Evolution Capital Group is a family office-backed financial firm with a core focus on delivering strategic investment banking services and funding solutions to the most underserved segment of American business—lower and middle market companies. Since its founding in 2015, Evolution has funded over $700 million, earning its reputation as a modern-day financier dedicated to long-term relationships and real-world results.
We specialize in providing capital solutions up to $10 million for businesses at any stage, with no upper limit for transactions involving real estate or significant asset-based collateral. Our clients typically generate between $2 million and $500 million in annual revenue—firms that are often too complex for small lenders yet overlooked by large institutions.
Founded by RJ Anthony Aggarwal, a CPA and former member of PwC’s Investment Management group in New York City, Evolution was built on a foundation of integrity, financial acumen, and entrepreneurial vision. Backed by deep-rooted family office capital and guided by a hands-on, transparent approach, Evolution quickly distinguished itself as a trusted capital partner for growth-minded entrepreneurs and investors.
Our team is composed of carefully selected professionals—entrepreneurs and advisors with backgrounds across private equity, venture capital, real estate, healthcare, technology, manufacturing, and more. This diverse experience allows us to deeply understand the challenges our clients face and to create flexible, high-impact solutions that conventional lenders often miss.
At Evolution, we don’t just deploy capital—we build lasting partnerships. With a strong foundation, ethical culture, and access to a vast financial network, we deliver unmatched service with a personalized, family-oriented approach. Our mission is simple: to serve, grow, and continuously improve while helping visionary businesses scale and succeed.