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Transactions

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Our team has completed numerous notable transactions and achieved outstanding results for our clients across a range of industries, transaction types and geographies.
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.
November 2017 - RobertDouglas advised in the sale of the Sheraton Dallas-Fort Worth Airport Hotel to the Buccini/Pollin Group
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November 2017 - RobertDouglas advised in the sale of the Sheraton Dallas-Fort Worth Airport Hotel to the Buccini/Pollin Group

RobertDouglas advised in the sale of the Sheraton Dallas-Fort Worth Airport Hotel to the Buccini/Pollin Group

The undersigned acted as Exclusive Financial Advisor to The Sheraton.
August 2017 - Hospitality Resorts Inc. - Refinancing
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August 2017 - Hospitality Resorts Inc. - Refinancing

Hospitality Resorts Inc. - Refinancing

RobertDouglas advised Hospitality Resorts Inc. on a CAD$213 million refinancing of the Hilton Niagara Falls/Fallsview Hotel and Suites, located in Niagara Falls, Ontario.
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 - XPT Group, LLC - Equity Investment from B.P. Marsh & Partners PLC
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June 2017 - XPT Group, LLC - Equity Investment from B.P. Marsh & Partners PLC

XPT Group, LLC - Equity Investment from B.P. Marsh & Partners PLC

TAG Financial Institutions Group advised XPT Group on equity investment by BP Marsh.
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 - RobertDouglas advised Stout Street Hospitality on a $54 million refinancing of the Magnolia Hotel Denver with a national commercial bank
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May 2017 - RobertDouglas advised Stout Street Hospitality on a $54 million refinancing of the Magnolia Hotel Denver with a national commercial bank

RobertDouglas advised Stout Street Hospitality on a $54 million refinancing of the Magnolia Hotel Denver with a national commercial bank

The five-year, fixed rate loan will ultimately be contributed to a CMBS securitization pool.
May 2017 - Ashford Hositality Prime, Inc - Acquisition Financing
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May 2017 - Ashford Hositality Prime, Inc - Acquisition Financing

Ashford Hositality Prime, Inc - Acquisition Financing

RobertDouglas advised Ashford Hositality Prime, Inc in securing a $51 million non-recourse senior mortgage to finance their acquisition of the 80-room Hotel Yountville with a national commercial bank.
April 2017 - RobertDouglas advised VanTrust Real Estate LLC on the sale of Hotel Sorella Country Club Plaza
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April 2017 - RobertDouglas advised VanTrust Real Estate LLC on the sale of Hotel Sorella Country Club Plaza

RobertDouglas advised VanTrust Real Estate LLC on the sale of Hotel Sorella Country Club Plaza

Hotel Sorella was acquired by a partnership between a real estate investment management firm and a privately-held hotel management company.
March 2017 - Marriott St. Louis Grand -  Refinancing
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March 2017 - Marriott St. Louis Grand -  Refinancing

Marriott St. Louis Grand - Refinancing

RobertDouglas advised on the $57 million refinancing of the Marriott St. Louis Grand hotel. The five-year, floating rate financing was provided by a debt fund managed by Apollo Global Management.
December 2016 - Global Bankers Insurance Group (an ELI Global Company) has acquired Bankers Life Insurance Company
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December 2016 - Global Bankers Insurance Group (an ELI Global Company) has acquired Bankers Life Insurance Company

Global Bankers Insurance Group (an ELI Global Company) has acquired Bankers Life Insurance Company

TAG Financial Institutions Group advised Global Bankers Insurance Group on the acquisition of Bankers Life Insurance Company from Bankers Financial Corporation.
November 2016 - Moxian Initial Public Offering - NASDAQ: MOXC
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November 2016 - Moxian Initial Public Offering - NASDAQ: MOXC

Moxian Initial Public Offering - NASDAQ: MOXC

$10,005,000
Share Price: $4.00
Shares Offered: 2,501,250

The undersigned served as a placement agent for Moxian.
October 2016 - Frank Winston Crum Insurance has entered into a reinsurance agreement and general agency agreement with Clear Blue Insurance Group
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October 2016 - Frank Winston Crum Insurance has entered into a reinsurance agreement and general agency agreement with Clear Blue Insurance Group

Frank Winston Crum Insurance has entered into a reinsurance agreement and general agency agreement with Clear Blue Insurance Group

FrankCrum General Agency entered into a general agency agreement and Frank Winston Crum Insurance Company executed a reinsurance agreement with Clear Blue. TAG Risk initiated and structured the transaction.
October 2016 - Denihan Manhattan Collection Portfolio Restructuring
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October 2016 - Denihan Manhattan Collection Portfolio Restructuring

Denihan Manhattan Collection Portfolio Restructuring

RobertDouglas advised Denihan Hospitality Group in the restructuring of its joint venture partnership with Pebblebrook Hotel Trust consisting of six upper-upscale hotels in Manhattan known as the Manhattan Collection.

Client Denihan Hospitality Group
JV Partner Pebblebrook Hotel Trust
Portfolio Valuation $820 million
October 2016 - Denihan Hospitality Group - Portfolio Refinancing
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October 2016 - Denihan Hospitality Group - Portfolio Refinancing

Denihan Hospitality Group - Portfolio Refinancing

RobertDouglas advised Denihan Hospitality Group in the $320 million refinancing of its four-property portfolio comprised of the Benjamin, Shelburne NYC, Fifty NYC, and Gardens NYC. The five-year financing was provided by Broad Street Real Estate Credit Partners II, L.P., a credit fund managed by the Merchant Banking Division of Goldman Sachs.

