Investment Sectors, Situations and Criteria

Our partners seek opportunities to enable the long-term growth of companies.

Ideal partners are solid companies which are performing, yet are in need of capital and or talent to support a seller retirement or a growth phase. CEU Advisory Group evaluates a range of industries and situations.

Industries

  • E-Commerce & Analytics
  • Training, Continuing Education and Online Learning
  • SaaS/Software and Digital Media
  • Healthcare and Medical Records Technology
  • Energy Technology
  • Risk Management
  • Life Insurance and Annuities 

Situations

  • Majority Investments Only
  • Acquisitions
  • Recapitalizations
  • Divestitures

Criteria

  • Stable & Profitable Operating History
  • Strong & Defensible Market Niche
  • Recurring revenue range of $5 million to $100 million annually