Niche focus Target lower middle-market business services and financial processing companies in the US and Canada with revenue 20-100M and EBITDA 3M, presenting ClearPoint as a strategic value partner for buyouts, recaps, and growth equity.

Operational value Highlight ClearPoint’s hands-on operating approach and management collaboration to craft specific plans, offering potential portfolio companies a clear path to accelerated growth, margin enhancement, and durable value creation.

Expansion signals Position opportunities around inflection points where portfolio-ready firms can scale through capital, strategic resources, and cross-functional support to capture market share in niche, defensible markets.

Tech modernization Leverage ClearPoint’s technical modernization angle to identify targets needing digital and process improvements, aligning with growth strategies and potential efficiency gains for superior competitive positioning.

Fundraising fit Emphasize alignment with private equity and venture capital buyers seeking stable cash flow and scalable services, including recaps and growth equity, to fit investor appetites and exit timelines.