What is a Multi-Family Office?
Multi-family offices have become increasingly popular among many successful families. Single-family offices have long been…
Unified Expertise And Proven Success
We Deliver For Our Clients
We Deliver For Our Clients
9B+
In Aggregate
Transaction Volume
40+
Years In Capital Markets
100+
Transactions
3500+
Investor Relationships
About Align Equity Group
At our core, we stand as a distinguished capital-raising entity, distinguished by our commitment to providing tailored solutions to enterprises spanning diverse sectors. At Align Equity Group, we are a FINRA licensed Registered Investment Advisory firm specializing in capital-raising. We tap your company into our vast network of investor contacts, including family offices, venture capital and private equity firms, registered investment advisers, broker-dealers, pension funds, and ultra-high-net-worth individuals in North America, Europe, and Asia. These relationships serve as invaluable conduits, enabling us to access a wealth of resources, insights, and opportunities, all of which are instrumental to our clients. Our commitment extends beyond mere transactional facilitation; we strive to foster enduring partnerships built on trust, integrity, and mutual success. From real estate ventures and infrastructure projects to the complexities of mergers and acquisitions, our expertise spans industries, allowing us to address the unique needs and ambitions of each client with precision.
Our approach is founded on the principle of personalized service, understanding that every business endeavor is distinctive in its challenges, goals, and opportunities. As such, we are all about collaboration with our clients, learning about the intricacies of their vision, and crafting strategies that align seamlessly with their objectives.
Let’s Elevate Your Vision
Our mission at Align Equity Group is to connect our clients with strategic capital, ensuring growth and innovation.
What We Offer
Our 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.
Why Choose AEG
What sets us apart is our unwavering commitment to your success. We don’t just raise capital; we cultivate partnerships built on trust, integrity, and a shared vision for growth. With AEG by your side, you gain access to unparalleled expertise, personalized attention, and a track record of delivering results.
Process Overview
Assessment & Preparation
We begin by understanding your business goals and funding needs. Our team conducts a thorough assessment to determine the optimal capital strategy, followed by preparing essential materials like financial models, pitch decks and proper data rooms.
Targeted Investor Outreach
Initial Rolodex Outreach:
Align Equity Group leverages an extensive network of over 4,000 institutional, accredited, and high-net-worth investors. We initiate a personalized outreach to investors who have expressed specific interest in your sector or demonstrate a strong affinity for your type of offering. This focused approach enables us to generate swift interest and secure funding efficiently—often completing raises in under 45 days.
Broadening Outreach Efforts:
Beyond our core network, we expand the reach of your capital raise by engaging with up to 50,000 global investors who align with your mandate. This expansive approach ensures that your offering reaches a diverse pool of potential capital sources, optimizing your exposure.
Pitch Development & Due Diligence Support
Our experts craft compelling pitches and provide coaching to help you present confidently. We highlight your strengths, address potential investor concerns, and refine your narrative for maximum impact.
During the due diligence phase, we assist in preparing documents, managing communication, and addressing investor questions. Our goal is to facilitate a smooth process that builds investor confidence and expedites closing.
Negotiation, Deal Structuring & Ongoing Investor Relations
We guide you through negotiations, helping to structure favorable terms that align with your objectives. Our team provides insights on term sheets, valuations, and other deal aspects to secure the best possible outcome.
After securing capital, we offer ongoing support to ensure compliance with regulatory requirements and assist in maintaining strong investor relationships, paving the way for future funding rounds.
Ready To Get Started?
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