Client Denihan Hospitality Group
Financier Broad Street Real Estate Credit Partners II, L.P.
Sale Proceeds $320 million
September 2016 - RobertDouglas advised a partnership of institutional private equity funds on the sale of the Tarrytown House Estate on the Hudson to a consortium of New York-based real estate investors
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September 2016 - RobertDouglas advised a partnership of institutional private equity funds on the sale of the Tarrytown House Estate on the Hudson to a consortium of New York-based real estate investors

RobertDouglas advised a partnership of institutional private equity funds on the sale of the Tarrytown House Estate on the Hudson to a consortium of New York-based real estate investors

Client Partnership of institutional private equity funds
Buyer Consortium of New York-based real estate investors
Sale Proceeds Confidential
September 2016 - TAG Financial Institutions Group has provided financial advisory services for National General Insurance Audit Committee
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September 2016 - TAG Financial Institutions Group has provided financial advisory services for National General Insurance Audit Committee

TAG Financial Institutions Group has provided financial advisory services for National General Insurance Audit Committee

TAG Financial Institutions Group has provided advisory services in connection with a $250 million debt restructuring plan.
September 2016 - RobertDouglas advised 21c Museum Hotels in their selection of Junius Real Estate Partners as a strategic capital and growth partner
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September 2016 - RobertDouglas advised 21c Museum Hotels in their selection of Junius Real Estate Partners as a strategic capital and growth partner

RobertDouglas advised 21c Museum Hotels in their selection of Junius Real Estate Partners, a specialized real estate investment unit of J.P. Morgan Private Bank, as a strategic capital and growth partner

Under the partnership, Junius will deploy dedicated capital toward developing up to $250 million in projects for the expansion of the 21c Museum Hotels platform.

Client 21c Museum Hotels
Financier Junius Real Estate Partners
RE Investment Capacity $250 million
July 2016 - JLB Contracting - Recapitalization
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July 2016 - JLB Contracting - Recapitalization

JLB Contracting - Recapitalization

The undersigned acted as exclusive financial advisor to JLB Contracting.
June 2016 - RobertDouglas arranged the $79 million sale of the 205-key 70 Park Avenue Hotel
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June 2016 - RobertDouglas arranged the $79 million sale of the 205-key 70 Park Avenue Hotel

RobertDouglas arranged the $79 million sale of the 205-key 70 Park Avenue Hotel

Park Avenue Hotel is located on Park Avenue at 38th Street in the heart of Manhattan’s Park Avenue South neighborhood. The property will be managed by Mallorca-based Iberostar Hotels & Resorts – it will be their first U.S. hotel property - and will be renamed the Iberostar 70 Park Avenue.

Client (Seller) KHP Capital Partners
Buyer Ponte Gadea
Sale Proceeds $79 million
June 2016 - Jones Lang LaSalle Americas, Inc. has acquired Merritt & Harris, Inc.
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June 2016 - Jones Lang LaSalle Americas, Inc. has acquired Merritt & Harris, Inc.

Jones Lang LaSalle Americas, Inc. has acquired Merritt & Harris, Inc.

The undersigned acted as the Exclusive Financial Advisor to the seller.
April 2016 - RobertDouglas advised the Sydell Group in the $17.5 million financing of the Saguaro Scottsdale
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April 2016 - RobertDouglas advised the Sydell Group in the $17.5 million financing of the Saguaro Scottsdale

RobertDouglas advised the Sydell Group in the $17.5 million financing of the Saguaro Scottsdale

Proceeds of the financing provided by an institutional debt fund will be used to retire an existing loan and to fund a guestroom renovation of the hotel.

Client (Borrower) Sydell Scottsdale LLC
Lender Institutional Debt Fund
Financing Proceeds $17,500,000
April 2016 - RobertDouglas advised Castleton Hotel Partners I, LLC in the sale of the Capella Washington, D.C.
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April 2016 - RobertDouglas advised Castleton Hotel Partners I, LLC in the sale of the Capella Washington, D.C.

RobertDouglas advised Castleton Hotel Partners I, LLC in the sale of the Capella Washington, D.C.

Capella Washington, D.C. was sold to an affiliate of CTF Development International for $65 million, or approximately $1.3 million per key, a record price per key transaction for the local market. Following the acquisition, CTF Development International plans to rebrand the hotel under Rosewood Hotels & Resorts, its first ever in the nation’s capital.

Client (Seller) Castleton Hotel Partners I, LLC
Buyer CTF Development International
Sale Proceeds $65 million
April 2016 - AEU Holdings, LLC has acquired ALLInsurance Solutions Management, LLC
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April 2016 - AEU Holdings, LLC has acquired ALLInsurance Solutions Management, LLC

AEU Holdings, LLC has acquired ALLInsurance Solutions Management, LLC

A health benefits advisory and consulting business offering unique, proprietary and expert guidance to the small and medium size employer markets in the deployment of self-funded plans. TAG Financial Institutions Group advised management on the acquisition of ALLInsurance Solutions Management.
March 2016 - Venbrook has made a strategic investment in Brooks Insurance Group, a leading wholesale insurance brokerage platform
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March 2016 - Venbrook has made a strategic investment in Brooks Insurance Group, a leading wholesale insurance brokerage platform

Venbrook has made a strategic investment in Brooks Insurance Group, a leading wholesale insurance brokerage platform

TAG Financial Institutions Group advised Brooks Insurance Group on the transaction.
March 2016 - Southland Insurance Corporation (an ELI Global company) has acquired Mothe Life Insurance Company
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March 2016 - Southland Insurance Corporation (an ELI Global company) has acquired Mothe Life Insurance Company

Southland Insurance Corporation (an ELI Global company) has acquired Mothe Life Insurance Company

TAG Financial Institutions Group advised Southland National on the equity recapitalization of Mothe Life in receivership.
February 2016 - Tyrogenex - Private Placement of Series E Convertible Preferred Securities - $7,200,000
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February 2016 - Tyrogenex - Private Placement of Series E Convertible Preferred Securities - $7,200,000

Tyrogenex - Private Placement of Series E Convertible Preferred Securities - $7,200,000

The undersigned acted as Exclusive Financial Advisor *
February 2016 - RobertDouglas arranged the $60 million sale of the 124-key Wyndham Garden Manhattan Chelsea West
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February 2016 - RobertDouglas arranged the $60 million sale of the 124-key Wyndham Garden Manhattan Chelsea West

RobertDouglas arranged the $60 million sale of the 124-key Wyndham Garden Manhattan Chelsea West

Following a lively auction process administered by the U.S. Bankruptcy Court for the Southern District of New York, the sale was completed at a price of approximately $485,000 per key, which represented a significant premium to the stalking horse bid. RobertDouglas was the exclusive advisor to a subsidiary of Gemini Real Estate Advisors in this sale that was the third property closing within a portfolio of four properties from the Chapter 11 proceeding.

