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.
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Latest News
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Featured Transactions

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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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RobertDouglas advised on the refinancing of the Luxe Rodeo Drive Hotel in Beverly Hills, CaliforniaThe 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.
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Brightcore Holdings, LLC – Corporate Capital Impact Investment in Traditional-to-LED Lighting Solutions ProviderThe undersigned acted as Exclusive Financial Advisor
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