New Age Global Advisory
New Age Global Advisory publicly describes buy-side and sell-side M&A advisory, valuation, due diligence, capital-raising preparation, financial modeling, outsourced CFO, accounting, and strategy services. Its materials state a focus on technology and technology-enabled services and identify New York and Los Angeles locations.
What stands out about New Age Global Advisory
New Age Global Advisory publicly offers buy-side and sell-side M&A advisory and related finance and strategy services, with a stated focus on technology and technology-enabled services. Its transaction advisory page states that the firm is not a broker-dealer, making the scope of any capital-raising or securities-related role a point for an owner to clarify.[1][2][3][4][6]
What does New Age Global Advisory do?
New Age Global Advisory, LLC publicly presents itself as a finance, accounting, strategy, and transaction advisory consulting firm with Los Angeles contact information. Its stated work includes M&A advisory, finance, accounting, and strategy support for technology and technology-enabled service companies, investors, and growth companies.[1][5]
The firm publicly offers buy-side and sell-side M&A advisory, valuations, capital-raising preparation, term-sheet review and negotiation, due-diligence support, investment analysis, and investor or board presentations. Its finance offering includes outsourced CFO services, financial modeling, budgeting and forecasting, capital-raising support, M&A support, and investor or board presentations. Accounting services include bookkeeping, reconciliations, GAAP and cash reporting, accounts payable and receivable support, financial reporting, monthly statements, investor updates, and KPI dashboards.[2][3][4]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring New Age Global Advisory?
Technology and technology-enabled-services owners can ask the firm to define the intended scope across M&A preparation, valuation, due diligence, financial modeling, and buyer outreach. The firm states that its process can cover target identification, valuation, due diligence, negotiation, and close, and that it has relationships and a network of technology, technology-services, and financial buyers.
Owners should request references for completed comparable sell-side transactions and clarify the firm’s role in any capital raise or securities-related activity because the transaction advisory page states that the firm is not a broker-dealer. Fee mechanics, engagement criteria, buyer coverage, and the treatment of any separately registered intermediary should also be addressed directly.[2]
What comparable technology or technology-enabled-services sell-side transactions has the firm completed, and can it provide references
What are the retainer, success fee, minimum fee, tail, exclusivity, and termination terms
For capital raises, which activities does the firm perform directly given its statement that it is not a broker-dealer, and which activities are handled by a registered intermediary
What size transactions and clients does New Age Global Advisory focus on?
New Age Global Advisory states that it serves technology and technology-enabled service companies and has experience working with early-stage startups and growth companies.[5]
A Project Capricorn company overview dated February 2017 identifies New Age Global Advisory and Gerard Casazza as contacts for a Southeast-based promotional-products distribution company. The cited Project Capricorn document does not disclose a completed closing, transaction value, buyer identity, or consideration terms.[6]
The firm describes buy-side and sell-side M&A engagements that can cover target identification, valuation, due diligence, negotiation, and close. It also publicly describes capital-raising preparation and support, term-sheet review and negotiation, investment analysis, and investor or board presentations.[2]
What does New Age Global Advisory publicly disclose about fees, process and engagement terms?
The cited transaction advisory page does not publish a universal success-fee percentage, minimum fee, retainer, tail period, termination schedule, minimum transaction size, revenue threshold, EBITDA threshold, or named completed-transaction list.
The cited Project Capricorn document does not disclose a completed closing, transaction value, buyer identity, or consideration terms for the described project.[2][6]
The firm’s transaction advisory page states that New Age Global Advisory is not a broker-dealer while providing capital-raising preparation and support. An owner evaluating a capital-raising engagement should clarify which activities the firm would perform directly and how any securities-related activities would be handled.[2]
The firm describes an engagement process consisting of contact, an introductory call, and a tailored quote, with proposals stated to be provided within 24 hours.[2]
Questions to ask before hiring New Age Global Advisory
What comparable technology or technology-enabled-services sell-side transactions has the firm completed, and can it provide references?
What are the retainer, success fee, minimum fee, tail, exclusivity, and termination terms?
For capital raises, which activities does the firm perform directly given its statement that it is not a broker-dealer, and which activities are handled by a registered intermediary?
What transaction-size, revenue, EBITDA, or stage criteria determine whether the firm accepts an engagement?
Which strategic and financial buyers are currently active in the owner's technology or technology-enabled-services sector?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.