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, CEO of The Alberleen Group, was a featured speaker at Boundless Impact Investing's workshop entitled "Alternative Investing to Make an Impact: A Private Workshop" on Tuesday, November 17th. Ms. Caruso participated on a panel moderated by Michele Demers, Founder and CEO of Boundless Imapct Investing, that discussed family office trends in alternative and impact investing. Other panelists included Kirby Rosplock, author of The Complete Family Office Handbook, and Fran Seegull, Chief Investment Officer and Managing Direct at Impact Assets. Breakout sessions led by industry experts included presentations on education technology, healthcare, and alternative energy. The conference was attended by over 80 family office investors and impact investing professionals.
TAG Financial Institutions Group advised Oxford Coverage on their acquisition by Hub International. Oxford is one of the largest private retail insurance agencies specializing in the nursing home and assisted living industry. Read More >>
RobertDouglas announced today that it advised Chartres Lodging Group and Artemis Real Estate Partners on the $20.5 million financing for the acquisition of the Courtyard Long Beach Airport in Long Beach, CA. Read More>>
TAG Asia Partners, LLC, an investment banking division of Cuttone & Co, Inc., acted as financial advisor to Yulong Eco-Materials in conjunction with their IPO, generating gross proceeds of $14,062,500 for Yulong. Read More >>
AEU Holdings, LLC (“AEU Holdings”), a diversified specialty insurance platform specializing in insurance, risk management, cost containment and claims administration for multi-employer, association and affinity groups has closed on an acquisition debt facility arranged by TAG Financial Institutions Group, LLC. Read More>>
The Alberleen Group is pleased to announce that Jeffrey J. Yin has joined the firm as General Counsel. Read More>>
RobertDouglas announced today that it advised Clarion Partners on the refinancing of the 65-property CBM Two Hotels LP Portfolio. Bolstered by robust in-place cash flows, strong geographic diversification, and institutional Sponsorship, the Portfolio attracted strong interest from a wide array of lenders. The $670 million five year, fixed-rate mortgage financing was provided by Deutsche Bank who is expected to securitize the loan in a single-borrower deal later this year. Read More>>
Members of The Alberleen Group participated in the 2015 United Airlines NYC Half Marathon on March 15, 2015. The team raised $6,258.00 to benefit the S.L.E. Lupus Foundation. Read More>>
TAG Financial Institutions Group announced today that it closed on a debt facility for The Rubin Group Inc. Based in New York City, The Rubin Group is an insurance brokerage focusing on large commercial risks with a specific focus on large law firms. TAG Financial will continue to advise The Rubin Group on future corporate finance initiatives. Read More>>
RobertDouglas and Cushman & Wakefield, Inc., serving as co-advisors to an affiliate of Tampa-based DeBartolo Development, are pleased to announce the capitalization of the first phase of Ka Makana Ali‘i, a $500 million regional mall development project located in Kapolei, Hawai‘i on the island of Oah‘u, approximately 25 miles west of downtown Honolulu. Read More>>