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 is Veteran Owned

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

Emily Cole

Business Manager

Sheryl Tullis

Chief Marketing Officer

Peter Buck

General Counsel and
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

Morgan green

Director of Accounting

Careers

Explore career opportunities with TAG.

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