Alp Financial
Alp Financial Group was founded with the goal of serving institutional clients across the wealth management ecosystem including: diversified financials, banks, broker dealers, RIAs, wirehouses, insurance companies, wealth platform providers, asset managers, private equity firms, and fintech companies
The firm offers services in areas such as M&A advisory, equity and debt capital markets, private placements, and capital introduction to institutional clients. Alp Financial; also facilitates access to services offered by a curated network of independent third-party financial institutions that provide banking, lending, trading, and securities services.*
Our goal is to serve as a strategic resource to institutional clients seeking access to capital markets and related financial services.
*These services are provided either directly, where permitted, or in coordination with appropriately registered third-party providers, and are subject to applicable regulatory requirements. liquidity risk, and transaction execution risk. Services may vary depending on jurisdiction and client eligibility.
Alp’s Services
M&A Advisory
Alp works with firms that are looking to grow by acquisition, make investments for their portfolio, or are looking to monetize a business as part of their succession planning.
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No matter your firm size, having a scalable strategy is important. Growth by acquisition could be part of your plan to scale with vertical integration or horizontal growth into new businesses or geographies.
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Private Equity managers can find opportunities across the wealth ecosystem from financial technology to banking and wealth management. Alp works with firms across the wealth ecosystem to identify opportunities.
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Firms across the wealth ecosystem are looking for growth by acquisition. They are looking for accretive opportunities to acquire firms with an established client base or unique services to incorporate into their existing enterprises.
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Since most wealth management institutions do not have their own M&A departments, Alp Financial can step in to help advise their business owner clients that are looking for opportunities to acquire or monetize a business.
Capital Markets
Alp assists our clients in accessing capital, whether debt or equity, to help grow their business. We also work with mangers to identify investment opportunities and potential investors.
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Assist institutions in their efforts to access capital for growth and/or to finance succession
Work with fintech companies to help identify potential investors for primary and secondary capital raises
Assist in finding strategic investors looking to acquire interests in alternative managers
Work with wealth managers as they help their clients access capital
Help with structuring equity compensation and internal equity buy in/out
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Capital to grow does not always have to mean selling equity in the business today
Leverage our network across traditional lenders and private credit to identify potential financing
In addition to our M&A services, we can help secure funding for leveraged transactions
Assist wealth managers to help their clients with access to lending resources
Work with partner institutions for specialized lending
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We work with Alternative Managers to help source investors as well as potential investments for their funds
Act as a resource for wealth managers to leverage when helping their client source funding or direct investments
Leverage a wide network of financial institutions to help source potential opportunities
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We work with Alternative Managers to help source investors as well as potential investments for their funds
Alp works with both public and private market institutional investors
Leverage a wide network of financial institutions to help source potential opportunities
Financial Services
In addition to Alp Financial's proprietary services, we have arrangements in place with firms across financial services to provide our clients with additional services they may need.
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Alp has relationships with banks that have traditional deposit and lending services that they offer commercial clients
*These services are provided directly by or in coordination with appropriately registered third-party providers, and are subject to applicable regulatory requirements. liquidity risk, and transaction execution risk. Services may vary depending on jurisdiction and client eligibility
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Alp Financial has relationships with lenders including banks and credit card companies who may be able to help businesses source lending services.
*These services are provided directly by or in coordination with appropriately registered third-party providers, and are subject to applicable regulatory requirements. liquidity risk, and transaction execution risk. Services may vary depending on jurisdiction and client eligibility
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Alp has curated a network of other financial institutions that provide securities trading, custody/clearing, and correspondent banking services to institutional clients.
*These services are provided directly by or in coordination with appropriately registered third-party providers, and are subject to applicable regulatory requirements. liquidity risk, and transaction execution risk. Services may vary depending on jurisdiction and client eligibility
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Alp can help facilitate introductions to firms that specialize in insurance and corporate benefits planning. Whether your business, a portfolio company, or a client is looking for insurance we will work to find an institution with the potential relevant services.
*These services are provided directly by or in coordination with appropriately registered third-party providers, and are subject to applicable regulatory requirements. liquidity risk, and transaction execution risk. Services may vary depending on jurisdiction and client eligibility
Serve as an additional resource when your business or your clients require episodic assistance across a range of financial issues
Assist in evaluating capital needs and potential financing options
Advise on responses to acquisition opportunities
Facilitate introductions to unaffiliated third-party lenders
Identifying and evaluating potential investment opportunities
Act as an additional resource on an as needed basis for your institutional clients' needs
Tactical Services
Buy-side and sell-side advisory across banks, wealth/asset managers, alternative manages, as well as FinTech and other institutions
Advise on succession planning and potential buyout structuring options
Identify long term opportunities for corporate or client investment
Devise long term capital plan based on projections and business goals
Assist with access to other financial services within our institutional network