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.
Bell Capital Advisory Partners (“BCAP”) – a boutique investment bank offering personal and tailored financial advisory solutions to corporations of all sizes,focused on the consumer/retail and diversified industrial sectors.
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>>
The Alberleen Group Adds Graham Conran and Jay Linde of TAG Asia Partners, LLC. Read More>>
Jolyne Caruso is featured in Private Asset Management Magazine. Read More>>
Sunshine State Insurance Company Names TAG Financial Institutions Group, LLC as Investment Banker. Read More>>
TAG Latin America Partners, LLC acted as Exclusive Advisor to Arendal S. de R.L. de C.V. in the closing of a US$29 million secured loan provided by Banco Espirito Santo de Investimento. Read More>>