Telsey Advisory Group
Telsey Advisory Group is a woman-owned, New York-based boutique brokerage firm providing equity research, sales and trading, investment banking, and consulting services exclusively to consumer-sector institutional investors and corporate clients across the US, Canada, and UK.
- Company typePrivate
- Founded2006
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Telsey Advisory Group does
Telsey Advisory Group (TAG) is a privately held, woman-owned LLC headquartered at 555 Fifth Avenue, New York, that operates as a full-service brokerage firm focused exclusively on the consumer sector. Founded in 2006 by Dana Telsey, who serves as CEO and Chief Research Officer, the firm delivers a four-pillar service platform: institutional equity research covering 15+ consumer subsectors (apparel, cosmetics, department stores, discounters, e-commerce, food and beverage, footwear, hardlines, home furnishings, luxury, off-price, restaurants, specialty apparel, sporting goods, and supermarkets); sales and trading execution for institutional investors; investment banking including M&A advisory, equity capital markets, debt capital markets, and share repurchase execution; and consulting services covering due diligence, strategic advisory, financial analysis, and corporate access event management.
The firm monetizes through multiple distinct revenue mechanics: subscription-based research access for institutional clients (via a secure research portal), transaction-based trading commissions, success-fee-driven investment banking mandates, and professional-services fees for consulting engagements. Its go-to-market is enterprise field sales targeting two primary customer segments—pension funds, asset managers, and hedge funds on the buy side, and consumer-sector issuers (retailers, brands, and consumer product companies) on the corporate side. Distribution is anchored by the annual Global Consumer & Retail Conference in New York City and a multi-country corporate access program operating in the United States, Canada, and the United Kingdom. A December 2024 U.S. Equity Research alliance with Santander Corporate & Investment Banking extends its distribution and event capabilities. With 51-100 employees, TAG is a mid-sized boutique competitor in the consumer-sector research and advisory market, relying on its specialized sector focus, the personal brand of its founder/analysts, and its event platform rather than technology differentiation.
Telsey Advisory Group firmographics
Firmographics- Name
- Telsey Advisory Group
- Legal name
- Telsey Advisory Group LLC
- Website
- https://telseygroup.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Telsey Advisory Group is a woman-owned, New York-based boutique brokerage firm providing equity research, sales and trading, investment banking, and consulting services exclusively to consumer-sector institutional investors and corporate clients across the US, Canada, and UK.
- Ownership category
- akta.pro rank
Telsey Advisory Group industry classification
Industry- Product category
- Equity Research & Brokerage Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Marketing Consulting Services (541613)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Industry & Sector Research (Syndicated/Custom) (BPAHALAE)
- akta.pro secondary industries
- Sell-Side M&A Advisory (FSAEAGAA), Buy-Side M&A Advisory (FSAEAGAB)
Keywords
Where Telsey Advisory Group is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Telsey Advisory Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Equity Research: Produces and distributes research products to institutional clients, covering consumer sector companies across multiple retail categories including apparel, cosmetics, department stores, discounters, e-commerce, food and beverage, footwear, hardlines, home furnishings, luxury, off-price, restaurants, specialty apparel, sporting goods, and supermarkets.
- Sales and Trading: Provides trading services to institutional clients, facilitating equity transactions and market access.
- Investment Banking: Offers M&A advisory, equity capital markets, debt capital markets, and share repurchase execution services to consumer sector companies.
- Consulting Services: Provides due diligence, strategic advisory, financial analysis, workshops/seminars, and speaking engagements to clients.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Telsey Advisory Group product offering
Product offeringCore offering
Telsey Advisory Group (TAG) is a woman-owned brokerage firm providing institutional equity research, sales and trading, investment banking, and consulting services focused exclusively on the consumer sector. Its research coverage spans apparel, cosmetics, department stores, discounters, e-commerce, food and beverage, footwear, hardlines, home furnishings, luxury, off-price, restaurants, specialty apparel, sporting goods, and supermarkets. The firm serves institutional investors and consumer-facing corporates through research distribution, M&A and capital markets advisory, trading execution, and corporate access events.
Product overview
Telsey Advisory Group is a woman-owned consumer-focused brokerage firm offering a unified platform of financial services. The core offering centers on institutional equity research covering 100+ consumer sector stocks, complemented by sales & trading execution, investment banking (M&A, capital markets, share repurchases), and consulting services. The Research product—including standard research and Company Sponsored Research—feeds into client investment decisions, while the Investment Banking and Consulting divisions provide transaction and strategic advisory services. Corporate Access events and the annual Global Consumer & Retail Conference serve as client engagement mechanisms connecting institutional investors with company management teams.
Differentiator
Problem solved
Functional benefit
Products and services
- Equity Research Institutional equity research covering consumer sector companies across multiple subsectors including apparel, cosmetics, department stores, discounters, e-commerce, food and beverage, footwear, hardlines, home furnishings, luxury, off-price, restaurants, specialty apparel, sporting goods, and supermarkets. Distributed to institutional clients only.
- Company Sponsored Research Sponsored research services for consumer sector companies seeking dedicated analyst coverage and increased market visibility with the institutional investment community.
- Sales & Trading Brokerage trading services providing liquidity, execution, and market access in consumer sector equities for institutional investors.
- Investment Banking Full-service consumer sector investment banking including Mergers & Acquisitions advisory, Equity Capital Markets, Debt Capital Markets, and Share Repurchase Execution.
