Investment Strategy

Advance Equity Holding takes a general investment approach, evaluating projects and operational businesses from different industries of the Bulgarian economy. Within the scope of the preferred investments are mainly those which could benefit from the economic development of Bulgaria and its integration in the common market of the European Union.

The investment strategy of Advance Equity Holding implements filtration and selection of business projects with excellent growth prospects as well as functional small private enterprises that need financial support for expanding their activities, marketing of new products or technological innovations. Main criteria for selection of the portfolio investments are:

  • Competent management team with a proven experience;
  • Business model with potential for high growth and successful realization based on offering a competitive product or service;
  • Expected internal rate of return of 20%  annually over a projected investment period of 5  years.

The implementation of the investment strategy of the firm is consulted by Karoll Finance - the corporate finance arm of the leading Bulgarian non-banking financial group Karoll.