Client (Seller) Subsidiary of Gemini Real Estate Advisors
Buyer Fortuna Realty Group
Sale Proceeds $60 million
January 2016 - RobertDouglas arranged the $78 million sale of this 113-key luxury boutique hotel located in the heart of Greenwich Village, New York to a Middle Eastern family office
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January 2016 - RobertDouglas arranged the $78 million sale of this 113-key luxury boutique hotel located in the heart of Greenwich Village, New York to a Middle Eastern family office

RobertDouglas arranged the $78 million sale of this 113-key luxury boutique hotel located in the heart of Greenwich Village, New York to a Middle Eastern family office

The sale was completed at a price of nearly $700,000 per key and, at $1,700 per square foot, is among the very highest prices ever paid in the United States for a hotel.

Client 52 West 13th P, LLC
Buyer Venture comprised of Bridgeton Holdings and an offshore family office
Sale Proceeds $78 million
January 2016 - RobertDouglas arranged the $38 million sale of the 72-key Best Western Seaport in New York, NY to Howard Hughes Corporation
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January 2016 - RobertDouglas arranged the $38 million sale of the 72-key Best Western Seaport in New York, NY to Howard Hughes Corporation

RobertDouglas arranged the $38 million sale of the 72-key Best Western Seaport located in the heart of the Seaport District in New York, NY to Howard Hughes Corporation

Howard Hughes Corporation acquired the hotel with the intention of incorporating it into their sweeping vision for its $1.5 billion transformation of the Seaport District. RobertDouglas was the exclusive advisor to a subsidiary of Gemini Real Estate Advisors in the sale was administered by the U.S. Bankruptcy Court for the Southern District of New York.

Client 33 Peck Slip Acquisition LLC
Buyer Howard Hughes Corporation
Sale Proceeds $38,300,000
December 2015 - RobertDouglas advised Richardson Redo LLC in the sale of the Residence Inn Hartford Downtown
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December 2015 - RobertDouglas advised Richardson Redo LLC in the sale of the Residence Inn Hartford Downtown

RobertDouglas advised Richardson Redo LLC in the sale of the Residence Inn Hartford Downtown

Residence Inn Hartford Downtown is a mixed-use hotel property located in the historic Richardson Building, a former Brown Thompson department store designed by H. H. Richardson, the pre-eminent 19th Century architect.

Client Richardson Redo LLC
Buyer Confidential
Sale Proceeds Confidential
December 2015 - TAG Financial Institutions Group has provided M&A Advisory services for ELI Global Insurance Group
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December 2015 - TAG Financial Institutions Group has provided M&A Advisory services for ELI Global Insurance Group

TAG Financial Institutions Group has provided M&A Advisory services for ELI Global Insurance Group

ELI Global Insurance Group is a multi-sector services and investment firm that is accumulating Life Insurance Industry assets.
December 2015 - RobertDouglas advised Normandy Real Estate Partners and Contrarian Capital Management in the sale of the 114-key Ames Boston Hotel
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December 2015 - RobertDouglas advised Normandy Real Estate Partners and Contrarian Capital Management in the sale of the 114-key Ames Boston Hotel

RobertDouglas advised Normandy Real Estate Partners and Contrarian Capital Management in the sale of the 114-key Ames Boston Hotel

Boston Hotel is a boutique luxury hotel in the heart of downtown Boston, to Gencom, one of North America’s leading luxury hotel and residential investment and development firms. Through a focused and dedicated marketing process, RobertDouglas generated substantial interest for this asset that benefited from excellent market conditions and boasted outstanding quality and prime location in the heart of Boston.

Client Normandy Real Estate Partners and Contrarian Capital Management
Buyer Gencom
Sale Proceeds Confidential
November 2015 - Pine Brook backed the formation and provided the initial equity capitalization for Clear Blue Insurance Group
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November 2015 - Pine Brook backed the formation and provided the initial equity capitalization for Clear Blue Insurance Group

Pine Brook backed the formation and provided the initial equity capitalization for Clear Blue Insurance Group

TAG Financial Institutions Group advised the founders of Clear Blue Financial Holdings in the transaction and the launch of the company.
November 2015 - Congress Materials Chapter 11 Restructuring
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November 2015 - Congress Materials Chapter 11 Restructuring

Congress Materials Chapter 11 Restructuring

The undersigned acted as exclusive financial advisor to Congress Materials.
November 2015 - Clear Blue Insurance Group has acquired RLI Indemnity Company, a special property and casualty
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November 2015 - Clear Blue Insurance Group has acquired RLI Indemnity Company, a special property and casualty

Clear Blue Insurance Group has acquired RLI Indemnity Company, a special property and casualty

TAG Financial Institutions Group advised Clear Blue on the acquisition.
November 2015 - Clear Blue Insurance Group has acquired Maiden Specialty Insurance Company, an excess and surplus lines shell
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November 2015 - Clear Blue Insurance Group has acquired Maiden Specialty Insurance Company, an excess and surplus lines shell

Clear Blue Insurance Group has acquired Maiden Specialty Insurance Company, an excess and surplus lines shell

TAG Financial Institutions Group advised Clear Blue on the acquisition.
October 2015 - Hub International Limited has acquired Oxford Coverage, a leading insurance agency focused in the nursing home and assisted living
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October 2015 - Hub International Limited has acquired Oxford Coverage, a leading insurance agency focused in the nursing home and assisted living

Hub International Limited has acquired Oxford Coverage, a leading insurance agency focused in the nursing home and assisted living

TAG Financial Institutions Group initiated the Transaction and advised Oxford Coverage.
October 2015 - RobertDouglas advised Chartres Lodging Group and Artemis Real Estate Partners on the acquisition financing of the Courtyard Long Beach Airport
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October 2015 - RobertDouglas advised Chartres Lodging Group and Artemis Real Estate Partners on the acquisition financing of the Courtyard Long Beach Airport

RobertDouglas advised Chartres Lodging Group and Artemis Real Estate Partners on the $20.5 million acquisition financing of the Courtyard Long Beach Airport in Long Beach, CA

The newly-built property's rapid ramp-up in performance, coupled with the institutional Sponsorship team and the highly qualified management team from Kokua Hospitality, drew strong interest from a wide range of lenders, creating more favorable terms and flexible covenants for the Sponsor.