- Consulting Services Advisory services including due diligence, strategic advisory, financial analysis, workshops/seminars, and speaking engagements for consumer sector clients.
- Corporate Access Event management services connecting institutional investors with consumer sector company management through industry breakfasts, investor calls, venue tours, and non-deal roadshows across the United States, Canada, and the United Kingdom.
- Global Consumer & Retail Conference Annual conference providing small group meetings, one-on-one meetings, panel discussions, and main room presentations on consumer and retail sector topics for institutional investors and corporate clients.
Companies that use Telsey Advisory Group
Customer profileSegments2 records
Ideal customer profiles2 records
Telsey Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Telsey Advisory Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SantandercoreTelsey Advisory Group announced a U.S. Equity Research alliance with Santander. The collaboration was developed to produce a world-class consumer & retail event and represents a strategic partnership to enhance research capabilities and conference offerings for the consumer sector.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Telsey Advisory Group competitors and assessment
Company assessmentDirect peers
- Oppenheimer & Co. Oppenheimer is a mid-market full-service broker-dealer offering equity research, sales and trading, and investment banking across multiple sectors. Its mid-cap institutional research and wealth-adjacent IB franchise make it a structural comparable to TAG.
- BTIG: BTIG is a boutique institutional broker-dealer offering equity research, sales and trading, and investment banking across multiple sectors. It mirrors TAG's full-service boutique model and competes directly for institutional research, trading, and mid-market IB mandates.
- Craig-Hallum Capital Group: Craig-Hallum is a mid-market research and investment banking firm with sector-focused equity research distributed to institutional clients. Like TAG, it pairs proprietary research with M&A advisory and capital markets execution for growth and consumer-adjacent companies.
- Wedbush Securities: Wedbush is a privately held, full-service brokerage and investment bank with deep sector-specialized research. Its consumer and growth-equities research franchise and mid-market IB platform make it a close comparable to Telsey Advisory Group.
- Canaccord Genuity: Canaccord Genuity is a mid-market broker-dealer providing equity research, sales and trading, and investment banking to growth and mid-cap companies. Its sector-specialized research model and mid-market IB franchise are closely comparable to TAG.
- TD Cowen: TD Cowen (formerly Cowen Inc.) is a research-driven boutique investment bank offering sector-specialized equity research, sales and trading, and investment banking. Its hybrid boutique-plus-parent-bank model after the TD Bank acquisition parallels TAG's recent Santander partnership.
- Loop Capital Markets: Loop Capital is a minority-owned, full-service investment bank and broker-dealer with research, sales and trading, and IB services. It competes with TAG for institutional research distribution and mid-market corporate finance mandates.
Broad incumbents
- Jefferies Financial Group: Jefferies is a mid-market-focused full-service broker-dealer with strong consumer sector research, sales and trading, and investment banking. It is a larger incumbent with overlapping capabilities to TAG, particularly in consumer M&A and capital markets.
- B. Riley Financial: B. Riley is a diversified financial services firm with capital markets, research, and investment banking capabilities. While broader than TAG, its mid-market advisory and sector research offerings overlap with TAG's IB and consumer-focused research.
- Guggenheim Securities: Guggenheim Securities is the investment banking arm of Guggenheim Partners, providing sector-specialized research, sales and trading, and advisory services. It competes with TAG for consumer-sector institutional research and mid-to-large-cap advisory mandates.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Telsey Advisory Group social profiles
Digital presenceTelsey Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Telsey Advisory Group leadership team
Management profileNumber of profiles
Profiles3 records
Telsey Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Telsey Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Telsey Advisory Group
What does Telsey Advisory Group do?
Telsey Advisory Group (TAG) is a woman-owned brokerage firm providing institutional equity research, sales and trading, investment banking, and consulting services focused exclusively on the consumer sector. Its research coverage spans apparel, cosmetics, department stores, discounters, e-commerce, food and beverage, footwear, hardlines, home furnishings, luxury, off-price, restaurants, specialty apparel, sporting goods, and supermarkets. The firm serves institutional investors and consumer-facing corporates through research distribution, M&A and capital markets advisory, trading execution, and corporate access events.
Is Telsey Advisory Group a public or private company?
Telsey Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Telsey Advisory Group founded?
Telsey Advisory Group was founded in 2006. It employs 51 to 100 people.
Where is Telsey Advisory Group based?
Telsey Advisory Group is headquartered in New York, United States, in the North America region.
How does Telsey Advisory Group make money?
Four revenue lines are on record. Equity Research is the primary driver. The others are sales and Trading, investment Banking and consulting Services.
Who are Telsey Advisory Group's main competitors?
Direct peers on record are Oppenheimer & Co., BTIG, Craig-Hallum Capital Group, Wedbush Securities, Canaccord Genuity, TD Cowen and Loop Capital Markets. Broad incumbents are Jefferies Financial Group, B. Riley Financial and Guggenheim Securities.
Does Telsey Advisory Group have an API?
No public API is recorded for Telsey Advisory Group.
What industry is Telsey Advisory Group in?
Telsey Advisory Group's product category is Equity Research & Brokerage Services. Its primary akta.pro industry code is BPAHALAE, Industry & Sector Research (Syndicated/Custom), with a secondary code of FSAEAGAA, Sell-Side M&A Advisory. Its NAICS code is 523940 and its SIC code is 6282.