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 has joined the Board of Directors at The Center for Clean Air Policy. Read more >>
New York, NY - On June 9, The Alberleen Group hosted its inaugural Impact Investing Conference for Family Offices in New York City. Panel discussions covered impact opportunities in Environmental, Healthcare, and Frontier markets, with keynote presentations from Bonny Meyer – Meyer Family Enterprises and Therese Caruso – Zeno Group. For event photos, click here.
New York, NY – March 3, 2016 – Cuttone & Company, the broker / dealer affiliate of The Alberleen Group (“TAG”), today announced the pricing of Jensyn Acquisition Corp.’s (Nasdaq: JSYNU) initial public offering and commencement of public trading. Read More>>
TAG Financial Institutions Group is pleased to announce that Southland National Insurance Corporation has acquired a 100% interest in Mothe Life Insurance Company via an equity recapitalization transaction. Read More >>
TAG Financial Institutions Group is pleased to announce that Venbrook Group has made a strategic investment in Brooks Insurance Group. Read More >>
RobertDouglas announced today that it advised 33 Peck Slip Acquisition LLC, a subsidiary of Gemini Real Estate Advisors, in the sale of the Best Western Seaport Inn. The sale, which closed on January 29, 2016, was the result of a Chapter 11 proceeding administered by the U.S. Bankruptcy Court for the Southern District of New York. The 72-key hotel, located in the heart of the Seaport District in lower Manhattan, was purchased for $38,300,000 by the Howard Hughes Corporation. Read More>>
The Alberleen Group, an investment bank and merchant banking firm servicing middle market companies and family office investors, today announced an affiliation with Nelson Addison Advisors. Founder and CEO Marcia Nelson brings her expertise in relationship management and business development, as well as her extensive network of family offices and high-net-worth individuals, to Alberleen to help family offices access proprietary deal flow in a discreet and effective manner. Read More >>
New York, NY – January 5, 2016 – RobertDouglas announced today that it advised 52 West 13th P, LLC, a subsidiary of Gemini Real Estate Advisors, in the sale of The Jade Hotel Greenwich Village. The sale was the result of a Chapter 11 proceeding administered by the U.S. Bankruptcy Court for the Southern District of New York. The 113-key boutique hotel, located on West 13th Street in the heart of Greenwich Village, was developed by Gemini and was purchased for $78,000,000 by a venture comprised of Bridgeton Holdings and an offshore family office. Read More >>