+400
transactions since 2013
transactions since 2013
+$3.0 billion
in aggregate transaction value since 2013
in aggregate transaction value since 2013
185 years
combined experience for senior partners
combined experience for senior partners
M&A Advisory Services
Specialized buy and sell-side advisory services for mergers, acquisitions, restructurings and divestitures
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Capital Raise Assignments
Strong industry relationships with debt and equity providers to support your financing needs
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Valuation Services
Focused expertise to help you understand the value of your business
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Our passion
TAG Financial Institutions Group is a specialized investment banking firm serving middle market companies in the financial services sector.
TAG Financial is dedicated to meeting the needs of dynamic, mid-sized businesses by providing attentive service, creative ideas, skilled execution and extraordinary value creation.
TAG Financial is dedicated to meeting the needs of dynamic, mid-sized businesses by providing attentive service, creative ideas, skilled execution and extraordinary value creation.