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.
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>>
TAG Financial Institutions Group successfully advised AssuredPartners of Lake Mary, FL on its purchase of AirSure Limited, LLC, a Colorado based aviation insurance brokerage. Read More>>
TAG Latin America Partners, LLC acted as Exclusive Advisor to Prestaciones Finmart, S.A.P.I. de C.V., SOFOM, E.N.R (“Crediamigo”), in the negotiation and closing of a MXN $350 million medium-term structured credit facility. Read More>>
RobertDouglas announced yesterday that it advised 15th & L Investors, LLC on the $26 million refinancing of the 235-key Residence Inn Sacramento Downtown at Capitol Park. Click Here for press release.
Bell Capital Advisory Partners, LLC has joined the team platform. Click here for press release.
TAG Financial Institutions Group closed on a purchase of a $55,000,000 life settlement portfolio by Centurion Life Investments of Cincinnati Ohio.Click Here for more.
The Alberleen Group is pleased to announce that Peter R. Vogelsang has joined the firm as General Counsel and Chief Compliance Officer. Read More>>
TAG Energy Partners Serves as Exclusive Financial Advisor on SunZia. Read More>>
The Alberleen Group is pleased to announce that Lucio A. Noto has joined its Advisory Board. Read More>>