Submit Deal

TAG Financial Institutions Group

HQ - New York

Summary

TAG Financial Institutions Group is a specialized investment banking firm serving middle market companies in the financial services sector.

Market Context

Deals Overview

Edit Data

Total Deals5

Valued Deals0

Total Valuevalue n/a

Avg. Deal Sizevalue n/a

23 Apr 2025|United States|Insurance Brokers

Target: KING RISK PARTNERS

Bidder: LIGHTYEAR CAPITAL LLC

8 Service Providers

2 Target | 4 Bidder | 2 Vendor

14 Dealmakers

1 Target | 12 Bidder | 1 Vendor

n/a

Value

21 Apr 2025|United States|Insurance Brokers

Target: USQRISK HOLDINGS

Bidder: RYAN SPECIALTY GROUP LLC

3 Service Providers

2 Target | 1 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

21 Mar 2024|United States|Insurance Brokers

Target: PREFERRED SERVICES GROUP

Bidder: HUB INTERNATIONAL LIMITED

4 Service Providers

3 Target | 1 Bidder

10 Dealmakers

5 Target | 5 Bidder

n/a

Value

19 Mar 2024|Canada|Insurance Brokers

Target: HUGH WOOD INC

Bidder: RISK STRATEGIES

7 Service Providers

2 Target | 3 Bidder | 2 Vendor

30 Dealmakers

3 Target | 26 Bidder | 1 Vendor

n/a

Value

01 Apr 2020|United States|Insurance Brokers

Target: PCF INSURANCE SERVICES

Bidder: HGGC LLC

7 Service Providers

3 Target | 3 Bidder | 1 Vendor

6 Dealmakers

1 Target | 3 Bidder | 2 Vendor

n/a

Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy