Contact Us
Contact Us



What We Do

Since 2012, Alpha Vanguard has been a trusted source of capital and financial leadership, focusing on small businesses and startups. We help our clients cement their legacy, providing access to private funding, leadership, and advisory services tailored to their specific needs.

Small Business Advisory

We invest selectively in startups and small businesses, giving them access to the resources and expert guidance they need to make their vision a reality.

Investment Management

Our commitment is rooted in our vision. We believe that the right opportunities have value that goes beyond the return. To illustrate our mission, vision, and philosophy, we created an equation that sums it up nicely:

Since 2012, Alpha Vanguard has been investing in the future of small business and providing opportunities for qualified investors to participate in funding legacy.

Since 2012, Alpha Vanguard has been investing in the future of small business and providing opportunities for qualified investors to participate in funding legacy.

Whether we are working with a new startup or a small business preparing to scale, we believe that the relationships you form along the way drive the result. As a financial partner and trusted advisor, we stand by our clients, providing value that goes beyond funding. When we work with you, we are an active participant in your success, building strong, sustainable foundations you can grow on.

We Love to See Small Businesses Succeed

Ethics. Integrity. Vision. Leadership.

It’s about relationships. Creating, sourcing, connecting, enriching – these are all integral vehicles in our approach. Our investment strategy is highly disciplined; our success is measured by the integrity and sustainability of our efforts, because we know that this is what it takes to achieve the ultimate goal.


Structured across multiple private market investment strategies, Alpha Vanguard leads the way in development strategy. Our team of highly experienced professionals and advisors forge new paths and create opportunities. Our clients are small companies and investors who share our drive and passion for being a part of something greater than the sum of its parts.


Investment is not without risk. High-risk investments deliver the most remarkable returns, but that doesn’t mean you should risk it all for the opportunity. Our approach is conservative, though we believe in taking calculated risks and risk mitigation—not elimination. We focus on companies with a proven business model and startups that have already gained ground in the market.

In our experience, we have learned that a company’s success can be attributed to two main factors: timing, and execution. These elements are fueled by decisions made, knowledge applied, strategy engaged, and the kind of enduring integrity that’s at the heart of the world’s most respected and successful brands.

A Unique Approach to Achieving Sustainable Growth

We take a conservative approach to investing, focusing on unlocking value that has already been established, either in business or real estate. In choosing this course, we mitigate risk and create value, leveraging high-growth opportunities while maintaining a proven investment framework.

Our flexibility, agility, and unwavering discipline are the foundations of our success, giving us the ability to engage at any stage of the business cycle. Our talent for visualizing the bigger picture positions us as a trusted ally for both businesses and investors, and an integral part of the growth journey.

See what we invest in

Alpha Vanguard offers risk-adjusted investment opportunities for institutions and private investors, helping you preserve wealth and generate excellent returns.

See what we invest in

Alpha Vanguard offers a variety of private equity services tailored to the needs of today’s small business

Management Buyouts and Mergers & Acquisitions (M&A)

For growth-oriented companies, change is critical to maintain relevance, stay competitive, and assure market share. Such changes come at a cost, but it is essential to seize the opportunity when the time and circumstances are right.

We provide capital support to established companies, small businesses, and startups who wish to facilitate a change of ownership or merge with or acquire an interest in other companies to improve market share and gain value.

Leveraging our people, resources, and expertise, we are the team you need to win.

Financial Investments

We structure debt, equity, and hybrid investments to optimize capital structures, providing funds for working capital and equipment purchases in addition to whole recapitalizations.

We are highly selective about the companies we partner with. Because we work so closely with them, we need to ensure that we are a good fit. We do not invest in untried business models or distressed companies, but we do not limit ourselves to any particular industry. If your company is a small business on track to scale, we can help. We value people, relationships, and strong historical performance. After all, if your customers love you, you’re already doing something right.


To grow your business, you need access to the funds that will make it all possible.

Direct Lending

Alpha Vanguard is a direct access lender for small businesses in a wide range of industry sectors. We offer debt on terms conducive to achieving your business plan, structuring flexible debt products that help you achieve your business goals, and grow your company sustainably.

Reach out directly to discuss your funding proposal. We would love to learn more about you, your company, and what you do, and show you how we can help.


For some companies, an existing debt and equity capital structure may already be in place. However, if growth is present, there may be a need for additional debt financing. Mezzanine financing combines debt and equity, allowing lenders to convert debt to equity in case of default.

To learn more about mezzanine financing or find out whether it’s right for your company’s needs, schedule a call with us today.

Opportunistic Credit

When traditional funding sources are unavailable, opportunistic credit might be an avenue to pursue. In these scenarios, we work with companies to provide debt financing for specific endeavors and/or acquisitions that might need to be isolated from a company’s existing capital structure.

Reach out to us directly to learn more about opportunistic credit and how it can help your company grow.


Real estate is a sound investment that adds value and resiliency to your business or portfolio.


Alpha Vanguard is a trusted provider of capital for individuals and institutions looking to acquire new property or refinance an existing property. We structure both debt and equity transactions that provide the potential for the principal to generate ROI that is often significantly higher than the cost of securing financing.

Get in touch today to learn more about our real estate investment services.


Alpha Vanguard’s direct real estate holdings continue to grow. As a firm, we seek value opportunities based on a long-term view of the real estate market. Our approach focuses on income-producing assets and portfolios, which we diversify across multiple markets to improve returns and mitigate risk.

If you have a property or proposal that fits our profile, we would love to speak with you about it. Get in touch today, and let’s talk about it.


In addition to providing developers with capital, Alpha Vanguard actively pursues select development opportunities. Projects that are a good fit for us represent a clear and sound business case and are attached to a robust and long-term partnership commitment.

If you have a real estate development proposal you would like us to consider partnering with you on, or if you have an opportunity you feel might be of interest to us, please reach out to set up a call. We would love to learn more about your project and show you how we can help.

A Trusted Partner in Business Growth Strategy

We help companies grow, offering sound,
actionable advice, and partnership through
every phase of development.

Advisory Services

Today’s business landscape is more complex than at any other time in history. Whether you are operating locally, nationally, or globally, your business depends on reliable financial advice and leadership to grow. Our team is genuinely passionate about your success and has the expertise and experience to support you through every phase of growth. Ultimately, we want you to succeed, and we will work alongside you to ensure the outcome you envision.

For businesses looking to partner with Alpha Vanguard in an advisory capacity, we have the experience and knowledge to assist in almost any transaction. Our trusted business advisors help with:

  • Business Valuation
  • Corporate Structuring
  • Risk Mitigation
  • Customer and Vendor Relationships
  • Change Management
  • Process Improvement
  • And More

Reach out today to speak to us about our advisory
services. We would love to learn more about you and your
company and show you how we can help.

Fractional CFO

Small businesses do not often have the resources to support a full-time CFO. However, there are many scenarios in which a CFO provides invaluable advice, offering vision, business knowledge, and financial understanding that cannot be otherwise achieved.

If you require more financial expertise than you can access in-house, a fractional CFO is a solution. You gain access to CFO expertise without the payroll burden, making it possible to solve problems, illuminate blind spots, and identify opportunities that you might be missing out on.

Some of the benefits of a fractional CFO include:

  • Improve Financial Stability and Growth
  • Resolve Cash Flow Challenges
  • Raise Capital (Debt or Equity)
  • Improve Reporting and Record-Keeping
  • Optimize Systems for Scalable Growth
  • Long and Short-Term Forecasting
  • Organize Historical Financials
  • Create a Sustainable, Long-Term Financial

If your organization is experiencing growth and facing challenges in
achieving your goals, we can help. Reach out today to learn more
about our fractional CFO services. We would love to show you how we can help.

Work with us!

Alpha Vanguard is a network of dedicated professionals providing advisory services to businesses, institutions, and individuals.

If you are a broker, advisor, legal counsel, or a sell-side/buy-side advisory company, we welcome the opportunity to connect. We are open and receptive to discussing any proposals and compensation for intermediaries if we feel we are a good fit.

Should you have an opportunity you would like to discuss, please contact us directly. We will provide all necessary confidentiality agreements and develop a compensation arrangement appropriate to the prospects you bring to the table.

Reach out today. We look forward to working with you and establishing a mutually beneficial long-term relationship.