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What We Look For
Growing and Profitable
Headquartered in the US or Canada
Market Leading Product with a Loyal Customer Base
Financial Software and Services: Including Accounting, Finance, GRC, and Investor Relations teams, as well as Institutional Investors, Wealth Management and Financial Advisors, and Accounting Practices
Deal Structures We Are Open To
Defined path to full change of control
Open to any current ownership structure including founder-owned, previously VC-backed, or carve outs
