Capital • Advisory • Execution
The Future of Business Finance
Evolution Capital Group combines direct relationships, underwriting discipline, syndication capabilities, and long-term capital partnerships across business finance, real estate, private credit, and structured opportunities.
Banks, funds, family offices, syndicates, and private lenders all see risk differently. Our job is to position the opportunity, structure the right path, and get the transaction moving.
Experience across business finance, real estate capital, bridge lending, asset-based facilities, acquisitions, and structured advisory assignments.
Strategic financing package supporting acquisition and expansion initiatives.
Large-scale collateral-backed ABL structure leveraging inventory and receivables support.
Structured working capital and revolving credit solution supporting operational growth and cash flow flexibility.
Strategic financing package supporting the acquisition of an established operating company and post-closing expansion initiatives.
Structured bridge execution supporting acquisition and transitional multifamily positioning.
Structured short-term capital during transition and refinancing process.
Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.
The firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.
By combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.
Finance and capital markets professional with experience spanning private credit, real estate, business finance, and strategic advisory. RJ previously worked within the Investment Management division at PwC, advising fund and institutional-related clients.
Veteran commercial and small business banking professional with more than 30 years of lending experience across South Florida. Tim has closed over $1 billion in commercial and SBA-related transactions while holding senior banking roles with Wells Fargo, BankUnited, and Seacoast Bank.
Drawing upon her experience in investment management and financial planning, including her tenure with Fidelity Investments, Raechel leads key client and referral partner relationships. Through her team at Equity One Solutions, she brings a personalized, relationship-driven approach that complements Evolution’s platform.
Sean is a Partner at Meyerson Roth Insurance and advises clients on risk management strategies that support complex financing transactions and long-term business growth. His expertise includes receivables credit insurance, key person insurance, collateral protection, executive benefit planning, and insurance structures commonly used alongside commercial lending, acquisition financing, and institutional credit facilities.
Evolution collaborates with advisors, bankers, operators, CPAs, attorneys, private lenders, family offices, institutional capital providers, and strategic referral partners nationwide.
Evolution Capital Advisors LLC serves as the firm’s New York-based advisory platform, supporting business owners, investors, entrepreneurs, referral partners, and independent advisors through strategic capital advisory, lender relationships, and transaction execution.
While communications and branding remain unified under Evolution Capital Group, the advisory platform reflects the firm’s commitment to building a relationship-driven network of professionals dedicated to delivering sophisticated capital solutions nationwide.
Send the basics: company, revenue, amount requested, use of funds, current debt, collateral, and timing. We’ll help determine the strongest path forward.
Evolution operates with relationship hubs in New York and South Florida, supporting business owners, investors, advisors, referral partners, and capital providers nationwide.
119 N Park Ave, Suite 407
Rockville Centre, NY 11570
Advisor platform • Capital advisory • Relationship management • Transaction execution
Freedom House
730 NE 5th Ave
Fort Lauderdale, FL 33304
Direct funding • Syndication • Investor relationships • Capital markets
Evolution supports transactions across the United States through capital relationships, strategic referral partners, and advisor-led origination.
Evolution Capital Group is expanding its advisor, lending, underwriting, and relationship management platform across New York, Florida, and nationwide strategic partnerships.