The Alberleen Group – Building a new “financial community” by offering seasoned banking teams everything they need to grow their own business, including: working capital, infrastructure and, most importantly, assistance with capital raising, distribution and deal flow/execution
TAG Financial Institutions Group – Dedicated to meeting the needs of dynamic, mid-sized businesses by providing attentive service, creative ideas, skilled execution and extraordinary value creation.
Jolyne Caruso received an award for her achievements as CEO of The Alberleen Group at the SmartCEO Future 50 Awards held Thursday, January 29, 2015.
Jolyne Caruso participated on a panel at the ACG Women of Leadership Summit on January 22, 2015. The panel discussion, entitled "The Family Office: The Influence and Evolution of the Family Office in PE Investing," included members of three family offices who discussed the opportunities and challenges facing family offices investing in direct deals.
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The Alberleen Group is pleased to announce the addition of TAG Impact Partners, L3C. Co-founded and led by Managing Principals James Fischer and James Reeb, TAG Impact Partners works with social and environmental enterprises seeking advice and innovative capital solutions. TAG Impact Partners is Alberleen's eighth banking team. Read More
Jolyne Caruso, CEO of The Alberleen Group, joins the Advisory Board of Massey Quick, a privately owned wealth management and investment consulting firm catering to high net worth individuals, family offices, endowments and foundations. Read More >>
On October 6, 2014, The Alberleen Group, through its merchant banking facility, was repaid on a bridge loan to RMS Programs, LLC, a hospitality insurance program administrator. The investment generated a 24.95% IRR. Read More >>
RobertDouglas announced today that it advised 21c Cincinnati LLC in the $13.0‐million refinancing of the 21c Museum Hotel located in Cincinnati, Ohio. The financing was provided by Republic Bank. Read More >>
TAG Asia Advised Joymain on the Acquisition of Ocean Avenue LLC and the concurrent opening of the SE Asia offices of JM Ocean Avenue. Read More >>
RobertDouglas announced today that it advised Canyon Teton LLC, a Canyon Group of Companies subsidiary, on the $15 million financing of the Amangani Resort located in Jackson, Wyoming. The financing was provided by Bank of Jackson Hole. Read More >>
RobertDouglas Advises Haberhill LLC on the Joint Venture Equity and Senior Financing for the Acquisition of the Renaissance Grand Hotel. Read More>>
The Alberleen Group adds Suzanne Lawrence as Managing Director, Head of Distribution and Client Services. Read More>>