What is a Multi-Family Office?
Multi-family offices have become increasingly popular among many successful families. Single-family offices have long been…
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.
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