Gregory Nelson joined TAG Financial Institutions Group as Principal in 2014. Formerly, he was Senior Vice President of U.S. RE Securities LLC where his responsibilities included sourcing and executing insurance and reinsurance industry investment banking assignments including mergers and acquisitions advisory, private debt and equity capital-raising activities, and risk securitizations. Greg has substantial experience covering U.S. primary insurance carriers and global reinsurance companies.
Prior to joining U.S. RE Securities, Greg was a member of the Financial Institutions Group of Bank of America Securities, where he was responsible for executing merger and acquisition transactions and public / private capital-raising assignments primarily for mid-cap and large-cap insurance industry clients. He earlier gained substantial middle-market investment banking and corporate finance experience from previous investment banking roles at Friedman, Billings, Ramsey& Co. and Bear Stearns & Co. This experience included his involvement in managing a number of large private equity offerings and IPO transactions for leading small-cap insurance companies.
Earlier in his career, Greg also served in corporate insurance industry financial positions with Allstate Insurance Company and Radian Group and also worked in public accounting. He holds a BBA in Accountancy from Western Michigan University and an MBA in Finance and Economics from the University of Chicago Booth School of Business. Greg is also a Certified Public Accountant.