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TAG Financial is a leader in delivering top quality comprehensive investment banking services to middle market financial services industry clients. Since 2020, TAG Financial has closed over 400 transactions with an aggregate transaction value of over $3.2 billion.
TAG Financial provides merger and acquisition, capital raising and stakeholder advisory services. By combining its decades of advisory experience, superior reputation and broad network of relationships, TAG Financial is able to originate, structure and complete successful transactions.
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Significant experience
Our seasoned professionals possess a focused expertise, qualifications and experience that allow us to take a comprehensive approach in addressing and accomplishing each client’s specific needs. Our commitment to every client is based on understanding their key objectives and delivering an unmatched level of knowledge and commitment to each individual situation.
As entrepreneurs in the investment banking world we share a similar mindset with our clients which helps us understand the obstacles they face and uncover opportunities to help them grow and build their businesses. Our team has the ability to quickly and seamlessly connect middle market financial services companies with appropriate investors through our network of industry relationships, strategic partners and client resources.
As entrepreneurs in the investment banking world we share a similar mindset with our clients which helps us understand the obstacles they face and uncover opportunities to help them grow and build their businesses. Our team has the ability to quickly and seamlessly connect middle market financial services companies with appropriate investors through our network of industry relationships, strategic partners and client resources.
