TAG is the due diligence advisory firm with which we now work the most frequently for both insurance brokerage and wealth management transactions. TAG has built a team with significant expertise and is responsive and creative. They are a trusted partner in our M&A strategy.
Matthew McKenna, Director Heffernan Insurance Brokers
The TAG team are fantastic partners for us and have helped us on many simple and complex diligence assignments. The team is efficient and easy to work with as needs and priorities evolve during the process. They are happy to dig in on areas of concern and, most importantly, they present well in front of sellers as a quasi-extension of our organization.
M&A Vice President Southeast-based National Brokerage
We have enjoyed working with TAG on numerous M&A diligence assignments. The team is extremely knowledgeable and can effectively extrapolate information from agency partners to present in comprehensive diligence reports. We value working alongside a team of sharp, committed, and affable professionals who help our firm achieve its goals.
Chad King, CEO King Insurance Partners
We have enjoyed a tenured relationship with TAG and have come to know them as a trusted advisor in the insurance space. They’ve supported us on a wide array of transactions and always deliver true value-add throughout the diligence process. TAG is very dedicated to the task at hand and has a great capability to handle the more unique or complex assignments.
Anthony Recine, Managing Director BHMS Investments
TAG has been a been an excellent due diligence partner for us. They’ve assisted on various assignments – large and small, tailoring their services to meet our specific needs. TAG’s approach to diligence is efficient, yet thorough and they make a consistent effort to keep the Target’s team engaged and comfortable throughout the process. Their work has been consistently reliable and provides our team with valuable insights. We look forward to continuing the relationship.
Chris Walters, CEO InsZone Insurance Services
TAG has provided exemplary financial due diligence services for Relation Insurance across a variety of transactions. Their team is experienced, dependable, and diligent in providing quality insights and timely deliverables. Relation looks forward to continuing to work with TAG on future deals.
