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.
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>>
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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RobertDouglas announced today that it advised Oasis West Realty, LLC, in a transaction involving the re-financing of the landmark The Beverly Hilton hotel and, in addition, a facility to finance the construction of the adjacent 170-room Waldorf Astoria Beverly Hills. Read More>>
RobertDouglas announced today that it has advised Hospitality Resorts Inc. on a CAD$150 million refinancing of the 965‐key Hilton Niagara Falls/Fallsview Hotel and Suites, located in Niagara Falls, Ontario. Hospitality Resorts Inc. is a privately-owned hotel investment, development and management company that has been active in the Niagara hotel and restaurant businesses for more than 40 years. The fixed-rate, seven-year financing was provided by Pacific Life. Read More>>