How we work
We take a precision-driven approach — combining institutional discipline with a modern global investor network. Every mandate is vetted, positioned, and distributed with intention to ensure the right conversations happen, fast.
Our Approach
We combine judgment with reach. Aera’s platform expands origination and investor access; our bankers apply discipline in what we pursue and how we position it.
The result is a fast, focused process that protects momentum and minimizes noise for all parties.
Industry-Embedded Insight
Because we work across diverse sectors, we have unmatched visibility and investor access — turning cross-industry knowledge into sharper, faster capital alignment.
Mandates We Can Win
We only engage where we know we can deliver competitive bids, premium terms, and real outcomes.
Tech That Compresses Time
Our tech infrastructure reduces friction, accelerates outreach, and expands investor reach — without wasting your time.
Process
Evaluate
Rapid fit assessment and thesis—market context, structure options, and readiness.
Prepare
Institutional materials and data room; structure calibration; target mapping.
Launch
Coordinated outreach to a targeted global list through your fully customized infrastructure.
Execute
Diligence, term development, and negotiations through close.
Engagement Principles
We partner with no more than eight clients per quarter — ensuring every mandate receives senior-level focus and priority execution.
