TA Group Holdings

Mission & Team

Mission & Team

Mission & Method

Our mission is to help leaders grow their businesses and help employees
get leadership opportunities earlier than anywhere else.

Investment Strategy

Mentor leaders and scale companies

  • In the $2-30 million dollar range
  • Operating in the Western U.S.
  • Who can benefit from organizational, financial, technical, and management expertise

Investment Strategy

Mentor leaders and scale companies

  • In the $2-30 million dollar range
  • Operating in the Western U.S.
  • Who can benefit from organizational, financial, technical, and management expertise

Investment Models

Investment Where you need it

  • Investment 
  • M&A
  • Exec. Partnership (CEO, CFO, CTO)
  • Consulting in HR, operations, IT, marketing & finance
  • Infrastructure & Operations

Investment Models

Investment Where you need it

  • Investment 
  • M&A
  • Exec. Partnership (CEO, CFO, CTO)
  • Consulting in HR, operations, IT, marketing & finance
  • Infrastructure & Operations

TAG strengths

Shared Services Backbone

01

Adds immediate bottom line value to TAG investments

02

Provides reliable financial analysis of each companies strategic goals

03

Scales resources in a flexible and cost effective way


we put our leaders in the driver's seat to lead their own businesses.

TA GROUP HOLDINGS IS A PROUD VETERAN OWNED BUSINESS.

TAG team

John Sercu

CEO, CoFounder & Chairman

Casey Stenzel

CFO

Rick nelson

CoFounder & Chairman, Launch Consulting

Sheryl Tullis

VP, Strategic Communications
& Marketing

Frederico michanie

CoFounder & Chairman, Direct Technology

Peter Buck

General Counsel and
President, TAG Ventures 

Kristen blos long

SVP, Human Resources

Damion Walkup

CTO

John Sercu

CEO, CoFounder & Chairman

Rick nelson

CoFounder & Chairman, Launch Consulting

Frederico michanie

CoFounder & Chairman, Direct Technology

Kristen blos long

SVP, Human Resources

Casey Stenzel

CFO

Sheryl Tullis

VP, Strategic Communications
& Marketing

Peter Buck

General Counsel and
President, TAG Ventures 

Damion Walkup

CTO

Emily Cole

Business Manager

Nicolette Hortsch

Finance Director & Controller

Elizabeth Tuohy

Director of Finance

Kim Green

Corporate Services Manager

Ross Gottwals TAG Portrait

Ross Gottwals

Controller

Nick Saechow

Director, Information Technology

Justin Lohn

Divisional CFO

Chance Bultez

Chase Bultez

Associate

Emily Cole

Business Manager

Elizabeth Tuohy

Director of Finance

Ross Gottwals TAG Portrait

Ross Gottwals

Controller

Justin Lohn

Divisional CFO

Nicolette Hortsch

Finance Director & Controller

Kim Green

Corporate Services Manager

Nick Saechow

Director, Information Technology

Chance Bultez

Chase Bultez

Associate

Growth is never by mere chance; it is the result of forces working together.

Close Menu