Client (Borrower) Chartres Lodging Group / Artemis Real Estate Partners
Lender Confidential
Financing Proceeds $20,500,000
September 2015 - TAG Financial Institutions Group has provided financial advisory services for Vanderbilt Properties Insurance Brokerage, LLC
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September 2015 - TAG Financial Institutions Group has provided financial advisory services for Vanderbilt Properties Insurance Brokerage, LLC

TAG Financial Institutions Group has provided financial advisory services for Vanderbilt Properties Insurance Brokerage, LLC

Vanderbilt Properties Insurance Brokerage, LLC is a P&C brokerage for commercial and residential exposures located throughout New York City.
September 2015 - RobertDouglas advised Meyer Jabara Hotels on the $35 million financing of the Providence Marriott Downtown in Providence, Rhode Island
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September 2015 - RobertDouglas advised Meyer Jabara Hotels on the $35 million financing of the Providence Marriott Downtown in Providence, Rhode Island

RobertDouglas advised Meyer Jabara Hotels on the $35 million financing of the Providence Marriott Downtown in Providence, Rhode Island

The hotel's strong operating performance, the strength of the Providence market, and the strong Sponsorship team generated substantial interest from a wide variety of lenders in this financing opportunity. Ultimately, the five-year floating-rate financing was provided by ACORE Capital, who delievered attractive pricing and helped meet ownership's goals for renovating the asset.

Client (Borrower) Meyer Jabara Hotels
Lender ACORE Capital
Financing Proceeds $35 million
August 2015 - RobertDouglas advised an investment partnership led by Lodging Capital Partners on the acquisition financing for the Embassy Suites Seattle Tacoma International Airport in Seattle, WA
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August 2015 - RobertDouglas advised an investment partnership led by Lodging Capital Partners on the acquisition financing for the Embassy Suites Seattle Tacoma International Airport in Seattle, WA

RobertDouglas advised an investment partnership led by Lodging Capital Partners on the acquisition financing for the Embassy Suites Seattle Tacoma International Airport in Seattle, WA

Wells Fargo Bank provided the $31.5 million acquisition financing.

Client (Borrower) Lodging Capital Partners
Lender Wells Fargo
Financing Proceeds $31.5 million
July 2015 - Yulong Eco-Materials Initial Public Offering - NASDAQ: YECO
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July 2015 - Yulong Eco-Materials Initial Public Offering - NASDAQ: YECO

Yulong Eco-Materials Initial Public Offering - NASDAQ: YECO

$14,062,500
Share Price: $6.75
Shares Offered: 2,250,000

The undersigned acted as exclusive financial advisor to Yulong Eco-Materials.
July 2015 - Jensyn Initial Public Offering - NASDAQ: JSYNU
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July 2015 - Jensyn Initial Public Offering - NASDAQ: JSYNU

Jensyn Initial Public Offering - NASDAQ: JSYNU

$39,000,000
Share Price: $10.00
Shares Offered: 3,900,000

The undersigned served as an underwriter for Jensyn Acquisition Corp.
June 2015 - AEU Holdings, LLC has acquired Tee & Gee Group, Trinity Insurance Services, Medical Cost Managers, and Younger & Associates
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June 2015 - AEU Holdings, LLC has acquired Tee & Gee Group, Trinity Insurance Services, Medical Cost Managers, and Younger & Associates

AEU Holdings, LLC has acquired Tee & Gee Group, Trinity Insurance Services, Medical Cost Managers, and Younger & Associates

The acquisition of these four entities creates a comprehensive insurance services and distribution platform. TAG Financial Institutions Group advised management on the management buyout of Tee & Gee and the acquisition of all entities.
June 2015 - Pine Brook has made an equity investment in Clear Blue Financial Holdings
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June 2015 - Pine Brook has made an equity investment in Clear Blue Financial Holdings

Pine Brook has made an equity investment in Clear Blue Financial Holdings

TAG Financial Institutions Group advised Clear Blue Financial Holdings in the transaction.
June 2015 - AEU Holdings, LLC has acquired Younger & Associates, Inc, a full service vocational and case management company
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June 2015 - AEU Holdings, LLC has acquired Younger & Associates, Inc, a full service vocational and case management company

AEU Holdings, LLC has acquired Younger & Associates, Inc, a full service vocational and case management company

TAG Financial Institutions Group advised AEU Holdings on the acquisition of Younger.
June 2015 - AEU Holdings, LLC has acquired Trinity Insurance Services, an independent insurance adjusting company and third-party administrator
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June 2015 - AEU Holdings, LLC has acquired Trinity Insurance Services, an independent insurance adjusting company and third-party administrator

AEU Holdings, LLC has acquired Trinity Insurance Services, an independent insurance adjusting company and third-party administrator

TAG Financial Institutions Group advised AEU Holdings on the acquisition of Trinity.
June 2015 - AEU Holdings, LLC has acquired Tee & Gee
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June 2015 - AEU Holdings, LLC has acquired Tee & Gee

AEU Holdings, LLC has acquired Tee & Gee, a managing general agency that provides workers’ compensation insurance to multi-employer groups

TAG Financial Institutions Group advised management on the management buyout of Tee & Gee and AEU Holdings on the acquisition of Tee & Gee.
June 2015 - AEU Holdings, LLC has acquired Medical Cost Managers, a medical case management and cost containment company
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June 2015 - AEU Holdings, LLC has acquired Medical Cost Managers, a medical case management and cost containment company

