TAG Financial Institutions Group Advises Southland National on Equity Recapitalization of Mothe Life
New York, NY — March 24, 2016 - TAG Financial Institutions Group is pleased to announce that Southland National Insurance Corporation has acquired a 100% interest in Mothe Life Insurance Company via an equity recapitalization transaction. Southland National is a North Carolina domiciled life insurance company with over $300 million of assets that is focused on marketing pre-need life insurance and annuity products to middle market customers and is an affiliate company of Eli Global, LLC, a diversified holding company comprised of over 30 independently operating entities. TAG Financial Institutions Group served as exclusive financial advisor to Southland National and its parent company on the acquisition and recapitalization.
TAG Financial Institutions Group Advises Brooks Insurance Group on its Strategic Partnership with Venbrook
New York, NY — TAG Financial Institutions Group is pleased to announce that Venbrook Group has made a strategic investment in Brooks Insurance Group. Brooks Insurance Group is a leading wholesale insurance brokerage located in New Jersey writing business across the U.S. This investment provides Venbrook with a Northeast office location and wholesale insurance broking expertise. TAG Financial Institutions Group served as exclusive financial advisor to Brooks Insurance Group on the transaction.