The Alberleen Group provides bespoke solutions that address the unique needs of family offices and middle-market companies.
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. 

Latest News

Featured Transactions

January 2018 - XPT Group, Inc. has acquired W.E. Love & Associates, Inc. CMGA
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January 2018 - XPT Group, Inc. has acquired W.E. Love & Associates, Inc. CMGA

XPT Group, Inc. has acquired W.E. Love & Associates, Inc. CMGA

The transaction took place in January 2018.
January 2018 - RobertDouglas advised DeBartolo Development and OPTrust in the $30 million refinancing of the Hampton Inn & Suites Oahu/Kapolei in Kapolei, Hawaii
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January 2018 - RobertDouglas advised DeBartolo Development and OPTrust in the $30 million refinancing of the Hampton Inn & Suites Oahu/Kapolei in Kapolei, Hawaii

RobertDouglas advised DeBartolo Development and OPTrust in the $30 million refinancing of the Hampton Inn & Suites Oahu/Kapolei in Kapolei, Hawaii

The undersigned acted as Exclusive Financial Advisor to DeBartolo Development and OPTrust.
November 2017 - XPT Group, LLC has acquired Western Security Surplus Insurance Brokers, Inc.
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November 2017 - XPT Group, LLC has acquired Western Security Surplus Insurance Brokers, Inc.

XPT Group, LLC has acquired Western Security Surplus Insurance Brokers, Inc.

TAG Financial Institutions Group advised XPT Group on the transaction.
July 2017 - 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 Utah
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July 2017 - 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 Utah

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 Utah

The 10-year, fixed-rate financing was provided by Bank of America Merrill Lynch and will be contributed to a commercial mortgage backed securitization pool.
June 2017 - RobertDouglas advised on the refinancing of the Luxe Rodeo Drive Hotel in Beverly Hills, California
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June 2017 - RobertDouglas advised on the refinancing of the Luxe Rodeo Drive Hotel in Beverly Hills, California

RobertDouglas advised on the refinancing of the Luxe Rodeo Drive Hotel in Beverly Hills, California

The low-leverage, ten-year, fixed-rate, interest-only financing was provided by a leading real estate finance company and will ultimately be contributed to a commercial mortgage backed securitization pool.
May 2017 - Brightcore Holdings, LLC – Corporate Capital Impact Investment in Traditional-to-LED Lighting Solutions Provider
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May 2017 - Brightcore Holdings, LLC – Corporate Capital Impact Investment in Traditional-to-LED Lighting Solutions Provider

Brightcore Holdings, LLC – Corporate Capital Impact Investment in Traditional-to-LED Lighting Solutions Provider

The undersigned acted as Exclusive Financial Advisor
None of the information contained in this web site constitutes a recommendation, solicitation or offer by Alberleen or its affiliates to buy or sell any securities or other financial instruments of any person or provide any investment advice or service.  All securities are offered exclusively through Cuttone & Co., LLC, a broker-dealer member of FINRA and SIPC.