Powering Capital Raises with Precision & Purpose
Equity Markets Group partners with investment sponsors to:
Expand Distribution
Raise Capital Efficiently
Connect with the Right Advisors & Investors
At EMG, we offer a suite of services tailored to guide sponsors & fund managers across every step of the capital raising journey. Our process is rigorous, intentional, and aligned with market demands. We partner with you not just to raise capital, but to build credibility, scale responsibly, and deliver outcomes.
Our Services
Investment Product Design & Structuring
We work with you from idea through launch: defining strategy, legal and regulatory structuring, terms, subscription docs, etc. so your offering is sound and built for market.
Due Diligence Support
We help prepare all documentation, answer institutional/ RIA/ IBD questions, and anticipate compliance needs, smoothing what is often the most challenging part of a raise.
Investment Product Distribution Strategy & Selling Group Formation
We map and activate the right channels — broker-dealers, RIAs, family offices, and institutions, forming a network that fits your deal’s scope and investor type.
Capital Raise Execution
Leveraging our distribution relationships and outreach infrastructure, we manage outreach, roadshows, investor engagement, negotiation, and closing.
Liquidity & Exit Planning
Whether your goal is an IPO, secondary sale, or other exit strategy, we help plan for it from the start, building in flexibility, governance, and alignment so that exits are clean and aligned with sponsor and investor interests.
Investment Product Types
REITs/BDCs
90% income pass-through to investor. Sponsor takes 10% plus fees. No end date.
Security Type: Registered, Reg D or Reg A
Preferred Stocks
Preferred rate of return to common stock. No end date.
Security Type: Registered, Reg D or Reg A
Bonds
Stipulated return with defined maturity and outside trustee. Covenants managed by indenture.
Security Type: Registered, Reg D or Reg A
Mezz Debt
High-yield debt. Fixed maturity. Protective covenants.
Security Type: Registered, Reg D or Reg A
Private Equity (Specific Asset or Blind Pool)
Typically stipulates preferred return. Investor participates in exit waterfall after hurdles are met.
Security Type: Reg D
1031/DSTs
Tax shelter product. Can be used to raise equity as well.
Security Type: Trust/Reg D
Conservation Easement
Tax credit product for investors looking to reduce taxes.
Security Type: Trust/Reg D
Why Choose Our Approach?
Seamless Integration: Instead of handing off between advisors, we guide the entire lifecycle so you get coherence, speed, & fewer gaps.
Investor-First Discipline: Every structure, every presentation, and every partner we bring in is chosen with investors in mind.
Regulatory Rigor & Transparency: We embed diligence and compliance from the ground up to avoid surprises, manage risk, and build trust.
Let's accelerate your growth, together.
Equity Markets Group, 2025
THE MATERIAL CONTAINED HEREIN (“THE MATERIAL”) IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY SECURITIES. The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by an issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to making any investment or financial decisions. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Neither the Securities and Exchange Commission, the Attorney General of the State of New York nor any other state securities regulator has approved or disapproved any of the Material contained herein.
The Material may contain forward-looking statements within the meaning of federal securities laws and regulations relating to the business and financial outlook of the Fund that are based on management’s current expectations, estimates, forecasts and projections and are not guarantees of future performance. These forward-looking statements are identified by the use of terms and phrases such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “predict,” “project,” “should,” “will” and other similar terms and phrases, including references to assumptions and forecasts of future results. Actual results may differ materially from those expressed in these forward-looking statements. You should not place undue reliance on any such statements. A number of important factors could cause actual results to differ materially from the forward-looking statements contained in the Material. Forward-looking statements in this material speak only as of the date on which such statements were made and not as of any future date, and the Fund undertakes no obligation to update any such statements that may become untrue because of subsequent events. Past performance is no guarantee of future results.