We value strategic partnerships

TAG Financial carries out investment banking services in association with Ashland Securities, LLC, a broker-dealer and member FINRA and SIPC. TAG Financial has also expanded its services through joint venture or strategic partnerships along with three additional divisions to provide enhanced investor and advisory related services.
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Strategic Partnerships
Ashland Securities, LLC
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.
Harbinger Ventures
​Group, Inc.
​​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
TAG Consulting Services, LLC
  • Specialized buy-side due diligence services for strategic and financial buyers.
  • Dedicated team of professionals with a focus on the insurance sector provides comprehensive due diligence, merger and acquisition, capital raising, and advisory services.
TAG Risk Management, LLC
  • Licensed insurance entity that develops intricate solutions for clients’ capacity, distribution, reinsurance, and/or program constraints.
  • Provides solutions that include MGA and carrier introductions, insurance program advisory services, loss portfolio transfers, etc.
TAG Insurance Advisory Services
  • Improves business performance by working closely with management teams to clearly define and execute plans.
  • Network of senior advisors provides operational insight and functional expertise in areas such as growth and innovation, talent, financial organization, IT, and cost and capital efficiency.

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Securities are offered through Ashland Securities, LLC Member FINRA SIPC.  Please refer to BrokerCheck for more information about Ashland Securities, LLC. TAG Financial Institutions Group, LLC and Ashland Securities, LLC are separate and unaffiliated entities.