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We are pleased to announce that TAG Financial has closed on a debt facility for The Rubin Group Inc. Based in New York City, The Rubin Group is an insurance brokerage focusing on large commercial risks with a specific focus on large law firms. TAG Financial Institutions Group will continue to advise The Rubin Group on future corporate finance initiatives.
TAG Financial Institutions Group, LLC is pleased to announce that Joseph F. Braunstein has joined the firm as a Senior Advisor. Joe will concentrate on the origination of specialty insurance transactions and will lead the formation of TAG Risk Management, LLC, an insurance services platform created to support TAG’s insurance industry clients.
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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.
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.