TAG Financial Nominated as Finalist for Investment Bank of the Year in the 7th Annual ACG New York Champion’s Awards
New York, May 26, 2017 – ACG New York, the largest association of middle-market dealmaking professionals in New York, along with The M&A Advisor today announced the names of the companies, transactions and dealmakers selected as finalists for the 7th Annual ACG New York Champion’s Awards.
The Alberleen Group announced the appointment of Jay Linde as senior managing director to lead its investment banking division. Mr. Linde will join the firm's management committee.
The Alberleen Group hosted a family office event featuring Lucrezia Buccellati and David Wildenstein at the fabulous Buccellati showroom in NYC. Jolyne Caruso led a discussion about the couple's multi-generational passion for fine jewels and art as well as their successes and challenges of managing a 5th generation family business.
I know how hard it can be to find capital for a business — and social enterprises can have it even harder. They carry a perception that they may offer a lower financial return because not all investors understand how to calculate, or even appreciate, the overall triple bottom line that social enterprises bring to the table: social, environmental and financial return.
But at least one institutional funding source understands the value provided by impact investments: Impact Small Business Investment Companies, or SBICs.
Jolyne Caruso is a banker and entrepreneur building a business based on aligning the interests of banking teams and investors. This month, she tells WILK about the business model behind the Alberleen Group and how the interest of her investors in transactions with social or environmental impact is catalyzing a new pipeline for the firm.
TAG Financial Institutions Group, LLC is pleased to announce that Jeffrey Cohen has joined the firm in a senior investment banking capacity as Managing Director.