Telsey Advisory Group ("TAG") is a leading equity research, institutional equity sales and trading, investment banking, and consulting firm with a focus on the retail and consumer sectors. TAG was founded in 2006 by Dana Telsey, a retail industry expert with over 27 years of buy-side and sell-side e…
Telsey Advisory Group ("TAG") is a leading equity research, institutional equity sales and trading, investment banking, and consulting firm with a focus on the retail and consumer sectors. TAG was founded in 2006 by Dana Telsey, a retail industry expert with over 27 years of buy-side and sell-side experience focused on the retail and consumer sector and the #1 ranked Specialty Stores analyst for seven consecutive years by Institutional Investor magazine. TAG is often cited as an authoritative source for perspectives on the consumer and its analysts frequently appear across media channels, including Bloomberg, CNN, and CNBC, to share their views on the retail and consumer landscape.
TAG's Investment Banking group is active in equity capital markets transactions (serving in underwriter, co-manager, and selling group member roles in equity offerings), buy-side and sell-side M&A processes, and private placement transactions.
TAG's Consulting & Analytics franchise leverages 20+ years of experience analyzing the consumer industry. The team's core capabilities include conducting detailed financial analysis and valuation, assessing the business case for acquisitions in the context of due diligence assignments, performing real-time primary research, creating proprietary databases analyzing key consumer company and macroeconomic metrics, and accessing an extensive network of industry participants to develop customized analyses and reports. The team's clients include private equity firms, mutual funds, hedge funds, real estate developers, sourcing firms, retailers, and industry associations.
TAG's Equity Research franchise provides differentiated, value-added insight into more than 155 U.S. based and international companies under coverage across all major consumer and related industry verticals. Sectors under coverage include: apparel manufacturers, department stores, discounters, entertainment, footwear, gaming, hardlines, internet, leisure, lodging, media, off-price retailers, pawn shops, restaurants, specialty apparel, supermarkets, sporting goods, and telecommunications.
TAG's Institutional Equity Trading Platform leverages its team's experience, liquidity resources, sophisticated electronic trading tools, seasoned traders, and access to information to achieve superior execution.
TAG's Institutional Equity Sales Force maintains extensive institutional investor relationships both domestically and internationally, extending across alternative investment managers (hedge funds) as well as traditional investment managers (mutual funds, pension funds, etc.) with multiple client touchpoints including portfolio managers, traders, and analysts.
TAG is a certified Woman Owned Business Enterprise ("WBE," "MWOB," "MWBE"), meeting the need institutional investors and corporates have for incorporating diversity into business practices. Specifically, TAG is certified as a WBE by California (CUCP), New York City, North Carolina (SWUC), and the Commonwealth of Pennsylvania. TAG is also an approved broker for NYS Insurance Fund, NYS Teachers Retirement System, NYC Employee Retirement System, NJ Division of Investment, City of Philadelphia, Illinois State University Retirement System, Illinois Metropolitan Retirement Fund, State Teachers Retirement System of Illinois, and California State Teachers Retirement System.
Team (2)
Recent Transactions (6)
Telsey Advisory Group
Motor Vehicle and Parts Dealers
Advised
Michael Kors
in securing investment from
New and Existing Shareholders
February 2013
Telsey Advisory Group
Building Material and Garden Equipment and Supplies Dealers, Home and Garden E-Commerce
Advised
The Tile Shop
in securing investment from
New Shareholders
December 2012
Telsey Advisory Group
Motor Vehicle and Parts Dealers
Advised
Michael Kors
in securing investment from
New and Existing Shareholders
September 2012
Telsey Advisory Group
Building Material and Garden Equipment and Supplies Dealers, Home and Garden E-Commerce
Advised
The Tile Shop
in their acquisition by
JWC Acquisition Corp.
August 2012
Telsey Advisory Group
Motor Vehicle and Parts Dealers
Advised
Michael Kors
in securing investment from
New and Existing Shareholders
March 2012
Telsey Advisory Group
Food and Beverage Stores
Advised
Crumbs Bake Shop
in their acquisition by
57th Street General Acquisition Corp.
May 2011
Sectors Telsey Advisory Group serves:
Consumer Goods
Retail
Consumer Services
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