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TA Group Holdings is a private equity firm with investments focused primarily in technology, consulting, staffing, and consumer goods. TAG targets lower-middle market investments using operating cash flows from current holding companies to fuel organic growth. TAG invests in people first; consistently creating opportunities that enable emerging business leaders to accelerate their companies to the next level via mentorship, strategic planning, and consolidated services. TAG is committed to constant, dynamic growth and advancing individual careers, while placing a high value on quality of life and contribution to the community at large. Investments include Direct Technology, Launch Consulting, eCATS911.com, Energy Solutions Group, NuWest Group Holdings LLC, J Bookwalter Winery, Ratio Cypress LLC, CSG Services Corp (Microsoft Gold Partner), LearnBIG Holdings, LLC, 110 Consulting, Combat Flip Flops LLC, 98point6, MediaAMP, and Evrnu.
Arthur Rothlein Agency Inc is a Valley Stream, NY-based company in the Financial Services sector.
American Express Financial Adv is a Dublin, OH-based company in the Financial Services sector.
Welch and Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates.
Kirkhaven is a Rochester, NY-based company in the Financial Services sector.