AAG Advisory Services
Capital markets advisory.
Strategic advice throughout the transaction lifecycle.
Advice through every stage.
Successful transactions require more than technical execution. They depend on thoughtful positioning, disciplined preparation, strong relationships, and a clear understanding of how investors, lenders, institutions, and public-market participants evaluate companies and opportunities.
AAG serves as a strategic advisor throughout the transaction lifecycle, helping clients assemble and coordinate the expertise required across investment banking, accounting, legal, investor relations, regulatory compliance, and capital markets. By aligning stakeholders and overseeing the broader process, the firm helps clients pursue strategic objectives with greater clarity, efficiency, and confidence.
01 / Advisory
Capital Markets & Public Company Advisory
AAG advises public and private companies on exchange listings, financings, acquisitions, public-company readiness, and other strategic transactions. The firm coordinates the relevant banking, legal, accounting, investor relations, regulatory, and capital markets resources required to advance each engagement.
Explore capabilities 9
- IPO, direct listing, reverse merger, and uplisting advisory
- Exchange listing strategy and public-market readiness assessments
- Capital markets strategy and corporate positioning
- Investor relations and shareholder communications
- Equity story development and investor presentation support
- Board and governance advisory
- Public company preparedness and infrastructure development
- Market awareness and visibility strategies
- Post-listing advisory and strategic support
02 / Advisory
Financial & Strategic Transactions
AAG advises companies on financings, acquisitions, strategic partnerships, and other transactions intended to support growth, liquidity, and long-term value creation.
Explore capabilities 8
- Debt and equity financing advisory
- Capital structure evaluation and optimization
- Strategic investor and capital source introductions
- Mergers and acquisitions advisory
- Transaction structuring and execution support
- Strategic partnership and joint venture advisory
- Corporate development initiatives
- Special situations advisory
03 / Advisory
Financial Reporting & IPO Readiness
Capital markets transactions require companies to meet rigorous financial reporting, governance, operational, and regulatory standards.
Through its network of accounting, audit, valuation, and compliance professionals, AAG helps companies assess their readiness and coordinate the resources required for public-market transactions and ongoing reporting obligations.
Explore capabilities 12
- IPO readiness assessments
- SEC reporting and disclosure preparation
- Registration statement and offering support
- PCAOB audit preparation and coordination
- Financial reporting and public company compliance support
- Technical accounting advisory
- GAAP and IFRS transition support
- Valuation and fairness opinion coordination
- Internal controls and governance readiness
- CFO and finance function advisory
- Tax and regulatory coordination
- Public company infrastructure development
Connect with AAG
Discuss your next transaction.
Connect with AAG about public-market readiness, financing, or a strategic transaction.