TAG Financial Institutions Group

Investment BankingUnited States11-50 Employees

TAG Financial Institutions Group (“TFIG”) is a specialized investment banking firm with a focus and passion in providing investment banking services to middle market companies in the financial services sector. TFIG is dedicated to meeting the needs of dynamic, mid-sized businesses by providing attentive service, creative ideas, skilled execution and extraordinary value creation.

Our seasoned professionals possess a focused expertise, qualifications and experience that allow us to take a comprehensive approach in addressing and accomplishing each client’s specific needs. Our commitment to every client is based on understanding their key objectives and delivering an unmatched level of knowledge and commitment to each individual situation. As entrepreneurs in the investment banking world we share a similar mindset with our clients which helps us understand the obstacles they face and uncover opportunities to help them grow and build their businesses.

Certain Principals of TAG Financial Institutions Group, LLC are registered representatives of TAG Capital Partners, LLC Member FINRA, SIPC. TAG Financial Institutions Group, LLC and TAG Capital Partners, LLC are separate affiliated entities. Securities and Investment Banking Services are offered through TAG Capital Partners, LLC.  

TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.

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