Investment Criteria

Forward looking investments in cloud-based infrastructure

Control Equity

We believe in acquiring and growing exceptional companies designed to help small businesses navigate the promise, power, and potential of technology. Cloud Equity Group targets lower middle market companies seeking a value-add partner to help them scale or institutionalize their business.




  • Stable, growing asset-light businesses

  • Entrepreneur/family-operated businesses or financial/independent sponsor involvement

  • Profitable, stable operating history

  • Strong management teams

  • Value added M&A opportunities

Minority Equity/Direct Lending

Cloud Equity Group is a strategic capital provider looking to invest structured debt or minority non-control equity in establsihed companies operated by experienced and proven management teams with a history of building great businesses. Our goal is to help companies grow not only by providing capital, but also by offering business owners our experience and network contacts. Our partnership as a lender and/or minority equity partner can help improve company operations and deliver meaningful enterprise growth.


  • Growth Financing

  • Acquisitions & Addons

  • Leveraged and Management Buyouts

  • Dividend Recapitalizations

  • Debt Refinancing



(Note: Cloud Equity Group does not lend to or make minority investments in negative cash flow businesses)