Thank you for your interest in Telsey Advisory Group. With the rapid changes and disruptions that are occurring in the consumer landscape in terms of how to engage consumers in regards to the process of purchase; how to grow awareness of product, brand, and mission in regards to the purpose of the business; TAG’s ability to assess and evaluate the path for financial growth in sales and profits with a valuation framework, is the foundation of what Telsey Advisory Group does to provide value to its clients. In summary, TAG’s mission is to provide the most relevant, timely, and insightful information to be a value-added partner to our research, trading, investment banking, and consulting clients that allows them to make informed, strategic investment decisions.

It has now been 16 years since we formed TAG and both the economic and competitive landscape has been radically altered in the United States and around the world. Disruptive entrants and business models are leading us to expand our expertise to include new consumer segments such as New Economy and Consumer Technology. Our research coverage is focused on what we see as the most relevant consumer investment areas of today and what we believe will be the drivers of tomorrow. Today, we cover more than 100 companies in 14 sectors, and have gained a global reputation for expertise in analyzing consumer markets, trends, and companies. Our knowledge base includes data from TAG’s rigorous channel-checking program both physically and digitally, our company specific analysis and deep trove of quantitative and qualitative product that allows us to have unique viewpoints on the different sectors that we cover.

Our full-service, in-house trading capabilities allow us to assist clients with agency-only, non-conflicted, and anonymous trade execution services, including share buybacks. Our goal is to achieve superior execution thanks to our liquidity resources, sophisticated electronic trading tools, extensive Street-side relationships, and team of seasoned traders.

TAG continues to expand its investment banking practice through participation in IPOs, follow-on equity offerings, de-SPAC advisory, fixed income offerings, private placements, and merger and acquisition transactions. Our capital markets teams underwrite various equity and debt transactions providing issuers access to incremental institutional investors. Since 2012, TAG has participated in 94 equity capital markets transactions totaling over $66bn in capital raised. Since 2014, TAG has participated in 117 debt capital markets transactions totaling over $276bn in capital raised. Our M&A team is focused on middle-market M&A transactions assisting clients with acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, fairness opinions, and leveraged buyouts.

TAG’s analytics and consulting team is relied on by private equity, mutual/hedge/sovereign funds, and private and public companies to assist with acquisition due diligence, competitive benchmarking, strategic assessments, white papers, and financial and valuation analyses. We draw on TAG’s primary research capabilities—extensive network of industry contacts and macroeconomic, qualitative, and quantitative analytical expertise—to assist our clients in their strategic and financial decision-making.

TAG has been recognized for our thoughtful, effective corporate access events, where company executives and industry experts convene to share their perspectives on current operations and business prospects. We also have an extensive annual calendar of non-deal roadshows, permitting our buyside clients to meet with the management teams of a wide range of C-level executives at consumer companies.

We hope our website introduces you to the services we offer and serves as a portal to the information you seek. We look forward to partnering with you in regards to providing insight into navigating the fast-moving changes occurring in this evolving and disruptive consumer landscape.

Dana Telsey

CEO & Chief Research Officer