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.

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