Investment Criteria Our Investment Requirements for Future Portfolio Companies Clipper Ship works with a select group of portfolio companies to provide our proven strategy of hands-on, value-added investing. Our investment criteria is: Sector: Financial and business services sectors, and technology solutions for those sectors. Deal Size: $3 to 10 million Revenues: $2 to 20 million of revenue EBITDA: Near cash flow breakeven to profitability Geography: Prefer North America. Transaction Types: We are agnostic about transaction type. We will make growth capital, buyouts, direct secondary, and restructuring investments. We welcome atypical transaction situations. Please contact us if you think your opportunity fits these criteria and would like to know more about our approach.