Brad Curtis

Managing Director

TAG Financial Institutions Group LLC

Joined: 2021

Office Phone:

(212) 993‑7430

Direct Phone:

(847) 770-1499


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Bio

Brad Curtis joined TAG Financial as Managing Director in 2021. Previously, Brad opened the Chicago office for a middle market M&A firm to lead their Midwest operations. Earlier in his career, Brad worked for a Chicago-based private equity firm as part of the senior management team of two of the firm’s portfolio holdings. Brad was instrumental in growing the operating companies both organically and through strategic acquisition. These companies were ultimately sold to a strategic buyer. Subsequently, Brad built his own M&A advisory firm, C Capital Advisors, LLC, a boutique investment banking firm with a dedicated focus on business services, TPAs, and insurance distribution. Prior to his financial advisory career, Brad served as the Political Director for a U.S. Congressman, leading his fundraising and campaign operations. Brad received his A.B. from Brown University in 1992 and holds an MBA in Finance, with distinction, from DePaul University.

Education