60
transactions in last 5 years

+ $1 billion
in aggregate transaction value in last 5 years

160 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

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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