We value strategic partnerships
TAG Financial carries out investment banking services as an affiliate of The Alberleen Group, and in association with Cuttone & Company, Inc., a broker-dealer and member NYSE, FINRA and SIPC. TAG Financial has also expanded its services through joint venture or strategic partnerships with three additional divisions to provide enhanced investor and advisory related services.
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Strategic Partnerships
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The Alberleen Group
The Alberleen Group is a boutique investment banking firm providing bespoke advisory services to family offices and middle-market companies worldwide. Backed by family offices, Alberleen’s experienced investment team and global family office network offers forward-thinking advisory services supported by a diversified team of industry investment bankers with deep sector expertise across energy, health care, financial services, industrials and real estate, with regional expertise in Asia. Founded in 2010 in the wake of the financial crisis, Alberleen invented a space for investment bankers to incubate their best ideas. |
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Cuttone & Company
Cuttone & Company, Inc. provides arbitrage and execution services at the point-of-sale on the NYSE. It offers execution solutions, such as NYSE electronic execution, institutional options execution, electronic trading, algorithmic trading strategies, and institutional sales trading; and execution consulting services in the areas of order management systems, executions management systems, direct market access, domestic and international order routing, information and communication systems, and trading workflow. The company also provides commission management programs; prime brokerage services, such as fully disclosed clearing and custody of pershing, start up consultation services, direct market access through multiple front end trading platforms, proprietary algorithms, outsourced trading and commission management, advent based reporting, risk management solutions, capital introduction services, and office space available; and independent research and analysis. It serves hedge funds, multi-national asset managers, mutual fund complexes, and broker/dealer clients. The company was founded in 1984 and is headquartered in New York, New York. |
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Madison Strategic Partners Group
Madison Strategic Partners Group (“MSPG”) is an experienced and successful asset manager with an exclusive focus on life insurance assets. Since 2004, the principals of MSPG have been involved in all aspects of the longevity-linked asset market. Prior to 2009 the team arranged and managed premium finance and other structured purchase programs totaling $7 billion for some of the market’s largest participants, including some of the world’s largest banks. MSPG and its principals have been regularly engaged to advise large and small funds on portfolio construction, acquisition and sales. MSPG’s principals hold life settlement broker licenses and are active in life insurance and life settlement professional organizations. |
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Harbinger Ventures Group |
Harbinger Ventures Group, Inc
New York based Harbinger Ventures Group, Inc. has carefully cultivated a reputation in the middle market insurance space. Their reputation is built on careful identification of providing foresight and advisory of what the market will look like in the foreseeable future and advise on companies to be in a position to take advantage. Having done deals with the nation’s top insurance brokerages, regional and local agencies alike, the firm prides itself on establishing the right suitors for its clients for creating long term strategic value. The firm’s primary focuses on advising insurance agencies for both Property & Casualty as well as Employee Benefits. A good number of its deals are published online and the firm is fortunate enough to have plenty of repeat and referral business based on past dealings it was a part of. |
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Affiliated Companies
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Alberleen Capital Advisors, LLC
TAG Risk Management, LLC
TAG Insurance Advisory Services
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