The Alberleen Group provides bespoke solutions that address the unique needs of family offices and middle-market companies.
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Backed by family offices, The Alberleen Group’s experienced investment team and global family office network offers forward-thinking advisory services supported by a diversified team of industry investment bankers. Founded in 2010 in the wake of the financial crisis, The Alberleen Group invented a space for investment bankers to incubate their best ideas. Now, we rely on our bankers for their deep industry expertise and work with them to create complementary opportunities for our partnerships with family office investors and privately held companies.
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Featured Transactions
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R&Q Quest Insurance Limited has entered into a Quota Share and Excess of Loss reinsurance agreements with Gerber Life Insurance Company on behalf of Focus Health Solutions LLCTAG Financial Institutions Group advised Focus Health Solutions and structured the reinsurance coverage.
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Clark & Associates Inc has been acquired by Peter C. Foy & Associates LLCTAG Financial Institutions Group advised Clark & Associates Inc on the transaction.
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XPT Group, Inc. has acquired W.E. Love & Associates, Inc. CMGAThe transaction took place in January 2018.
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RobertDouglas advised DeBartolo Development and OPTrust in the $30 million refinancing of the Hampton Inn & Suites Oahu/Kapolei in Kapolei, HawaiiThe undersigned acted as Exclusive Financial Advisor to DeBartolo Development and OPTrust.
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XPT Group, LLC has acquired Western Security Surplus Insurance Brokers, Inc.TAG Financial Institutions Group advised XPT Group on the transaction.
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RobertDouglas advised McNeill Hotel Company in securing a $38 million non-recourse senior mortgage and arranging joint venture equity for the acquisition of three select service hotels in Idaho and UtahThe 10-year, fixed-rate financing was provided by Bank of America Merrill Lynch and will be contributed to a commercial mortgage backed securitization pool.
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