Specialist Deal Network
Financely operates without layers or bottlenecks. We assemble proven operators—dealmakers, credit analysts, legal structurers—based on what your transaction demands. No fluff, no learning curve. Just people who know what needs to get done, and do it.
We Build the Right Team for Your Deal
Every transaction deserves specialists who’ve done it before. At Financely, we build custom teams from a global pool of operators—dealmakers, analysts, legal counsel, and risk advisors—matched to the exact needs of your trade, project, or real estate transaction. No overhead. No wasted time. Just execution.
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Unanswered Questions? We’re here to help!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.
Disclaimer
Advice to Private Equity, Venture Capital and Strategic Investors — Financely Group provides consulting services to clients on either a retainer or project basis. These include identifying potential investment opportunities, evaluation of transactions being contemplated by clients, development of strategic plans for portfolio companies and coaching of portfolio company management teams. These services are provided by contract directly to clients and do not place Financely Group in the role of a Broker/Dealer.
Financial Transaction Advice — Financely Group is not a registered Broker/Dealer and does not act as an agent for buyers or sellers of businesses. This is consistent with the Securities and Exchange Act of 1934 which directs that brokers and dealers in securities register with the Securities and Exchange Commission (the “SEC”) and become members of the Financial Industry Regulatory Authority (“FINRA”). The SEC considers the term “broker” to generally include persons providing advice regarding financial transactions who accept “transaction-based” compensation. Transaction-based compensation is defined as any commission or finder’s fee which is dependent or based upon the execution of a transaction. More broadly, advisers on buying or selling companies are subject to SEC regulation because transaction advice generally involves the transfer of securities – typically, equity interests in the company being bought or sold.
Securities Services Provided by Investment Banks — If potential clients require assistance in executing a transaction involving the purchase or sale of securities, as opposed to the sale of assets or negotiation of licensing arrangements, Financely Group typically introduces them to an investment bank. Clients enter into a contract with such investment bank to receive the requested services. Unless the client remunerates Financely Group with equity prior to closure. Financely cannot earn transaction-based compensation.
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Financely connects growth-oriented businesses with investors seeking premium opportunities, effectively bridging the gap between capital demand and supply. While we are not a securities broker or dealer, we collaborate with investment banks, legal counsel, and other professionals as needed. We do not offer to buy or sell securities and disclaim liability for capital-raising results.
Financely Inc. is a corporate finance consulting firm wholly owned by Aurora Bay Trust, a Bahamas-established trust, or its relevant authorized affiliates. Depending on the nature of the transaction, applicable jurisdiction, and regulatory requirements, services may be provided through Financely Group LLC, a non-banking financial company (NBFC) that does not accept deposits from the public, Ashford Capital Advisory LLC, or other affiliated entities as appropriate. We do not operate as a securities broker/dealer. Please review our terms of service to determine if working with Financely Group, Ashford Capital Advisory, or their affiliates is suitable for your specific needs. In the United States, we operate as an
exempt foreign private adviser pursuant to the Dodd-Frank Act, subject to applicable exemptions from certain regulatory requirements. Our services and regulatory status may vary based on the location and nature of the transaction.