AEU Holdings, LLC has acquired Medical Cost Managers, a medical case management and cost containment company

TAG Financial Institutions Group advised AEU Holdings on the acquisition of Medical Cost Managers.
June 2015 - TAG Financial Institutions Group has closed on an acquisition financing facility on behalf of AEU Holdings, LLC, an insurance services and distribution platform
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June 2015 - TAG Financial Institutions Group has closed on an acquisition financing facility on behalf of AEU Holdings, LLC, an insurance services and distribution platform

TAG Financial Institutions Group has closed on an acquisition financing facility on behalf of AEU Holdings, LLC, an insurance services and distribution platform

TAG Financial Institutions Group arranged the acquisition finance facility on behalf of AEUH.
April 2015 - RobertDouglas advised Rockpoint Group, BlackSand Capital, and Evolution Hospitality on a redevelopment financing for the Ohana Waikiki West in Waikiki, HI
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April 2015 - RobertDouglas advised Rockpoint Group, BlackSand Capital, and Evolution Hospitality on a redevelopment financing for the Ohana Waikiki West in Waikiki, HI

RobertDouglas advised Rockpoint Group, BlackSand Capital, and Evolution Hospitality on a redevelopment financing for the Ohana Waikiki West in Waikiki, HI

The $50 million construction financing was provided by Wells Fargo Bank.

Client (Borrower) Rockpoint Group, BlackSand Capital, and Evolution Hospitality
Lender Wells Fargo
Financing Proceeds $50 million
March 2015 - TAG Financial Institutions Group has closed on a debt facility on behalf of The Rubin Group
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March 2015 - TAG Financial Institutions Group has closed on a debt facility on behalf of The Rubin Group

TAG Financial Institutions Group has closed on a debt facility on behalf of The Rubin Group

TAG Financial Institutions Group arranged the debt facility for The Rubin Group.
March 2015 - RobertDouglas and Cushman & Wakefield, Inc. advised on the capitalization of the first phase of Ka Makana Ali‘i
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March 2015 - RobertDouglas and Cushman & Wakefield, Inc. advised on the capitalization of the first phase of Ka Makana Ali‘i

RobertDouglas and Cushman & Wakefield, Inc., serving as co-advisors to an affiliate of Tampa-based DeBartolo Development, advised on the capitalization of the first phase of Ka Makana Ali‘i

Ka Makana Ali‘i ia a $500 million regional mall development project located in Kapolei, Hawai‘i on the island of Oah‘u, approximately 25 miles west of downtown Honolulu. The joint venture equity was provided by OPSEU Pension Trust and the $167 million construction loan for Phase I of the project was provided by The Union Labor Life Insurance Company (“ULLICO”) on behalf of its separate accounts.

Sponsor Affiliate of DeBartolo Development
Capital Sources JV Equity (OPSEU Pension Trust); Construction Financing (ULLICO)
Capital Proceeds JV Equity (Confidential); Construction Financing ($167 million)
March 2015 - RobertDouglas advised Clarion Partners on the refinancing of the 65-property CBM Two Hotels LP Portfolio
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March 2015 - RobertDouglas advised Clarion Partners on the refinancing of the 65-property CBM Two Hotels LP Portfolio

RobertDouglas advised Clarion Partners on the refinancing of the 65-property CBM Two Hotels LP Portfolio

Bolstered by robust in-place cash flows, strong geographic diversification, and institutional Sponsorship, the Portfolio attracted strong interest from a wide array of lenders. The $670 million five year, fixed-rate mortgage financing was provided by Deutsche Bank.

Client (Borrower) Clarion Partners
Lender Deutsche Bank
Financing Proceeds $670 million
February 2015 - Duke Energy has acquired REC Solar
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February 2015 - Duke Energy has acquired REC Solar

Duke Energy has acquired REC Solar

Duke Energy acquires majority stake in REC Solar - the undersigned provided Strategic advisory and valuation services to Duke Energy.
December 2014 - Thorson Insurance Services has acquired PrimeOne Insurance Company, a multi-line property and casualty insurance carrier
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December 2014 - Thorson Insurance Services has acquired PrimeOne Insurance Company, a multi-line property and casualty insurance carrier

Thorson Insurance Services has acquired PrimeOne Insurance Company, a multi-line property and casualty insurance carrier

TAG Financial Institutions Group advised on the acquisition.
December 2014 - Redi-Mix Concrete, a Subsidiary of US Concrete, has acquired Scofield Construction Services
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December 2014 - Redi-Mix Concrete, a Subsidiary of US Concrete, has acquired Scofield Construction Services

Redi-Mix Concrete, a Subsidiary of US Concrete, has acquired Scofield Construction Services

The undersigned acted as exclusive financial advisor to Scofield Construction Services.
December 2014 - Redi-Mix Concrete, a Subsidiary of US Concrete, has acquired Mobile-Crete
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December 2014 - Redi-Mix Concrete, a Subsidiary of US Concrete, has acquired Mobile-Crete

Redi-Mix Concrete, a Subsidiary of US Concrete, has acquired Mobile-Crete

The undersigned acted as exclusive financial advisor to Mobile Crete.
December 2014 - RobertDouglas advised Oasis West Realty, LLC in the recently-completed $225 million refinancing of the legendary Beverly Hilton hotel
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December 2014 - RobertDouglas advised Oasis West Realty, LLC in the recently-completed $225 million refinancing of the legendary Beverly Hilton hotel

RobertDouglas advised Oasis West Realty, LLC in the recently-completed $225 million refinancing of the legendary Beverly Hilton hotel

Completed with Goldman Sachs and Aareal Bank, this refinancing marks the fifth financing opportunity that the principals at RobertDouglas have had on the landmark hotel.

