What is a Multi-Family Office?
Multi-family offices have become increasingly popular among many successful families. Single-family offices have long been…
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.
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.
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.
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.
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.
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-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 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.
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.
Exits, Mergers & Acquisitions
Blog
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