Company: IPODW
Filing Date: 2025-03-25
Form Type: S-1/A
Source: 0001013762-25-002292
Chunk: 30

Company: Dune Acquisition Corp II
Filing Date: 2025-03-25
Form: S-1/A
Chunk 30
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 Customer Retention Rates:Our ideal target candidate should maintain an expanding, loyal customer foundation while showcasing strong potential for expanded service adoption among existing clients; • Strong Gross Margin Profile and Potential for High Cash Flow Conversion:Our focus centers on businesses demonstrating streamlined operational structures and robust margin characteristics; and • Low Asset Intensity:Our selection criteria favor enterprises requiring minimal capital investment relative to their revenue generation and operational profitability. These criteria are not intended to be exhaustive. Any evaluation relating to the merits of a particular initial business combination may be based, to the extent relevant, on these general guidelines as well as other considerations, factors, and criteria that our management team may deem relevant. In the event that we decide to enter into our initial business combination with a target business that does not meet the above criteria and guidelines, we will disclose that the target business does not meet the above criteria in our shareholder communications related to our initial business combination, which, as discussed in this prospectus, would be in the form of proxy materials or tender offer documents, as applicable, that we would file with the SEC. In evaluating a prospective target business, we expect to conduct a due diligence review which may encompass, among other things, meetings with incumbent management and employees, document reviews, interviews of customers and suppliers, inspections of facilities, as well as reviewing financial and other information which will be made available to us. Sourcing of Potential Business Combination Targets We believe that our management team’s operational and transactional experience has generated a deep network of potential business combination targets. This network has grown through our leadership team’s activities in launching, acquiring, and financing businesses; their reputation for integrity in dealings with sellers, financing sources, and management teams; and their experience in executing transactions across various economic conditions. Attractive prospective sources for targets have been established through our leadership team’s service on the boards of private and public companies. 12 This extensive network has historically provided our team with proprietary deal flow and referrals, often resulting in exclusive transaction opportunities. We expect to receive potential business combination candidates from various sources within our network, including market participants, advisors, private equity funds, investment banks, and large enterprises looking to divest non -coreassets. Our leadership team’s demonstrated success in both investing and operating businesses across industries has created a distinctive set of capabilities that we will leverage in our search. We are not prohibited from pursuing an initial business combination with a business combination target that is affiliated with our sponsor, officers, directors or advisors (or their respective affiliates or related entities) or making the acquisition through a joint