D&G Financial GroupInvestor Access
Capital Deployment

Bring Us Your
Best Deals.

D&G Financial Group deploys capital across real estate development, hospitality, energy, healthcare, technology, and manufacturing. If your deal is structured and you're ready to move, we want to hear from you.

$5.5B+
Active Pipeline
450+
Projects Completed
6
Target Sectors
$250K+
Minimum Deployment
Target Sectors

Where We
Deploy Capital.

01
Real Estate
Development & Acquisition
Ground-up development, value-add acquisition, mixed-use, multifamily, and commercial projects. Primary markets: Sarasota and Nashville.
02
Hospitality
Hotels, Resorts & Experiential
Boutique hotels, resort development, branded residences, and experiential hospitality in high-demand leisure and business travel markets.
03
Energy
Infrastructure & Transition
Oil and gas, renewables, energy infrastructure, and transition-phase opportunities with strong asset backing and defined exit strategies.
04
Healthcare
Facilities & Services
Medical real estate, outpatient facilities, healthcare services, and related operating businesses with durable cash flow characteristics.
05
Technology
Growth-Stage & Revenue-Generating
Revenue-generating technology companies at growth stage — SaaS, fintech, and infrastructure tech with clear unit economics and market traction.
06
Manufacturing
Production & Industrial Assets
U.S.-based manufacturing and industrial assets with established operations, equipment collateral, and expansion capital requirements.
What We Look For

Strong Deals
Share These Traits.

We move quickly on well-structured opportunities. Our team has underwritten hundreds of deals across multiple asset classes — we know what a fundable deal looks like. Incomplete submissions slow everything down. Come prepared.

01
Clear Use of Funds
We need to see exactly where every dollar goes. A detailed use-of-funds breakdown is non-negotiable before any diligence conversation begins.
02
Defined Exit Strategy
Sale, refinance, IPO, or strategic acquisition — we need a defined path to liquidity with realistic timelines and comps that support your projections.
03
Sponsor Equity in the Deal
We invest alongside sponsors who have skin in the game. Equity contribution from principals signals conviction and aligns incentives from day one.
04
Experienced Principals
Track record matters. Tell us what you've built, completed, or exited. We back operators, not just ideas.
05
Fundable Capital Structure
Debt, equity, or hybrid — the structure needs to work for both sides. Deals with clean cap tables and no legacy complications move faster.
Submit a Deal ↓
How It Works

From Submission
To Close.

01
Submit Your Deal
Complete the intake form below. Include all project details, borrower information, and required disclosures. Submissions route directly to our deal team.
02
Initial Review
Our team reviews every submission within 5 business days. If it's a fit, we'll schedule a discovery call and request supporting documents.
03
Diligence
Full underwriting, market analysis, and sponsor background review. We move efficiently — diligence should not take months if documents are in order.
04
Term Sheet & Close
If we proceed, we issue a term sheet and move to close. Our legal team works alongside yours to ensure a clean, efficient transaction.
Supporting documents to include

After submitting, follow up with supporting documents to deals@dgfinancialgroup.net — include your project name in the subject line. Typically: Pitch Deck, Pro Forma / Financial Projections, Use of Funds Statement, Principal Résumés, Draw Schedule, Cap Table.

Project Information
Borrower / Sponsor Information
Borrower Disclosures
Disclosure 1Has your company or any principal ever filed for bankruptcy?
Disclosure 2Is any principal currently involved in active litigation?
Disclosure 3Has any principal been convicted of a felony or any crime involving fraud, misrepresentation, or moral turpitude?
Disclosure 3AHas any principal been subject to SEC, FINRA, or other regulatory investigation or sanction?
Disclosure 4Does any principal have outstanding judgments, tax liens, or unresolved government obligations?
Disclosure 5Has the company or any principal ever had a professional license revoked or been barred from any industry?
Disclosure 6Are there any undisclosed third-party interests, side agreements, or undisclosed encumbrances on the project or its assets?
Disclosure 7Are you currently in default on any existing loan or credit obligation?

By submitting this intake form, you certify that all information provided is accurate and complete to the best of your knowledge. You understand that D&G Financial Group will rely on this information in evaluating your submission. Material misrepresentations may result in immediate disqualification and potential legal liability.