What is a Multi-Family Office?
Multi-family offices have become increasingly popular among many successful families. Single-family offices have long been…
Discover AEG. Diverse solutions for diverse financial needs. We’re all about the future—your future.
WHO WE ARE
AEG is a Registered Investment Advisory firm dedicated to providing comprehensive financial and business advisory services to small business owners, HNWI’s and the next wave of entrepreneurs. We know what it takes to succeed in today’s fast-paced, ever-evolving landscape, and we’re here to help you thrive. With decades of experience in entrepreneurship, M&A, investment management, capital raising and business strategy, we’re equipped to deliver tailored solutions that fit your unique vision and goals.
At Align Equity Group, we get the challenges you face, the hustle, the competition, the drive to stand out and we’re here to make sure you’re ready for whatever comes next. Our mission is to empower our clients by offering a blend of financial expertise and business acumen, enabling them to achieve their personal and professional goals with confidence.
We work with owners of privately-held businesses tailoring retirement planning and exit strategy services, including business succession planning, valuation, and preparation for the sale or transition of the business.
Capital Raising
Our extensive relationships with Private Equity, Family Offices and HNWI’s allow us to help you with your business needs when it comes to raising capital.
Business Growth & Strategy Consulting
Advisory & consulting services to help entrepreneurs grow their businesses, optimize operations, & explore new opportunities. Including business planning, market analysis, fundraising strategies, M&A, business valuation & more.
Financial Planning and Management
Comprehensive financial planning, including budgeting, cash flow management, investment strategies, & retirement planning. We work closely with our clients to develop personalized plans that align with their short & long-term objectives.
Wealth Management
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions
Investing is a commitment to your future. Our disciplined and goal-centric investment approach helps insure your portfolio is positioned to withstand changing market and economic conditions.
Tax Strategy and Compliance
Tax-efficient strategies tailored to the needs of entrepreneurs, ensuring compliance while minimizing tax liabilities. Our tax planning services cover both personal and business finances, providing holistic support to our clients
Risk Management and Insurance
Risk assessment & insurance consulting to protect our clients’ assets & businesses. We evaluate potential risks and provide recommendations for mitigating them through appropriate insurance products and other risk management strategies.
We know today’s business owners are breaking the mold, driven by innovation, creativity, and a passion to change the game. Our mission is simple: to arm you with the insights, tools, and strategies you need to turn your big ideas into a thriving reality. We get the challenges you face because we’ve been there too.
WHAT WE DO
We make financial planning a breeze
AEG's platform transforms complexity into clarity with ease, precision, and dynamism. Let us help bring your plan to life.
Cashflow Map
Let us help easily visualize where your cash is coming and going for each year.
Budget Like A Pro
Let our software help you budget in one place to manage all your credit card and bank accounts, track spending in various categories, and see how you are doing against monthly budget goals.
Interactive & Modern Planning
We will clearly illustrate multiple scenarios, stress tests, and more all tailored to you and your goals.
Risk Tolerance Assessment
We always incorporate risk assessment as part of our holistic financial planning process. Let us help you understand how your household's risk score relates to your personalized investment strategies and probability of success.
CONTACT US
WHAT WE DO
Capital Raising
Whether you’re a seasoned entrepreneur seeking expansion or a budding startup in need of that crucial capital infusion, AEG is here to propel you forward and get the funding you need.
AEG’s primary objective is to facilitate significant capital investments, with a predominant emphasis on transactions exceeding $50 million. Nonetheless, we acknowledge the distinctive nature of each business endeavor and, therefore, extend our services to accommodate ventures of varying scales. Through a comprehensive range of financial solutions, including Seed Capital, Series A Funding, Debt, Equity, and Mezzanine Financing, we provide tailored support crafted to address the specific requirements of our clientele.
We don’t just raise capital; We cultivate partnerships built on trust, integrity, and a shared vision for growth.
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WHAT WE DO
Exits, Mergers & Acquisitions
Preparation. Preparation. Preparation.
We cover all aspects of Exits and M&A. From finding deals, finding buyers, bolt-ons, roll-ups and exit planning. Failure to prepare is one of the primary reasons most businesses don’t sell, don’t find the right deals or sell for substantially less than expected. Our established exit-planning process helps you avoid being one of them. We’re by your side during every stage of the transition—pre-transaction, transaction, and post-transaction.
Blog
Unraveling the Impact of Interest Rates on Business Acquisitions in 2023
Unraveling the Impact of Interest Rates on Business Acquisitions in 2023 Interest rates play a…
Dynamic Landscape of Business Acquisitions in 2023
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2023 Mergers & Acquisitions (M&A) Market Trends
The world of mergers and acquisitions (M&A) is ever-evolving, and the middle market segment continues…