Tag Financial Institutions
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Focused Perspective
and Commitment 

Specialized investment and merchant banking 
services for the financial and business services sectors
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+ 75
transactions since 2013
+ $1 billion
in aggregate transaction value since 2013
160 years
combined experience for senior partners
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Recent Transactions
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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
Unparalleled expertise to help you understand the value of your business
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Our passion

TAG Financial Institutions Group is a specialized investment and merchant bank with a focus in providing investment banking services to 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.
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  • Home
  • About Us
  • Services
  • Team
  • Transactions
  • News & Publications
  • Partnerships
  • Contact