SOMEONE ASKED ABOUT THE CHARACTERISTICS OF MY CLIENTS.

Summer 2021: International. All looking for mature, profitable and fairly-priced lower/middle market companies showing sustainable competitive advantages.

1. Direct-to-consumer, brick-and-mortar, distribution company. Diversification.

2. Recent seller. Continues to own a maintenance and remodeling contractor. Diversification

3. Corporate executive, real estate investor. Diversification into lower middle market companies.

4. Banker, looking for business investment.

5. Oil services executive, buying a business in another industry.

6. Corporate executive, looking to replace job with company ownership.

Plus, a few others with a limited scope of service from me.



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