Investment banking, elevated.

Selective mandates. Senior execution. A tech-enabled platform for speed and discretion across middle-market transactions.

$1T
Dry Powder Accessible
$40B
Aggregated Raise Amount
25+
years of combined experience
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About Us

Aera is a modern investment bank focused on middle-market transactions. We partner with a limited number of companies each year to raise $20M–$500M+ and execute with speed, discretion, and institutional precision — powered by our technology platform.

We don’t chase volume. When we engage, it’s with conviction. You get senior execution, disciplined process, and capital relationships that trust our filter

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Insight over noise

Insight over noise

We don’t just forward intros. We build a story that makes sense to investors, focus on the right capital, and make sure no one wastes time in the wrong room.

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Process that protects leverage

Process that protects leverage

We compress timelines. Our platform scales origination and accelerates outreach without sacrificing judgment. Our average raise is below 6-months were industry average is 12-months+.

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What We Do

We advise on private capital solutions where thoughtful structure and speed matter most. Our work spans private equity and private credit, with complementary capabilities in deal origination and strategic advisory.

Private Equity Advisory

For owners and management teams pursuing institutional capital, control changes, or strategic liquidity.

Explore service

Private Credit Advisory

For companies and sponsors seeking flexible, non‑dilutive capital aligned to long‑term objectives.

Explore service

Deal Origination

We surface off-market targets for select acquirers and investors using proprietary data and direct access.

Explore service
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Transactions

The team’s collective experience includes advising on more than $40B in transactions across capital raising, M&A, and divestitures.

Bank

Acquisition
$25B AUM
Private Banking

Acquisition of a boutique technology investment bank.

Asset Manager

Divestiture
$65B
Asset Management

Acquisition of a boutique technology investment bank.

Bank

Merger
$36B
Banking

Acquisition of a boutique technology investment bank.

Let’s Talk About Your Next Move

Whether you’re raising capital or pursuing M&A, our team can guide you through every step.

Book a Call
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