TAG Consulting offers expanded services through three affiliated companies to provide enhanced investor and advisory related services.
TAG Financial Institutions Group, LLC
  • Industry leader in delivering top quality comprehensive investment banking services to middle market financial services industry clients.
  • TAG Financial provides merger and acquisition, capital raising and stakeholder advisory services.
  • By combining its decades of advisory experience, superior reputation and broad network of relationships, TAG Financial is able to originate, structure and complete successful transactions.
  • Seasoned professionals possess a focused expertise, qualifications and experience that allow the TAG Financial team to take a comprehensive approach in addressing and accomplishing each client’s specific needs.
TAG Risk Management, LLC
  • Licensed insurance entity that develops intricate solutions for clients’ capacity, distribution, reinsurance, and/or program constraints.
  • Provides solutions that include MGA and carrier introductions, insurance program advisory services, loss portfolio transfers, etc.
TAG Insurance Advisory Services
  • Improves business performance by working closely with management teams to clearly define and execute plans.
  • Network of senior advisors provides operational insight and functional expertise in areas such as growth and innovation, talent, financial organization, IT, and cost and capital efficiency.

Find out how we can help you

© Copyright 2025. All Rights Reserved.