+300
transactions since 2013
+$2.5 billion
in aggregate transaction value since 2013
225 years
combined experience for senior partners
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Recent Transactions
M&A Advisory Services
Specialized buy and sell-side advisory services for mergers, acquisitions, restructurings and divestitures
Capital Raise Assignments
Strong industry relationships with debt and equity providers to support your financing needs
Valuation Services
Focused expertise to help you understand the value of your business

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.

Latest News

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Certain Principals of TAG Financial Institutions Group, LLC are registered representatives of TAG Capital Partners, LLC Member FINRA, SIPC. TAG Financial Institutions Group, LLC and TAG Capital Partners, LLC are separate affiliated entities. Securities and Investment Banking Services are offered through TAG Capital Partners, LLC. 

TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.