Client Oasis West Realty, LLC
Capital Sources Goldman Sachs, Aareal Bank
Financing Proceeds $225 million
December 2014 - RobertDouglas advised Hospitality Resorts Inc. in a transaction involving the refinancing of the Hilton Niagara Falls / Fallsview Hotel and Suites located in Niagara Falls, Ontario
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December 2014 - RobertDouglas advised Hospitality Resorts Inc. in a transaction involving the refinancing of the Hilton Niagara Falls / Fallsview Hotel and Suites located in Niagara Falls, Ontario

RobertDouglas advised Hospitality Resorts Inc. in a transaction involving the refinancing of the Hilton Niagara Falls / Fallsview Hotel and Suites located in Niagara Falls, Ontario

The hotel drew substantial interest from a wide universe of lenders as a result of the strength of the Sponsorship and the hotel's highly experienced management team. Ultimately, the financing was provided by Pacific Life.

Client (Borrower) Hospitality Resorts Inc.
Lender Pacific Life
Financing Proceeds CAD$150 million
December 2014 - Cabot Underwriters, LLC has acquired a medical stop-loss book of business
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December 2014 - Cabot Underwriters, LLC has acquired a medical stop-loss book of business

Cabot Underwriters, LLC has acquired a medical stop-loss book of business

TAG Financial Institutions Group arranged the acquisition finance facility on behalf of Cabot.
November 2014 - RobertDouglas advised Canyon Land Development, LLC, on the $25 million financing of the Amangiri resort located in Canyon Point, Utah
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November 2014 - RobertDouglas advised Canyon Land Development, LLC, on the $25 million financing of the Amangiri resort located in Canyon Point, Utah

RobertDouglas advised Canyon Land Development, LLC, a Canyon Group of Companies subsidiary, on the $25 million financing of the Amangiri resort located in Canyon Point, Utah

The financing was provided by J.P. Morgan and KSL Capital Partners. As only the second Amanresort in the U.S. with award-winning reviews, unmatched offering of amenities, and world-class design and finishes, Amangiri attracted substantial interest from a wide universe of lenders.

Client (Borrower) Canyon Land Development, LLC
Lender J.P. Morgan / KSL Capital Partners
Financing Proceeds $25,000,000
October 2014 - RobertDouglas advised Cornerstone Real Estate Advisers on the $37.5 million financing of the Hilton Sedona Resort & Spa
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October 2014 - RobertDouglas advised Cornerstone Real Estate Advisers on the $37.5 million financing of the Hilton Sedona Resort & Spa

RobertDouglas advised Cornerstone Real Estate Advisers, on behalf of Massachusetts Mutual Life Insurance Company, on the $37.5 million financing of the Hilton Sedona Resort & Spa

The long-term, fixed-rate financing was provided by a global health insurance company. The financing opportunity drew substantial interest from many debt providers as a result of the Resort's excellent sponsorship, high-quality and improving collateral, and strong in-place cash flow.

Client (Borrower) Massachusetts Mutual Life Insurance Company
Lender Global health insurance company
Financing Proceeds $37,500,000
October 2014 - RobertDouglas advised Maritz, Wolff and Co. on the $12.5 million financing
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October 2014 - RobertDouglas advised Maritz, Wolff and Co. on the $12.5 million financing

RobertDouglas advised Maritz, Wolff and Co. on the $12.5 million financing for the redevelopment of the Courtyard Convention Center Hotel in downtown St. Louis, Missouri

RobertDouglas generated a number of attractive proposals who were attracted to the opportunity’s strong Sponsorship, well-regarded brand affiliation, and dynamic lodging market. Wells Fargo provided the financing, meeting the Sponsor’s requirement for a lender with extensive experience in hospitality construction.

Client (Borrower) Maritz, Wolff and Co.
Lender Wells Fargo Bank
Financing Proceeds $12,500,000
August 2014 - National Financial Partners Corporation acquired Poulos Insurance, Inc.
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August 2014 - National Financial Partners Corporation acquired Poulos Insurance, Inc.

National Financial Partners Corporation acquired Poulos Insurance, Inc.

The undersigned initiated the transaction and advised National Financial Partners.
August 2014 - Aman Resorts - Arranged $15,000,000 in senior mortgage financing
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August 2014 - Aman Resorts - Arranged $15,000,000 in senior mortgage financing

Aman Resorts - Arranged $15,000,000 in senior mortgage financing

The undersigned arranged financing for the portfolio purchase.
August 2014 - TAG Financial Institutions Group has made an equity investment in AEU Holdings, LLC
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August 2014 - TAG Financial Institutions Group has made an equity investment in AEU Holdings, LLC

TAG Financial Institutions Group has made an equity investment in AEU Holdings, LLC

The equity investment was made in August 2014.
August 2014 - 21C Museum Hotels - Arranged over $13,000,000 of Senior Mortgage Financing
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August 2014 - 21C Museum Hotels - Arranged over $13,000,000 of Senior Mortgage Financing

21C Museum Hotels - Arranged over $13,000,000 of Senior Mortgage Financing

The undersigned acted as Exclusive Financial Advisor to 21C Museum Hotels
June 2014 - Arranged over $50,000,000 Joint Venture Equity and Senior Financing for the 917-key Renaissance Grand St. Louis
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June 2014 - Arranged over $50,000,000 Joint Venture Equity and Senior Financing for the 917-key Renaissance Grand St. Louis

Arranged over $50,000,000 Joint Venture Equity and Senior Financing for the 917-key Renaissance Grand St. Louis

The undersigned acted as Exclusive Financial Advisor to Haberhill, LLC
June 2014 - MedAR Finance - Facilitated the closing of a revolving purchase facility and the purchase of workers' compensation medical receivables
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June 2014 - MedAR Finance - Facilitated the closing of a revolving purchase facility and the purchase of workers' compensation medical receivables

MedAR Finance - Facilitated the closing of a revolving purchase facility and the purchase of workers' compensation medical receivables

The undersigned structured and negotiated the facility.
June 2014 - JM International has acquired Ocean Avenue
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June 2014 - JM International has acquired Ocean Avenue

JM International has acquired Ocean Avenue

The undersigned acted as exclusive financial advisor to JM International.
June 2014 - Heritage Insurance & Casualty Insurance Co acquired $29,400,000 of unearned premiums from Sunshine State Insurance Company
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June 2014 - Heritage Insurance & Casualty Insurance Co acquired $29,400,000 of unearned premiums from Sunshine State Insurance Company

