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