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 company’s 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
Chief Financial Officer
Rick nelson
CoFounder & Partner
Sheryl Tullis
Chief Marketing Officer
Federico Michanie
CoFounder & Partner
Peter Buck
General Counsel and
President, TAG Ventures
President, TAG Ventures
Kristen blos long
Chief People Officer
Christopher Duxler
Chief Information Officer
John Avery
Chief Information Security Officer
Nicolette Hortsch
Finance Director & Controller
Elizabeth Tuohy
NuWest CFO
Chase Bultez
FP&A Manager – Corporate Strategy
Kim Green
VP, Corporate Services
Emily Cole
Business Manager
Ross Gotwals
Controller
Justin Lohn
Launch Consulting CFO
John Sercu
CEO, CoFounder & Chairman
Rick nelson
CoFounder & Chairman, Launch Consulting
Frederico michanie
CoFounder & Chairman, Direct Technology
Kristen blos long
Chief People Officer
Casey Stenzel
CFO
Sheryl Tullis
Chief Marketing Officer
Peter Buck
General Counsel and
President, TAG Ventures
President, TAG Ventures
Emily Cole
Business Manager
Elizabeth Tuohy
CFO, NuWest Group
Ross Gotwals
Controller
Justin Lohn
CFO, Launch Consulting
Nicolette Hortsch
Finance Director & Controller
Kim Green
VP, Corporate Services
John Avery
Chief Information Security Officer
Chris Duxler
Senior Executive
Chase Bultez
Financial Analyst
Careers
Explore career opportunities with TAG.