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…
We Partner & Align with
Wonderful businesses
straightforward exits that protect their team and
culture and keep their businesses operating
for the longterm.
WHO WE ARE
A Florida based family office investing in small and middle-market companies…
FINANCIAL SERVICES
Finance, Accounting, Tax & Consulting Services
HOME SERVICES
HVAC, Plumbing, Electrical, Pest control, Pool Maintenance & more
LANDSCAPING
Commercial, Residential & Architectural
AUTOMOTIVE
Paint & Body Shops, Dealerships
SENIOR CARE
Professional home senior care
DIGITAL
SAAS Services and E-commerce
We are relationship investors with operating backgrounds who seek to partner with founder-owners, management teams and sponsors to build differentiated small & middle-market businesses.
CONTACT US
Investment Philosophy
AEG’s investment approach is to make controlled investments in stabilized, value-driven companies and partner with strong management teams to accelerated the growth of these companies.
The Firm’s investment philosophy focuses on building businesses over the long-term. AEG believes that creating long-term value requires industry knowledge and operational expertise.
AEG’s philosophy is to invest in businesses with prospects for capital appreciation that share the following fundamental qualities:
- Industry leadership
- Recurring revenue model
- Predictable free cash flow
- Favorable long-term prospects
- Opportunity to achieve critical mass through acquisitions and internal growth
- Reasonably valued companies
As patient investors, Align Equity Group applies the same disciplined approach to exiting an investment. Our decision to exit an investment is based on a long-term perspective.
Let’s create something extraordinary together.
Investment Criteria
We invest in companies that we believe have leading competitive positions in defensible markets where we can add value via our operating skills and relationships. We seek to distinguish ourselves by demonstrating our ability to source and acquire scalable businesses through partnerships with founder-owners, management teams and sponsors.
While we are a South Florida based firm, we consider investment opportunities throughout the United States.
Our typical funding parameters for new investments are equity investments from $5 million to $20 million. Sub $5 million investments will be considered.
Our investments are focused on established business enterprises generating positive cash flow.
While we typically make equity investments, we will also consider investment opportunities in convertible debt.
Our industry focus is broad in scope. We will review opportunities in the following sectors: insurance, home services, senior care & healthcare, digital & online and other services.
Blog
Dynamic Landscape of Business Acquisitions in 2023
The year 2023 has been witness to a vibrant and ever-evolving business landscape, with companies…
2023 Mergers & Acquisitions (M&A) Market Trends
The world of mergers and acquisitions (M&A) is ever-evolving, and the middle market segment continues…
How to Source Off-Market Businesses for Sale
Uncovering Hidden Gems: How to Source Off-Market Businesses for Sale In the world of business…