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Equity Structuring & Capital Formation

Your Vision is Ambitious. Your Capital Should Be, Too.

A great real estate deal is not enough. Without the right equity partnership, even the most promising projects fail to launch. The capital raising process is a complex, full-time distraction. Lions Financial acts as your dedicated capital markets partner, architecting your deal structure and securing the strategic equity investors needed to turn your vision into a capitalized venture.

Secure Your Equity Partner

Strategic Equity for Visionary Operators

We partner with best-in-class sponsors and developers who have the vision and expertise to execute, but require a sophisticated partner to complete their capital stack.

For Real Estate Sponsors & Syndicators

You excel at sourcing and underwriting lucrative deals, but raising capital from a limited network is a constant bottleneck to your growth. You need access to a wider, more sophisticated pool of investors.

Our Solution

We provide direct access to our curated, global network of high-net-worth investors, family offices, and institutional partners, allowing you to focus on deal-making while we run a professional capital formation process.
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For Proven Developers

Your projects are increasing in scale and complexity, demanding larger and more structured equity investments. Traditional financing sources are no longer sufficient, and you need institutional-quality partners to grow.

Our Solution

We structure and source programmatic joint ventures (JVs) and co-GP arrangements, providing the scalable, long-term capital relationships you need to build a pipeline and execute larger projects.
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For Emerging Managers & Entrepreneurs

You have the talent, the strategy, and the first deal ready to go, but lack the track record and investor network to gain credibility. You need a partner to help you launch your platform.

Our Solution

We act as your strategic advisor, helping you craft an institutional-quality narrative and providing the third-party validation needed to attract foundational investors and successfully close your first several deals.
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From Deal Structure to Funded Partnership

Successfully raising capital is a science. We deliver a disciplined, end-to-end solution that positions your deal for success and attracts the right long-term partners.

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Sophisticated Deal Structuring

The wrong structure can kill a deal before it starts. We analyze your project’s financial profile to engineer a compelling investment structure, modeling complex components like preferred returns, IRR hurdles (IRR), and sponsor promote waterfalls to ensure alignment between you and your investors.

Institutional-Grade Offering Materials

Sophisticated investors dismiss amateur presentations. We create a complete, investment-committee-ready marketing package, including a compelling Confidential Information Memorandum (CIM), a data-driven financial model, and a persuasive investor presentation that clearly articulates the opportunity.

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Targeted Capital Sourcing

Your time is too valuable to waste on unqualified prospects. We run a discreet, targeted marketing process, leveraging our deep relationships to connect you directly with qualified investors whose mandates and objectives are a precise match for your project.

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Investor Relations & Closing Execution

Securing verbal commitments is just the beginning. We manage the entire closing process, from navigating investor due diligence and negotiating partnership agreements to coordinating legal counsel and ensuring a timely, efficient, and successful funding of your deal.

Our Proven Path to Capitalization

We transform the often-chaotic process of raising equity into a clear, strategic, and predictable timeline for success.

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Step 01. Deal Analysis & Strategy Formulation

We begin by conducting a deep institutional-level analysis of your project. We stress-test your assumptions, refine your business plan, and collaborate with you to formulate a tailored capital raising strategy and a compelling narrative for investors.

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Step 02. Structuring & Investor Marketing

With a solid strategy, we build the deal structure and professional marketing materials. We then activate our capital network, initiating confidential conversations with a pre-qualified list of ideal investment partners.

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Step 03. Partner Selection & Closing

We help you evaluate offers and select the best-fit equity partner—not just based on capital, but on strategic alignment. Our team then takes the lead, managing the complex closing process through to a successful capitalization.

Insights to Help You Make the Right Move

Explore curated articles that simplify the selling process, offer strategic guidance, and help you maximize the value of your property.

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Queens’ Real Estate Market: A Hotspot for Business Owners and Investors

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Your Next Deal Awaits Its Capital Partner.

Don’t let a lack of capital be the barrier to your next success. Schedule a confidential discussion with our team to assess the capital-raising potential of your opportunity and learn how a strategic partnership can help you achieve your goals.

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LIons Financial

Ariel Tavor

Principal

Ariel Tavor is the Founder and Principal Managing Director of Lions Financial. His agenda for Lions Financial is to provide his clients a service that maintains the highest professional value. Specializing in the Business-to-Business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management. Ariel works with CEO’s, Capital Investment funds, and Boards of Directors where he advises his clients in matters of Executive compensation, Business Plan Design, Mergers & Acquisitions, Due Diligence, and Asset Financing.

Ariel has 10 years of experience in the financial services industry. He has worked in insurance and investment companies to analyze client’s financial and make suggestions on allocations based on defined objectives as well as maintaining long term relationships. Ariel’s comprehensive experience has allowed him to work closely with CEOs of companies and their executive teams from diverse industries such as trucking, hospitality, commercial real estate, Insurance, manufacturing, and technology. He has helped lead companies through the challenging decisions around – Buy-Sell Agreements, Deferred Compensation, Employee Group Benefits, Succession Planning, Mergers and Acquisitions, Valuations, and Business Sales.

Ariel currently oversees their family office investment group and sits on the Board of Directors of several companies and real estate developments. Their Investment group controls a portfolio of companies in multiple industries. They collaboratively have holdings in companies specialized in – Automotive Distribution- Real Estate Asset Management- Corporate Travel- Ink Mailing Manufacturing, E-Commerce, Financial Services, Management Consulting, Enterprise Technology, and Food Concepts. In recent years there has been a transition into fund allocation towards limited partnership investments in Venture Capital, Private Equity, and REITS within individual underwriting opportunities.

TOP 40 UNDER 40

Leadership Recognition

Ariel Tavor is the founder and principal managing director of Lions Assurance Financial. His agenda for Lions Assurance Financial is to provide his clients a service that maintains the highest professional value. Specializing in the business-to-business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management.

TOP 100 PEOPLE IN FINANCE

Industry Recognition

Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family owned businesses, and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and speciality finance firms.​

Exeleon

Leadership & Business Feature

What is the fundamental difference between a buoyant company and a not-so-good one, when all the factors are the same?
The reply is simple- expeditious actions. It is the outcome of the ability to form an idea about the situation, find a perfect response,
and then act accordingly. And all that, without an iota of hesitation. Companies that belong to the second group are known to lack this decisiveness, which sprouts from an absence of clarity in vision or rather the faculty of processing the steps mentioned above.​

The Silicon Review

50 Smartest Companies of the Year

An effective risk management consultant will help individuals and organizations evaluate their risks and develop a plan to counter their losses. Risk management is a complex process, and there is no one-size-fits-all process that all consultants can use. However, there are certain conventional methods that a consultant will use to help you protect your organization from risk. A risk management consultant should be capable of identifying the unique risk that your business is exposed to and carefully evaluating the scenarios. One of the most critical steps in the risk management step is to discover and list all the expected and unexpected risks. There are various advisory firms that can help you mitigate risk and take care of your business’s financial aspect, but one firm that stands out from the rest is Lions Financial. The company is an independent financial services & business advisory firm based in New York. In conversation with Ariel Tavor, Managing Director of Lions Financial. Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family-owned businesses and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and specialty finance firms.