Telsey Advisory Group - Overview

Telsey Advisory Group

Telsey Advisory Group (“TAG”) is a leading equity research, institutional equity sales and trading, investment banking, and consulting firm specializing in the retail and consumer sectors. Founded in 2006 by Dana Telsey, a renowned retail industry expert with over 27 years of experience, TAG has established itself as a trusted authority in the industry. Dana Telsey has been consistently ranked as the #1 Specialty Stores analyst for seven consecutive years by Institutional Investor magazine. The firm’s analysts are frequently sought after by media outlets such as Bloomberg, CNN, and CNBC for their insights on the retail and consumer landscape.

TAG’s Investment Banking group is actively involved in equity capital markets transactions, including underwriting, co-manager, and selling group member roles in equity offerings. They also provide expertise in buy-side and sell-side M&A processes, as well as private placement transactions.

The Consulting & Analytics franchise at TAG utilizes their extensive experience in analyzing the consumer industry to offer a range of services. These include conducting detailed financial analysis and valuation, assessing the business case for acquisitions through due diligence assignments, performing real-time primary research, creating proprietary databases analyzing key consumer company and macroeconomic metrics, and leveraging their extensive network of industry participants to develop customized analyses and reports. Their clients span various sectors, including private equity firms, mutual funds, hedge funds, real estate developers, sourcing firms, retailers, and industry associations.

TAG’s Equity Research franchise provides valuable insights into more than 155 U.S. based and international companies across major consumer and related industry verticals. They cover a wide range of sectors, including 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 the team’s expertise, liquidity resources, sophisticated electronic trading tools, seasoned traders, and access to information to achieve superior execution for their clients.