TAG Financial Institutions Group Financial Advisor Overview

TAG Financial Institutions Group FAQ


Where is TAG Financial Institutions Group headquartered?

TAG Financial Institutions Group is headquartered in New York, New York.

When was TAG Financial Institutions Group founded?

TAG Financial Institutions Group was founded in 2013.

What sevices does TAG Financial Institutions Group offer?

TAG Financial Institutions Group offers Capital Raising, Fairness Opinions, Financial Restructuring and M&A Advisory.

TAG Financial Institutions Group

TAG Financial Institutions Group LLC

275 Madison Ave, 30th Floor,
New York, New York 10016
United States
(212) 993‑7430
www.tagfingroup.com
info@tagfingroup.com


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.4/yr) - - - - 1 1 2
Sellside (1.0/yr) 1 1 2 - - 2 6
  8

Most Recent

Target Company Date Value Type
Sign-up to View 2025-11-20 - Insurance
Sign-up to View 2025-11-03 - Insurance
Sign-up to View 2025-05-05 - Business Services
Sign-up to View 2024-04-11 - Insurance
Sign-up to View 2022-02-01 - Insurance
Sign-up to View 2022-01-27 - Insurance
Sign-up to View 2021-11-09 - Insurance
Sign-up to View 2019-10-17 - Insurance
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Sector Experience

Sector # Value
Insurance Sign-up to View
Business Services Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Divestiture Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (7) Deals
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2
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1
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1