MTAG Financial Reaches $5B in Assets under Management

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Financial services and investment firm reaches new AUM milestone.

Privately held financial services and investment firm MTAG Financial today announced it has reached $5 billion in managed assets.

Founded in 1997, MTAG specializes in the acquisition, recovery, and servicing of specialized financial assets by providing capital, experience, and execution. The firm’s clients include municipalities, large financial institutions, specialty asset funds, and large individual investors.

“​MTAG understands and can service most specialized financial assets in the market today,” said Adam Berman, MTAG Chief Operating Officer. “We are passionate about expertly servicing niche financial assets and collaborating with clients to support best-in-class niche financial asset investment programs.”

Managed by a team with more than 100 years of combined experience in the specialized financial asset business, MTAG is no stranger to handling unique real estate situations. It has a strong reputation for navigating through complex due diligence, maintaining a highly controlled transactional environment, and providing highly effective asset management.

"Every lender or investor can be comfortable in the knowledge that MTAG will protect their investments,” added Jim Meeks, MTAG’s Chief Executive Officer. “We are ratings agency approved, SOC I Type II compliant, and an approved custodian by multiple lenders."

MTAG’s primary asset management services include making recommendations for asset plans and liquidation, tracking delinquents, monitoring loan and lien expenses, managing foreclosures and litigation, and re-marketing assets.

“The principals of MTAG have a broad background in addressing nuanced real estate opportunities, given their enormous success in institutionalizing the real estate tax lien space,” said Bill Green, Principal of Ginkgo Residential & Buffalo River Realty. “We feel they have a battle-tested mix of creativity and common sense when it comes to addressing unique real estate situations and fixing things when they go wrong. We trust them implicitly to find a way to maximize returns for us.”

John Siris, Managing Director of Guggenheim Securities, echoed that sentiment. “MTAG is extremely capable, easy to work with, and responsive. There’s a reason they are so well known by investors and rating agencies in the niche asset space.”

To assist with its ongoing expansion, MTAG has retained BlueWave Ventures, a Los Angeles-based venture advisory company. BlueWave Ventures’ Managing Partner, Brian McGowan, has 25 years of experience in commercial real estate PropTech systems and specialized asset management.

“There’s a reason MTAG is known for its ability to effectively manage complex assets and situations,” McGowan said. “After their years on the investor side, MTAG’s principals understand the critical nature of accuracy, reporting, and prompt follow-up. They are acutely aware of the direct impact these actions have on investor return and truly service clients’ assets as if they were their own.”

About MTAG Financial
MTAG is a privately held financial services and investment firm focused on the acquisition, recovery, and servicing of specialized financial assets. Founded in 1997, MTAG has acquired and managed hundreds of thousands of assets totaling more than $5 billion. For more information, visit

About BlueWave Ventures
BlueWave Ventures supports growth-stage companies with product strategy, business development and go-to-market planning and execution. For more information, visit

MTAG Financial Media Contact
Julie Willbrand, Director of Marketing
(949) 478-3025

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