole investor structure
Minimum Return Target: Custom - N/A
Sponsor Track Record: No specific requirement
Geographical Restrictions: US Based
Additional Details: USA Company Positive cash flow for at least 24 months Minimum of $1M EBITDA Company valuation of $5-$25M Full acquisition or majority position Sectors: Financial Services, SaaS

Private Equity Details

Preferred Strategy: M&A (Buyouts)
Industry Focus: Tech
Check Size: $5M – $25M