Heritage Insurance & Casualty Insurance Co acquired $29,400,000 of unearned premiums from Sunshine State Insurance Company

The undersigned represented Sunshine State Insurance Company and facilitated the transaction.
May 2014 - RMS Programs, LLC acquired certain assets from and hired a management group of Indemnity Insurance Corporation, RRG, in liquidation
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May 2014 - RMS Programs, LLC acquired certain assets from and hired a management group of Indemnity Insurance Corporation, RRG, in liquidation

RMS Programs, LLC acquired certain assets from and hired a management group of Indemnity Insurance Corporation, RRG, in liquidation

The undersigned initiated the transaction, advised RMS, and negotiated the transaction.
May 2014 - Arranged  $22,000,000 Senior Financing for the 135-key Hotel ICON
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May 2014 - Arranged  $22,000,000 Senior Financing for the 135-key Hotel ICON

Arranged $22,000,000 Senior Financing for the 135-key Hotel ICON

The undersigned acted as Exclusive Financial Advisor to Canyon Capital Realty Advisors
April 2014 - Xcovery and Tyrogenex Private Placement of $4,770,000 - Combined Series Convertible Preferred Securities
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April 2014 - Xcovery and Tyrogenex Private Placement of $4,770,000 - Combined Series Convertible Preferred Securities

Xcovery and Tyrogenex Private Placement of $4,770,000 - Combined Series Convertible Preferred Securities

The undersigned acted as Exclusive Financial Advisor *
April 2014 - TAG Financial Institutions Group provided financial, management, and shareholder advisory services to U.S. RE
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April 2014 - TAG Financial Institutions Group provided financial, management, and shareholder advisory services to U.S. RE

TAG Financial Institutions Group provided financial, management, and shareholder advisory services to U.S. RE

Services were provided in conjunction with raising capital and developing strategic alternatives for its reinsurance intermediary business.
April 2014 - Formed and capitalized RMS Programs, LLC in order to enter the hospitality insurance marketplace as RMS Hospitality Group, LLC
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April 2014 - Formed and capitalized RMS Programs, LLC in order to enter the hospitality insurance marketplace as RMS Hospitality Group, LLC

Formed and capitalized RMS Programs, LLC in order to enter the hospitality insurance marketplace as RMS Hospitality Group, LLC

The undersigned acted as Exclusive Financial Advisor to RMS Programs, LLC.
April 2014 - Arranged $44,300,000 Senior Financing for the 190-key Nine Zero Hotel
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April 2014 - Arranged $44,300,000 Senior Financing for the 190-key Nine Zero Hotel

Arranged $44,300,000 Senior Financing for the 190-key Nine Zero Hotel

The undersigned acted as Exclusive Financial Advisor to KHP Fund I, L.P.
March 2014 - Xcovery - Private Placement of Series C Convertible Preferred Securities $2,400,000
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March 2014 - Xcovery - Private Placement of Series C Convertible Preferred Securities $2,400,000

Xcovery - Private Placement of Series C Convertible Preferred Securities $2,400,000

The undersigned acted as Exclusive Financial Advisor *
March 2014 - Tyrogenex - Private Placement of Series C Convertible Preferred Securities $8,600,000
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March 2014 - Tyrogenex - Private Placement of Series C Convertible Preferred Securities $8,600,000

Tyrogenex - Private Placement of Series C Convertible Preferred Securities $8,600,000

The undersigned acted as Exclusive Financial Advisor *
March 2014 - TAG Financial Institutions Group has made an equity investment in RMS Programs, LLC
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March 2014 - TAG Financial Institutions Group has made an equity investment in RMS Programs, LLC

TAG Financial Institutions Group has made an equity investment in RMS Programs, LLC

TAG Financial Institutions Group has acquired a minority interest in and is providing advisory services to RMS Programs.
March 2014 - The Alberleen Group and TAG Financial Institutions Group have made an investment in RMS Programs, LLC, a hospitality insurance program administrator
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March 2014 - The Alberleen Group and TAG Financial Institutions Group have made an investment in RMS Programs, LLC, a hospitality insurance program administrator

The Alberleen Group and TAG Financial Institutions Group have made an investment in RMS Programs, LLC, a hospitality insurance program administrator

The undersigned made an investment in and/or provided advisory services to RMS Programs.
March 2014 - TAG Financial Institutions Group has co-invested with The Alberleen Group providing RMS Programs, LLC with a working capital debt facility
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March 2014 - TAG Financial Institutions Group has co-invested with The Alberleen Group providing RMS Programs, LLC with a working capital debt facility

TAG Financial Institutions Group has co-invested with The Alberleen Group providing RMS Programs, LLC with a working capital debt facility

The investment was made in March 2014.
March 2014 - TAG Financial Institutions Group has made an equity investment in MedAR Finance, LLC, a specialty finance company
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March 2014 - TAG Financial Institutions Group has made an equity investment in MedAR Finance, LLC, a specialty finance company

TAG Financial Institutions Group has made an equity investment in MedAR Finance, LLC, a specialty finance companyo

The undersigned acquired a minority interest in and is providing advisory services to MedAR.
February 2014 - Madison Strategic Partners NY has purchased $112,000,000 face value life insurance portfolio
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February 2014 - Madison Strategic Partners NY has purchased $112,000,000 face value life insurance portfolio

Madison Strategic Partners NY has purchased $112,000,000 face value life insurance portfolio

The undersigned arranged financing for the portfolio purchase.
January 2014 - RobertDouglas advised Oasis West Realty, LLC, in a transaction involving the re-financing of the landmark The Beverly Hilton hotel
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January 2014 - RobertDouglas advised Oasis West Realty, LLC, in a transaction involving the re-financing of the landmark The Beverly Hilton hotel

RobertDouglas advised Oasis West Realty, LLC, in a transaction involving the re-financing of the landmark The Beverly Hilton hotel and, in addition, a facility to finance the construction of the adjacent 170-room Waldorf Astoria Beverly Hills

The financing facility was completed with affiliates of Goldman Sachs and Aareal Bank of Germany.

