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A typical client would generally have the following characteristics:
- Revenue greater than $20 million or EBITDA greater than $3 million
- Historical profitability
- Company valuations between $15-$500 million
- Experienced and reputable management team
- Strong competitive position
- Attractive growth prospects
- Operations in the Western U.S.
- Management and board that recognizes the value in having a dedicated investment banking advisor
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