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Taglich Private Equity
Wealth Management
Taglich Private Equity (TPE) is a New York-based, value-oriented financial sponsor focused on investing in the lower middle-market. They specialize in recapitalizations, management buyouts, and majority equity investments, targeting manufacturing, business services, and consumer products companies.
Overview and Management
Establishment Year
2001
Mission
We pride ourselves on finding sound investment opportunities, leveraging a business's strengths, identifying new market opportunities, and providing strategic support to capable management teams.
Values
Long-term value creation, partnerships with management teams, focus on growth and operational support.
Investment Roles
Direct Investor
Participant Demographics
Serves lower middle-market companies with revenues ranging from $15 million to $150 million.
Generational Wealth Planning
Focus on creating long-term value in portfolio companies, including family-owned businesses.
Risk Tolerance
Moderate risk tolerance with a focus on stable, competitive businesses and growth opportunities.
References or Case Studies
Team Experience
Notable Achievements
Over $650 million invested in lower middle-market companies
Project Track Record
Extensive portfolio of current, public, and exited companies
Exit Strategies
Strategic sales
Legal, Compliance and Contact Information
Regulatory Registrations
Compliance History
LCS@taglichbrothers.com
Phone Number
212-661-0936 ext. 315
Address
New York United States