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
Rick nelson
CoFounder & Partner
Federico Michanie
CoFounder & Partner
Kristen blos long
Chief People Officer
Casey Stenzel
Chief Financial Officer
Sheryl Tullis
Chief Marketing Officer
Peter Buck
General Counsel and
President, TAG Ventures
President, TAG Ventures
Christopher Duxler
Chief Information & Technology Officer
CHASE BULTEZ
FP&A Manager – Corporate Strategy
Elizabeth Tuohy
NuWest CFO
Kim Green
VP, Corporate Services
Nicolette Hortsch
VP, Finance
Aaron Seaton
Controller
JOHN AVERY
Chief Information Security Officer
Emily Cole
Business Manager
Morgan green
Director of Accounting