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 TAG

John Sercu

CEO, CoFounder & Chairman

Casey Stenzl

Casey Stenzel

CFO

Rick Nelson TAG Portrait

Rick nelson

CoFounder & Chairman, Launch Consulting

Sheryl Tullis

VP, Strategic Communications
& Marketing
Fred Michanie Portrait

Frederico michanie

CoFounder & Chairman, Direct Technology

Peter Buck TAG Portrait

Peter Buck

General Counsel and
President, TAG Ventures 
Kristen Blos Long TAG

Kristen blos long

SVP, Human Resources

Damion Walkup

Damion Walkup

CTO

John Sercu TAG

John Sercu

CEO, CoFounder & Chairman

Rick Nelson TAG Portrait

Rick nelson

CoFounder & Chairman, Launch Consulting

Fred Michanie Portrait

Frederico michanie

CoFounder & Chairman, Direct Technology

Kristen Blos Long TAG

Kristen blos long

SVP, Human Resources

Casey Stenzl

Casey Stenzel

CFO

Sheryl Tullis

VP, Strategic Communications
& Marketing
Peter Buck TAG Portrait

Peter Buck

General Counsel and
President, TAG Ventures 
Damion Walkup

Damion Walkup

CTO

Emily Cole TAG

Emily Cole

Business Manager

Nicolette Hortsch TAG

Nicolette Hortsch

Finance Director & Controller

Elizabeth Tuohy

Director of Finance

Kim Green TAG

Kim Green

Corporate Services Manager

Ross Gottwals TAG Portrait

Ross Gottwals

Controller

Nick Saechow TAG

Nick Saechow

Director, Information Technology

Justin Lohn Portrait

Justin Lohn

Divisional CFO

Emily Cole TAG

Emily Cole

Business Manager

Elizabeth Tuohy

Director of Finance

Ross Gottwals TAG Portrait

Ross Gottwals

Controller

Justin Lohn Portrait

Justin Lohn

Divisional CFO

Nicolette Hortsch TAG

Nicolette Hortsch

Finance Director & Controller

Kim Green TAG

Kim Green

Corporate Services Manager

Nick Saechow TAG

Nick Saechow

Director, Information Technology

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

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