Brad Curtis

About Brad Curtis

Continue to serve privately-owned companies, entrepreneurs, and family-held businesses with superior investment banking advisory services and strategic consultation. Focus on companies in the lower middle market with revenues up to $150 million and EBITDA as low as $2 million as wespecialize in niche industry verticals and have deep domain expertise. FINRA licensed 79 and 63.

Experience

1. Managing Director

   Tag Financial Institutions Group

   Mar 2021 — Present · Dallas-Fort Worth, TX, US

   TAG Financial Institutions Group (“TFIG”) is a boutique investment bank with a focus and passion in providing investment banking services to middle market companies in the financial services sector. TFIG is dedicated to meeting the needs of dynamic, mid-sized businesses by providing attentive service, creative ideas, skilled execution and extraordinary value creation.Registered Representative of and Securities offered through Ashland Securities, LLC Member FINRA SIPC TAG Financial Institutions Group, LLC and Ashland Securities, LLC ashlandsecurities.com) are separate and unaffiliated entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.

Education

• DePaul Driehaus College of Business

  Master of Business Administration (M.B.A.), Finance w/ Distinction

  2000 — 2003

• Brown University

  Modern American History, Political science

  1988 — 1992

Skills

• Entrepreneurship
• Corporate Development
• Strategy
• Equities
• Capital Markets
• Capital Raising
• Lbo
• Asset Management
• Corporate Finance
• Investment Banking
• M
• Acquisition Integration
• Valuation
• Leveraged Finance
• Divestitures
• Financial Services
• Business Strategy
• Buyouts
• Due Diligence
• Mergers
• Competitive Analysis
• Growth Capital
• Mezzanine
• Middle Market
• Financial Modeling
• Private Equity