Client (Borrower) Oasis West Realty, LLC
Lender Aareal Bank of Germany and Goldman Sachs
Financing Proceeds $420 million
January 2014 - Assured Partners, Inc. has acquired AirSure Limited, a leading insurance broker focused on the aviation industry
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January 2014 - Assured Partners, Inc. has acquired AirSure Limited, a leading insurance broker focused on the aviation industry

Assured Partners, Inc. has acquired AirSure Limited, a leading insurance broker focused on the aviation industry

TAG Financial Institutions Group initiated the transaction, sourced AirSure, and represented Assured Partners, Inc.
December 2013 - AMT Capital II, LLC has provided a Longevity Asset Purchasing Facility to Madison Strategic Partners
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December 2013 - AMT Capital II, LLC has provided a Longevity Asset Purchasing Facility to Madison Strategic Partners

AMT Capital II, LLC has provided a Longevity Asset Purchasing Facility to Madison Strategic Partners

The undersigned acted as Exclusive Financial Advisor to Madison Strategic Partners.
December 2013 - Arranged $117,000,000 refinancing on 539-key Hilton San Francisco Financial District
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December 2013 - Arranged $117,000,000 refinancing on 539-key Hilton San Francisco Financial District

Arranged $117,000,000 refinancing on 539-key Hilton San Francisco Financial District

The undersigned acted as Exclusive Financial Advisor to the borrower.
November 2013 - Arranged $26,000,000 Senior Mortgage Financing for the 235-key Residence Inn Sacramento Downtown at Capitol Park in Sacramento, CA
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November 2013 - Arranged $26,000,000 Senior Mortgage Financing for the 235-key Residence Inn Sacramento Downtown at Capitol Park in Sacramento, CA

Arranged $26,000,000 Senior Mortgage Financing for the 235-key Residence Inn Sacramento Downtown at Capitol Park in Sacramento, CA

The undersigned acted as Exclusive Financial Advisor to the borrowing group.
November 2013 - Arranged $22,600,000 Acquisition Financing for the 220-key Embassy Suites Memphis, TN
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November 2013 - Arranged $22,600,000 Acquisition Financing for the 220-key Embassy Suites Memphis, TN

Arranged $22,600,000 Acquisition Financing for the 220-key Embassy Suites Memphis, TN

The undersigned acted as Exclusive Financial Advisor to the borrowing group.
September 2013 - Arranged Debt Financing related to the acquisition of the Hilton Los Cabos Beach and Golf Resort
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September 2013 - Arranged Debt Financing related to the acquisition of the Hilton Los Cabos Beach and Golf Resort

Arranged Debt Financing related to the acquisition of the Hilton Los Cabos Beach and Golf Resort

The undersigned acted as Exclusive Financial Advisor to Thayer Lodging Group.
August 2013 - Combined Series C Bridge - Convertible Preferred Securities
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August 2013 - Combined Series C Bridge - Convertible Preferred Securities

Combined Series C Bridge - Convertible Preferred Securities

Private Placement of $3,060,000. The undersigned acted as Exclusive Financial Advisor*
August 2013 - Seeman & Holtz, through Centurion Life Investments, has purchased a $55,000,000 face value portfolio of life insurance policies
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August 2013 - Seeman & Holtz, through Centurion Life Investments, has purchased a $55,000,000 face value portfolio of life insurance policies

Seeman & Holtz, through Centurion Life Investments, has purchased a $55,000,000 face value portfolio of life insurance policies

The undersigned identified, valued, and structured the transaction on behalf of Seeman & Holtz.
July 2013 - Arranged Debt and Private Equity Financing related to the acquisition of Aqua Waikiki Pearl Hotel
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July 2013 - Arranged Debt and Private Equity Financing related to the acquisition of Aqua Waikiki Pearl Hotel

Arranged Debt and Private Equity Financing related to the acquisition of Aqua Waikiki Pearl Hotel

The undersigned acted as Exclusive Financial Advisor to Aqua Waikiki Pearl Hotel.
May 2013 - NextEra Energy has acquired Smart Energy Capital
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May 2013 - NextEra Energy has acquired Smart Energy Capital

NextEra Energy has acquired Smart Energy Capital

NextEra Energy has acquired Smart Energy Capital, an independent developer and financier of commercial-scale polar PV facilities. The undersigned acted as Exclusive Financial Advisor to Smart Energy Capital.
April 2013 - National Financial Partners Corporation acquired IKON Management Services, LLC
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April 2013 - National Financial Partners Corporation acquired IKON Management Services, LLC

National Financial Partners Corporation acquired IKON Management Services, LLC

The undersigned acted as Exclusive Financial Advisor to IKON Management Services, LLC.
February 2013 - Arranged Debt Financing for the Enchantment Resort & Mii Amo Spa
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February 2013 - Arranged Debt Financing for the Enchantment Resort & Mii Amo Spa

Arranged Debt Financing for the Enchantment Resort & Mii Amo Spa

The undersigned acted as Exclusive Financial Advisor to Enchantment Resorts, LLC
September 2012 - Combined Series B - Convertible Preferred Securities
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September 2012 - Combined Series B - Convertible Preferred Securities

Combined Series B - Convertible Preferred Securities

Private Placement of $6,000,000. The undersigned acted as Exclusive Financial Advisor*
June 2011 - Smart Energy Capital - Corporate Capital National Solar PV Project Developer
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June 2011 - Smart Energy Capital - Corporate Capital National Solar PV Project Developer

Smart Energy Capital - Corporate Capital National Solar PV Project Developer

The undersigned acted as Exclusive Financial Advisor *
November 2010 - Smart Energy Capital, Duke Energy, and Integrys
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November 2010 - Smart Energy Capital, Duke Energy, and Integrys

Smart Energy Capital, Duke Energy, and Integrys

Funding Program $180,000,000. National Solar PV Project Developer. The undersigned acted as Exclusive Financial Advisor to Smart Energy Capital.
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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.
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