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.
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>>
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 Maritz, Wolff and Co. on a $12.5-million financing for the redevelopment of the Courtyard Convention Center Hotel in downtown St. Louis, Missouri. The financing was provided by Wells Fargo Bank. Read More>>
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>>
TAG Financial Institutions Group, LLC arranged the acquisition of a medical stop-loss book of business on behalf of Cabot Underwriters, LLC, a Florida based Accident and Health Insurance Managing General Underwriter. The Transaction and financing closed on December 30, 2014. Read More>>
Thorson Insurance Services, a nationwide insurance services and distribution platform based in Westlake Village California has closed on its acquisition of PrimeOne Insurance Company; a Michigan based multi-line property and casualty insurance carrier. TAG Financial Institutions Group, LLC advised on the acquisition of PrimeOne and arranged the acquisition debt facility for Thorson. The Transaction and financing closed on December 31, 2014. Read More>>
The Alberleen Group is pleased to announce the addition of TAG Impact Partners, L3C. Co-founded and led by Managing Principals James Fischer and James Reeb, TAG Impact Partners works with social and environmental enterprises seeking advice and innovative capital solutions. TAG Impact Partners is Alberleen's eighth banking team. Read More