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Services

Strategic Execution. Disciplined Process. Exceptional Outcomes.

TCG is a M&A and strategic advisory firm guiding insurance and financial services leaders through growth, transition, and transformation. We bring institutional rigor and boutique-level partnership to help clients achieve clarity, momentum, and long-term success.

Our Core Services

Sell‑Side

M&A Advisory

Strategic positioning and disciplined execution to maximize value and certainty.

Growth & Value

Creation

Operator‑minded advisory to strengthen performance and scale profitably.

Valuation & Perpetuation

Planning

Independent insight and succession strategies to protect your legacy.

Who We Serve

Retail Insurance Brokers

Wholesalers

MGAs/MGUs

TPAs

PEOs

Reinsurers

Wealth & Retirement Advisors

Insurance Technology & Services Providers

Proven Results

$ 3B +

in Transaction Value

200 +

Transactions

100 +

Buyer Relationships

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