TAG Financial Institutions Group
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Services

TAG Financial seeks to become a value-added partner by providing clients not only with traditional investment and merchant banking capabilities, but also distinguished capital market services, unique solutions to business-specific constraints, and enhanced operational improvements through strategic advisor partnerships.
Investment Banking Services
Sector Expertise
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Investment Banking
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M&A Advisory Services
Specialized buy and sell-side advisory services for mergers, acquisitions, restructurings and divestitures
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Capital Raise Assignments
Strong industry relationships with debt and equity providers to support your financing needs and build a more valuable business
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Valuation Services
Focused expertise to help you understand the value of a business in the current marketplace
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Management and Leverage Buyout Assistance
Client-centric services to comprehensively evaluate financing options and create seamless transactions
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Strategic Planning and Management Consulting
Clearly define and execute strategic plans to improve business performance or transition ownership by providing operational insight and functional expertise
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Process Facilitation and Negotiation Support
Process facilitation, from deal inception and marketing to due diligence and closing, and consistent negotiation support to help achieve optimal deal structure and value
The TAG Financial team covers all aspects of the capital raising and merger and acquisition process, representing both sell-side and buy-side clients. Our deal team has significant transaction experience and is dedicated to providing clients with the highest level of service.
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Sector Expertise
Insurance Risk Bearing Entities
  • Property & Casualty Carriers
  • Life & Health Carriers
  • Reinsurance Companies
  • Captives & Captive Managers

Business Services
  • Professional Employer Organizations
  • Payroll Processing & HR Outsourcing Entities
  • Staffing & Recruiting Companies
  • Benefits Administration
  • Collection & Asset Recovery Companies

Banking & Asset Management
  • Asset Managers & Investment Companies
  • Community Banks
  • Mortgage Banks
  • Specialty Lending
Insurance Distribution & Services Companies
  • Wholesalers & MGAs
  • Retail Agencies & Brokerages
  • Third Party Administrators & Claims Adjusters
  • Premium Finance Entities
  • Insurance Technology (InsurTech)

Specialty Finance, Alternative Investments & Other
  • Life Settlements
  • Insurance Premium Finance
  • Consumer Finance
  • Leasing Companies
  • Asset Based Lenders
  • Financial Technology

Contact Us

Talk to our experienced team about how we can help you.
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  • Home
  • About Us
  • Services
  • Team
  • Transactions
  • News & Publications
  • Partnerships
  • Contact