FINANCIAL SPONSOR GROUP

Overview

Taglich Brothers, Inc. and Weatherly Group LLC, have been the lead equity sponsors or financial advisors to many middle market companies since 2001. (See our Portfolio Companies). We pride ourselves on finding sound investment opportunities with capable management and delivering significant growth resources and capital to portfolio investments. (See Our Strategy) We look to partner with management teams that can take advantage of our expertise and background in order to optimize a company’s growth potential. (See our Investment Criteria).

Types of Transactions

• Corporate divestitures
• Acquisitions of portfolio companies of private equity firms
• Acquisitions of family-owned or closely held businesses
• Going Private transactions
• Ownership transitions
• Management Buyouts
• Management Buyins
• Recapitalizations